Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / INCOME ETF
-
Total 13F shares
-
6,436,800
-
Share change
-
+1,288,938
-
Total reported value
-
$294,649,038
-
Price per share
-
$45.77
-
Number of holders
-
84
-
Value change
-
+$59,003,007
-
Number of buys
-
65
-
Number of sells
-
14
Institutional Holders of J P MORGAN EXCHANGE TRADED F - INCOME ETF (JPIE) as of Q1 2023
As of 31 Mar 2023,
J P MORGAN EXCHANGE TRADED F - INCOME ETF (JPIE) was held by
84 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,436,800 shares.
The largest 10 holders included
Heritage Financial Services, LLC, Syntegra Private Wealth Group, LLC, TPG Financial Advisors, LLC, Capital Advisors Wealth Management, LLC, Planned Solutions, Inc., Magnus Financial Group LLC, Financial Management Professionals, Inc., Fortress Wealth Management, Inc., Mutual Advisors, LLC, and Prentice Wealth Management LLC.
This page lists
84
institutional shareholders reporting positions in this security
for the Q1 2023 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.