Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Total 13F shares
-
562,046
-
Share change
-
+16,526
-
Total reported value
-
$28,154,030
-
Price per share
-
$50.07
-
Number of holders
-
8
-
Value change
-
+$828,899
-
Number of buys
-
5
-
Number of sells
-
3
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q4 2025
As of 31 Dec 2025,
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
562,046 shares.
The largest 8 holders included
APPLETON PARTNERS INC/MA, Sprinkle Financial Consultants LLC, DAVENPORT & Co LLC, First Pacific Financial, KWB Wealth, Miller Global Investments, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, and Lodestone Wealth Management LLC.
This page lists
8
institutional shareholders reporting positions in this security
for the Q4 2025 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.