Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / HEDGED EQUITY LA
-
Total 13F shares
-
11,774,148
-
Share change
-
+6,111,841
-
Total reported value
-
$689,712,048
-
Price per share
-
$58.56
-
Number of holders
-
147
-
Value change
-
+$358,255,027
-
Number of buys
-
130
-
Number of sells
-
16
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q2 2024
As of 30 Jun 2024,
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by
147 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
11,774,148 shares.
The largest 10 holders included
Gradient Investments LLC, CGC Financial Services, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Peterson Wealth Advisors, LLC, HighTower Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, Consolidated Planning Corp, Forvis Mazars Wealth Advisors, LLC, Cambridge Investment Research Advisors, Inc., and UBS Group AG.
This page lists
151
institutional shareholders reporting positions in this security
for the Q2 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.