Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / US VALUE FACTR
-
Number of holders
-
110
-
Total 13F shares, excl. options
-
19,304,408
-
Shares change
-
-5,455,301
-
Total reported value, excl. options
-
$803,448,518
-
Value change
-
-$226,828,736
-
Number of buys
-
49
-
Number of sells
-
-58
-
Price
-
$41.62
Significant Holders of J P MORGAN EXCHANGE TRADED F - US VALUE FACTR (JVAL) as of Q1 2024
124 filings reported holding JVAL - J P MORGAN EXCHANGE TRADED F - US VALUE FACTR as of Q1 2024.
J P MORGAN EXCHANGE TRADED F - US VALUE FACTR (JVAL) has 110 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 19,304,408 shares
.
Largest 10 shareholders include Envestnet Portfolio Solutions, Inc. (4,573,789 shares), FIRST CITIZENS BANK & TRUST CO (4,434,138 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (1,137,702 shares), Orion Porfolio Solutions, LLC (1,065,729 shares), Orion Portfolio Solutions, LLC (1,065,729 shares), CWM, LLC (989,029 shares), LPL Financial LLC (852,638 shares), Cerity Partners LLC (558,531 shares), Federation des caisses Desjardins du Quebec (554,723 shares), and BANK OF AMERICA CORP /DE/ (481,254 shares).
This table shows the top 110 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.