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 | $256,970 | -1.4% | 4,534 | +0.6% | 0.10% | -2.8% |
| Q1 2024 | $260,711 | +4.8% | 4,506 | -0.4% | 0.11% | -2.8% |
| Q4 2023 | $248,757 | -7.0% | 4,524 | -9.4% | 0.11% | -15.5% |
| Q3 2023 | $267,450 | -9.7% | 4,993 | -6.7% | 0.13% | -6.5% |
| Q2 2023 | $296,062 | +1.5% | 5,351 | +0.1% | 0.14% | -4.8% |
| Q1 2023 | $291,820 | +0.3% | 5,345 | +0.1% | 0.14% | -5.2% |
| Q4 2022 | $291,079 | -3.6% | 5,342 | -9.5% | 0.15% | -12.1% |
| Q3 2022 | $302,000 | -7.1% | 5,905 | +0.7% | 0.17% | -3.3% |
| Q2 2022 | $325,000 | -9.7% | 5,864 | +0.1% | 0.18% | +4.0% |
| Q1 2022 | $360,000 | +4.0% | 5,857 | +7.0% | 0.17% | +6.1% |
| Q4 2021 | $346,000 | – | 5,473 | – | 0.16% | – |
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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% |