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 | $13,330,246 | +1.1% | 235,184 | +3.2% | 4.88% | +0.9% |
| Q1 2024 | $13,190,391 | +4.9% | 227,971 | -0.3% | 4.84% | -2.4% |
| Q4 2023 | $12,576,045 | +1.2% | 228,739 | -1.4% | 4.96% | -7.2% |
| Q3 2023 | $12,428,098 | -5.4% | 232,041 | -2.3% | 5.35% | -3.6% |
| Q2 2023 | $13,141,668 | +31.3% | 237,514 | +29.6% | 5.55% | +12.5% |
| Q1 2023 | $10,012,230 | +18.9% | 183,264 | +21.0% | 4.93% | +13.9% |
| Q4 2022 | $8,419,658 | +48.1% | 151,444 | +36.5% | 4.33% | +27.5% |
| Q3 2022 | $5,684,000 | +19.4% | 110,948 | +30.6% | 3.40% | +23.5% |
| Q2 2022 | $4,760,000 | +619.0% | 84,950 | +688.2% | 2.75% | +645.0% |
| Q1 2022 | $662,000 | +29.5% | 10,778 | +33.3% | 0.37% | +32.3% |
| Q4 2021 | $511,000 | +39.6% | 8,083 | +31.6% | 0.28% | +24.6% |
| Q3 2021 | $366,000 | – | 6,142 | – | 0.22% | – |
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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% |