Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF inkluderar NewEdge Wealth, LLC, BlackRock, Inc., Orion Portfolio Solutions, LLC, Heritage Wealth Architects, Inc., och Beacon Pointe Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 4 239 | 35,39 | 211 | 33,54 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 36 771 | 432,84 | 1 830 | 425,86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 887 | 348 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17 936 | 329,71 | 893 | 324,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 122 166 | 8,49 | 6 081 | 6,95 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 277 619 | 15,64 | 13 820 | 14,00 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 60 300 | 411,02 | 3 045 | 414,19 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 917 | 254,87 | 145 | 253,66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51 109 | 35,71 | 3 | 100,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 96 870 | 4 772 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 633 | 23,00 | 529 | 21,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 46 197 | 11,17 | 2 300 | 9,58 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 775 | 287 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4 104 | 204 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 38 435 | 119,13 | 1 913 | 115,91 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 669 | 1 801,10 | 432 | 1 773,91 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42 065 | 78,48 | 2 094 | 75,97 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 9 600 | 478 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 5 132 | 255 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 60 | 3 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 126 726 | 22,33 | 6 308 | 20,59 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 8 839 | 115,59 | 440 | 113,59 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 601 | 0,38 | 80 | −1,25 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 505 | 0,60 | 25 | 0,00 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4 193 | 3,05 | 209 | 2,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27 812 | 219,71 | 1 381 | 214,35 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 903 | 10,21 | 294 | 8,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44 327 | 237,24 | 2 201 | 232,48 | ||||
| 2025-07-16 | 13F | Kennedy Investment Group | 8 255 | 0,08 | 411 | −1,44 |
