Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF inkluderar Systelligence, LLC, Tidemark, LLC, Creative Financial Designs Inc /adv, First American Trust, Fsb, AllGen Financial Advisors, Inc., EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Bouvel Investment Partners, LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, Ffg Retirement Advisors Llc, Pine Harbor Wealth Management, LLC, BlackDiamond Wealth Management Inc., Balanced Rock Investment Advisor, Change Path, LLC, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, InTrack Investment Management Inc, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Regatta Capital Group, Llc, Apella Capital, LLC, och Atomi Financial Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 733 | 65,76 | 1 | |||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 122 098 | 1,80 | 5 936 | 3,36 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36 175 | 1 756 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 3 124 | 152 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5 430 | 23,13 | 264 | 25,12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 157 525 | 6,56 | 7 619 | 7,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 601 | 78,09 | 272 | 81,33 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 22 165 | 1 078 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 4 938 | 1,21 | 240 | 3,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 199 320 | 4,89 | 9 691 | 6,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 213 | 1 274 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39 902 | 26,16 | 1 940 | 28,14 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7 402 | 360 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68 050 | 3 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6 454 | 7,60 | 314 | 9,06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55 995 | 2,75 | 2 722 | 4,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189 146 | 8,01 | 9 196 | 9,66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10 652 | 516 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 115 | 91,67 | 6 | 150,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 378 378 | 101 341,82 | 18 408 | 108 182,35 | ||||
| 2025-08-01 | 13F | Motco | 11 344 | 31,39 | 550 | 33,17 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 459 330 | 2 602,42 | 22 278 | 2 640,10 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 7 402 | 27,07 | 360 | 29,14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | 0 | ||||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 43 523 | 2 116 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 825 | 478 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 288 578 | 2,11 | 14 031 | 3,66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 116 548 | 8,34 | 5 667 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 526 367 | 1 315,38 | 25 592 | 1 337,70 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 12 821 | 63,47 | 623 | 66,13 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12 513 | 0,77 | 608 | 2,36 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4 181 | 203 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 328 | 16 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 413 | 104,46 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 170 594 | 106,84 | 8 294 | 110,03 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 88 892 | 3,98 | 4 322 | 5,54 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 213 | 10 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47 660 | 10,25 | 2 317 | 11,93 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 62 189 | 3 024 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 803 | 39 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42 483 | 2 066 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 28 986 | 32,80 | 1 409 | 34,83 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 928 901 | 17 815,16 | 45 163 | 18 110,89 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 199 543 | 0,89 | 9 702 | 2,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 635 | 31 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19 758 | 2,62 | 961 | 4,12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 928 | 0,02 | 240 | 1,70 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 23 184 | 23,16 | 1 127 | 25,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59 114 | 4,94 | 2 874 | 6,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 51 153 | 11,85 | 2 487 | 13,56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 150 | 7 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 79 885 | 3 884 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 616 260 | 24,09 | 29 963 | 25,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31 937 | 7 076,85 | 1 553 | 7 290,48 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 13 793 | 14,21 | 671 | 15,92 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22 663 | 1 102 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 13 924 | 13,83 | 677 | 15,56 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 20 802 | 47,73 | 1 011 | 50,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 400 | 19,35 | 360 | 21,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70 070 | 107,73 | 3 407 | 110,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117 500 | 231,35 | 5 713 | 236,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 923 | 103,03 | 531 | 106,61 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 54 540 | 2 652 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2 220 | 3,59 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12 891 | 7,86 | 627 | 9,44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 775 | 0 | ||||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 325 518 | 7,20 | 15 827 | 8,84 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23 694 | 1 152 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 11 | 0 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 38 985 | 1 895 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 099 | 0,81 | 199 | 2,58 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 57 125 | 23,93 | 2 777 | 25,83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 958 | 12,47 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 328 375 | 12,51 | 15 966 | 14,22 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 73 588 | 3 578 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 2 940 | 143 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 135 358 | 3,93 | 6 581 | 5,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 274 348 | 0,50 | 13 339 | 2,03 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10 761 | 22,97 | 523 | 24,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13 726 | 7,75 | 667 | 9,34 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36 881 | 1 793 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 121 557 | 5 910 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 88 748 | 4 315 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 101 | 345 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 302 392 | 74,30 | 63 322 | 76,96 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 126 901 | 1,95 | 6 170 | 3,51 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11 400 | 151,43 | 554 | 155,30 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 298 686 | 1,96 | 14 522 | 3,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 77 473 | 41,73 | 4 | 50,00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14 836 | 721 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 37 922 | 12,24 | 1 844 | 13,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100 830 | 146,72 | 5 | 300,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 305 | 0,08 | 63 | 1,61 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 38 691 | 1 881 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 4 548 | 221 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443 234 | 26,53 | 21 550 | 28,46 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 669 596 | 18,13 | 32 435 | 19,49 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 121 196 | 9,93 | 5 893 | 11,61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 248 358 | 22,05 | 12 075 | 23,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 418 608 | 17,87 | 20 353 | 19,66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4 726 | 226 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 19 864 | 966 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 40 360 | 13,78 | 1 962 | 15,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 146 101 | 7 103 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 907 | 0,27 | 286 | 1,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 434 | 2,29 | 994 | 3,87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 426 119 | 46,37 | 20 718 | 48,59 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 164 837 | 2,00 | 8 014 | 4,95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 219 | 157 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 21 613 | 1 051 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 200 867 | 9 766 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 16 934 | 4,56 | 823 | 6,19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 828 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 132 836 | 6 458 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 461 | 7,40 | 363 | 9,04 |
