J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 639 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,822,097 | -2.9% | 49,790 | -0.9% | 0.93% | +0.8% |
| Q1 2024 | $2,905,729 | +5.7% | 50,220 | +1.2% | 0.92% | -9.2% |
| Q4 2023 | $2,749,446 | -1.4% | 49,622 | -4.7% | 1.01% | -11.5% |
| Q3 2023 | $2,789,619 | +0.7% | 52,084 | +4.1% | 1.15% | +3.3% |
| Q2 2023 | $2,769,156 | -1.1% | 50,048 | -2.4% | 1.11% | -27.9% |
| Q1 2023 | $2,801,198 | +2.9% | 51,304 | +3.7% | 1.54% | -17.5% |
| Q4 2022 | $2,723,082 | +1.0% | 49,454 | +1.4% | 1.87% | +31.5% |
| Q3 2022 | $2,696,000 | +0.9% | 48,791 | +1.3% | 1.42% | -10.9% |
| Q2 2022 | $2,672,000 | -73.1% | 48,179 | +29640.1% | 1.59% | +39725.0% |
| Q1 2022 | $9,947,000 | -3.5% | 162 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,311,000 | – | 162 | – | 0.00% | – |
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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% |