Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / HEDGED EQUITY LA
-
Total 13F shares
-
540,965
-
Share change
-
+540,965
-
Total reported value
-
$26,961,231
-
Price per share
-
$49.84
-
Number of holders
-
5
-
Value change
-
+$26,961,232
-
Number of buys
-
5
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q3 2023
As of 30 Sep 2023,
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by
5 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
540,965 shares.
The largest 5 holders included
CITADEL ADVISORS LLC, JANE STREET GROUP, LLC, JPMORGAN CHASE & CO, Ignite Planners, LLC, and Ameritas Advisory Services, LLC.
This page lists
5
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.