J P MORGAN EXCHANGE TRADED F - US MOMENTUM (JMOM)

CUSIP: 46641Q779

Q2 2023 13F Holders as of 30 Jun 2023

Type / Class
Equity / US MOMENTUM
Total 13F shares
4,120,483
Share change
-179,610
Total reported value
$167,064,889
Price per share
$42.37
Number of holders
45
Value change
-$7,084,897
Number of buys
24
Number of sells
24

Quarterly Holders Quick Answers

What is CUSIP 46641Q779?
CUSIP 46641Q779 identifies JMOM - J P MORGAN EXCHANGE TRADED F - US MOMENTUM in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of JMOM - J P MORGAN EXCHANGE TRADED F - US MOMENTUM (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 MOMENTUM (JMOM) as of Q2 2023

As of 30 Jun 2023, J P MORGAN EXCHANGE TRADED F - US MOMENTUM (JMOM) was held by 45 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 4,120,483 shares. The largest 10 holders included Ronald Blue Trust, Inc., Shore Point Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Vident Investment Advisory, LLC, Savant Capital, LLC, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC, LPL Financial LLC, Kathmere Capital Management, LLC, INTRUST BANK NA, and C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors. This page lists 45 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
44
Q2 2023 holders
45
Holder diff
1
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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