J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 842 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,114 | -99.9% | 90,305 | -1.5% | 0.42% | -14.3% |
| Q1 2024 | $5,304,735 | +0.7% | 91,682 | -4.3% | 0.49% | +21.9% |
| Q4 2023 | $5,265,823 | +511.7% | 95,777 | +495.9% | 0.40% | +169.8% |
| Q3 2023 | $860,903 | +9359.4% | 16,074 | -90.2% | 0.15% | -81.5% |
| Q2 2023 | $9,101 | -49.7% | 164,492 | -50.4% | 0.80% | -45.4% |
| Q1 2023 | $18,106 | -100.0% | 331,620 | +102.5% | 1.47% | +88.8% |
| Q4 2022 | $8,921,621,630 | +117228.0% | 163,730 | +10.3% | 0.78% | +4.8% |
| Q3 2022 | $7,604,000 | +7.5% | 148,435 | +16.4% | 0.74% | +4.1% |
| Q2 2022 | $7,071,000 | +41.2% | 127,524 | +56.3% | 0.72% | +70.6% |
| Q1 2022 | $5,009,000 | +51.6% | 81,586 | +55.4% | 0.42% | +48.6% |
| Q4 2021 | $3,304,000 | +55.3% | 52,505 | +47.2% | 0.28% | +20.0% |
| Q3 2021 | $2,127,000 | +36.8% | 35,674 | +17.7% | 0.24% | +7.8% |
| Q2 2021 | $1,555,000 | +73.4% | 30,317 | +96.4% | 0.22% | +89.6% |
| Q1 2021 | $897,000 | -43.3% | 15,436 | -45.6% | 0.12% | -48.7% |
| Q4 2020 | $1,581,000 | – | 28,351 | – | 0.22% | – |
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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% |