Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SUSTAINABLE MUNI
-
Total 13F shares
-
3,092,529
-
Share change
-
+332,707
-
Total reported value
-
$154,008,099
-
Price per share
-
$49.80
-
Number of holders
-
46
-
Value change
-
+$16,564,030
-
Number of buys
-
30
-
Number of sells
-
17
Institutional Holders of J P MORGAN EXCHANGE TRADED F - SUSTAINABLE MUNI (JMSI) as of Q1 2025
As of 31 Mar 2025,
J P MORGAN EXCHANGE TRADED F - SUSTAINABLE MUNI (JMSI) was held by
46 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,092,529 shares.
The largest 10 holders included
Betterment LLC, JPMORGAN CHASE & CO, EP Wealth Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, PNC Financial Services Group, Inc., MISSION WEALTH MANAGEMENT, LP, Ellevest, Inc., RAYMOND JAMES FINANCIAL INC, SEEDS INVESTOR LLC, and GeoWealth Management, LLC.
This page lists
46
institutional shareholders reporting positions in this security
for the Q1 2025 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.