J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 639 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2022. The put-call ratio across all filers is 0.32 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,378,461 | +6.6% | 94,821 | +7.9% | 1.86% | +0.5% |
| Q1 2024 | $5,047,414 | +13.4% | 87,880 | +8.7% | 1.85% | +4.4% |
| Q4 2023 | $4,449,308 | +1.4% | 80,811 | -1.4% | 1.77% | -12.3% |
| Q3 2023 | $4,389,657 | +22.2% | 81,957 | +26.2% | 2.02% | +42.8% |
| Q2 2023 | $3,593,265 | +26.2% | 64,940 | +24.5% | 1.41% | +15.2% |
| Q1 2023 | $2,847,843 | +70.8% | 52,160 | +70.5% | 1.23% | +24.2% |
| Q4 2022 | $1,667,192 | – | 30,595 | – | 0.99% | – |
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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% |