J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 742 filers reported holding J P MORGAN EXCHANGE TRADED F in Q1 2023. The put-call ratio across all filers is 0.65 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,323,370 | -1.3% | 40,991 | +0.8% | 2.01% | -6.1% |
| Q1 2024 | $2,353,761 | -2.3% | 40,680 | -7.2% | 2.14% | -9.9% |
| Q4 2023 | $2,409,162 | -24.2% | 43,819 | -26.2% | 2.38% | -35.6% |
| Q3 2023 | $3,179,208 | -2.5% | 59,358 | +0.8% | 3.69% | +6.4% |
| Q2 2023 | $3,259,618 | +0.4% | 58,912 | -0.9% | 3.47% | -4.9% |
| Q1 2023 | $3,245,186 | +41.5% | 59,436 | +41.2% | 3.65% | +31.3% |
| Q4 2022 | $2,293,588 | – | 42,092 | – | 2.78% | – |
Download | ||||||
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% |