HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF - Institutionellt ägande - Säljare

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
US ˙ ARCA

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-01 13F Transcend Wealth Collective, Llc 0 −100,00 0
2025-08-12 13F Allen Capital Group, LLC 12 805 −0,19 801 4,71
2025-07-17 13F Janney Montgomery Scott LLC 58 828 −32,79 4 −40,00
2025-08-13 13F Avestar Capital, LLC 12 646 −54,48 791 −52,26
2025-08-01 13F Bessemer Group Inc 0 −100,00 0
2025-08-12 13F Integras Partners LLC 0 −100,00 0
2025-07-29 13F Mattson Financial Services, LLC 42 244 −1,19 2 644 3,61
2025-08-06 13F Tradewinds, LLC. 0 −100,00 0
2025-08-08 13F/A Ignite Planners, LLC 6 411 −16,33 406 −11,18
2025-08-05 13F Sigma Planning Corp 18 556 −32,85 1 161 −29,59
2025-05-05 13F Transce3nd, LLC 0 −100,00 0
2025-08-18 13F N.E.W. Advisory Services LLC 43 398 −88,40 2 716 −87,84
2025-07-15 13F Retirement Guys Formula Llc 48 087 −4,83 3 009 −0,20
2025-07-10 13F Security National Bank 17 854 −11,76 1 117 −7,46
2025-07-31 13F MN Wealth Advisors, LLC 21 109 −0,87 1 321 4,02
2025-08-14 13F Warren Averett Asset Management, LLC 140 702 −6,40 8 805 −1,85
2025-08-26 13F/A Thrivent Financial For Lutherans 10 147 −91,72 1 −100,00
2025-07-09 13F Breakwater Capital Group 12 619 −27,07 790 −23,55
2025-08-14 13F Fmr Llc 49 −25,76 3 0,00
2025-07-09 13F Reyes Financial Architecture, Inc. 4 431 −31,77 277 −28,42
2025-07-28 13F WealthPLAN Partners, LLC 113 065 −33,70 7 076 −30,48
2025-08-13 13F IAG Wealth Partners, LLC 31 355 −8,62 1 962 −4,15
2025-07-18 13F Consolidated Planning Corp 305 906 −35,06 19 144 −31,90
2025-07-28 13F Mutual Advisors, LLC 4 047 −80,93 257 −79,55
2025-04-11 13F Unique Wealth, Llc 0 −100,00 0
2025-04-24 13F Money Concepts Capital Corp 0 −100,00 0
2025-07-30 13F Lionsbridge Wealth Management LLC 11 058 −84,66 692 −83,91
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 484 487 −5,89 30 0,00
2025-08-13 13F First Trust Advisors Lp 8 206 −29,68 514 −26,29
2025-07-25 13F Stephens Consulting, LLC 1 057 −75,90 66 −74,71
2025-07-25 13F Concurrent Investment Advisors, LLC 30 302 −16,38 1 896 −12,35
2025-08-07 13F Prairieview Wealth Partners, Llc 105 617 −8,21 6 610 −3,76
2025-07-25 13F Atria Wealth Solutions, Inc. 28 723 −65,58 1 797 −63,91
2025-08-13 13F Smith, Moore & Co. 6 315 −63,53 395 −61,76
2025-07-23 13F Hall Capital Management Co Inc 0 −100,00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-12 13F Indie Asset Partners, LLC 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 5 204 −29,34 326 −25,97
2025-07-17 13F Oakworth Capital, Inc. 5 006 −21,02 313 −17,20
2025-05-12 13F Independent Advisor Alliance 0 −100,00 0
2025-08-11 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-30 13F Brookstone Capital Management 123 919 −2,54 7 755 2,19
2025-07-16 13F John W. Brooker & Co., CPAs 0 −100,00 0
2025-08-29 13F Centaurus Financial, Inc. 1 870 −31,35 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 84 838 −8,27 5 063 −11,75
