Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Number of holders
-
33
-
Total 13F shares, excl. options
-
2,187,141
-
Shares change
-
-182,786
-
Total reported value, excl. options
-
$192,136,000
-
Value change
-
-$15,835,287
-
Number of buys
-
14
-
Number of sells
-
-18
-
Price
-
$87.84
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q2 2021
37 filings reported holding JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN as of Q2 2021.
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) has 33 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,187,141 shares
.
Largest 10 shareholders include ARGI Investment Services, LLC (809,795 shares), Change Path, LLC (287,719 shares), 1900 WEALTH MANAGEMENT LLC (168,107 shares), Trilogy Capital Inc. (159,659 shares), GeoWealth Management, LLC (156,969 shares), RVW Wealth, LLC (115,472 shares), GOLDMAN SACHS GROUP INC (102,737 shares), Richard P Slaughter Associates Inc (90,013 shares), APPLETON PARTNERS INC/MA (81,218 shares), and Apella Capital, LLC (45,033 shares).
This table shows the top 33 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.