Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
44
-
Total 13F shares, excl. options
-
3,179,933
-
Shares change
-
-384,637
-
Total reported value, excl. options
-
$134,546,000
-
Value change
-
-$13,870,450
-
Number of buys
-
17
-
Number of sells
-
-22
-
Price
-
$42.31
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q1 2021
48 filings reported holding JPSE - J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF as of Q1 2021.
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) has 44 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,179,933 shares
.
Largest 10 shareholders include Koss-Olinger Consulting, LLC (552,317 shares), BANK OF AMERICA CORP /DE/ (376,766 shares), ROYAL BANK OF CANADA (282,682 shares), ENVESTNET ASSET MANAGEMENT INC (281,526 shares), Change Path, LLC (244,268 shares), ADVISOR GROUP HOLDINGS, INC. (241,394 shares), Raymond James Financial Services Advisors, Inc. (195,841 shares), Hartford Financial Management Inc. (178,277 shares), APPLETON PARTNERS INC/MA (129,624 shares), and Andesa Financial Management Inc. (94,300 shares).
This table shows the top 44 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.