Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF inkluderar Magnolia Capital Advisors Llc, Oxinas Partners Wealth Management LLC, WealthPlan Investment Management, LLC, Monetary Solutions, Ltd, Elevation Wealth Management LLC, Independent Advisor Alliance, Fifth Third Bancorp, United Community Bank, Nbc Securities, Inc., Western Wealth Management, LLC, Whittier Trust Co Of Nevada Inc, Covestor Ltd, Nbt Bank N A /ny, och Simplex Trading, Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 37 201 | 23,39 | 1 818 | 22,85 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 577 | 1,22 | 78 | 1,32 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 749 | 37 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 27 006 | 1 320 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1 493 287 | 87,31 | 72 962 | 186 982,05 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7 266 | 31,77 | 355 | 31,48 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 44 672 | 113,39 | 2 183 | 112,46 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 4 704 | 0,34 | 230 | −0,43 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 5 377 | 24,84 | 263 | 24,17 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 52 141 | 0,20 | 2 548 | −0,27 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4 087 | 0,07 | 200 | −0,50 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 4 906 | 240 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 9 397 | 459 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 559 159 | 3,98 | 27 320 | 3,51 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 101 861 | 5,27 | 4 977 | 4,78 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 7 710 | 5,69 | 377 | 5,03 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8 057 | 26,56 | 394 | 25,96 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 8 532 | 6,68 | 417 | 6,12 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1 198 576 | 1,19 | 58 562 | 0,74 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 20 328 | 1,52 | 993 | 1,12 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1 184 322 | 14,28 | 57 866 | 13,76 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 154 038 | 7 526 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 213 641 | 69,12 | 10 438 | 68,38 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 417 | 2 352,94 | 20 | |||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 163 496 | 0,02 | 7 988 | −0,42 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7 346 | 0,34 | 359 | −0,28 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 20 817 | 15,38 | 1 017 | 14,92 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 175 181 | 18,87 | 8 598 | 122 714,29 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4 728 | 231 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 32 567 | 3,22 | 1 591 | 2,78 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 23 909 | 196,75 | 1 168 | 195,70 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 89 720 | 4 384 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 35 | 2 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6 423 | 4,12 | 314 | 3,64 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 49 910 | 23,25 | 2 694 | 30,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 573 270 | 47,96 | 27 282 | 43,47 | ||||
| 2026-04-24 | 13F | United Community Bank | 2 101 | 103 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3 180 | 22,35 | 155 | 22,05 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 924 | 45 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1 635 | 80 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 59 163 | 26,69 | 2 891 | 26,15 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 960 | 47 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7 558 | 34,25 | 369 | 33,70 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 50 231 | 0,01 | 2 454 | −0,45 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 5 091 | 4,41 | 250 | 4,18 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 16 681 | 94,83 | 815 | 94,05 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 31 692 | 71,78 | 1 549 | 70,97 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4 974 | 0,28 | 243 | 0,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4 172 | 204 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15 707 | 767 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 868 | 5,08 | 42 | 5,00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 478 | 23 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1 149 | 56 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 12 441 | 3,01 | 608 | 2,53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 48 645 | 252,70 | 2 377 | 251,48 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 32 560 | 4,93 | 1 591 | 4,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 128 596 | 22,67 | 6 283 | 22,12 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34 276 | 1 631 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 21 149 | 0,05 | 1 038 | 3,29 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 86 | 4 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4 733 | 14,43 | 231 | 14,36 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 390 737 | 2,36 | 19 091 | 1,91 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 36 590 | 62,33 | 1 788 | 61,57 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 66 724 | 789,65 | 3 260 | 785,87 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2 866 | 140 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4 561 | 0,35 | 223 | −0,45 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 6 389 | 0,05 | 312 | −0,32 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 53 127 | 78,44 | 2 596 | 77,62 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 264 | 0 |
