Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / CORE PLUS BD ETF
-
Total 13F shares
-
63,670
-
Share change
-
+28,980
-
Total reported value
-
$2,997,904
-
Price per share
-
$47.08
-
Number of holders
-
4
-
Value change
-
+$1,364,524
-
Number of buys
-
2
Institutional Holders of J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF (JCPB) as of Q4 2023
As of 31 Dec 2023,
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF (JCPB) was held by
4 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
63,670 shares.
The largest 10 holders included
BANK OF AMERICA CORP /DE/, JPMORGAN CHASE & CO, Legacy Wealth Management, Inc, HighTower Advisors, LLC, STEPHENS INC /AR/, WMS Partners, LLC, Raymond James Financial Services Advisors, Inc., CAPTRUST FINANCIAL ADVISORS, AllGen Financial Advisors, Inc., and CGN Advisors LLC.
This page lists
210
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.