Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Number of holders
-
32
-
Total 13F shares, excl. options
-
1,984,457
-
Shares change
-
-182,093
-
Total reported value, excl. options
-
$189,315,000
-
Value change
-
-$17,182,878
-
Number of buys
-
16
-
Number of sells
-
-17
-
Price
-
$95.4
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q4 2021
39 filings reported holding JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN as of Q4 2021.
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) has 32 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,984,457 shares
.
Largest 10 shareholders include ARGI Investment Services, LLC (793,799 shares), Change Path, LLC (291,087 shares), Trilogy Capital Inc. (144,153 shares), 1900 WEALTH MANAGEMENT LLC (142,506 shares), GeoWealth Management, LLC (130,034 shares), RVW Wealth, LLC (106,187 shares), APPLETON PARTNERS INC/MA (85,883 shares), Richard P Slaughter Associates Inc (75,640 shares), LPL Financial LLC (35,572 shares), and BANK OF AMERICA CORP /DE/ (29,867 shares).
This table shows the top 32 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.