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 | $10,675,947 | -10.9% | 188,355 | -9.0% | 0.28% | -13.7% |
| Q1 2024 | $11,980,754 | +5.3% | 207,065 | +0.0% | 0.33% | -0.6% |
| Q4 2023 | $11,379,251 | +24.0% | 206,971 | +20.8% | 0.33% | +5.4% |
| Q3 2023 | $9,173,805 | -5.5% | 171,281 | -2.4% | 0.31% | -55.5% |
| Q2 2023 | $9,706,487 | +90.7% | 175,429 | +88.2% | 0.70% | +82.6% |
| Q1 2023 | $5,088,830 | +21.6% | 93,202 | +14.1% | 0.38% | -2.8% |
| Q3 2022 | $4,186,000 | -44.8% | 81,710 | -40.2% | 0.40% | -43.2% |
| Q2 2022 | $7,581,000 | -8.3% | 136,715 | +1.6% | 0.70% | +7.9% |
| Q1 2022 | $8,264,000 | -6.1% | 134,595 | -3.4% | 0.65% | +0.6% |
| Q4 2021 | $8,802,000 | – | 139,299 | – | 0.64% | – |
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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% |