Security key
46641Q118
J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE)
CUSIP: 46641Q118
Q1 2024 13F Holders as of 31 Mar 2024
- Type / Class
- Equity / SMALL & MID CAP
- Total 13F shares
- 13,800,703
- Share change
- -325,641
- Total reported value
- $807,714,436
- Price per share
- $58.53
- Number of holders
- 80
- Value change
- -$18,719,002
- Number of buys
- 53
- Number of sells
- 22
Report period
Q1 2024
Institutions
80
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 46641Q118
Recent filing periods:
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 Q1 2024
As of 31 Mar 2024,
J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE) was held by
80 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
13,800,703 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, LPL Financial LLC, Wagner Wealth Management, LLC, Systelligence, LLC, CWM, LLC, Destiny Wealth Partners, LLC, OSAIC HOLDINGS, INC., Stewardship Advisors, LLC, CITADEL ADVISORS LLC, and WEST MICHIGAN ADVISORS, LLC.
This page lists
80
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2024 vs Q4 2023 Across Filers
Q4 2023 holders
65
Q1 2024 holders
80
Holder diff
15
| Investor | Q4 2023 Shares | Q1 2024 Shares | Share Diff | Share Chg % | Q4 2023 Value $ | Q1 2024 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.
An asterisk sign (*) next to the price indicates that the price is likely invalid.