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 | $8,027,574 | +5.9% | 141,630 | +8.1% | 2.68% | -1.8% |
| Q1 2024 | $7,580,511 | +10.1% | 131,015 | +4.7% | 2.73% | -3.0% |
| Q4 2023 | $6,882,617 | +3.7% | 125,184 | +1.0% | 2.82% | -11.5% |
| Q3 2023 | $6,637,162 | -1.3% | 123,920 | +2.0% | 3.18% | +1.8% |
| Q2 2023 | $6,724,595 | +2.7% | 121,536 | +1.4% | 3.13% | -8.5% |
| Q1 2023 | $6,546,211 | -6.8% | 119,894 | -7.0% | 3.42% | -15.6% |
| Q4 2022 | $7,026,103 | +9.0% | 128,943 | +2.5% | 4.05% | +0.9% |
| Q3 2022 | $6,448,000 | +4.9% | 125,855 | +13.6% | 4.02% | -4.7% |
| Q2 2022 | $6,145,000 | -9.0% | 110,821 | +0.8% | 4.21% | +5.2% |
| Q1 2022 | $6,750,000 | -0.1% | 109,933 | +2.9% | 4.00% | +5.7% |
| Q4 2021 | $6,754,000 | – | 106,880 | – | 3.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | 700,333 | $37,490,363 | 35.46% |
| Enstar Group LTD | 1,743,376 | $93,375,219 | 30.92% |
| Requisite Capital Management, LLC | 2,136,634 | $114,438,106 | 29.07% |
| Ergawealth Advisors, Inc. | 601,411 | $32,211,570 | 22.23% |
| Reitz Capital Advisors LLC | 212,815 | $11,377,097 | 21.73% |
| Leverty Financial Group, LLC | 489,281 | $26,206,267 | 19.03% |
| Moss Adams Wealth Advisors LLC | 935,777 | $50,120,196 | 17.10% |
| American Planning Services, Inc. | 436,589 | $23,383,682 | 15.54% |
| HILLTOP WEALTH ADVISORS, LLC | 360,428 | $19,304,536 | 14.94% |
| Cornerstone Advisory, LLC | 1,588,831 | $85,097,803 | 14.89% |