J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 979 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is 1.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,592,519 | +0.4% | 116,311 | +2.5% | 0.65% | -4.7% |
| Q1 2024 | $6,564,325 | +6.1% | 113,452 | +0.8% | 0.68% | -5.7% |
| Q4 2023 | $6,189,161 | +6.0% | 112,571 | +3.2% | 0.72% | -6.6% |
| Q3 2023 | $5,841,085 | -1.1% | 109,057 | +2.2% | 0.77% | +1.0% |
| Q2 2023 | $5,906,344 | +18.1% | 106,748 | +16.6% | 0.76% | +6.6% |
| Q1 2023 | $4,999,831 | +41.6% | 91,572 | +41.3% | 0.72% | +23.6% |
| Q4 2022 | $3,531,715 | +14.9% | 64,814 | +8.0% | 0.58% | -1.9% |
| Q3 2022 | $3,073,000 | +79.2% | 59,986 | +94.0% | 0.59% | +84.7% |
| Q2 2022 | $1,715,000 | +46.7% | 30,927 | +62.4% | 0.32% | +71.1% |
| Q1 2022 | $1,169,000 | +238.8% | 19,038 | +248.4% | 0.19% | +252.8% |
| Q4 2021 | $345,000 | +66.7% | 5,464 | +57.6% | 0.05% | +51.4% |
| Q3 2021 | $207,000 | – | 3,466 | – | 0.04% | – |
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% |