CUSIP: 46641Q886
Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / DIVERSFED RTRN
-
Total 13F shares
-
2,922,444
-
Share change
-
-80,247
-
Total reported value
-
$293,840,843
-
Price per share
-
$100.57
-
Number of holders
-
85
-
Value change
-
-$8,142,780
-
Number of buys
-
41
-
Number of sells
-
36
Security key
46641Q886
Report period
Q1 2025
Institutions
85
Top holders
10
Reporting periods
Holder history for CUSIP 46641Q886
Recent filing periods:
Top shareholders of JPME - J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.
Institutional Holders of J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) as of Q1 2025
As of 31 Mar 2025,
J P MORGAN EXCHANGE TRADED F - DIVERSFED RTRN (JPME) was held by
85 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,922,444 shares.
The largest 10 holders included
Cerity Partners LLC, HighTower Advisors, LLC, MORGAN STANLEY, LPL Financial LLC, CreativeOne Wealth, LLC, Dynamic Advisor Solutions LLC, APPLETON PARTNERS INC/MA, Cambridge Investment Research Advisors, Inc., N.E.W. Advisory Services LLC, and RVW Wealth, LLC.
This page lists
86
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
Compare Q1 2025 vs Q4 2024 Across Filers
| Investor |
Q4 2024 Shares |
Q1 2025 Shares |
Share Diff |
Share Chg % |
Q4 2024 Value $ |
Q1 2025 Value $ |
Value Diff $ |
Value Chg % |
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
* 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.