J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 1,040 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2024. The put-call ratio across all filers is 1.12 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,584,503 | -1.3% | 45,598 | +0.8% | 1.28% | -6.5% |
| Q1 2024 | $2,617,876 | +5.1% | 45,245 | -0.2% | 1.37% | -7.5% |
| Q4 2023 | $2,491,853 | +1.9% | 45,323 | -0.7% | 1.48% | -9.2% |
| Q3 2023 | $2,444,611 | -10.0% | 45,642 | -7.0% | 1.63% | -12.1% |
| Q2 2023 | $2,715,719 | +76.5% | 49,082 | +74.1% | 1.85% | +63.0% |
| Q1 2023 | $1,538,861 | +20.7% | 28,184 | +20.5% | 1.14% | +16.3% |
| Q4 2022 | $1,275,000 | – | 23,398 | – | 0.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 700,333 | $37,490,363 | 35.46% |
| Enstar Group LTD | 1,743,376 | $93,375,219 | 30.92% |
| Requisite Capital Management, LLC | 2,136,634 | $114,438,106 | 29.07% |
| Ergawealth Advisors, Inc. | 601,411 | $32,211,570 | 22.23% |
| Reitz Capital Advisors LLC | 212,815 | $11,377,097 | 21.73% |
| Leverty Financial Group, LLC | 489,281 | $26,206,267 | 19.03% |
| Moss Adams Wealth Advisors LLC | 935,777 | $50,120,196 | 17.10% |
| American Planning Services, Inc. | 436,589 | $23,383,682 | 15.54% |
| HILLTOP WEALTH ADVISORS, LLC | 360,428 | $19,304,536 | 14.94% |
| Cornerstone Advisory, LLC | 1,588,831 | $85,097,803 | 14.89% |