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 | $422,391 | -2.4% | 7,452 | -0.4% | 0.04% | -13.0% |
| Q1 2024 | $432,707 | +25.9% | 7,479 | +19.6% | 0.05% | +4.5% |
| Q4 2023 | $343,733 | +8.3% | 6,252 | +5.5% | 0.04% | -2.2% |
| Q3 2023 | $317,281 | +54.7% | 5,924 | +59.8% | 0.04% | +60.7% |
| Q2 2023 | $205,140 | +1.5% | 3,708 | +0.2% | 0.03% | -6.7% |
| Q1 2023 | $202,092 | – | 3,701 | – | 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% |