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. Equity ETF inkluderar We Are One Seven, LLC, och Paladin Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 209 | 25 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 705 | 13,56 | 1 383 | 16,51 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4 878 | 29,60 | 577 | 33,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 535 | 2,42 | 536 | 5,10 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 46 957 | 4,14 | 5 550 | 6,85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 633 | 0,28 | 902 | 2,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17 677 | 11,84 | 2 090 | 14,72 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 7 612 | 5,58 | 900 | 8,31 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2 321 | 0,52 | 274 | 3,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11 709 | 67,30 | 1 384 | 71,38 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6 551 | 7,94 | 774 | 10,73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 83 | 2,50 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 134 827 | 3,96 | 15 936 | 6,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20 413 | 0,49 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19 900 | 4,91 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 995 | 0,30 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 | 0 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 27 593 | 90,36 | 3 261 | 97,16 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 84 758 | 3,88 | 10 018 | 6,58 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 252 | 0,16 | 148 | 2,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41 068 | 8,54 | 4 854 | 11,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265 612 | 0,20 | 31 393 | 2,81 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 4 863 | 17,83 | 575 | 20,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27 213 | 30,57 | 3 200 | 34,68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2 010 | 238 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 537 | 141,89 | 63 | 152,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 213 423 | 2,08 | 25 225 | 4,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 890 | 105 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 22 170 | 4,59 | 2 620 | 7,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 45 650 | 4,63 | 5 396 | 7,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 57 402 | 66,17 | 6 785 | 70,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 948 | 112,56 | 112 | 119,61 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 10 887 | 0,39 | 1 287 | 2,96 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 47 | 6 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 151 | 196,08 | 18 | 240,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 413 | 8,53 | 167 | 11,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8 772 | 62,14 | 1 037 | 66,29 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12 644 | 0,96 | 1 494 | 3,61 |
