Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Total 13F shares
-
2,997,331
-
Share change
-
-20,076
-
Total reported value
-
$275,320,857
-
Price per share
-
$91.88
-
Number of holders
-
75
-
Value change
-
-$1,757,716
-
Number of buys
-
43
-
Number of sells
-
33
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q4 2023
As of 31 Dec 2023,
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) was held by
75 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,997,331 shares.
The largest 10 holders included
Cerity Partners LLC, MORGAN STANLEY, HighTower Advisors, LLC, LPL Financial LLC, Goldstein Advisors, LLC, CreativeOne Wealth, LLC, Trilogy Capital Inc., RVW Wealth, LLC, APPLETON PARTNERS INC/MA, and ROYAL BANK OF CANADA.
This page lists
76
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.