Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF inkluderar Eastern Bank, Capital Planning Advisors, LLC, Badgley Phelps Wealth Managers, LLC, EP Wealth Advisors, Inc., ForthRight Wealth Management, LLC, Convergence Financial, LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, IHT Wealth Management, LLC, Centerline Wealth Advisors, LLC, WealthPlan Investment Management, LLC, Ignite Planners, LLC, Wbh Advisory Inc, VisionPoint Advisory Group, LLC, Sharkey, Howes & Javer, Red Mountain Financial, LLC, Daymark Wealth Partners, Llc, Atomi Financial Group, Inc., Lionsbridge Wealth Management LLC, Planning Directions Inc, och Stifel Financial Corp .
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. | 254 | 27,00 | 18 | 54,55 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 19 492 | 1 379 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 387 | 2,90 | 380 | 14,80 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 12 130 | 858 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 3 795 | 18,56 | 269 | 32,02 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3 154 | 223 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 488 788 | 5,00 | 34 592 | 16,62 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 621 384 | 107,54 | 114 745 | 130,50 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 12 460 | 47,00 | 882 | 63,15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 326 | 9,87 | 165 | 22,39 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 43 113 | 3 051 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 27 473 | 1 919 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 5 410 | 3,76 | 383 | 15,06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 214 045 | 38,19 | 15 148 | 53,48 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 252 180 | 12,09 | 89 | 23,94 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 264 030 | 18 685 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 207 | 227 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 106 | 23,26 | 8 | 40,00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 12 087 | 16,40 | 1 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 | 0 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 105 407 | 19,07 | 7 460 | 32,25 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 185 366 | 54,56 | 13 127 | 71,76 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 720 | 51 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 88 979 | 4,89 | 6 | 20,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 083 | 430 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 967 | 18,50 | 68 | 30,77 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 214 776 | 2,32 | 15 200 | 13,64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55 301 | 1,86 | 3 914 | 13,13 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 83 | 6 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 20 582 | 25,85 | 1 457 | 39,73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34 077 | 716,61 | 2 412 | 888,11 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 726 790 | 15,90 | 51 435 | 28,73 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 70 140 | 308,91 | 4 964 | 354,49 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 700 | 4,82 | 333 | 16,49 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16 816 | 8,53 | 1 190 | 20,57 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 3 898 | 18,70 | 276 | 31,58 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 659 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 28 341 | 4,06 | 2 027 | 13,63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16 214 | 1 147 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 263 095 | 22,71 | 18 619 | 36,29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 126 | 291 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 164 | 0 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 21 998 | 1 557 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 3 361 | 238 | ||||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 419 687 | 8,37 | 29 701 | 20,36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 411 110 | 30,04 | 100 | 43,48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31 791 | 6,35 | 2 250 | 18,12 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 64 506 | 0,35 | 4 565 | 11,45 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 226 | 197,05 | 228 | 230,43 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 185 | 13 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 82 571 | 37,31 | 5 844 | 52,52 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 78 431 | 25,74 | 5 551 | 39,66 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 421 | 30 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 7 115 | 77,21 | 504 | 97,25 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 912 | 45,29 | 418 | 61,39 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6 583 | 466 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 518 | 1 570,97 | 37 | 3 500,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 77 167 | 1 425,94 | 5 461 | 1 595,96 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 13 500 | 11,27 | 955 | 23,54 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12 492 | 16,30 | 884 | 29,24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 59 700 | 264,02 | 4 225 | 304,21 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 087 220 | 0,62 | 76 943 | 11,75 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 570 239 | 0,59 | 40 356 | 11,72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 858 | 344 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 26 119 | 58,62 | 1 848 | 76,17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26 047 | 2,74 | 1 843 | 14,12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4 408 | 312 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 24 584 | 1 740 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 56 005 | 3 963 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2 869 | 203 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1 165 969 | 7,34 | 82 516 | 19,21 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 48 867 | 55,31 | 3 458 | 72,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 704 525 | 12,74 | 120 629 | 25,21 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 11 660 | 2,68 | 825 | 14,11 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 450 142 | 3,01 | 31 857 | 14,41 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 630 | 45 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 135 004 | 37,94 | 9 554 | 53,21 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 67 | 34,00 | 5 | 33,33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3 345 | 7 171,74 | 237 | 8,26 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 351 234 | 39,64 | 24 857 | 55,09 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 356 | 13,02 | 25 | 25,00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 037 | 427 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11 598 | 4,72 | 821 | 16,31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 106 | 8 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3 