Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF inkluderar American Trust, Tower Research Capital LLC (TRC), Wbh Advisory Inc, Barnes Pettey Financial Advisors, Llc, WealthPlan Investment Management, LLC, Harbor Asset Planning, Inc., Avaii Wealth Management, Llc, Brown Brothers Harriman & Co, Goldman Sachs Group Inc, Banco de Sabadell, S.A, och Private Wealth Asset 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 156 587 | 1,72 | 9 272 | 7,59 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 387 521 | 6,02 | 22 945 | 12,15 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 120 470 | 26,16 | 7 133 | 33,45 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 341 | 2,71 | 20 | 11,11 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 108 351 | 2,39 | 6 415 | 8,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 579 860 | 13,85 | 34 333 | 20,42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 524 | 8,45 | 623 | 14,73 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 18 776 | 1 112 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 4 826 | 22,96 | 286 | 30,14 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 442 415 | 11,47 | 26 195 | 17,91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96 831 | 19,95 | 5 733 | −0,74 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 989 | 236 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18 921 | 298,76 | 1 120 | 291,61 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 238 | 14 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 33 | 10,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 845 752 | 22,45 | 50 077 | 29,51 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 4 734 | 19,12 | 280 | 26,13 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52 710 | 17,10 | 3 121 | 23,86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 699 | 0,76 | 811 | 6,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 421 | 80,10 | 84 | 90,91 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 93 241 | 4,25 | 5 520 | 10,25 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 584 916 | 9,44 | 34 638 | 15,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 041 | 423,45 | 239 | 455,81 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 27 155 | 18,94 | 1 608 | 25,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 288 256 | 41,50 | 17 073 | 50,40 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 98 232 | 10,61 | 5 816 | 17,00 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 26 064 | 5,42 | 1 543 | 11,57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4 920 | 35,91 | 295 | 46,04 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 74 076 | 0,95 | 4 386 | 6,79 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 725 | 1 523 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 416 | 1 334,48 | 25 | 2 300,00 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 517 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11 741 | 8,93 | 695 | 15,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 842 | 53,50 | 228 | 62,14 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 32 626 | 59,29 | 1 932 | 68,50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5 133 | 16,66 | 304 | 23,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 512 654 | 0,10 | 622 454 | 5,88 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 285 065 | 8,81 | 17 | 14,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 913 | 18,11 | 54 | 25,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3 406 | 202 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12 811 | 759 | ||||||
| 2025-09-03 | 13F | American Trust | 75 645 | 4 479 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 463 | 13,05 | 1 | |||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 17 227 | 16,23 | 1 020 | 23,04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 258 682 | 17,29 | 15 317 | 24,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 303 | 604,65 | 18 | 750,00 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 67 249 | 1,88 | 3 765 | −5,69 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 11 801 | 5,27 | 699 | 11,32 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 18 489 | 20,45 | 1 095 | 27,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 097 | 15,81 | 1 072 | 22,54 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7 283 | 431 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19 148 | 1 134 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 155 929 | 4,05 | 9 232 | 10,04 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 7 543 | 15,74 | 447 | 22,53 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5 558 | 39,05 | 329 | 47,53 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3 246 | 369,75 | 192 | 405,26 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 799 983 | 5,84 | 47 367 | 11,94 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 154 248 | 6,32 | 9 133 | 12,46 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 83 493 | 29,38 | 4 944 | 36,85 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 916 | 54 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 77 720 | 3,10 | 4 602 | 9,05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69 098 | 13,24 | 4 091 | 19,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 210 980 | 21,07 | 12 | 33,33 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 45 021 | 6,79 | 2 666 | 10,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 69 047 | 1,03 | 4 088 | 6,85 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 16 940 | 8,65 | 1 028 | 29,80 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 368 650 | 5,55 | 21 828 | 11,64 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49 854 | 46,52 | 2 952 | 54,99 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 286 683 | 21,46 | 16 974 | 28,46 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4 140 | 245 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 41 172 | 17,12 | 2 438 | 23,89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22 670 | 53,36 | 1 342 | 50,28 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 463 991 | 4,65 | 27 | 12,50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 182 | 6,96 | 731 | 15,30 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 3 554 | 210 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 14 711 | 1,88 | 871 | 7,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 53 | 60,61 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 353 | 21 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 976 433 | 12,98 | 117 025 | 19,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 68 860 | 221,09 | 4 077 | 239,75 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 63 706 | 2,36 | 3 772 | 8,27 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 89 163 | 418,87 | 5 279 | 449,32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11 876 | 703 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 195 | 10,17 | 12 | 22,22 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 8 746 | 518 | ||||||
| 2025-08-08 | 13F | Creative Planning | 6 936 | 0,78 | 411 | 6,49 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 409 | 24 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 140 176 | 12,78 | 8 300 | 19,27 | ||||
| 2025-08-26 | NP | ONCFX - JPMorgan Investor Conservative Growth Fund Class I | 623 255 | 3,61 | 36 903 | 9,59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 886 | 1,73 | 1 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 083 | 1,67 | 479 | 7,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 408 759 | 18,20 | 24 203 | 25,02 |
