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 | $1,884,418 | -10.9% | 33,247 | -9.0% | 0.09% | -17.9% |
| Q1 2024 | $2,113,816 | +17.6% | 36,533 | +12.6% | 0.11% | +1.9% |
| Q4 2023 | $1,798,218 | +15.4% | 32,454 | +11.5% | 0.10% | +6.1% |
| Q3 2023 | $1,558,654 | +2.0% | 29,101 | +5.4% | 0.10% | +7.7% |
| Q2 2023 | $1,527,457 | +15.0% | 27,606 | +13.5% | 0.09% | +1.1% |
| Q1 2023 | $1,328,418 | -3.3% | 24,330 | -2.5% | 0.09% | -10.9% |
| Q4 2022 | $1,373,488 | +10.9% | 24,944 | +3.2% | 0.10% | +9.8% |
| Q3 2022 | $1,238,000 | -8.0% | 24,172 | -0.4% | 0.09% | -5.2% |
| Q2 2022 | $1,345,000 | -13.3% | 24,264 | -4.0% | 0.10% | +10.2% |
| Q1 2022 | $1,551,000 | -3.9% | 25,264 | -1.1% | 0.09% | -3.3% |
| Q4 2021 | $1,614,000 | +4.1% | 25,543 | -1.8% | 0.09% | -11.7% |
| Q3 2021 | $1,551,000 | +18.8% | 26,024 | +20.7% | 0.10% | +13.2% |
| Q2 2021 | $1,306,000 | – | 21,555 | – | 0.09% | – |
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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% |