373 | 241 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 245 388 | 37,99 | 17 366 | 53,26 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 61 135 | 12,20 | 4 327 | 24,63 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 370 | 26 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10 100 | 715 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 759 327 | 7,92 | 53 738 | 19,86 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 55 901 | 3 863 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 9 334 | 146,67 | 1 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 290 730 | 46,66 | 20 602 | 63,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16 330 | 47,13 | 1 156 | 63,37 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 249 433 | 17 652 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 103 408 | 2,99 | 7 318 | 14,40 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 164 145 | 7,30 | 11 617 | 19,18 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 705 238 | 10,10 | 49 910 | 22,28 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 8 864 | 3,55 | 627 | 15,05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 128 | 23,08 | 9 | 50,00 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 11 980 | 0,02 | 848 | 11,01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 856 804 | 8,46 | 60 636 | 20,46 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6 676 | 40,61 | 472 | 56,29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 29 948 | 26,55 | 2 119 | 40,61 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 78 919 | 5 585 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 80 133 | 61,43 | 6 | 66,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 833 | 335,17 | 554 | 385,96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 69 849 | 206,53 | 4 943 | 240,66 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 49 543 | 3 506 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 20 823 | 22,73 | 1 474 | 36,26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 278 868 | 48,62 | 19 730 | 63,28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 31 960 | 4,43 | 2 262 | 15,95 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 059 | 10,40 | 500 | 22,60 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 42 713 | 3,33 | 3 023 | 13,52 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 119 | 8 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 995 | 495 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 279 588 | 19 786 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7 439 | 9,16 | 526 | 21,20 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 19 313 | 1 367 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 278 844 | 5,76 | 19 734 | 17,47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8 780 | 52,64 | 621 | 69,67 | ||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 167 596 | 11,82 | 11 861 | 24,19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 597 | 13,82 | 325 | 26,46 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 11 963 | 27,23 | 847 | 41,24 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 5 995 | 424 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 691 | 44 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 750 730 | 58,16 | 51 483 | 70,21 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 441 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 358 561 | 887,63 | 96 | 1 100,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 187 | 83,33 | 13 | 116,67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 47 | 3 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 39 | 50,00 | 3 | 100,00 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 326 329 | 7,81 | 23 094 | 19,74 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 21 897 | 1,41 | 1 513 | 10,84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 609 | 34,32 | 397 | 48,87 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 001 264 | 194,92 | 70 859 | 227,55 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 336 | 24 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 40 264 | 43,70 | 2 849 | 59,61 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4 656 | 330 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 32 730 | 16,21 | 2 316 | 29,10 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 34 766 | 1,97 | 2 460 | 13,26 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 102 131 | 47,46 | 7 228 | 63,77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 986 | 1 068,24 | 141 | 1 300,00 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 29 718 | 2,41 | 2 103 | 13,74 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 368 118 | 0,81 | 26 052 | 11,96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 306 630 | 5,25 | 22 | 16,67 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 485 913 | 15,36 | 34 388 | 28,12 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 504 | 27,92 | 36 | 40,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7 016 | 3,13 | 497 | 14,55 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 66 401 | 25,65 | 4 699 | 39,56 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 118 890 | 3,44 | 8 414 | 14,88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 413 400 | 3,56 | 100 | 16,28 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 14 462 | 1 023 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 042 | 13,09 | 215 | 25,73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9 391 | 4,25 | 665 | 15,88 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 1 707 648 | 92,18 | 120 850 | 113,44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 139 399 | 1 495,87 | 9 865 | 1 674,28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 595 665 | 24,19 | 42 155 | 37,93 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 4 989 | 0,48 | 353 | 11,71 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17 255 | 1 221 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 20 151 | 1,65 | 1 426 | 12,91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4 022 | 172,68 | 285 | 205,38 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 83 | 6 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 788 | 23,73 | 410 | 37,25 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 515 | 299,74 | 107 | 345,83 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 781 048 | 6,51 | 54 947 | 17,49 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | −100,00 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 33 652 | 2 382 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 061 888 | 183,88 | 145 920 | 215,29 | ||||
| 2025-07-24 | 13F | Eastern Bank | 572 196 | 40 494 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 479 | 34 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 5 286 | 372 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7 586 | 5,57 | 537 | 17,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4 051 112 | 34,38 | 286 697 | 49,25 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 4 262 | 15,60 | 302 | 28,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 118 953 | 8 418 |
