J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 1,030 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2024. The put-call ratio across all filers is 1.38 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,710 | -0.7% | 65,451 | +1.4% | 2.09% | -3.7% |
| Q1 2024 | $3,736 | +23.4% | 64,575 | +17.3% | 2.17% | +11.1% |
| Q4 2023 | $3,028 | +5.0% | 55,069 | +2.3% | 1.95% | -7.2% |
| Q3 2023 | $2,884 | -0.5% | 53,854 | +2.8% | 2.10% | +3.4% |
| Q2 2023 | $2,899 | +12.5% | 52,403 | +11.0% | 2.03% | +3.6% |
| Q1 2023 | $2,577 | +4.3% | 47,198 | +4.1% | 1.96% | +0.2% |
| Q4 2022 | $2,470 | -99.8% | 45,335 | +52.2% | 1.96% | +47.3% |
| Q3 2022 | $1,526,000 | +12.5% | 29,785 | +21.7% | 1.33% | +15.6% |
| Q2 2022 | $1,357,000 | +9.7% | 24,475 | +21.4% | 1.15% | +35.1% |
| Q1 2022 | $1,237,000 | +27.0% | 20,153 | +30.7% | 0.85% | +31.3% |
| Q4 2021 | $974,000 | – | 15,416 | – | 0.65% | – |
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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% |