Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Number of holders
-
88
-
Total 13F shares, excl. options
-
3,050,820
-
Shares change
-
-48,218
-
Total reported value, excl. options
-
$312,884,647
-
Value change
-
-$5,049,033
-
Number of buys
-
38
-
Number of sells
-
-33
-
Price
-
$102.47
Significant Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q4 2024
92 filings reported holding JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN as of Q4 2024.
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) has 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,050,820 shares
.
Largest 10 shareholders include Cerity Partners LLC (688,074 shares), HighTower Advisors, LLC (292,701 shares), MORGAN STANLEY (281,305 shares), LPL Financial LLC (230,050 shares), CreativeOne Wealth, LLC (226,475 shares), Trilogy Capital Inc. (143,328 shares), Teamwork Financial Advisors, LLC (126,823 shares), Dynamic Advisor Solutions LLC (105,315 shares), APPLETON PARTNERS INC/MA (86,798 shares), and RVW Wealth, LLC (72,808 shares).
This table shows the top 88 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.