Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / HEDGED EQUITY LA
-
Total 13F shares
-
26,305
-
Share change
-
+5,951
-
Total reported value
-
$1,391,009
-
Price per share
-
$52.88
-
Number of holders
-
2
-
Value change
-
+$314,689
-
Number of buys
-
1
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q4 2023
As of 31 Dec 2023,
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by
2 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,305 shares.
The largest 10 holders included
Gradient Investments LLC, CGC Financial Services, LLC, Peterson Wealth Advisors, LLC, Per Stirling Capital Management, LLC., JANE STREET GROUP, LLC, PATTEN & PATTEN INC/TN, CARY STREET PARTNERS INVESTMENT ADVISORY LLC, Argent Advisors, Inc., AE Wealth Management LLC, and Shore Point Advisors, LLC.
This page lists
50
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.