CUSIP: 46654Q815
Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / SUSTAINABLE MUNI
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Total 13F shares
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2,124,951
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Share change
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+65,223
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Total reported value
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$106,839,411
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Price per share
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$50.28
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Number of holders
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36
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Value change
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+$3,268,352
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Number of buys
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20
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Number of sells
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16
Quarterly Holders Quick Answers
What is CUSIP 46654Q815?
CUSIP 46654Q815 identifies JMSI - J P MORGAN EXCHANGE TRADED F - SUSTAINABLE MUNI in SEC institutional holdings data.
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Newer quarter:
Q3 2024
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Previous quarter:
Q1 2024
Recent filing periods for CUSIP 46654Q815:
Institutional Holders of J P MORGAN EXCHANGE TRADED F - SUSTAINABLE MUNI (JMSI) as of Q2 2024
As of 30 Jun 2024,
J P MORGAN EXCHANGE TRADED F - SUSTAINABLE MUNI (JMSI) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,124,951 shares.
The largest 10 holders included
JPMORGAN CHASE & CO, EP Wealth Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, PNC Financial Services Group, Inc., Betterment LLC, MISSION WEALTH MANAGEMENT, LP, GeoWealth Management, LLC, Raymond James Financial Services Advisors, Inc., Modera Wealth Management, LLC, and NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO.
This page lists
36
institutional shareholders reporting positions in this security
for the Q2 2024 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.