Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Total 13F shares
-
7,807,779
-
Share change
-
+139,746
-
Total reported value
-
$306,720,178
-
Price per share
-
$39.29
-
Number of holders
-
80
-
Value change
-
+$4,850,404
-
Number of buys
-
55
-
Number of sells
-
25
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q3 2023
As of 30 Sep 2023,
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) was held by
80 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
7,807,779 shares.
The largest 10 holders included
Raymond James Financial Services Advisors, Inc., Koss-Olinger Consulting, LLC, LPL Financial LLC, Royal Bank of Canada, Capital Advisors Wealth Management, LLC, BANK OF AMERICA CORP /DE/, Gerber Kawasaki Wealth & Investment Management, AMERIPRISE FINANCIAL INC, STIFEL FINANCIAL CORP, and Choice Wealth Advisors, LLC.
This page lists
81
institutional shareholders reporting positions in this security
for the Q3 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.