Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / DIV RTN INT EQ
-
Number of holders
-
97
-
Total 13F shares, excl. options
-
4,543,765
-
Shares change
-
-128,911
-
Total reported value, excl. options
-
$246,772,677
-
Value change
-
-$6,951,682
-
Number of buys
-
36
-
Number of sells
-
-50
-
Price
-
$54.32
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ (JPIN) as of Q4 2023
101 filings reported holding JPIN - J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ as of Q4 2023.
J P MORGAN EXCHANGE TRADED F - DIV RTN INT EQ (JPIN) has 97 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,543,765 shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (740,011 shares), UBS Group AG (665,216 shares), BANK OF AMERICA CORP /DE/ (392,155 shares), MORGAN STANLEY (315,757 shares), Cerity Partners LLC (302,560 shares), CAPTRUST FINANCIAL ADVISORS (140,836 shares), LPL Financial LLC (125,186 shares), CITADEL ADVISORS LLC (122,335 shares), Sterneck Capital Management, LLC (116,384 shares), and WADE G W & INC (101,855 shares).
This table shows the top 97 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.