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
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 |
* 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.