J P Morgan Exchange Traded FETF
13F holders, Q3 2024 (September 30)12holders −2
1new positions
2sold out
$48.69avg. 13F price*
At the end of Q3 2024, 12 institutions reported holding J P Morgan Exchange Traded F in their 13F filings, down 2 from Q2 2024. 1 opened new positions and 2 sold out. The largest holders were Daymark Wealth Partners, LLC ($3.2M), LPL Financial LLC ($1.6M) and Hudock, Inc. ($627K).
- Company
- J P Morgan Exchange Traded F
- CUSIP
- 46641Q258
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2K |
| Exits | 2 | $1.0M |
All 13F filers, Q2 2024 → Q3 2024: 18,044 shares bought and 28,999 shares sold, net −10,955 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Daymark Wealth Partners, LLC | 0.14% | Add +20.2% | 65,955 | $3.2M |
| LPL Financial LLC | 0.00% | Add +24.2% | 32,154 | $1.6M |
| Hudock, Inc. | 0.11% | Add +4.3% | 12,880 | $627K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.7% | 8,341 | $406K |
| Susquehanna International Group, LLP | 0.00% | Reduce -57.4% | 5,000 | $243K |
| Your Advocates Ltd., LLP | 0.04% | Add +3.4% | 2,220 | $108K |
| JPMorgan Chase & Co. | 0.00% | Reduce -2.1% | 703 | $34K |
| Bank of America Corp. | 0.00% | Add +9.4% | 660 | $32K |
| Morgan Stanley | 0.00% | Reduce -0.2% | 605 | $29K |
| Tidemark, LLC | 0.01% | No change | 260 | $13K |
| UBS Group AG | 0.00% | New | 39 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $26 |
"% of holder's portfolio" is J P MORGAN EXCHANGE TRADED F's weight in each manager's 13F, not the share of J P Morgan Exchange Traded F the manager owns.