Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
38
-
Total 13F shares, excl. options
-
3,778,319
-
Shares change
-
-97,389
-
Total reported value, excl. options
-
$81,802,000
-
Value change
-
-$7,628,916
-
Number of buys
-
18
-
Number of sells
-
23
-
Price
-
$21.55
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q1 2020
As of 31 Mar 2020 J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,778,319 shares of stock of the company.
Largest 10 holders included Change Path, LLC, Foster Victor Wealth Advisors, LLC, BANK OF AMERICA CORP /DE/, ENVESTNET ASSET MANAGEMENT INC, ROYAL BANK OF CANADA, Advisor Group Holdings, Inc., ASSETMARK, INC, Hartford Financial Management Inc., APPLETON PARTNERS INC/MA, and GeoWealth Management, LLC.
This table shows 38 institutional shareholders of the security as of 31 Mar 2020.
| 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.