J P MORGAN EXCHANGE TRADED F's ticker is JEPI and the CUSIP is 46641Q332. A total of 1,040 filers reported holding J P MORGAN EXCHANGE TRADED F in Q2 2024. The put-call ratio across all filers is 1.12 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,689,449 | -3.4% | 65,093 | -1.4% | 0.44% | -10.7% |
| Q1 2024 | $3,819,466 | +8.6% | 66,012 | +3.2% | 0.49% | -2.6% |
| Q4 2023 | $3,517,962 | -3.5% | 63,986 | -6.0% | 0.51% | -15.1% |
| Q3 2023 | $3,644,539 | -4.5% | 68,046 | -1.4% | 0.60% | -1.2% |
| Q2 2023 | $3,817,336 | +6.7% | 68,992 | +5.3% | 0.60% | -3.8% |
| Q1 2023 | $3,577,396 | +8.7% | 65,520 | +8.4% | 0.63% | -4.8% |
| Q4 2022 | $3,292,063 | -1.6% | 60,416 | -7.5% | 0.66% | -9.1% |
| Q3 2022 | $3,346,000 | -9.3% | 65,319 | -1.8% | 0.73% | -7.2% |
| Q2 2022 | $3,688,000 | -7.3% | 66,510 | +2.6% | 0.78% | +8.6% |
| Q1 2022 | $3,978,000 | +7.5% | 64,794 | +10.7% | 0.72% | +10.3% |
| Q4 2021 | $3,699,000 | +26.8% | 58,536 | +19.6% | 0.65% | +13.4% |
| Q3 2021 | $2,918,000 | +1191.2% | 48,951 | +1212.4% | 0.58% | +1180.0% |
| Q2 2021 | $226,000 | – | 3,730 | – | 0.04% | – |
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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% |