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 | $17,561,034 | -15.3% | 309,828 | -13.6% | 1.45% | -17.5% |
| Q1 2024 | $20,737,887 | +7.9% | 358,415 | +2.5% | 1.75% | +0.2% |
| Q4 2023 | $19,221,675 | +1.5% | 349,612 | -1.1% | 1.75% | -12.1% |
| Q3 2023 | $18,939,965 | -2.3% | 353,621 | +0.9% | 1.99% | -4.0% |
| Q2 2023 | $19,393,533 | +1.6% | 350,507 | +0.3% | 2.07% | -4.6% |
| Q1 2023 | $19,080,476 | +12.0% | 349,459 | +11.8% | 2.17% | +12.6% |
| Q4 2022 | $17,037,316 | +716.0% | 312,669 | +667.3% | 1.93% | +551.7% |
| Q3 2022 | $2,088,000 | +25.6% | 40,750 | +36.0% | 0.30% | +32.1% |
| Q2 2022 | $1,662,000 | – | 29,972 | – | 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% |