J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 639 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6,676,672 | -2.7% | 117,796 | -0.7% | 1.44% | -1.0% |
| Q1 2024 | $6,860,281 | -4.6% | 118,567 | -9.4% | 1.46% | -11.2% |
| Q4 2023 | $7,192,669 | +17.5% | 130,823 | +14.4% | 1.64% | +0.9% |
| Q3 2023 | $6,122,216 | -0.3% | 114,306 | +3.0% | 1.62% | -0.1% |
| Q2 2023 | $6,141,045 | +27.7% | 110,989 | +26.0% | 1.62% | +20.5% |
| Q1 2023 | $4,810,260 | +15.0% | 88,100 | +14.8% | 1.35% | +7.8% |
| Q4 2022 | $4,181,726 | +33.2% | 76,743 | +25.2% | 1.25% | +23.6% |
| Q3 2022 | $3,139,000 | +196.1% | 61,276 | +220.6% | 1.01% | +204.8% |
| Q2 2022 | $1,060,000 | -99.8% | 19,110 | +108.6% | 0.33% | +107.5% |
| Q1 2022 | $562,000,000 | – | 9,159 | – | 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% |