J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 842 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2023. The put-call ratio across all filers is 0.92 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,149,778 | -52.0% | 214,357 | -51.0% | 1.42% | -54.1% |
| Q1 2024 | $25,304,639 | +16.9% | 437,343 | +11.1% | 3.10% | -5.9% |
| Q4 2023 | $21,650,631 | +5.2% | 393,786 | +2.5% | 3.29% | -6.0% |
| Q3 2023 | $20,583,411 | -12.9% | 384,306 | -10.1% | 3.50% | -13.6% |
| Q2 2023 | $23,640,375 | +9.1% | 427,261 | +7.6% | 4.05% | +6.4% |
| Q1 2023 | $21,670,927 | +18.0% | 396,903 | +19.0% | 3.80% | +7.8% |
| Q4 2022 | $18,360,644 | +471.6% | 333,462 | +431.9% | 3.53% | +489.3% |
| Q3 2022 | $3,212,000 | +164.1% | 62,689 | +185.9% | 0.60% | +169.8% |
| Q2 2022 | $1,216,000 | – | 21,925 | – | 0.22% | – |
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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% |