J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 1,030 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2024. The put-call ratio across all filers is 1.38 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,772,810 | +0.4% | 101,242 | +1.8% | 0.17% | -5.4% |
| Q1 2024 | $5,752,401 | +6.6% | 99,419 | +1.3% | 0.18% | -2.1% |
| Q4 2023 | $5,397,075 | -71.8% | 98,164 | -72.5% | 0.19% | -74.8% |
| Q3 2023 | $19,118,493 | -0.3% | 356,955 | +3.0% | 0.75% | +2.5% |
| Q2 2023 | $19,177,245 | +10.2% | 346,598 | +8.7% | 0.73% | +2.0% |
| Q1 2023 | $17,401,628 | -11.0% | 318,711 | -11.1% | 0.71% | -18.3% |
| Q4 2022 | $19,543,242 | +102.8% | 358,657 | +90.7% | 0.87% | +76.2% |
| Q3 2022 | $9,636,000 | +480.1% | 188,086 | +528.0% | 0.50% | +350.9% |
| Q2 2022 | $1,661,000 | +25.8% | 29,952 | +39.3% | 0.11% | +48.6% |
| Q1 2022 | $1,320,000 | +146.3% | 21,504 | +153.7% | 0.07% | +164.3% |
| Q4 2021 | $536,000 | +68.6% | 8,477 | +58.9% | 0.03% | +47.4% |
| Q3 2021 | $318,000 | – | 5,335 | – | 0.02% | – |
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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% |