Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF inkluderar Facet Wealth, Inc., Global Retirement Partners, LLC, Twin Peaks Wealth Advisors, LLC, Total Investment Management Inc, och Richards, Merrill & Peterson, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 486 | 1,25 | 31 | 14,81 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 11 574 | 4,09 | 742 | 16,85 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88 579 | 46,38 | 5 682 | 64,29 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8 293 | 532 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 048 | 69 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 232 | 4,87 | 207 | 17,61 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7 365 | 2,76 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 149 | 202 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7 610 | 0,03 | 488 | 12,44 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3 340 | 62,53 | 214 | 82,91 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5 768 | 1,18 | 370 | 13,54 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 501 | 32 | ||||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 4 047 | 10,03 | 260 | 23,33 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 11 381 | 9,40 | 730 | 22,73 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 3 930 | 1,95 | 252 | 14,55 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 12 237 | 9,33 | 785 | 22,69 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 3 613 | 232 | ||||||
2025-08-07 | 13F | Financially Speaking Inc | 105 134 | 13 571,52 | 6 742 | 15 579,07 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 059 | 68 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-29 | 13F | Total Investment Management Inc | 718 | 46 | ||||||
2025-07-17 | 13F | Sterneck Capital Management, LLC | 161 839 | 3,63 | 10 379 | 16,31 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 628 | 1,43 | 0 | |||||
2025-08-07 | 13F | Vise Technologies, Inc. | 17 869 | 66,29 | 1 146 | 99,13 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 323 | 213 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 555 | 36 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 16 980 | 14,24 | 1 084 | 26,78 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 52 | 3 | ||||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 8 533 | 27,28 | 547 | 42,82 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 3 564 | 225 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5 606 | 0,02 | 360 | 12,19 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 139 228 | 27,77 | 8 929 | 43,40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 37 904 | 2,68 | 2 431 | 15,22 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 29 564 | 55,06 | 1 896 | 74,01 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 115 859 | 6,34 | 7 430 | 19,36 | ||||
2025-08-07 | 13F | Allworth Financial LP | 48 835 | 0,08 | 3 132 | 8,15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20 150 | 93,10 | 1 | |||||
2025-07-25 | 13F | RHS Financial, LLC | 9 375 | 18,25 | 601 | 32,67 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 277 | 1,47 | 18 | 13,33 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 311 | 212 | ||||||
2025-09-03 | 13F | American Trust | 4 301 | 276 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29 617 | 2,38 | 1 899 | 14,95 | ||||
2025-08-04 | 13F | Assetmark, Inc | 45 | 3 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 332 | 21 |