Q1 2020 13F Holders as of 31 Mar 2020
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Total 13F shares
-
2,621,474
-
Share change
-
+254,221
-
Total reported value
-
$132,539,000
-
Price per share
-
$49.83
-
Number of holders
-
25
-
Value change
-
+$8,673,090
-
Number of buys
-
16
-
Number of sells
-
15
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q1 2020
As of 31 Mar 2020,
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) was held by
25 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,621,474 shares.
The largest 10 holders included
ARGI Investment Services, LLC, Change Path, LLC, Foster Victor Wealth Advisors, LLC, RVW Wealth, LLC, Trilogy Capital Inc., ASSETMARK, INC, Richard P Slaughter Associates Inc, GeoWealth Management, LLC, BANK OF AMERICA CORP /DE/, and APPLETON PARTNERS INC/MA.
This page lists
25
institutional shareholders reporting positions in this security
for the Q1 2020 filing period.
| 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.