Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / SMALL & MID CAP
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
13,680,967
-
Shares change
-
+188,200
-
Total reported value, excl. options
-
$686,430,115
-
Value change
-
+$9,522,372
-
Number of buys
-
22
-
Number of sells
-
-15
-
Price
-
$50.16
Significant Holders of J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE) as of Q2 2023
48 filings reported holding JMEE - J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP as of Q2 2023.
J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 13,680,967 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (12,212,241 shares), LPL Financial LLC (467,129 shares), ROCKLAND TRUST CO (299,786 shares), Wagner Wealth Management, LLC (182,063 shares), Destiny Wealth Partners, LLC (112,772 shares), ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC (56,791 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (43,348 shares), STIFEL FINANCIAL CORP (40,887 shares), US BANCORP \DE\ (34,300 shares), and Raymond James Financial Services Advisors, Inc. (32,364 shares).
This table shows the top 44 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.