Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / HEDGED EQUITY LA
-
Total 13F shares
-
22,951,871
-
Share change
-
+10,780,185
-
Total reported value
-
$1,403,517,929
-
Price per share
-
$61.14
-
Number of holders
-
203
-
Value change
-
+$659,281,980
-
Number of buys
-
172
-
Number of sells
-
22
Institutional Holders of J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) as of Q3 2024
As of 30 Sep 2024,
J P MORGAN EXCHANGE TRADED F - HEDGED EQUITY LA (HELO) was held by
203 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,951,871 shares.
The largest 10 holders included
OSAIC HOLDINGS, INC., Gradient Investments LLC, ENVESTNET ASSET MANAGEMENT INC, CGC Financial Services, LLC, Forvis Mazars Wealth Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Cetera Investment Advisers, Cambridge Investment Research Advisors, Inc., HighTower Advisors, LLC, and LPL Financial LLC.
This page lists
206
institutional shareholders reporting positions in this security
for the Q3 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.