Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF inkluderar Advisory Services Network, LLC, McNamara Financial Services, Inc., Angeles Wealth Management, Llc, Benchmark Wealth Management, LLC, Comerica Bank, SRS Capital Advisors, Inc., Principal Securities, Inc., IFP Advisors, Inc, och Twin Peaks Wealth 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8 830 | 1,53 | 436 | 0,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 155 | 8 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4 807 | 238 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 566 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 537 | 0,92 | 76 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 42 105 | 25,56 | 2 081 | 24,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16 617 | 7,86 | 821 | 7,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 627 | 7 737,50 | 31 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 480 | 1,52 | 271 | 0,75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 728 | 135 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 400 | 810 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 8 600 | 425 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 11 300 | 558 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 1 134 628 | 54,09 | 56 | 55,56 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 599 | 376 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14 080 | 357,44 | 696 | 354,90 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 54 | 3 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 948 | 586 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5 140 | 6,18 | 254 | 5,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 333 | 0,95 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 22 411 | 21,77 | 1 108 | 20,85 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 9 768 | 0,64 | 483 | −0,21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 20 018 | 7,93 | 989 | 7,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 296 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 065 | 0,63 | 102 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 985 | 0,92 | 98 | 1,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 642 615 | 20,32 | 31 758 | 19,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 24 414 | 76,48 | 1 203 | 74,85 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 900 | 292 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 495 | 224,83 | 813 | 222,22 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 91 533 | 7,74 | 4 524 | 6,93 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 7 974 | 4,11 | 397 | 3,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 58 | 1,75 | 3 | 0,00 |
