J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 979 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is 1.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $540,728 | -44.2% | 9,540 | -47.3% | 0.48% | -51.7% |
| Q3 2023 | $968,874 | -11.8% | 18,090 | -8.9% | 1.00% | -7.1% |
| Q2 2023 | $1,098,688 | -21.5% | 19,857 | -22.5% | 1.08% | -26.2% |
| Q1 2023 | $1,399,070 | -3.9% | 25,624 | -4.1% | 1.46% | +31.3% |
| Q4 2022 | $1,455,591 | +4.4% | 26,713 | -1.8% | 1.11% | -11.3% |
| Q3 2022 | $1,394,000 | +19.7% | 27,205 | +29.5% | 1.26% | +25.9% |
| Q2 2022 | $1,165,000 | -3.1% | 21,005 | +7.3% | 1.00% | +9.1% |
| Q1 2022 | $1,202,000 | -6.7% | 19,577 | -3.9% | 0.92% | +22.2% |
| Q4 2021 | $1,288,000 | – | 20,376 | – | 0.75% | – |
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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% |