Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
39
-
Total 13F shares, excl. options
-
3,025,317
-
Shares change
-
+5,677
-
Total reported value, excl. options
-
$139,054,000
-
Value change
-
+$447,231
-
Number of buys
-
20
-
Number of sells
-
-19
-
Price
-
$45.97
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q4 2021
46 filings reported holding JPSE - J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF as of Q4 2021.
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,025,317 shares
.
Largest 10 shareholders include Koss-Olinger Consulting, LLC (626,566 shares), BANK OF AMERICA CORP /DE/ (384,755 shares), ADVISOR GROUP HOLDINGS, INC. (328,895 shares), ROYAL BANK OF CANADA (252,592 shares), Raymond James Financial Services Advisors, Inc. (216,955 shares), Hartford Financial Management Inc. (180,617 shares), APPLETON PARTNERS INC/MA (156,074 shares), LPL Financial LLC (108,460 shares), MORGAN STANLEY (97,346 shares), and COMMONWEALTH EQUITY SERVICES, LLC (73,206 shares).
This table shows the top 39 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.