Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / JPMORGAN DIVER
-
Number of holders
-
74
-
Total 13F shares, excl. options
-
3,527,002
-
Shares change
-
-278,042
-
Total reported value, excl. options
-
$344,841,843
-
Value change
-
-$27,114,265
-
Number of buys
-
27
-
Number of sells
-
-41
-
Price
-
$97.77
Significant Holders of J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER (JPUS) as of Q2 2023
80 filings reported holding JPUS - J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER as of Q2 2023.
J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER (JPUS) has 74 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,527,002 shares
.
Largest 10 shareholders include ST GERMAIN D J CO INC (615,588 shares), PLANNING ALTERNATIVES LTD /ADV (517,823 shares), BANK OF AMERICA CORP /DE/ (472,155 shares), Modera Wealth Management, LLC (364,868 shares), UBS Group AG (338,061 shares), CAPTRUST FINANCIAL ADVISORS (216,194 shares), MORGAN STANLEY (185,947 shares), Sterneck Capital Management, LLC (74,017 shares), Raymond James Financial Services Advisors, Inc. (68,109 shares), and BELLEVUE ASSET MANAGEMENT, LLC (55,640 shares).
This table shows the top 74 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.