Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF inkluderar Lifelong Wealth Advisors, Inc., CGC Financial Services, LLC, Sagespring Wealth Partners, Llc, Savvy Advisors, Inc., Citizens Business Bank, Mattern Capital Management, Llc, Sovran Advisors, LLC, ERn Financial, LLC, Atria Investments Llc, Defined Financial Planning LLC, Sigma Planning Corp, Foster Victor Wealth Advisors, LLC, Evernest Financial Advisors, LLC, Sollinda Capital Management LLC, Legacy Investment Solutions, LLC, Vestmark Advisory Solutions, Inc., Bleakley Financial Group, LLC, Prime Capital Investment Advisors, LLC, Inspire Advisors, LLC, och Robertson Stephens Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Sovran Advisors, LLC | 75 302 | 3 990 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7 851 | 421 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4 900 | 22,50 | 263 | 22,43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11 221 | 601 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 60 046 | 3 218 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 106 630 | 3,27 | 5 714 | 3,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 532 384 | 4,85 | 29 | 3,70 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 379 409 | 69,37 | 20 333 | 69,59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 83 883 | 47,14 | 4 495 | 47,33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41 181 | 5,49 | 2 207 | 5,60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 156 | 220 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 505 074 | 668,64 | 27 067 | 669,80 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 41 810 | 2 241 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11 851 | 1,80 | 635 | 1,93 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 118 797 | 4,94 | 6 367 | 5,08 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 39 793 | 235,49 | 2 133 | 236,28 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 424 089 | 11 146,06 | 22 723 | 11 204,48 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 12 078 | 91,99 | 647 | 92,56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 63 621 | 325,44 | 3 409 | 326,13 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 1 625 209 | 9,04 | 87 095 | 9,18 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 236 927 | 24,30 | 12 697 | 24,46 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 94 436 | 7,39 | 5 061 | 7,52 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 569 | 245 | ||||||
| 2025-07-28 | 13F | Essex LLC | 36 400 | 1 951 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116 289 | 9,67 | 6 | 20,00 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3 895 | 209 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 227 167 | 0,06 | 12 174 | 0,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22 051 | 145,26 | 1 182 | 145,53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 468 | 293 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 35 213 | 1 887 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 450 | 24 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 978 086 | 834,19 | 52 | 940,00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 851 | 420 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15 134 | 811 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26 168 | 47,11 | 1 402 | 47,27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 | 12,50 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9 596 | 514 | ||||||
| 2025-07-29 | 13F | Citizens Business Bank | 199 665 | 10 700 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 90 445 | 816,36 | 4 847 | 817,80 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 166 166 | 0,92 | 8 905 | 1,04 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 34 505 | 6,77 | 1 849 | 6,94 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 380 | 10,03 | 931 | 10,18 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 170 970 | 10,06 | 9 162 | 10,21 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 53 937 | 16,34 | 2 890 | 16,34 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 62 911 | 3 321 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 890 | 21,48 | 155 | 21,26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 19 718 | 42,52 | 1 057 | 42,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 283 186 | 9,32 | 15 176 | 9,46 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 364 117 | 1,70 | 19 513 | 1,84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 279 | 229 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 102 | 5 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 151 | 222 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29 542 | 1 583 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 925 | 414,71 | 103 | 415,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 102 707 | 2,02 | 5 504 | 2,15 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49 914 | 22,90 | 2 675 | 23,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 183 168 | 20,79 | 9 816 | 20,95 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 443 166 | 23 749 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11 400 | 15,28 | 611 | 18,22 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1 266 953 | 1,28 | 67 896 | 1,41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 288 528 | 7,32 | 15 462 | 7,46 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 51 762 | 911,77 | 2 774 | 915,75 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 368 452 | 19 745 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 763 | 628 | ||||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 41 915 | 3,41 | 2 246 | 3,55 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21 810 | 9,27 | 1 169 | 9,36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33 | 3,12 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 49 975 | 2 659 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 120 | 107,44 | 114 | 109,26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 024 | 55 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13 323 | 1,77 | 714 | 1,86 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 141 567 | 174,94 | 7 587 | 175,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 388 | 74 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 183 | 331 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 346 945 | 18 593 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 570 031 | 9,06 | 30 548 | 9,20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 205 026 | 10 987 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 227 | 180,25 | 12 | 200,00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177 922 | 24,35 | 9 535 | 24,51 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 89 954 | 15,39 | 4 821 | 15,53 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 21 410 | 1 147 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 4 234 | 0,07 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 988 313 | 89,71 | 52 964 | 89,96 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9 836 | 10,64 | 526 | 12,15 | ||||
| 2025-07-17 | 13F | KWB Wealth | 106 932 | 95,28 | 5 723 | 100,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21 693 | 135,61 | 1 163 | 136,18 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 216 | 56,48 | 1 834 | 56,67 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 797 | 42,32 | 43 | 44,83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 155 369 | 58,18 | 383 456 | 58,39 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40 075 | 13,75 | 2 148 | 13,90 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 17 185 | 19,33 | 921 | 19,48 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 74 137 | 3 973 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 63 469 | 3 401 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41 462 | 2 222 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252 157 | 36,29 | 13 513 | 36,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 700 150 | 63,71 | 91 111 | 63,92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 26 303 | 1 410 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 264 181 | 15,45 | 14 157 | 15,60 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 566 067 | 30 336 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 4 135 | 222 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 934 225 | 20,39 | 50 | 21,95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 95 268 | 1 058 433,33 | 5 105 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 475 828 | 3,38 | 78 717 | 3,02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10 617 | 569 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 326 852 | 117,01 | 17 464 | 117,17 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 201 405 | 164,85 | 10 755 | 164,29 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41 462 | 7,27 | 2 222 | 7,40 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 15 034 | 802 | ||||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8 194 | 439 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11 240 | 23,73 | 602 | 23,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48 695 | 1 368,49 | 2 610 | 1 374,01 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 32 554 | 11,71 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 920 066 | 0,79 | 49 306 | 0,92 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 12 304 | 657 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 981 | 53 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316 167 | 1,15 | 16 943 | 1,29 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29 935 | 16,42 | 1 604 | 16,57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112 727 | 1,70 | 6 041 | 1,84 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 83 010 | 38,69 | 4 449 | 38,87 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 41 939 | 2 248 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 4 404 | 235 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6 078 | 35,19 | 326 | 35,42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10 068 | 34,78 | 540 | 35,09 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 135 131 | 5,31 | 7 242 | 5,45 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 104 228 | 5 586 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 412 063 | 50,03 | 21 909 | 49,05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10 702 | 145,91 | 574 | 146,98 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 176 130 | 15,29 | 9 439 | 15,90 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 40 577 | 20,76 | 2 175 | 20,91 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 236 931 | 23,50 | 12 709 | 23,78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932 398 | 16,84 | 50 | 16,67 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 5 856 | 51,87 | 314 | 51,94 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9 171 | 47,73 | 491 | 47,89 |
