Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF inkluderar
Brinker Capital Investments, LLC,
Newbridge Financial Services Group, Inc.,
5T Wealth, LLC,
Raymond James Financial Inc,
Capital Analysts, Inc.,
Private Trust Co Na,
och
Ameritas Advisory Services, 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum |
Källa |
Investerare |
|
Typ |
Genomsnittligt pris
(beräknat) |
Aktier |
Δ Aktier
(%) |
Rapporterat
värde
(1000 USD) |
Δ Värde
(%) |
Portföljallokering
(%) |
| 2025-08-26 |
NP |
JTSAX - JPMorgan SmartRetirement 2050 Fund Class A
|
|
|
|
143 786 |
6,92 |
13 244 |
4,75 |
|
| 2025-08-26 |
NP |
JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I
|
|
|
|
15 151 |
22,41 |
1 396 |
19,95 |
|
| 2025-08-26 |
NP |
JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I
|
|
|
|
496 812 |
7,94 |
45 761 |
5,76 |
|
| 2025-08-26 |
NP |
SMTAX - JPMorgan SmartRetirement 2040 Fund Class A
|
|
|
|
172 456 |
5,44 |
15 885 |
3,31 |
|
| 2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
459 |
13,90 |
42 |
13,51 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
33 203 |
|
3 058 |
|
|
| 2025-08-26 |
NP |
JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I
|
|
|
|
464 754 |
7,46 |
42 808 |
5,29 |
|
| 2025-08-26 |
NP |
JSRAX - JPMorgan SmartRetirement Income Fund Class A
|
|
|
|
45 877 |
118,12 |
4 226 |
113,71 |
|
| 2025-08-26 |
NP |
JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I
|
|
|
|
352 188 |
5,99 |
32 440 |
3,85 |
|
| 2025-08-26 |
NP |
SRJAX - JPMorgan SmartRetirement 2035 Fund Class A
|
|
|
|
147 885 |
5,52 |
13 622 |
3,39 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
2 438 |
66,42 |
225 |
63,50 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
9 |
|
1 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
1 015 |
|
93 |
|
|
| 2025-08-26 |
NP |
JFFAX - JPMorgan SmartRetirement 2055 Fund Class A
|
|
|
|
95 250 |
8,26 |
8 773 |
6,07 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
4 066 365 |
8,66 |
374 553 |
6,46 |
|
| 2025-08-26 |
NP |
JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I
|
|
|
|
243 427 |
9,16 |
22 422 |
6,95 |
|
| 2025-07-31 |
13F |
University Of Texas/texas Am Investment Managment Co
|
|
|
|
2 584 286 |
4,26 |
238 039 |
2,15 |
|
| 2025-07-30 |
13F |
LGT Financial Advisors LLC
|
|
|
|
115 |
3,60 |
11 |
0,00 |
|
| 2025-08-26 |
NP |
JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I
|
|
|
|
134 441 |
124,89 |
12 383 |
120,34 |
|
| 2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
7 732 |
|
712 |
|
|
| 2025-05-28 |
NP |
JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I
|
|
|
|
72 545 |
1,25 |
6 820 |
1,64 |
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
7 368 |
|
691 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
330 993 |
8,98 |
30 488 |
6,78 |
|
| 2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
2 822 |
19,58 |
260 |
17,19 |
|
| 2025-08-13 |
13F |
Capital Analysts, Inc.
|
|
|
|
210 |
|
0 |
|
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-26 |
NP |
JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6
|
|
|
|
4 140 |
30,89 |
381 |
28,28 |
|
| 2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
105 817 |
8,93 |
9 747 |
6,74 |
|
| 2025-08-19 |
13F |
Newbridge Financial Services Group, Inc.
|
|
|
|
3 759 |
|
346 |
|
|
| 2025-08-26 |
NP |
JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I
|
|
|
|
139 563 |
14,75 |
12 855 |
12,43 |
|
| 2025-08-26 |
NP |
JAKAX - JPMorgan SmartRetirement 2060 Fund Class A
|
|
|
|
42 171 |
12,00 |
3 884 |
9,75 |
|
| 2025-08-05 |
13F |
5T Wealth, LLC
|
|
|
|
2 406 |
|
222 |
|
|
| 2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class
|
|
|
|
4 254 |
5,09 |
392 |
2,89 |
|
| 2025-08-26 |
NP |
JSACX - JPMorgan SmartRetirement 2045 Fund Class C
|
|
|
|
148 248 |
5,90 |
13 655 |
3,76 |
|
| 2025-08-05 |
13F |
Sigma Planning Corp
|
|
|
|
3 050 |
4,77 |
281 |
2,56 |
|
| 2025-07-29 |
13F |
APCM Wealth Management for Individuals
|
|
|
|
240 141 |
3,65 |
22 119 |
1,56 |
|
| 2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
11 |
|
1 |
|
|
| 2025-08-26 |
NP |
JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I
|
|
|
|
406 469 |
10,66 |
37 440 |
8,42 |
|
| 2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
543 236 |
27,23 |
50 037 |
24,66 |
|
| 2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
140 |
|
13 |
|
|
| 2025-08-26 |
NP |
JSMAX - JPMorgan SmartRetirement 2030 Fund Class A
|
|
|
|
125 703 |
2,03 |
11 579 |
−0,03 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
43 |
86,96 |
4 |
50,00 |
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
2 182 |
1,11 |
201 |
−0,50 |
|
| 2025-07-29 |
13F |
Alaska Permanent Capital Management
|
|
|
|
490 933 |
3,14 |
45 215 |
0,97 |
|
| 2025-08-26 |
NP |
JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I
|
|
|
|
469 267 |
5,79 |
43 224 |
3,65 |
|
