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 | $612,753 | -2.5% | 10,887 | +0.2% | 0.24% | -0.4% |
| Q1 2024 | $628,360 | +8.5% | 10,860 | +3.7% | 0.24% | +3.9% |
| Q4 2023 | $578,877 | +4.7% | 10,474 | +1.4% | 0.23% | -1.7% |
| Q3 2023 | $553,007 | -21.0% | 10,325 | -18.3% | 0.23% | -16.2% |
| Q2 2023 | $700,064 | -0.5% | 12,638 | -1.3% | 0.28% | +6.1% |
| Q1 2023 | $703,557 | +2.4% | 12,806 | +2.5% | 0.26% | -0.8% |
| Q4 2022 | $687,200 | +50.4% | 12,488 | +39.8% | 0.26% | +41.2% |
| Q3 2022 | $457,000 | -9.1% | 8,930 | -1.5% | 0.19% | -2.1% |
| Q2 2022 | $503,000 | +124.6% | 9,068 | +148.5% | 0.19% | +151.3% |
| Q1 2022 | $224,000 | – | 3,649 | – | 0.08% | – |
Download | ||||||
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% |