Q1 2020 13F Holders as of 3/31/2020
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
3.78M
-
Shares change
-
-97.4K
-
Total reported value, excl. options
-
$81.8M
-
Value change
-
-$7.63M
-
Number of buys
-
18
-
Number of sells
-
-23
-
Price
-
$21.55
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q1 2020
45 filings reported holding JPSE - J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF as of Q1 2020.
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) has 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.78M shares
.
Largest 10 shareholders include Change Path, LLC (692K shares), Foster Victor Wealth Advisors, LLC (523K shares), BANK OF AMERICA CORP /DE/ (409K shares), ENVESTNET ASSET MANAGEMENT INC (356K shares), ROYAL BANK OF CANADA (322K shares), Advisor Group Holdings, Inc. (175K shares), ASSETMARK, INC (167K shares), Hartford Financial Management Inc. (134K shares), APPLETON PARTNERS INC/MA (123K shares), and GeoWealth Management, LLC (114K shares).
This table shows the top 38 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.