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
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 |
* 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.