Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF inkluderar Great Valley Advisor Group, Inc., RMR Wealth Builders, ORG Partners LLC, Gts Securities Llc, Signature Securities Group Corporation, och Clarity Asset Management, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 972 272 | 0,24 | 44 890 | 0,37 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 340 534 | 1,10 | 15 722 | 1,23 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 21 265 | 982 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 365 | 393,24 | 16 | 433,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 317 | 13,54 | 245 | 13,95 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 733 819 | 58,47 | 172 390 | 58,68 | ||||
| 2025-05-28 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 94 777 | 2,90 | 4 370 | 5,02 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 767 | 218 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 5 986 | 24,79 | 276 | 24,89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7 750 | 358 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 597 739 | 100,76 | 73 768 | 101,02 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 378 289 | 38,46 | 17 466 | 38,64 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 533 719 | 1,96 | 25 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 295 344 | 489,52 | 13 636 | 490,30 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 24 526 | 18,11 | 1 132 | 18,29 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 119 | 5 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 421 | 396,43 | 250 | 400,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 14 675 | 12,25 | 678 | 12,46 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 11 927 | 0,79 | 551 | 0,92 | ||||
| 2025-05-28 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 174 050 | 1,08 | 8 025 | 3,16 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 45 581 | 1,42 | 2 104 | 1,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 87 270 | 36,70 | 4 030 | 36,85 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 4 585 | 212 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 401 | 19 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 105 909 | 167,24 | 4 838 | 167,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 674 910 | 73,33 | 31 | 82,35 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 178 256 | 0,86 | 8 230 | 0,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 95 877 | 94,50 | 4 | 100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 427 | 6,35 | 297 | 6,47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 222 629 | 10 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 87 882 | 397,66 | 4 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 082 | 32,43 | 512 | 32,73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6 540 | 253,70 | 302 | 262,65 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 46 961 | 6,32 | 2 168 | 6,48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 532 | 61,54 | 902 | 61,76 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 21 017 | 970 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 735 | 49,26 | 449 | 49,67 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 13 678 | 629 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 13 399 | 16,25 | 619 | 16,38 | ||||
| 2025-06-30 | NP | PFJDX - RiskPro® Dynamic 20-30 Fund Class R | 458 503 | 120,65 | 21 137 | 123,85 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 172 210 | 5,59 | 7 951 | 5,73 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 197 | 84,11 | 9 | 125,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14 834 | 41,36 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 7 012 | 59,47 | 324 | 59,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 107 141 | 39,00 | 4 947 | 39,17 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 936 | 320 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 640 | 5,94 | 122 | 6,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 374 | 17 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 41 829 | 16,84 | 1 931 | 17,03 | ||||
| 2025-05-28 | NP | JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I | 8 852 | 16,12 | 408 | 18,60 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 3 499 | 76,99 | 162 | 76,92 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 11 420 | 14,04 | 526 | 15,38 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12 459 | 1 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6 956 | 2,44 | 321 | 2,56 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 | 0 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 42 296 | 55,96 | 1 953 | 56,16 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 49 | 2 |
