Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US VALUE FACTR
-
Number of holders
-
89
-
Total 13F shares, excl. options
-
22,426,935
-
Shares change
-
-1,405,296
-
Total reported value, excl. options
-
$776,902,793
-
Value change
-
-$51,408,174
-
Number of buys
-
53
-
Number of sells
-
-37
-
Price
-
$34.64
Significant Holders of J P MORGAN EXCHANGE TRADED F - US VALUE FACTR (JVAL) as of Q3 2023
100 filings reported holding JVAL - J P MORGAN EXCHANGE TRADED F - US VALUE FACTR as of Q3 2023.
J P MORGAN EXCHANGE TRADED F - US VALUE FACTR (JVAL) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22,426,935 shares
.
Largest 10 shareholders include Envestnet Portfolio Solutions, Inc. (5,757,448 shares), FIRST CITIZENS BANK & TRUST CO (5,557,053 shares), Orion Porfolio Solutions, LLC (1,519,797 shares), Orion Portfolio Solutions, LLC (1,519,797 shares), CWM, LLC (1,142,131 shares), COBBLESTONE CAPITAL ADVISORS LLC /NY/ (1,094,973 shares), Cerity Partners LLC (561,495 shares), Capital Analysts, LLC (516,606 shares), LPL Financial LLC (494,749 shares), and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (473,727 shares).
This table shows the top 89 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.