J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 842 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $88,413,177 | -10.4% | 1,559,745 | -8.6% | 0.25% | -12.8% |
| Q1 2024 | $98,717,779 | +18.6% | 1,706,148 | +12.7% | 0.29% | +3.6% |
| Q4 2023 | $83,243,021 | +22.8% | 1,514,059 | +19.6% | 0.28% | +6.1% |
| Q3 2023 | $67,801,821 | +5.3% | 1,265,904 | +8.7% | 0.26% | +4.8% |
| Q2 2023 | $64,416,059 | +199962.3% | 1,164,215 | +97.4% | 0.25% | +81.2% |
| Q1 2023 | $32,198 | +29.4% | 589,716 | +29.2% | 0.14% | +10.4% |
| Q4 2022 | $24,880 | -99.9% | 456,609 | +29.6% | 0.12% | +34.4% |
| Q3 2022 | $18,051,000 | +79.3% | 352,371 | +94.0% | 0.09% | +72.2% |
| Q2 2022 | $10,070,000 | +46.1% | 181,613 | +61.8% | 0.05% | +63.6% |
| Q1 2022 | $6,891,000 | +43.0% | 112,241 | +47.1% | 0.03% | +50.0% |
| Q4 2021 | $4,820,000 | +65.9% | 76,277 | +56.4% | 0.02% | +46.7% |
| Q3 2021 | $2,906,000 | +65.9% | 48,755 | +68.5% | 0.02% | +50.0% |
| Q2 2021 | $1,752,000 | +86.6% | 28,937 | +78.9% | 0.01% | +66.7% |
| Q1 2021 | $939,000 | – | 16,172 | – | 0.01% | – |
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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% |