J P Morgan Exchange Traded FETF

13F holders, Q2 2024 (June 30)
14holders −1
1new positions
2sold out
$47.49avg. 13F price*

At the end of Q2 2024, 14 institutions reported holding J P Morgan Exchange Traded F in their 13F filings, down 1 from Q1 2024. 1 opened new positions and 2 sold out. The largest holders were Daymark Wealth Partners, LLC ($2.6M), LPL Financial LLC ($1.2M) and Jane Street Group, LLC ($869K).

Company
J P Morgan Exchange Traded F
CUSIP
46641Q258
Latest filing quarter
Q3 2024

History

Number of 13F holders

051015 Q1 2024: 15Q1 2024Q2 2024: 14Q2 2024Q3 2024: 12Q3 2024

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$586K
Exits2$772K

All 13F filers, Q1 2024 → Q2 2024: 22,159 shares bought and 36,235 shares sold, net −14,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 14 holders

Daymark Wealth Partners, LLC 0.12% Add +19.6% 54,880 $2.6M
LPL Financial LLC 0.00% Add +1.7% 25,891 $1.2M
Jane Street Group, LLC 0.00% Reduce -39.9% 18,293 $869K
Hudock, Inc. 0.11% New 12,343 $586K
Susquehanna International Group, LLP 0.00% Reduce -16.2% 11,748 $558K
Dynamic Advisor Solutions LLC 0.01% Reduce -0.1% 8,848 $420K
Bank of Montreal 0.00% Reduce -54.7% 3,434 $163K
Your Advocates Ltd., LLP 0.04% Add +11.7% 2,147 $101K
JPMorgan Chase & Co. 0.00% Add +29.4% 718 $34K
Morgan Stanley 0.00% Reduce -1.6% 606 $29K
Bank of America Corp. 0.00% Reduce -70.2% 603 $29K
Tidemark, LLC 0.01% No change 260 $12K
Wagner Wealth Management, LLC 0.00% No change 1 $25
Wells Fargo & Company 0.00% No change 1 $24

"% 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.