Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
40
-
Total 13F shares, excl. options
-
3,016,078
-
Shares change
-
-130,995
-
Total reported value, excl. options
-
$130,379,000
-
Value change
-
-$5,702,865
-
Number of buys
-
11
-
Number of sells
-
-22
-
Price
-
$43.23
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q3 2021
42 filings reported holding JPSE - J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF as of Q3 2021.
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) has 40 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,016,078 shares
.
Largest 10 shareholders include Koss-Olinger Consulting, LLC (614,926 shares), BANK OF AMERICA CORP /DE/ (384,718 shares), ADVISOR GROUP HOLDINGS, INC. (258,355 shares), ROYAL BANK OF CANADA (255,883 shares), Raymond James Financial Services Advisors, Inc. (206,967 shares), Hartford Financial Management Inc. (181,626 shares), APPLETON PARTNERS INC/MA (147,238 shares), ENVESTNET ASSET MANAGEMENT INC (127,876 shares), LPL Financial LLC (87,542 shares), and AMERIPRISE FINANCIAL INC (82,850 shares).
This table shows the top 40 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.