Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / CORE PLUS BD ETF
-
Number of holders
-
37
-
Total 13F shares, excl. options
-
3,263,682
-
Shares change
-
+1,059,946
-
Total reported value, excl. options
-
$177,196,000
-
Value change
-
+$57,564,354
-
Number of buys
-
23
-
Number of sells
-
-10
-
Price
-
$54.27
Significant Holders of J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF (JCPB) as of Q4 2021
41 filings reported holding JCPB - J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF as of Q4 2021.
J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF (JCPB) has 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,263,682 shares
.
Largest 10 shareholders include JPMORGAN CHASE & CO (1,075,708 shares), Prestige Wealth Management Group LLC (467,848 shares), HighTower Advisors, LLC (344,828 shares), D.B. Root & Company, LLC (318,286 shares), Daniels&Tansey,LLP (151,851 shares), 55I, LLC (135,612 shares), Capital Planning LLC (110,052 shares), Financial Advisory Service, Inc. (92,532 shares), Apollon Wealth Management, LLC (84,901 shares), and STIFEL FINANCIAL CORP (74,876 shares).
This table shows the top 37 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.