Security key
46641Q159
J P MORGAN EXCHANGE TRADED F - INCOME ETF (JPIE)
CUSIP: 46641Q159
Q4 2022 13F Holders as of 31 Dec 2022
- Type / Class
- Equity / INCOME ETF
- Total 13F shares
- 5,156,462
- Share change
- +1,749,803
- Total reported value
- $232,661,673
- Price per share
- $45.12
- Number of holders
- 66
- Value change
- +$79,960,802
- Number of buys
- 48
- Number of sells
- 10
Report period
Q4 2022
Institutions
66
Top holders
10
Broader feeds
Reporting periods
Holder history for CUSIP 46641Q159
Recent filing periods:
Top shareholders of JPIE - J P MORGAN EXCHANGE TRADED F - INCOME ETF (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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 - INCOME ETF (JPIE) as of Q4 2022
As of 31 Dec 2022,
J P MORGAN EXCHANGE TRADED F - INCOME ETF (JPIE) was held by
66 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,156,462 shares.
The largest 10 holders included
Heritage Financial Services, LLC, Syntegra Private Wealth Group, LLC, Capital Advisors Wealth Management, LLC, TPG Financial Advisors, LLC, Planned Solutions, Inc., Financial Management Professionals, Inc., Magnus Financial Group LLC, Prentice Wealth Management LLC, Mutual Advisors, LLC, and Bernardo Wealth Planning LLC.
This page lists
66
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
35
Q4 2022 holders
66
Holder diff
31
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 2022 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.