J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 742 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,066 | -22.5% | 36,450 | -21.7% | 1.81% | -21.5% |
| Q1 2024 | $2,665 | -11.0% | 46,541 | -14.6% | 2.30% | -18.4% |
| Q4 2023 | $2,995 | +5.3% | 54,475 | +2.6% | 2.82% | -10.3% |
| Q3 2023 | $2,843 | +34.0% | 53,083 | +38.5% | 3.15% | +30.5% |
| Q2 2023 | $2,121 | +7.4% | 38,337 | +6.0% | 2.41% | +14.6% |
| Q1 2023 | $1,974 | +20.1% | 36,159 | +19.9% | 2.10% | +12.0% |
| Q4 2022 | $1,643 | -99.9% | 30,149 | +0.2% | 1.88% | +163.5% |
| Q3 2022 | $1,542,000 | -31.0% | 30,100 | -25.3% | 0.71% | +39.0% |
| Q2 2022 | $2,234,000 | +101.3% | 40,276 | +122.7% | 0.51% | +12.3% |
| Q1 2022 | $1,110,000 | – | 18,086 | – | 0.46% | – |
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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% |