Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF inkluderar Centerline Wealth Advisors, LLC, Miracle Mile Advisors, LLC, Compass Wealth Management, LLC/GA, Atomi Financial Group, Inc., We Are One Seven, LLC, WealthPlan Investment Management, LLC, Wbh Advisory Inc, ORG Partners LLC, Summit Wealth Group Llc / Co, Signature Estate & Investment Advisors Llc, Merit Financial Group, LLC, TCG Advisory Services, LLC, Fortis Group Advisors, LLC, Citigroup Inc, Bill Few Associates, Inc., BKA Wealth Consulting, Inc., Flow Traders U.s. Llc, First PREMIER Bank, Axxcess Wealth Management, Llc, och Creative Planning .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 921 | 145,60 | 60 | 160,87 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 11 688 | 766 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 7 881 | 516 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 83 618 | 317,26 | 5 477 | 330,24 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 9 465 | 5,99 | 620 | 9,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 183 071 | 23,33 | 11 991 | 27,14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 7 990 | 523 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 311 | 151 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 384 | 7,26 | 25 | 13,64 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 315 | 0,32 | 21 | 5,26 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 127 225 | 8 333 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 477 592 | 0,02 | 97 | 3,23 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 813 | 577 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 9 311 | 11,26 | 617 | 19,38 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 546 | 6,92 | 101 | 10,99 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 861 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 208 | 213,43 | 931 | 222,92 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 607 | 40 | ||||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 460 972 | 2,47 | 30 194 | 5,64 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 15 048 | 20,45 | 986 | 24,21 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 88 564 | 6,81 | 5 801 | 10,10 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 18 068 | 313,64 | 1 183 | 325,54 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 537 843 | 1,20 | 35 229 | 4,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13 865 481 | 3,24 | 908 189 | 6,42 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 8 404 | 78,85 | 550 | 84,56 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4 061 | 21,73 | 266 | 25,59 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 35 495 | 534,18 | 2 325 | 554,65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 568 | 27,07 | 430 | 31,10 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 149 549 | 10,39 | 9 795 | 13,80 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 60 011 | 12,53 | 3 931 | 16,00 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 201 693 | 3,50 | 13 211 | 6,69 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 23 982 | 1 571 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 24 096 | 31,33 | 1 578 | 35,45 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 44 414 | 28,37 | 2 911 | 32,39 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 129 507 | 14,64 | 8 483 | 18,18 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 98 789 | 6 471 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 35 173 | 8,26 | 2 299 | 12,31 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 13 369 | 2,22 | 876 | 5,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 63 749 | 6,48 | 4 176 | 9,75 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 100 | 203 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 20 812 | 1 363 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 735 | 48 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 84 580 | 0,84 | 5 540 | 3,94 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 25 358 | 41,36 | 1 661 | 45,74 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4 718 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 6 422 | 0,12 | 421 | 3,19 | ||||
| 2025-08-07 | 13F | Weil Company, Inc. | 146 126 | 128,72 | 9 571 | 135,80 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 171 641 | 3,02 | 11 242 | 6,20 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 11 696 | 75,27 | 766 | 80,66 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 53 807 | 5,60 | 3 524 | 8,87 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 666 072 | 23,27 | 43 628 | 27,07 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 288 | 119,05 | 84 | 127,03 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 34 672 | 0,23 | 2 271 | 3,28 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25 877 | 1 921,64 | 1 695 | 1 991,36 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 8 736 | 0,37 | 572 | 3,44 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 11 029 | 10,29 | 728 | 14,65 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 6 860 | 1,57 | 449 | 4,66 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 812 | 13,25 | 119 | 16,83 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 21 450 | 4,67 | 1 405 | 7,83 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 194 890 | 84,62 | 12 765 | 90,32 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 069 729 | 9,48 | 201 067 | 12,86 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 119 988 | 24,53 | 7 859 | 28,37 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 330 056 | 5,59 | 21 619 | 8,85 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 564 | 20,81 | 233 | 24,60 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 449 480 | 13,26 | 160 457 | 16,77 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 240 257 | 0,97 | 15 737 | 4,08 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 939 | 127 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 5 816 | 11,61 | 381 | 14,80 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 24 223 | 16,90 | 1 587 | 20,52 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 426 368 | 12,15 | 28 | 12,50 