Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF inkluderar Traub Capital Management LLC, Brown Brothers Harriman & Co, Talon Private Wealth, LLC, Total Investment Management Inc, och Team Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 504 | 52 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 990 | 22,52 | 1 244 | 26,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 945 | 10,84 | 1 135 | 14,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19 003 | 10,93 | 1 971 | 14,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7 254 | 29,19 | 752 | 33,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 095 | 5,49 | 114 | 8,65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 229 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 429 945 | 52,57 | 44 586 | 57,31 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 317 | 0,63 | 33 | 3,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 754 | 0,48 | 700 | 3,55 | ||||
| 2025-07-17 | 13F | KWB Wealth | 17 998 | 3,43 | 1 810 | 1,51 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 136 | 14 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 114 | 12 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 93 781 | 8,49 | 10 | 12,50 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 3 955 | 0,03 | 410 | 3,27 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 22 270 | 5,28 | 2 309 | 8,56 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 915 | 95 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 150 959 | 8,07 | 15 655 | 11,42 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 189 | 0,19 | 551 | 10,44 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 19 | 1 800,00 | 2 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 20 327 | 8,34 | 2 108 | 11,66 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 729 | 3,15 | 1 113 | 6,31 | ||||
| 2025-08-14 | 13F | Fmr Llc | 957 | 1,81 | 99 | 5,32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 286 | 30 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 355 | 10,93 | 1 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 88 477 | 0,90 | 9 | 12,50 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10 851 | 32,80 | 1 137 | 38,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36 200 | 31,26 | 4 | 50,00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 4 150 | 430 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 590 | 3,08 | 476 | 6,26 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 128 | 13 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65 542 | 51,28 | 6 776 | 56,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 723 | 490 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 302 | 31 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 905 | 0,89 | 94 | 2,20 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 27 463 | 3,45 | 2 848 | 6,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 230 072 | 3,50 | 23 859 | 6,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 59 164 | 31,27 | 6 135 | 35,34 |
