Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / REALTY INCOME ET
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
6,416,737
-
Shares change
-
-483,584
-
Total reported value, excl. options
-
$288,794,788
-
Value change
-
-$21,708,211
-
Number of buys
-
13
-
Number of sells
-
-12
-
Price
-
$45.01
Significant Holders of J P MORGAN EXCHANGE TRADED F - REALTY INCOME ET (JPRE) as of Q4 2023
31 filings reported holding JPRE - J P MORGAN EXCHANGE TRADED F - REALTY INCOME ET as of Q4 2023.
J P MORGAN EXCHANGE TRADED F - REALTY INCOME ET (JPRE) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6,416,737 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (6,191,654 shares), Cetera Advisor Networks LLC (42,947 shares), Redhawk Wealth Advisors, Inc. (32,485 shares), ASSETMARK, INC (25,527 shares), Beta Wealth Group, Inc. (22,762 shares), Cetera Investment Advisers (22,690 shares), GOLDMAN SACHS GROUP INC (17,338 shares), Bill Few Associates, Inc. (12,974 shares), Certified Advisory Corp (8,777 shares), and LPL Financial LLC (8,473 shares).
This table shows the top 28 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.