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 | $492,946 | -6.4% | 8,697 | -4.5% | 0.07% | -6.9% |
| Q1 2024 | $526,873 | -16.6% | 9,106 | -20.8% | 0.07% | -19.1% |
| Q4 2023 | $631,767 | -26.9% | 11,491 | -28.8% | 0.09% | -36.0% |
| Q3 2023 | $863,952 | -48.7% | 16,131 | -47.0% | 0.14% | -40.6% |
| Q2 2023 | $1,682,656 | +1.3% | 30,411 | -0.1% | 0.23% | -3.3% |
| Q1 2023 | $1,661,803 | +24.5% | 30,436 | +24.2% | 0.24% | +16.3% |
| Q4 2022 | $1,334,927 | +31.0% | 24,499 | +23.2% | 0.21% | +17.5% |
| Q3 2022 | $1,019,000 | +6.1% | 19,887 | +14.9% | 0.18% | +9.9% |
| Q2 2022 | $960,000 | -8.7% | 17,314 | +1.0% | 0.16% | +10.3% |
| Q1 2022 | $1,052,000 | -4.0% | 17,135 | -1.2% | 0.15% | -0.7% |
| Q4 2021 | $1,096,000 | – | 17,337 | – | 0.15% | – |
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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% |