Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF inkluderar Bulwark Capital Corp, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Ascent Group, LLC, Jaffetilchin Investment Partners, LLC, MBE Wealth Management, LLC, Avantax Advisory Services, Inc., Diversified Portfolios, Inc., XY Planning Network, Inc., Good Life Advisors, LLC, Janney Montgomery Scott LLC, J.w. Cole Advisors, Inc., Capital Group Private Client Services, Inc., Beacon Financial Advisory LLC, McLean Asset Management Corp, Hazlett, Burt & Watson, Inc., Thurston, Springer, Miller, Herd & Titak, Inc., och Ameritas Advisory Services, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Cetera Investment Advisers | 44 386 | 31,23 | 2 318 | 31,85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2 896 | 36,22 | 151 | 37,27 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 32 415 | 172,26 | 1 693 | 173,51 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40 461 | 6,12 | 2 114 | 6,61 | ||||
2025-07-17 | 13F | KWB Wealth | 5 544 | 36,89 | 288 | 38,46 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 201 974 | 1,61 | 10 549 | 2,06 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 104 688 | 18,21 | 5 468 | 18,72 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 405 944 | 5,02 | 21 202 | 5,48 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 120 248 | 6 281 | ||||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11 526 | 602 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6 232 | 325 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 69 728 | 2,74 | 3 642 | 3,17 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 62 376 | 3 258 | ||||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 384 | 0 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 281 | 15 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 41 108 | 8,79 | 2 147 | 9,32 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 38 731 | 2 023 | ||||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 8 388 | 438 | ||||||
2025-08-01 | 13F | GoalVest Advisory LLC | 577 | 1,05 | 30 | 3,45 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 294 | 15,49 | 1 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 187 | 271 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 337 | 256,79 | 122 | 258,82 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 103 | 0,98 | 5 | 0,00 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 240 514 | 3,81 | 12 562 | 4,27 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 698 739 | 16,36 | 36 495 | 16,87 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 8 359 | 437 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 16 375 | 29,25 | 855 | 29,94 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 039 | 0 | ||||||
2025-08-14 | 13F | Comerica Bank | 9 869 | 36,12 | 515 | 36,60 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 40 967 | 66,92 | 2 137 | 67,61 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 38 796 | 89,27 | 2 026 | 90,23 | ||||
2025-07-18 | 13F | Truist Financial Corp | 11 002 | 17,15 | 575 | 17,62 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 115 | 203,44 | 110 | 205,56 | ||||
2025-08-26 | NP | ONGFX - JPMorgan Investor Growth & Income Fund Class I | 918 117 | 2,63 | 47 953 | 3,09 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 757 | 45,33 | 92 | 46,77 | ||||
2025-08-11 | 13F | Schiavi & Co LLC | 722 313 | 2,60 | 37 726 | 3,06 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 026 | 10,77 | 106 | 10,53 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 851 | 1,07 | 44 | 2,33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 2 054 | 0,93 | 107 | 1,90 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 249 | 13 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 6 401 | 11,05 | 334 | 11,71 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 53 090 | 38,15 | 2 773 | 38,74 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 361 | 1 705,00 | 19 | 1 700,00 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 39 716 | 27,43 | 2 074 | 28,02 | ||||
2025-08-15 | 13F | Morgan Stanley | 488 696 | 64,48 | 25 525 | 65,21 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 60 965 | 3 184 | ||||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 8 653 | 452 | ||||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 232 824 | 1,10 | 12 160 | 1,41 | ||||
2025-08-14 | 13F | UBS Group AG | 1 035 961 | 5,82 | 54 108 | 6,29 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 8 319 | 0,48 | 435 | 0,93 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 81 329 | 31,80 | 4 248 | 32,39 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8 417 | 440 | ||||||
2025-07-21 | 13F | Ascent Group, LLC | 27 592 | 1 441 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 537 | 39,44 | 1 410 | 42,47 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 4 992 | 260 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 209 844 | 18,31 | 10 960 | 18,85 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 26 286 | 30,19 | 1 373 | 30,79 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 21 047 | 1 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 624 | 60,82 | 33 | 68,42 | ||||
2025-08-12 | 13F | LPL Financial LLC | 421 394 | 35,20 | 22 009 | 35,80 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 185 521 | 14,55 | 9 690 | 15,04 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 67 179 | 338,53 | 3 509 | 340,70 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 19 325 509 | 119,19 | 1 009 371 | 120,15 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5 683 | 297 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 95 442 | 2,07 | 4 985 | 2,51 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 7 726 | 404 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 716 | 0,04 | 142 | 0,00 |