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 | $18,704,200 | -0.7% | 329,996 | +1.4% | 1.93% | -4.5% |
| Q1 2024 | $18,833,095 | +13.1% | 325,494 | +7.5% | 2.02% | +3.6% |
| Q4 2023 | $16,654,004 | -0.7% | 302,910 | -3.2% | 1.95% | -10.3% |
| Q3 2023 | $16,766,369 | +1.8% | 313,039 | +5.2% | 2.17% | +6.1% |
| Q2 2023 | $16,468,104 | +13.8% | 297,634 | +12.3% | 2.05% | +4.8% |
| Q1 2023 | $14,471,894 | -14.9% | 265,053 | -15.1% | 1.96% | -23.5% |
| Q4 2022 | $17,003,169 | +36.0% | 312,042 | +27.8% | 2.56% | +22.9% |
| Q3 2022 | $12,504,000 | +2870.1% | 244,078 | +3115.8% | 2.08% | +2957.4% |
| Q2 2022 | $421,000 | +44.2% | 7,590 | +59.8% | 0.07% | +61.9% |
| Q1 2022 | $292,000 | – | 4,750 | – | 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% |