Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Total 13F shares
-
5,506
-
Share change
-
+8
-
Total reported value
-
$242,571
-
Price per share
-
$44.06
-
Number of holders
-
1
-
Value change
-
+$352
-
Number of buys
-
1
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q4 2023
As of 31 Dec 2023,
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
5,506 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/, Choice Wealth Advisors, LLC, Gerber Kawasaki Wealth & Investment Management, STIFEL FINANCIAL CORP, and Goldstein Advisors, LLC.
This page lists
86
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.