Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / DIVERSFD EQT ETF
-
Number of holders
-
98
-
Total 13F shares, excl. options
-
8.41M
-
Shares change
-
+156K
-
Total reported value, excl. options
-
$367M
-
Value change
-
+$6.73M
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Number of buys
-
51
-
Number of sells
-
-40
-
Price
-
$43.59
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) as of Q1 2025
105 filings reported holding JPSE - J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF as of Q1 2025.
J P MORGAN EXCHANGE TRADED F - DIVERSFD EQT ETF (JPSE) has 98 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.41M shares
.
Largest 10 shareholders include RAYMOND JAMES FINANCIAL INC (1.32M shares), Koss-Olinger Consulting, LLC (1.27M shares), LPL Financial LLC (646K shares), BANK OF AMERICA CORP /DE/ (564K shares), ROYAL BANK OF CANADA (461K shares), Capital Advisors Wealth Management, LLC (449K shares), MORGAN STANLEY (281K shares), Goldstein Advisors, LLC (243K shares), STIFEL FINANCIAL CORP (214K shares), and Gerber Kawasaki Wealth & Investment Management (186K shares).
This table shows the top 98 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.