J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 876 filers reported holding J P MORGAN EXCHANGE TRADED F in Q3 2023. The put-call ratio across all filers is 0.45 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,067,135 | -8.0% | 89,399 | -6.1% | 0.28% | -12.3% |
| Q1 2024 | $5,510,239 | +5.8% | 95,234 | +0.5% | 0.32% | -3.4% |
| Q4 2023 | $5,208,640 | +34.6% | 94,737 | +31.2% | 0.33% | +16.0% |
| Q3 2023 | $3,868,746 | +105.3% | 72,232 | +112.1% | 0.28% | +95.8% |
| Q2 2023 | $1,884,208 | +18.0% | 34,054 | +16.5% | 0.14% | +2.9% |
| Q1 2023 | $1,596,668 | +23.9% | 29,243 | +23.6% | 0.14% | +9.4% |
| Q4 2022 | $1,288,689 | +64.9% | 23,650 | +55.0% | 0.13% | +45.5% |
| Q3 2022 | $781,616 | -5.4% | 15,257 | +2.4% | 0.09% | -1.1% |
| Q2 2022 | $826,316 | +285.7% | 14,902 | +327.1% | 0.09% | +368.4% |
| Q1 2022 | $214,225 | -25.8% | 3,489 | -23.6% | 0.02% | -32.1% |
| Q4 2021 | $288,652 | – | 4,568 | – | 0.03% | – |
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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% |