Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF inkluderar Gradient Investments LLC, We Are One Seven, LLC, Thrive Wealth Management, LLC, och Raymond James Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 215 | 216 | ||||||
| 2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 1 305 830 | 3,35 | 127 253 | 11,75 | ||||
| 2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 257 016 | 4,76 | 23 162 | −1,89 | ||||
| 2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 1 417 030 | 5,37 | 138 090 | 13,94 | ||||
| 2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 927 193 | 2,88 | 90 355 | 11,25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 157 | 78,43 | 1 769 | 92,91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26 387 | 0,58 | 2 571 | 8,76 | ||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 360 711 | 5,53 | 35 151 | 14,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 207 | 8,20 | 313 | 16,85 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 1 772 374 | 0,30 | 172 718 | 8,46 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 1 228 517 | 4,60 | 119 719 | 13,11 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 814 036 | 2,70 | 79 328 | 11,05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 91 | 4,60 | 9 | 14,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 174 864 | 1,86 | 17 | 13,33 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 1 271 568 | 3,64 | 123 914 | 12,07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 480 | 144 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 930 | 1 106,27 | 1 163 | 1 205,62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 101 | 104,98 | 887 | 121,50 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 60 916 | 4,11 | 5 936 | 12,59 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 633 472 | 111,44 | 61 732 | 128,64 | ||||
| 2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 1 352 568 | 3,00 | 131 808 | 11,38 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 11 522 | 1 123 | ||||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 1 262 191 | 2,18 | 123 001 | 10,49 | ||||
| 2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 1 191 927 | 5,04 | 116 153 | 13,59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 627 | 256 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 721 | 3,32 | 655 | 11,60 | ||||
| 2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 714 194 | 3,93 | 69 598 | 12,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 630 | 29,37 | 159 | 39,82 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1 473 012 | 3,01 | 143 545 | 11,39 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 14 202 | 0,90 | 1 384 | 9,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 40 446 | 163,66 | 3 941 | 185,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 | 1 | ||||||
| 2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 409 364 | 9,03 | 39 893 | 17,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 819 | 567 | ||||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 468 408 | 121,27 | 45 646 | 139,27 | ||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 335 995 | 2,92 | 30 280 | −3,62 |
