Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US QUALTY FCTR
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
555K
-
Shares change
-
-6.47K
-
Total reported value, excl. options
-
$26.6M
-
Value change
-
-$310K
-
Number of buys
-
1
-
Number of sells
-
-2
-
Price
-
$47.86
Significant Holders of J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR (JQUA) as of Q4 2023
5 filings reported holding JQUA - J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR as of Q4 2023.
J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR (JQUA) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 555K shares
.
Largest 10 shareholders include Envestnet Portfolio Solutions, Inc. (5.58M shares), FIRST CITIZENS BANK & TRUST CO (5.29M shares), SIGNATUREFD, LLC (5.27M shares), JPMORGAN CHASE & CO (2.57M shares), ST GERMAIN D J CO INC (2.3M shares), MIDLAND WEALTH ADVISORS LLC (2.01M shares), Savant Capital, LLC (2M shares), MORGAN STANLEY (1.96M shares), LPL Financial LLC (1.82M shares), and Annex Advisory Services, LLC (1.69M shares).
This table shows the top 5 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.