Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Number of holders
-
34
-
Total 13F shares, excl. options
-
2,153,624
-
Shares change
-
-31,007
-
Total reported value, excl. options
-
$188,675,000
-
Value change
-
-$2,730,670
-
Number of buys
-
15
-
Number of sells
-
-12
-
Price
-
$87.41
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q3 2021
35 filings reported holding JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN as of Q3 2021.
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) has 34 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,153,624 shares
.
Largest 10 shareholders include ARGI Investment Services, LLC (821,224 shares), Change Path, LLC (273,185 shares), Trilogy Capital Inc. (150,733 shares), 1900 WEALTH MANAGEMENT LLC (146,594 shares), GeoWealth Management, LLC (118,607 shares), RVW Wealth, LLC (109,755 shares), GOLDMAN SACHS GROUP INC (102,737 shares), APPLETON PARTNERS INC/MA (83,575 shares), Richard P Slaughter Associates Inc (75,236 shares), and Apella Capital, LLC (51,424 shares).
This table shows the top 34 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.