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. Small Cap Equity ETF inkluderar Financial Engines Advisors L.L.C., J.w. Cole Advisors, Inc., Ameriflex Group, Inc., Smallwood Wealth Investment Management, LLC, Bank Of Montreal /can/, och Beacon Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 45 552 | 66,22 | 2 072 | 73,53 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 150 714 | 5,27 | 6 856 | 9,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 832 355 | 28,86 | 37 862 | 34,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 53 301 | 4,25 | 2 424 | 8,80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 111 | 5 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 112 | 0,38 | 369 | 4,55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 188 962 | 1,78 | 8 596 | 6,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201 | 336,96 | 9 | 350,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 96 | 17,07 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 26 623 | 3,76 | 1 160 | −3,41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 242 683 | 0,02 | 11 039 | 4,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6 286 | 7,56 | 286 | 12,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 188 | 736 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51 050 | 7,75 | 2 322 | 12,45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 41 146 | 5,02 | 1 872 | 9,61 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 21 972 | 0,45 | 1 000 | 4,83 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 73 466 | 1,89 | 3 342 | 6,30 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 111 067 | 3,85 | 5 052 | 8,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 179 | 10,68 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 104 901 | 22,12 | 4 772 | 27,43 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 9 961 | 5,18 | 453 | 9,95 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 108 166 | 7,51 | 4 920 | 12,20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 23 | 1 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 23 697 | 3,94 | 1 078 | 8,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 190 340 | 16,22 | 8 658 | 21,29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 460 | 1 204 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 70 919 | 35,07 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33 819 | 13,71 | 1 538 | 18,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82 138 | 9,13 | 3 736 | 14,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 223 080 | 4,31 | 10 147 | 8,85 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28 835 | 6,43 | 1 312 | 11,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 130 614 | 3,86 | 5 945 | 8,60 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 19 370 | 57,85 | 881 | 64,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 941 | 43 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 50 328 | 5,02 | 2 289 | 9,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 737 | 99,82 | 443 | 108,49 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 226 | 10 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0,24 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 20 | 1 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 315 333 | 97,68 | 14 344 | 106,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 571 912 | 1,37 | 26 015 | 5,78 |
