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 | $4,207,980 | +4.5% | 74,241 | +6.7% | 0.12% | +3.4% |
| Q1 2024 | $4,027,135 | -4.0% | 69,601 | -8.8% | 0.12% | -12.0% |
| Q4 2023 | $4,196,843 | +11.9% | 76,334 | +9.0% | 0.13% | +0.8% |
| Q3 2023 | $3,750,786 | +2.1% | 70,030 | +5.5% | 0.13% | +14.8% |
| Q2 2023 | $3,674,362 | +7.2% | 66,408 | +5.7% | 0.12% | +0.9% |
| Q1 2023 | $3,429,163 | +8.0% | 62,805 | +7.8% | 0.11% | 0.0% |
| Q4 2022 | $3,175,937 | – | 58,285 | – | 0.11% | – |
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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% |