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 | $8,599,420 | +2.9% | 151,106 | +4.6% | 5.82% | -4.0% |
| Q1 2024 | $8,360,374 | +18.7% | 144,493 | +13.0% | 6.07% | +1.1% |
| Q4 2023 | $7,045,757 | +13.1% | 127,826 | +10.0% | 6.00% | -0.2% |
| Q3 2023 | $6,229,707 | +18.3% | 116,248 | +20.5% | 6.01% | +14.3% |
| Q2 2023 | $5,264,690 | +17.4% | 96,476 | +17.8% | 5.26% | +8.0% |
| Q1 2023 | $4,486,003 | +161.7% | 81,891 | +162.8% | 4.87% | +122.9% |
| Q4 2022 | $1,714,203 | +97.7% | 31,156 | +86.6% | 2.18% | +78.2% |
| Q3 2022 | $867,000 | +87.7% | 16,695 | +107.6% | 1.22% | +101.5% |
| Q2 2022 | $462,000 | -36.5% | 8,040 | -32.6% | 0.61% | -34.8% |
| Q1 2022 | $728,000 | – | 11,934 | – | 0.93% | – |
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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% |