J P MORGAN EXCHANGE TRADED F - US VALUE FACTR (JVAL)

CUSIP: 46641Q753

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / US VALUE FACTR
Total 13F shares
18,074,783
Share change
-13,745,269
Total reported value
$644,790,859
Price per share
$35.68
Number of holders
82
Value change
-$490,419,636
Number of buys
51
Number of sells
31

Quarterly Holders Quick Answers

What is CUSIP 46641Q753?
CUSIP 46641Q753 identifies JVAL - J P MORGAN EXCHANGE TRADED F - US VALUE FACTR in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of JVAL - J P MORGAN EXCHANGE TRADED F - US VALUE FACTR (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 - US VALUE FACTR (JVAL) as of Q2 2023

As of 30 Jun 2023, J P MORGAN EXCHANGE TRADED F - US VALUE FACTR (JVAL) was held by 82 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 18,074,783 shares. The largest 10 holders included Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, FIRST CITIZENS BANK & TRUST CO, ENVESTNET ASSET MANAGEMENT INC, COBBLESTONE CAPITAL ADVISORS LLC /NY/, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Cerity Partners LLC, Capital Analysts, LLC, LPL Financial LLC, and BANK OF AMERICA CORP /DE/. This page lists 82 institutional shareholders reporting positions in this security for the Q2 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
73
Q2 2023 holders
82
Holder diff
9
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 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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