J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER (JPUS)

CUSIP: 46641Q407

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / JPMORGAN DIVER
Total 13F shares
3,562,173
Share change
+82,559
Total reported value
$334,581,749
Price per share
$93.93
Number of holders
71
Value change
+$7,519,803
Number of buys
27
Number of sells
38

Quarterly Holders Quick Answers

What is CUSIP 46641Q407?
CUSIP 46641Q407 identifies JPUS - J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of JPUS - J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER (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 by the holder's primary source 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 - JPMORGAN DIVER (JPUS) as of Q3 2023

As of 30 Sep 2023, J P MORGAN EXCHANGE TRADED F - JPMORGAN DIVER (JPUS) was held by 71 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,562,173 shares. The largest 10 holders included ST GERMAIN D J CO INC, PLANNING ALTERNATIVES LTD /ADV, BANK OF AMERICA CORP /DE/, Modera Wealth Management, LLC, UBS Group AG, CAPTRUST FINANCIAL ADVISORS, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, MORGAN STANLEY, Sterneck Capital Management, LLC, and Raymond James Financial Services Advisors, Inc.. This page lists 71 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
74
Q3 2023 holders
71
Holder diff
-3
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 2023 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.
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