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 | $6,110,278 | -65.4% | 107,803 | -64.7% | 0.22% | -32.7% |
| Q1 2024 | $17,678,784 | +12.9% | 305,544 | +8.2% | 0.32% | -37.9% |
| Q4 2023 | $15,656,116 | +20.0% | 282,296 | +15.9% | 0.52% | +4.0% |
| Q3 2023 | $13,050,059 | +7.8% | 243,653 | +11.4% | 0.50% | +11.2% |
| Q2 2023 | $12,102,501 | +17.6% | 218,733 | +16.1% | 0.45% | +11.5% |
| Q1 2023 | $10,290,131 | +226106.4% | 188,464 | +125.7% | 0.40% | +56.6% |
| Q4 2022 | $4,549 | -99.8% | 83,486 | +45.0% | 0.26% | +43.0% |
| Q3 2022 | $2,949,000 | -28.8% | 57,572 | -23.0% | 0.18% | +4.7% |
| Q2 2022 | $4,143,000 | -54.5% | 74,723 | -49.3% | 0.17% | -29.9% |
| Q1 2022 | $9,098,000 | +11.2% | 147,288 | +13.8% | 0.24% | +34.8% |
| Q4 2021 | $8,179,000 | +19.9% | 129,428 | +13.7% | 0.18% | 0.0% |
| Q3 2021 | $6,822,000 | -0.1% | 113,862 | +1.0% | 0.18% | -2.2% |
| Q2 2021 | $6,830,000 | +25.7% | 112,783 | +20.6% | 0.18% | +27.6% |
| Q1 2021 | $5,435,000 | – | 93,509 | – | 0.14% | – |
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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% |