Q4 2022 13F Holders as of 12/31/2022
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
67
-
Total 13F shares, excl. options
-
5.83M
-
Shares change
-
+229K
-
Total reported value, excl. options
-
$226M
-
Value change
-
+$9.18M
-
Number of buys
-
34
-
Number of sells
-
-24
-
Price
-
$38.74
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q4 2022
73 filings reported holding JPSE - J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF as of Q4 2022.
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) has 67 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.83M shares
.
Largest 10 shareholders include Koss-Olinger Consulting, LLC (1.01M shares), Raymond James Financial Services Advisors, Inc. (657K shares), BANK OF AMERICA CORP /DE/ (484K shares), LPL Financial LLC (404K shares), Goldstein Advisors, LLC (315K shares), Gerber Kawasaki Wealth & Investment Management (306K shares), MORGAN STANLEY (280K shares), Royal Bank of Canada (257K shares), AMERIPRISE FINANCIAL INC (251K shares), and Capital Advisors Wealth Management, LLC (197K shares).
This table shows the top 67 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.