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 3 800 | 249 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 65 427 | 4,22 | 4 285 | 7,45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 572 371 | 4,40 | 37 490 | 7,62 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 44 123 | 69,24 | 2 890 | 74,52 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 732 726 | 1,32 | 47 994 | 4,45 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 48 031 | 47,18 | 3 146 | 51,76 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 332 | 284 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 21 350 | 16,35 | 1 398 | 20,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 197 | 6,90 | 602 | 10,26 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 81 380 | 3,11 | 5 330 | 6,30 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 689 583 | 21,47 | 45 168 | 25,21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 713 | 10,23 | 440 | 13,73 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 175 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 4 113 | 269 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 7 548 | 494 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 203 193 | 1,14 | 78 809 | 4,26 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 7 871 | 9,52 | 516 | 12,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 972 206 | 28,22 | 325 679 | 32,17 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4 950 | 0 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 23 072 | 3,75 | 1 511 | 6,94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 45 433 | 2 976 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 31 637 | 355,73 | 2 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 489 254 | 42,50 | 31 983 | 47,83 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 207 | 145 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 841 | 514 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 232 309 | 8,47 | 15 216 | 11,82 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 192 349 | 5,91 | 78 099 | 9,18 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 74 815 | 4 900 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 18 664 | 74,84 | 1 223 | 80,24 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 17 585 | 1 166 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 77 973 | 9,42 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 744 703 | 1,92 | 48 778 | 5,06 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 112 198 | 8,67 | 7 349 | 12,01 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 5 106 | 27,81 | 334 | 32,02 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 7 712 | 506 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 6 887 | 0,98 | 451 | 4,16 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 389 | 0,37 | 615 | 3,37 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 470 924 | 8,94 | 30 855 | 12,30 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 42 523 | 2 785 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 429 236 | 4,02 | 28 115 | 7,24 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 55 | 34,15 | 4 | 50,00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 15 233 | 1,63 | 998 | 4,73 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 41 973 | 36,47 | 2 749 | 40,69 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 6 939 | 266,56 | 455 | 278,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 294 055 | 91,68 | 19 | 111,11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 139 197 | 38,05 | 9 | 50,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 155 023 | 115,42 | 75 654 | 122,07 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 061 689 | 4,70 | 69 541 | 7,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 72 593 | 394,37 | 4 755 | 409,54 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 10 511 | 4,24 | 695 | 14,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29 559 | 10 970,79 | 1 936 | 12 000,00 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 639 323 | 5,53 | 41 876 | 8,78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4 682 | 31,52 | 307 | 35,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 30 535 | 5,05 | 2 039 | 10,46 | ||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 105 444 | 9,43 | 6 497 | 1,99 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 094 | 21,96 | 137 | 25,69 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 737 | 210,97 | 48 | 220,00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 95 | 1,06 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 175 | 17,26 | 404 | 20,96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8 967 | 0,58 | 587 | 3,71 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 15 924 | 11,59 | 1 043 | 15,12 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 025 317 | 6,12 | 67 | 9,84 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 5 122 | 336 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 425 087 | 15,31 | 28 154 | 20,19 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12 663 | 274,64 | 829 | 287,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 600 | 228,57 | 301 | 242,05 | |||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6 639 | 99,13 | 435 | 106,67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 542 816 | 15,41 | 35 554 | 18,97 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 660 | 49,78 | 1 222 | 54,49 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 383 578 | 6,24 | 25 124 | 9,52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 555 179 | 13,04 | 101 864 | 16,53 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 66 093 | 21 015,97 | 4 329 | 22 684,21 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 21 463 | 1 406 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 6 949 | 455 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 334 644 | 7,54 | 21 919 | 10,86 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 53 410 | 282,18 | 3 498 | 294,36 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 33 467 | 71,31 | 2 192 | 76,63 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 22 956 | 1 504 |
