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 | $1,594,030 | +10.4% | 28,124 | +12.7% | 0.35% | +7.8% |
| Q1 2024 | $1,443,839 | +32.2% | 24,954 | +25.6% | 0.32% | +22.1% |
| Q4 2023 | $1,092,142 | +38.1% | 19,865 | +34.6% | 0.26% | +27.1% |
| Q3 2023 | $790,631 | +158.2% | 14,762 | +166.8% | 0.21% | +155.6% |
| Q2 2023 | $306,163 | +238.2% | 5,533 | +233.7% | 0.08% | +224.0% |
| Q1 2023 | $90,535 | +2765.0% | 1,658 | +2758.6% | 0.02% | +2400.0% |
| Q4 2022 | $3,160 | +5.3% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | – | 58 | – | 0.00% | – |
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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% |