J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 1,040 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2024. The put-call ratio across all filers is 1.12 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,395,649 | -2.3% | 24,524 | -2.1% | 0.70% | -8.5% |
| Q1 2024 | $1,428,589 | +7.9% | 25,050 | +4.3% | 0.77% | -2.9% |
| Q4 2023 | $1,323,797 | -81.8% | 24,017 | -82.7% | 0.79% | -83.7% |
| Q3 2023 | $7,260,931 | -7.2% | 138,567 | -1.5% | 4.84% | -2.1% |
| Q2 2023 | $7,822,559 | +2.3% | 140,643 | +0.4% | 4.95% | -10.4% |
| Q1 2023 | $7,644,908 | +15.8% | 140,017 | +15.6% | 5.52% | +19.7% |
| Q4 2022 | $6,600,910 | +67.2% | 121,140 | +57.2% | 4.61% | +55.8% |
| Q3 2022 | $3,948,000 | – | 77,056 | – | 2.96% | – |
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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% |