Q3 2019 13F Holders as of 30 Sep 2019
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Number of holders
-
28
-
Total 13F shares, excl. options
-
2,305,047
-
Shares change
-
+241,873
-
Total reported value, excl. options
-
$153,467,000
-
Value change
-
+$16,157,828
-
Number of buys
-
18
-
Number of sells
-
-10
-
Price
-
$66.81
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q3 2019
31 filings reported holding JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN as of Q3 2019.
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) has 28 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,305,047 shares
.
Largest 10 shareholders include ARGI Investment Services, LLC (616,704 shares), Change Path, LLC (365,963 shares), Foster Victor Wealth Advisors, LLC (277,169 shares), GeoWealth Management, LLC (215,231 shares), Trilogy Capital Inc. (154,406 shares), ASSETMARK, INC (127,698 shares), PACIFIC FINANCIAL GROUP INC (116,894 shares), Raymond James Financial Services Advisors, Inc. (87,447 shares), APPLETON PARTNERS INC/MA (74,622 shares), and BANK OF AMERICA CORP /DE/ (72,108 shares).
This table shows the top 28 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.