Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / DIV RTN INT EQ
-
Total 13F shares
-
578,229
-
Share change
-
-26,828
-
Total reported value
-
$40,002,355
-
Price per share
-
$68.14
-
Number of holders
-
11
-
Value change
-
-$1,843,881
-
Number of buys
-
3
-
Number of sells
-
8
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ (JPIN) as of Q4 2025
As of 31 Dec 2025,
J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ (JPIN) was held by
11 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
578,229 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Sherman Wealth Management LLC, Stonehearth Capital Management, LLC, RVW Wealth, LLC, Kathmere Capital Management, LLC, Spire Wealth Management, SIGNET FINANCIAL MANAGEMENT, LLC, RHS Financial, LLC, Worth Financial Advisory Group, LLC, and DAYMARK WEALTH PARTNERS, LLC.
This page lists
11
institutional shareholders reporting positions in this security
for the Q4 2025 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.