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 | $286,857 | -11.0% | 5,061 | -9.1% | 0.09% | -10.0% |
| Q1 2024 | $322,280 | +2.7% | 5,570 | -2.4% | 0.10% | -9.1% |
| Q4 2023 | $313,881 | -69.0% | 5,709 | -69.8% | 0.11% | -71.5% |
| Q3 2023 | $1,011,481 | -1.7% | 18,885 | +1.6% | 0.39% | -0.8% |
| Q2 2023 | $1,028,751 | -0.4% | 18,593 | -1.7% | 0.39% | -15.3% |
| Q1 2023 | $1,033,251 | -3.4% | 18,924 | -3.6% | 0.46% | -9.6% |
| Q4 2022 | $1,069,693 | -6.2% | 19,631 | -11.9% | 0.51% | -0.8% |
| Q3 2022 | $1,141,000 | -9.9% | 22,279 | -2.4% | 0.51% | -1.2% |
| Q2 2022 | $1,266,000 | -13.6% | 22,831 | -4.4% | 0.52% | +5.7% |
| Q1 2022 | $1,466,000 | +16.8% | 23,887 | +20.3% | 0.49% | +32.8% |
| Q4 2021 | $1,255,000 | +40.2% | 19,860 | +32.2% | 0.37% | +25.9% |
| Q3 2021 | $895,000 | +25.7% | 15,020 | +27.7% | 0.29% | +28.5% |
| Q2 2021 | $712,000 | – | 11,761 | – | 0.23% | – |
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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% |