J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 742 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $507,132 | -0.3% | 8,947 | +1.8% | 0.10% | -1.9% |
| Q1 2024 | $508,577 | -42.4% | 8,790 | -45.2% | 0.10% | -50.7% |
| Q4 2023 | $882,480 | +184.0% | 16,051 | +176.7% | 0.21% | +169.6% |
| Q3 2023 | $310,685 | +16.8% | 5,801 | +20.7% | 0.08% | +27.4% |
| Q2 2023 | $266,007 | +6.4% | 4,808 | +5.0% | 0.06% | +1.6% |
| Q1 2023 | $249,984 | +152.0% | 4,578 | +151.4% | 0.06% | +144.0% |
| Q4 2022 | $99,216 | +331.4% | 1,821 | +307.4% | 0.02% | +316.7% |
| Q3 2022 | $23,000 | +43.8% | 447 | +53.1% | 0.01% | +50.0% |
| Q2 2022 | $16,000 | – | 292 | – | 0.00% | – |
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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% |