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 | $2,357,022 | -9.5% | 41,630 | -7.5% | 0.09% | -15.4% |
| Q1 2024 | $2,604,716 | +29.7% | 45,018 | +23.2% | 0.10% | +15.6% |
| Q4 2023 | $2,008,322 | +33.0% | 36,528 | +29.6% | 0.09% | +16.9% |
| Q3 2023 | $1,510,143 | +28.0% | 28,195 | +32.2% | 0.08% | +26.2% |
| Q2 2023 | $1,180,151 | +31.2% | 21,329 | +29.5% | 0.06% | +19.6% |
| Q1 2023 | $899,497 | +86.6% | 16,474 | +86.2% | 0.05% | +70.0% |
| Q4 2022 | $482,088 | – | 8,847 | – | 0.03% | – |
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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% |