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 | $4,278,574 | +48.2% | 75,486 | +51.3% | 0.59% | +48.7% |
| Q1 2024 | $2,887,626 | +11.4% | 49,907 | +5.9% | 0.39% | +2.9% |
| Q4 2023 | $2,591,396 | +7.1% | 47,133 | +4.3% | 0.38% | -4.7% |
| Q3 2023 | $2,419,705 | +1.1% | 45,177 | +4.4% | 0.40% | +3.9% |
| Q2 2023 | $2,394,059 | +8.0% | 43,269 | +6.6% | 0.39% | -1.5% |
| Q1 2023 | $2,216,540 | +3.5% | 40,596 | +3.3% | 0.39% | -4.6% |
| Q4 2022 | $2,141,450 | -4.8% | 39,300 | -10.5% | 0.41% | -13.1% |
| Q3 2022 | $2,250,000 | +35.8% | 43,918 | +46.9% | 0.47% | +34.7% |
| Q2 2022 | $1,657,000 | +485.5% | 29,889 | +549.3% | 0.35% | +564.2% |
| Q1 2022 | $283,000 | +65.5% | 4,603 | +60.4% | 0.05% | +51.4% |
| Q3 2021 | $171,000 | – | 2,870 | – | 0.04% | – |
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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% |