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 | $1,595,146 | -3.2% | 28,143 | -1.2% | 0.94% | -2.5% |
| Q1 2024 | $1,647,738 | +6.4% | 28,478 | +1.1% | 0.96% | -3.9% |
| Q4 2023 | $1,548,237 | -4.6% | 28,160 | -7.1% | 1.00% | -13.3% |
| Q3 2023 | $1,623,404 | -6.3% | 30,310 | -3.2% | 1.16% | +0.1% |
| Q2 2023 | $1,732,383 | +1.3% | 31,310 | 0.0% | 1.16% | -3.1% |
| Q1 2023 | $1,709,526 | +0.2% | 31,310 | 0.0% | 1.19% | -1.6% |
| Q4 2022 | $1,706,082 | +4.3% | 31,310 | -1.9% | 1.21% | -7.0% |
| Q3 2022 | $1,635,000 | -7.6% | 31,910 | 0.0% | 1.30% | -0.2% |
| Q2 2022 | $1,769,000 | -9.7% | 31,910 | 0.0% | 1.31% | +14.2% |
| Q1 2022 | $1,959,000 | -2.8% | 31,910 | 0.0% | 1.14% | +9.0% |
| Q4 2021 | $2,016,000 | – | 31,910 | – | 1.05% | – |
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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% |