Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / CORE PLUS BD ETF
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
2,194,544
-
Shares change
-
-1,104,683
-
Total reported value, excl. options
-
$119,566,000
-
Value change
-
-$60,190,066
-
Number of buys
-
16
-
Number of sells
-
-13
-
Price
-
$54.48
Significant Holders of J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF (JCPB) as of Q3 2021
37 filings reported holding JCPB - J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF as of Q3 2021.
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF (JCPB) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,194,544 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (743,920 shares), Prestige Wealth Management Group LLC (452,958 shares), HighTower Advisors, LLC (338,527 shares), Capital Planning LLC (108,268 shares), STIFEL FINANCIAL CORP (73,245 shares), ENVESTNET ASSET MANAGEMENT INC (68,598 shares), Daniels&Tansey,LLP (67,327 shares), Hotaling Investment Management, LLC (52,672 shares), MASSMUTUAL TRUST CO FSB/ADV (45,658 shares), and Baird Financial Group, Inc. (41,824 shares).
This table shows the top 33 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.