J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 979 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is 1.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,628,838 | +14.1% | 152,238 | +16.1% | 0.02% | +15.0% |
| Q1 2024 | $7,563,710 | +25.5% | 131,114 | +19.6% | 0.02% | 0.0% |
| Q4 2023 | $6,028,701 | +106.9% | 109,615 | +101.4% | 0.02% | +42.9% |
| Q3 2023 | $2,914,189 | +5.5% | 54,415 | +9.0% | 0.01% | +27.3% |
| Q2 2023 | $2,762,800 | +251.1% | 49,932 | +246.4% | 0.01% | +450.0% |
| Q1 2023 | $786,978 | +89.1% | 14,414 | +88.7% | 0.00% | -33.3% |
| Q4 2022 | $416,247 | +14.7% | 7,638 | +7.7% | 0.00% | -25.0% |
| Q3 2022 | $363,000 | +10.7% | 7,094 | +20.1% | 0.00% | 0.0% |
| Q2 2022 | $328,000 | -32.8% | 5,908 | -25.6% | 0.00% | -50.0% |
| Q1 2022 | $488,000 | +13.5% | 7,946 | +16.7% | 0.01% | +14.3% |
| Q4 2021 | $430,000 | – | 6,807 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Enstar Group LTD | 1,539,025 | $87,231,937 | 24.96% |
| Requisite Capital Management, LLC | 1,670,568 | $94,687,782 | 21.43% |
| Melia Wealth LLC | 562,535 | $31,884,457 | 17.39% |
| Leverty Financial Group, LLC | 510,646 | $28,943,609 | 17.12% |
| Cornerstone Advisory, LLC | 1,719,378 | $97,454,312 | 13.71% |
| Horizon Advisory Services, Inc. | 472,229 | $26,765,968 | 12.81% |
| Lebenthal Global Advisors, LLC | 923,467 | $52,342,089 | 11.47% |
| Ergawealth Advisors, Inc. | 343,440 | $19,466,188 | 10.60% |
| Pacific Center for Financial Services | 651,624 | $36,934,027 | 10.35% |
| Mosley Wealth Management | 212,288 | $12,032,504 | 10.24% |