CUSIP: 46641Q118
Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / SMALL & MID CAP
-
Total 13F shares
-
14,640,596
-
Share change
-
+818,865
-
Total reported value
-
$829,230,465
-
Price per share
-
$56.64
-
Number of holders
-
94
-
Value change
-
+$46,121,668
-
Number of buys
-
54
-
Number of sells
-
25
Security key
46641Q118
Report period
Q2 2024
Institutions
94
Top holders
10
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 Q2 2024
As of 30 Jun 2024,
J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP (JMEE) was held by
94 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
14,640,596 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, LPL Financial LLC, CGC Financial Services, LLC, Wagner Wealth Management, LLC, CWM, LLC, Systelligence, LLC, OSAIC HOLDINGS, INC., NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Choice Wealth Advisors, LLC, and Stewardship Advisors, LLC.
This page lists
94
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q2 2024 vs Q1 2024 Across Filers
| Investor |
Q1 2024 Shares |
Q2 2024 Shares |
Share Diff |
Share Chg % |
Q1 2024 Value $ |
Q2 2024 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* 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.