Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
89
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Total 13F shares, excl. options
-
6.74M
-
Shares change
-
-1.06M
-
Total reported value, excl. options
-
$302M
-
Value change
-
-$48.3M
-
Number of buys
-
49
-
Number of sells
-
-38
-
Price
-
$45.20
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q1 2024
98 filings reported holding JPSE - J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF as of Q1 2024.
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) has 89 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.74M shares
.
Largest 10 shareholders include Raymond James Financial Services Advisors, Inc. (823K shares), LPL Financial LLC (778K shares), Royal Bank of Canada (557K shares), BANK OF AMERICA CORP /DE/ (498K shares), Capital Advisors Wealth Management, LLC (424K shares), AMERIPRISE FINANCIAL INC (405K shares), MORGAN STANLEY (235K shares), Goldstein Advisors, LLC (192K shares), Choice Wealth Advisors, LLC (189K shares), and STIFEL FINANCIAL CORP (184K shares).
This table shows the top 89 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.