Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF inkluderar ORG Partners LLC, J.w. Cole Advisors, Inc., Great Valley Advisor Group, Inc., Vanguard Group Inc, Principal Securities, Inc., SRS Capital Advisors, Inc., Smartleaf Asset Management LLC, FSA Wealth Management LLC, Family Legacy Financial Solutions, LLC, och Total Investment 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 10 764 | 50,42 | 727 | 65,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 391 319 | 26,70 | 26 414 | 39,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 687 | 114 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 317 | 224 | ||||||
| 2025-08-26 | NP | JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I | 279 270 | 15,59 | 18 851 | 26,86 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39 303 | 5,89 | 2 653 | 16,21 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 89 890 | 9,70 | 6 068 | 20,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 294 | 20,43 | 357 | 32,22 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 16 356 | 1,42 | 1 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 627 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 878 925 | 39,48 | 59 327 | 53,07 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 320 | 227,42 | 224 | 261,29 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 118 | 8 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 14 213 | 9,91 | 947 | 15,35 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 7 769 | 10,20 | 524 | 21,02 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 566 391 | 11,00 | 38 231 | 21,82 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 575 | 241 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 74 682 | 8,41 | 5 041 | 18,98 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 743 692 | 4,44 | 50 | 16,28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 388 804 | 27,24 | 26 244 | 39,65 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 284 | 1,43 | 19 | 11,76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 121 602 | 131,83 | 8 | 166,67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 714 | 16,77 | 453 | 28,33 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 830 | 56 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 174 476 | 16,47 | 11 777 | 27,83 | ||||
| 2025-06-30 | NP | PFSEX - RiskPro® 30+ Fund Class R | 340 751 | 438,84 | 21 747 | 475,14 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 8 792 | 14,93 | 593 | 26,17 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 23 969 | 1 616 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 152 | 10 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 848 | 360,10 | 192 | 448,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 490 251 | 5,08 | 32 806 | 14,32 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 179 232 | 7,50 | 12 098 | 17,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50 746 | 27,57 | 3 425 | 39,97 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 186 919 | 1 451,32 | 12 355 | 1 567,34 | ||||
| 2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 2 448 881 | 0,29 | 165 299 | 10,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 748 | 103,02 | 118 | 125,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 117 234 | 10,63 | 8 | 16,67 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 44 430 | 76,95 | 2 999 | 94,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 490 | 236 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 684 | 8,84 | 519 | 19,35 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 408 701 | 34,73 | 27 587 | 47,86 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 696 | 4,35 | 47 | 14,63 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 9 987 | 9,88 | 674 | 20,57 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 766 430 | 113,11 | 119 234 | 133,89 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 866 207 | 13,44 | 125 969 | 24,50 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 265 | 41,74 | 288 | 55,14 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 16 126 | 2,41 | 1 111 | 16,70 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 71 | 5 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 752 | 9,84 | 118 | 20,41 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 445 104 | 3,99 | 30 044 | 14,12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 29 066 | 101,32 | 1 962 | 120,83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11 427 | 36,46 | 771 | 49,71 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 423 | 29 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 117 693 | 18,47 | 8 | 16,67 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 24 347 | 11,67 | 1 643 | 22,61 | ||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 2 303 317 | 95,70 | 155 474 | 114,78 | ||||
| 2025-06-30 | NP | PFJDX - RiskPro® Dynamic 20-30 Fund Class R | 51 912 | 47,58 | 3 313 | 57,54 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 504 471 | 7,99 | 34 052 | 18,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23 070 | 32,22 | 2 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22 868 | 6,23 | 1 544 | 16,54 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 422 | 30,43 | 163 | 42,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 77 | 50,98 | 5 | 66,67 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 11 659 | 23,78 | 787 | 35,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 3 592 | 242 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 19 | 1 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 89 738 | 17,64 | 6 057 | 29,12 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 988 | 202 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 21 000 | 524 900,00 | 1 418 | |||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 8 742 | 38,65 | 590 | 52,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 136 061 | 2 686,42 | 9 184 | 2 961,33 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 328 196 | 12,07 | 22 153 | 23,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 367 | 9,88 | 25 | 20,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 006 | 67,55 | 608 | 83,94 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 217 | 30,72 | 15 | 40,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 65 735 | 5,18 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 370 316 | 11,71 | 24 996 | 22,60 |