2025-07-24 13F Ulland Investment Advisors, LLC 2 070 −38,58 0
2025-08-14 13F UBS Group AG 579 638 −26,33 36 274 −22,75
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-31 13F Whipplewood Advisors, LLC 4 040 −93,62 253 47,37
2025-08-11 13F Insight 2811, Inc. 0 −100,00 0
2025-05-05 13F Genesis Wealth Advisors, LLC 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 58 795 −2,87 3 679 1,85
2025-07-15 13F Avaii Wealth Management, Llc 139 224 −16,00 8 713 −11,91
2025-07-16 13F Signaturefd, Llc 300 354 −16,73 18 796 −12,69
2025-08-08 13F Creative Planning 3 983 −2,07 249 2,89
2025-07-22 13F Legacy CG, LLC 259 826 −32,71 16 260 −29,44
2025-08-13 13F Milestone Investment Advisors LLC 95 587 −2,82 5 982 1,89
2025-08-14 13F Jane Street Group, Llc 70 028 −13,33 4 382 −9,11
2025-07-28 13F Sagespring Wealth Partners, Llc 4 346 −16,25 272 −12,30
2025-04-22 13F Bright Futures Wealth Management, LLC. 47 643 −6,73 2 748 −14,61
2025-04-30 13F Quotient Wealth Partners, LLC 0 −100,00 0
2025-07-25 13F Total Clarity Wealth Management, Inc. 13 594 −5,76 851 −4,92
2025-08-06 13F AE Wealth Management LLC 1 579 −5,96 99 −2,00
2025-04-29 13F Resources Investment Advisors, LLC. 0 −100,00 0 −100,00
2025-08-14 13F Wick Capital Partners, LLC 467 −97,55 213 −81,37
2025-08-14 13F Hilltop Holdings Inc. 10 961 −22,43 686 −18,74
2025-07-28 13F Patten & Patten Inc/tn 257 719 −6,93 16 128 −2,40
2025-07-08 13F Nbc Securities, Inc. 1 440 −68,31 0
2025-07-10 13F Focus Financial Network, Inc. 0 −100,00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 22 808 −24,17 1 427 −20,50
2025-07-21 13F Ameritas Advisory Services, LLC 33 200 −51,21 2 078 −50,49
2025-07-23 13F Penney Financial, LLC 57 198 −5,60 3 579 −1,02
2025-08-11 13F Aptus Capital Advisors, LLC 125 −55,99 8 −56,25
2025-07-28 13F Axxcess Wealth Management, Llc 29 160 −28,57 1 825 −25,12
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-11 13F Grant Private Wealth Management Inc 0 −100,00 0
2025-08-08 13F Oak Harvest Investment Services 0 −100,00 0
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-18 13F Cooper Financial Group 101 052 −8,28 6 324 −3,83
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 7 303 −18,02 457 −14,12
2025-08-08 13F Cetera Investment Advisers 1 415 651 −6,62 88 591 −2,08
2025-07-10 13F Redhawk Wealth Advisors, Inc. 129 683 −35,35 8 116 −32,21
2025-05-16 13F Jones Financial Companies Lllp 0 −100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-15 13F Brown Financial Advisors 56 268 −2,44 3 521 2,32
2025-08-14 13F Ausdal Financial Partners, Inc. 3 820 −89,44 239 −88,93
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-08 13F Renasant Bank 61 949 −1,71 3 877 3,06
2025-08-07 13F CENTRAL TRUST Co 222 442 −18,82 13 920 −14,88
2025-08-14 13F Financial Network Wealth Advisors LLC 3 140 −21,34 196 −17,65
2025-08-07 13F Cahill Financial Advisors Inc 23 599 −10,69 1 477 −6,40
2025-07-18 13F Pennsylvania Capital Management Inc /adv 10 048 −4,14 629 0,48
