Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF inkluderar Systelligence, LLC, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Two Sigma Investments, Lp, Atomi Financial Group, Inc., Duncan Williams Asset Management, LLC, Centaurus Financial, Inc., Lake Street Financial Llc, Retireful, LLC, Aqr Capital Management Llc, Cambridge Investment Research Advisors, Inc., Greenleaf Trust, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Detalus Advisors, LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, We Are One Seven, LLC, Triumph Capital Management, och EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-16 | 13F | Castleview Partners, Llc | 5 512 | 354 | ||||||
2025-07-25 | 13F | Cwm, Llc | 45 344 | 5 589,34 | 3 | |||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 48 059 | 84,88 | 3 090 | 110,85 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 7 966 | 512 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13 322 | 33,37 | 857 | 52,04 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 11 345 | 18,39 | 729 | 35,00 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 62 664 | 0,50 | 4 029 | 14,63 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 875 | 56 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 524 | 89 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 922 833 | 9,72 | 59 329 | 25,16 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 67 110 | 4 315 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 116 586 | 2 519,91 | 7 495 | 2 898,00 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 16 938 | 0,48 | 1 089 | 14,53 | ||||
2025-08-08 | 13F | Creative Planning | 4 492 | 3,29 | 289 | 17,55 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 740 661 | 62,72 | 47 617 | 85,61 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 148 113 | 4,99 | 9 522 | 19,77 | ||||
2025-07-09 | 13F | Triumph Capital Management | 3 384 | 218 | ||||||
2025-07-17 | 13F | Greenleaf Trust | 4 970 | 320 | ||||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 14 748 | 84,97 | 948 | 111,14 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 669 | 43 | ||||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 3 523 | 226 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 124 | 8 | ||||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 15 279 | 16,92 | 982 | 33,42 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 7 049 | 453 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193 789 | 3,68 | 12 459 | 18,26 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 8 500 | 1,64 | 546 | 15,92 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 18 640 | 1 198 | ||||||
2025-07-15 | 13F | Retireful, LLC | 7 228 | 465 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 15 124 | 1,69 | 979 | 16,83 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 62 566 | 130,00 | 4 022 | 162,36 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 2 548 | 248,56 | 164 | 297,56 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 76 214 | 220,12 | 4 900 | 253,21 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 20 507 | 7,66 | 1 318 | 22,83 | ||||
2025-08-14 | 13F | Fmr Llc | 3 064 | 70,60 | 197 | 95,05 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 59 247 | 0,97 | 3 809 | 15,15 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 52 613 | 41,84 | 3 382 | 61,82 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 7 745 | 5,03 | 498 | 19,76 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 95 816 | 5,88 | 6 224 | 21,25 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 687 | 334,81 | 44 | 437,50 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 698 | 752 | ||||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 27 205 | 23,75 | 1 758 | 41,81 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 6 151 | 0,74 | 395 | 14,83 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 10 080 | 648 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 6 115 | 15,90 | 388 | 30,30 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 042 | 7,24 | 388 | 22,40 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8 848 | 0,02 | 1 | |||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 12 400 | 797 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 8 345 | 1 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 206 | 9,57 | 13 | 30,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5 721 | 0 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 314 | 96,25 | 20 | 122,22 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 23 787 | 5,49 | 1 529 | 20,39 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 22 000 | 1 414 | ||||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 431 803 | 1,68 | 27 761 | 15,99 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 314 | 20 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 65 221 | 4,26 | 4 193 | 18,95 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 757 | 177 | ||||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 4 074 | 262 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 606 899 | 205,98 | 39 018 | 249,05 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 22 158 | 4,26 | 1 425 | 18,96 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 19 347 | 8,48 | 1 244 | 23,68 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 8 276 | 0,36 | 532 | 14,66 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 44 085 | 18,26 | 2 834 | 34,89 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 3 482 | 224 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 5 554 | 357 | ||||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 51 479 | 3 310 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 13 787 | 12,17 | 886 | 28,03 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65 418 | 2,95 | 4 206 | 17,43 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 8 444 | 0,07 | 543 | 14,11 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 298 078 | 3,78 | 276 323 | 18,38 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 34 606 | 8 683,25 | 2 225 | 10 013,64 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 28 434 | 23,71 | 1 828 | 41,16 | ||||
2025-07-29 | 13F | Systelligence, LLC | 149 061 | 9 583 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 39 249 | 0,25 | 2 523 | 14,37 | ||||
2025-07-29 | 13F | Private Trust Co Na | 252 | 13,00 | 16 | 33,33 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 3 444 | 221 | ||||||
2025-07-23 | 13F | Detalus Advisors, LLC | 3 938 | 253 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 5 679 | 15,01 | 365 | 31,29 |