Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HEDGED EQUITY LA
-
Total 13F shares
-
5,602,090
-
Share change
-
+2,861,507
-
Total reported value
-
$313,517,226
-
Price per share
-
$55.97
-
Number of holders
-
97
-
Value change
-
+$160,394,332
-
Number of buys
-
87
-
Number of sells
-
8
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q1 2024
As of 31 Mar 2024,
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by
97 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,602,090 shares.
The largest 10 holders included
Gradient Investments LLC, CGC Financial Services, LLC, Peterson Wealth Advisors, LLC, Cambridge Investment Research Advisors, Inc., JPMORGAN CHASE & CO, CENTRAL TRUST Co, Per Stirling Capital Management, LLC., Sugarloaf Wealth Management, LLC, PATTEN & PATTEN INC/TN, and DAYMARK WEALTH PARTNERS, LLC.
This page lists
98
institutional shareholders reporting positions in this security
for the Q1 2024 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.