J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 639 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,504,808 | -8.1% | 61,835 | -6.2% | 0.30% | -11.0% |
| Q1 2024 | $3,814,652 | +13.7% | 65,929 | +8.0% | 0.34% | -0.9% |
| Q4 2023 | $3,356,090 | -13.3% | 61,042 | -15.6% | 0.34% | -22.1% |
| Q3 2023 | $3,872,388 | -2.5% | 72,300 | +0.7% | 0.44% | +9.0% |
| Q2 2023 | $3,973,635 | -8.4% | 71,817 | -9.6% | 0.40% | -16.2% |
| Q1 2023 | $4,339,172 | +1.9% | 79,472 | +1.7% | 0.48% | -8.8% |
| Q4 2022 | $4,258,176 | +18.4% | 78,146 | +11.3% | 0.52% | +11.3% |
| Q3 2022 | $3,596,000 | +32.0% | 70,195 | +42.9% | 0.47% | +39.6% |
| Q2 2022 | $2,724,000 | +41.1% | 49,133 | +56.2% | 0.34% | +41.8% |
| Q1 2022 | $1,931,000 | +125.3% | 31,448 | +132.0% | 0.24% | +130.1% |
| Q4 2021 | $857,000 | – | 13,558 | – | 0.10% | – |
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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% |