Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF inkluderar JFLI - JPMorgan Flexible Income ETF, Congress Wealth Management LLC / DE /, Empowered Funds, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, Midwestern Financial, LLC /IA, Fort Point Capital Partners LLC, ORG Partners LLC, Atria Wealth Solutions, Inc., Twin Peaks Wealth Advisors, LLC, Total Investment Management Inc, och Family Legacy Financial Solutions, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 56 918 | 2 622 | ||||||
| 2025-05-28 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 76 131 | 3,58 | 3 506 | 3,51 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 417 | 147,29 | 66 | 153,85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 978 | 699 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 265 700 | 109,21 | 12 392 | 111,90 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5 392 | 251 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 450 | 7,68 | 860 | 9,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108 434 | 5 057 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7 091 | 3,41 | 331 | 4,76 | ||||
| 2025-05-28 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 446 759 | 0,43 | 20 573 | 0,37 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 784 | 0,23 | 270 | 1,51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 725 | 38,10 | 34 | 37,50 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4 517 | 211 | ||||||
| 2025-05-28 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 61 445 | 1,87 | 2 830 | 1,80 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 637 | 11,88 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 462 650 | 1,47 | 21 578 | 2,77 | ||||
| 2025-05-28 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 544 802 | 0,42 | 25 088 | 0,35 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 103 361 | 5,95 | 4 821 | 7,30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 82 991 | 134,06 | 3 841 | 135,15 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 10 414 | 486 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 39 | 2,63 | 2 | 0,00 | ||||
| 2025-05-28 | NP | JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I | 5 815 | 17,50 | 268 | 17,11 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4 668 | 218 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 500 | 706,45 | 23 | 1 050,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 651 | 1 975,48 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 535 | 14,62 | 258 | 15,77 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 40 185 | 28,31 | 1 851 | 32,43 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 103 486 | 3,61 | 4 827 | 4,71 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 154 | 1,99 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33 305 | 33,76 | 1 553 | 35,51 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 62 648 | 2 906 | ||||||
| 2025-05-28 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 113 210 | 0,44 | 5 213 | 0,39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 678 | 18,88 | 218 | 20,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 251 | 2,03 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4 528 | 15,48 | 211 | 17,22 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 682 | 27,49 | 545 | 29,22 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 357 | 17 | ||||||
| 2025-05-28 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 177 897 | 1,32 | 8 192 | 1,26 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 995 | 232 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 52 715 | 20,19 | 2 459 | 21,74 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 334 | 62 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 594 | 0,03 | 168 | 1,21 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 231 052 | 10 561 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 74 049 | 3 454 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 301 | 14 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 757 | 1 820,67 | 455 | 1 878,26 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 94 204 | 7,27 | 4 394 | 8,63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 553 | 0,36 | 26 | 0,00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 32 | 1 |
