J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 979 filers reported holding J P MORGAN EXCHANGE TRADED F in Q4 2023. The put-call ratio across all filers is 1.89 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,388,843 | +2.2% | 42,146 | +4.4% | 1.51% | +4.4% |
| Q1 2024 | $2,336,307 | -40.1% | 40,379 | -43.1% | 1.44% | -46.7% |
| Q4 2023 | $3,898,760 | -0.5% | 70,912 | -3.0% | 2.71% | -16.4% |
| Q3 2023 | $3,917,156 | +63.3% | 73,136 | +68.7% | 3.24% | +53.3% |
| Q2 2023 | $2,398,103 | +3.9% | 43,342 | +2.5% | 2.11% | -9.6% |
| Q1 2023 | $2,308,887 | +48.9% | 42,287 | +48.6% | 2.34% | +39.7% |
| Q4 2022 | $1,550,323 | – | 28,452 | – | 1.67% | – |
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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% |