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 | $21,651,769 | +0.3% | 382,000 | +2.4% | 1.50% | -4.0% |
| Q1 2024 | $21,591,605 | -10.3% | 373,170 | -14.8% | 1.56% | -19.8% |
| Q4 2023 | $24,078,970 | -13.7% | 437,959 | -15.9% | 1.94% | -25.8% |
| Q3 2023 | $27,887,262 | +11.4% | 520,673 | +15.1% | 2.62% | +5.3% |
| Q2 2023 | $25,032,144 | +13.2% | 452,415 | +11.7% | 2.49% | +3.7% |
| Q1 2023 | $22,121,601 | +40.8% | 405,158 | +40.5% | 2.40% | +28.1% |
| Q4 2022 | $15,710,896 | +132.4% | 288,326 | +118.5% | 1.87% | +115.7% |
| Q3 2022 | $6,760,000 | – | 131,950 | – | 0.87% | – |
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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% |