Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DIV RTN INT EQ
-
Total 13F shares
-
4,228,008
-
Share change
-
-125,209
-
Total reported value
-
$229,620,746
-
Price per share
-
$54.32
-
Number of holders
-
96
-
Value change
-
-$6,766,444
-
Number of buys
-
35
-
Number of sells
-
49
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ (JPIN) as of Q4 2023
As of 31 Dec 2023,
J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ (JPIN) was held by
96 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,228,008 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, UBS Group AG, BANK OF AMERICA CORP /DE/, MORGAN STANLEY, Cerity Partners LLC, CAPTRUST FINANCIAL ADVISORS, LPL Financial LLC, CITADEL ADVISORS LLC, Sterneck Capital Management, LLC, and WADE G W & INC.
This page lists
97
institutional shareholders reporting positions in this security
for the Q4 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.