J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE)

CUSIP: 46641Q118

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / SMALL & MID CAP
Total 13F shares
14,074,058
Share change
+202,348
Total reported value
$755,824,467
Price per share
$53.71
Number of holders
65
Value change
+$10,908,966
Number of buys
34
Number of sells
20

Quarterly Holders Quick Answers

What is CUSIP 46641Q118?
CUSIP 46641Q118 identifies JMEE - J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP in SEC institutional holdings data.

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Top shareholders of JMEE - J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE) as of Q4 2023

As of 31 Dec 2023, J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE) was held by 65 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 14,074,058 shares. The largest 10 holders included JPMORGAN CHASE & CO, LPL Financial LLC, Systelligence, LLC, Wagner Wealth Management, LLC, Destiny Wealth Partners, LLC, OSAIC HOLDINGS, INC., Lakeridge Wealth Management LLC, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC, CREATIVE FINANCIAL DESIGNS INC /ADV, and CWM, LLC. This page lists 65 institutional shareholders reporting positions in this security for the Q4 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
50
Q4 2023 holders
65
Holder diff
15
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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