2025-08-12 13F Financial Advocates Investment Management 10 912 −68,57 683 −67,07
2025-08-14 13F Susquehanna International Group, Llp 14 133 −68,75 884 −67,25
2025-07-25 NP SRGAX - Stringer Growth Fund Class A Shares 21 473 −52,63 1 315 −53,53
2025-08-13 13F StoneX Group Inc. 7 489 −9,21 469 −4,88
2025-08-12 13F Nemes Rush Group LLC 0 −100,00 0
2025-08-14 13F Comerica Bank 9 813 −21,55 614 −17,69
2025-08-13 13F Vertex Planning Partners, LLC 0 −100,00 0
2025-07-01 13F Burkett Financial Services, Llc 0 −100,00 0
2025-08-12 13F Waterloo Capital, L.P. 4 177 −56,97 261 −54,92
2025-07-08 13F Paladin Wealth, LLC 21 358 −0,07 1 337 4,78
2025-08-07 13F Kestra Private Wealth Services, Llc 156 661 −1,28 9 804 3,52
2025-08-14 13F Allred Capital Management, LLC 0 −100,00 0
2025-08-14 13F Modern Wealth Management, LLC 12 992 −94,67 813 −94,41
2025-04-15 13F Members Wealth Llc 18 356 −26,46 1 095 −30,25
2025-07-15 13F Financial Management Professionals, Inc. 63 306 −2,19 3 962 2,56
2025-08-14 13F Ancora Advisors, LLC 7 476 −4,63 468 0,00
2025-08-14 13F Hurley Capital, LLC 0 −100,00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 35 646 −4,25 2 0,00
2025-08-27 NP LGWAX - LADENBURG GROWTH FUND Class A Shares 191 674 −2,48 11 995 2,26
2025-08-14 13F Smartleaf Asset Management LLC 5 691 −81,68 356 −80,82
2025-08-06 13F Commonwealth Equity Services, Llc 567 530 −4,23 36 0,00
2025-07-23 13F Kingswood Wealth Advisors, Llc 13 574 −0,62 849 4,17
2025-05-01 13F 3EDGE Asset Management, LP 0 −100,00 0
2025-07-02 13F HBW Advisory Services LLC 30 371 −26,28 1 901 −22,70
2025-07-11 13F Skyline Advisors, Inc. 165 017 −11,78 10 327 −7,50
2025-07-11 13F Sprinkle Financial Consultants LLC 34 275 −16,02 2 145 −11,95
2025-08-06 13F SOUTH STATE Corp 223 759 −8,91 14 003 −4,49
2025-08-05 13F Milestone Asset Management, Llc 19 200 −58,47 1 202 −56,47
2025-08-08 13F Avantax Advisory Services, Inc. 64 210 −2,63 4 018 2,11
2025-07-09 13F Fiduciary Alliance LLC 78 131 −0,78 4 889 4,04
2025-07-29 13F Sincerus Advisory, LLC 27 669 −17,10 1 754 −11,90
2025-07-15 13F Carr Financial Group Corp 257 354 −31,31 16 105 −27,97
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 5 187 −3,71 325 0,93
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 18 041 −77,98 1 127 −76,95
2025-07-15 13F Oak Wealth Advisors LLC 99 614 −3,77 6 234 0,91
2025-07-11 13F Farther Finance Advisors, LLC 11 998 −59,29 751 −57,41
2025-08-14 13F Vienna Asset Management LLC 10 101 −61,45 632 −59,56
2025-08-12 13F Bedel Financial Consulting, Inc. 19 063 −1,93 1 193 2,94
2025-04-17 13F Fairvoy Private Wealth, LLC 0 −100,00 0
2025-07-10 13F SK Wealth Management, LLC 239 643 −3,87 15 090 4,95
2025-07-23 13F Secured Retirement Advisors, Llc 29 759 −41,64 1 862 −38,81
2025-07-16 13F Kennedy Investment Group 48 220 −8,97 3 018 −4,56
2025-08-05 13F Dynasty Wealth Management, Llc 593 021 −6,61 37 111 −2,07
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