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 | $9,301,626 | +2.9% | 164,108 | +5.1% | 7.07% | -3.9% |
| Q1 2024 | $9,037,276 | +14.4% | 156,192 | +8.7% | 7.36% | +6.3% |
| Q4 2023 | $7,900,989 | +12.1% | 143,706 | +9.2% | 6.92% | +0.3% |
| Q3 2023 | $7,049,209 | +3.3% | 131,613 | +6.7% | 6.89% | +9.0% |
| Q2 2023 | $6,826,651 | +18.7% | 123,381 | +17.1% | 6.33% | +18.6% |
| Q1 2023 | $5,750,694 | +79.2% | 105,324 | +78.8% | 5.34% | +68.8% |
| Q4 2022 | $3,209,846 | +336.1% | 58,907 | +309.9% | 3.16% | +290.4% |
| Q3 2022 | $736,000 | – | 14,370 | – | 0.81% | – |
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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% |