JPEF - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGM)

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF

Mga Batayang Estadistika
Pemilik Institusional 108 total, 108 long only, 0 short only, 0 long/short - change of 2.86% MRQ
Alokasi Portofolio Rata-rata 0.4854 % - change of 28.71% MRQ
Saham Institusional (Jangka Panjang) 11,945,245 (ex 13D/G) - change of 2.17MM shares 22.24% MRQ
Nilai Institusional (Jangka Panjang) $ 677,220 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF (US:JPEF) memiliki 108 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 11,945,245 saham. Pemegang saham terbesar meliputi Raymond James Financial Inc, LPL Financial LLC, Mml Investors Services, Llc, Beaumont Financial Advisors, LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Investment Planning Advisors, Inc., Jones Financial Companies Lllp, Cetera Investment Advisers, and Balance Wealth, LLC .

Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF (NasdaqGM:JPEF) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 73.01 / share. Previously, on September 9, 2024, the share price was 62.48 / share. This represents an increase of 16.85% over that period.

JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF Historical Put/Call Ratio
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-11 13F Private Advisor Group, LLC 10,436 18.42 732 30.30
2025-07-07 13F First Citizens Financial Corp 8,110 0.00 569 10.08
2025-07-15 13F Cora Capital Advisors Llc 6,024 -51.10 423 -46.17
2025-08-12 13F Eldridge Investment Advisors, Inc. 0 -100.00 0
2025-07-24 13F 3Chopt Investment Partners, LLC 1,877 122.13 132 147.17
2025-08-08 13F/A Ignite Planners, LLC 24,014 -2.52 1,698 8.16
2025-08-13 13F Denver Wealth Management, Inc. 4,883 0.00 342 10.32
2025-04-14 13F Strategic Wealth Designers 0 -100.00 0 -100.00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 278 0.00 19 11.76
2025-08-13 13F Brown Advisory Inc 7,349 0.00 515 10.28
2025-08-05 13F Atlas Private Wealth Advisors 6,490 54.52 455 70.41
2025-08-13 13F Johnson Financial Group, Inc. 56 0.00 4 0.00
2025-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-05-02 13F Sigma Planning Corp 0 -100.00 0
2025-08-05 13F 5T Wealth, LLC 8,959 628
2025-07-22 13F DAVENPORT & Co LLC 76,280 5.85 5,350 16.63
2025-07-22 13F BridgePort Financial Solutions, LLC 78,776 212.23 5,525 244.02
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 36,008 -13.06 3 0.00
2025-08-14 13F Fmr Llc 41 0.00 3 0.00
2025-07-28 13F SFG Wealth Management, LLC. 0 -100.00 0
2025-07-15 13F Fifth Third Bancorp 473 33
2025-08-13 13F Northwestern Mutual Wealth Management Co 69,335 -16.37 4,863 -7.85
2025-07-25 13F Concurrent Investment Advisors, LLC 7,136 43.73 501 58.23
2025-07-30 13F Prosperity Financial Group, Inc. 11,352 4.69 796 15.36
2025-07-17 13F Janney Montgomery Scott LLC 253,545 15.37 18 30.77
2025-08-06 13F AE Wealth Management LLC 67 0.00 5 0.00
2025-07-16 13F Morangie Management LLC 15,020 1,054
2025-07-18 13F Truist Financial Corp 61,921 -3.98 4,343 5.80
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 714 0.00 50 11.11
2025-07-24 13F Us Bancorp \de\ 799 0.00 56 12.00
2025-08-14 13F Herold Advisors, Inc. 15,315 14.36 1,074 26.06
2025-07-24 13F Capital Advisors, Ltd. LLC 17,359 5.22 1 0.00
2025-08-14 13F Mercer Global Advisors Inc /adv 4,759 334
2025-08-14 13F Goldman Sachs Group Inc 0 -100.00 0
2025-04-18 13F Tennessee Valley Asset Management Partners 0 -100.00 0
2025-08-12 13F/A Cozad Asset Management Inc 137,753 1.14 9,662 11.43
2025-07-28 13F Harbour Investments, Inc. 4,021 -13.10 282 -4.08
2025-08-08 13F Kingsview Wealth Management, LLC 57,043 11.76 4,001 23.15
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Stifel Financial Corp 39,283 7.32 2,755 18.24
2025-08-14 13F UBS Group AG 1,189 -18.45 83 -9.78
2025-08-12 13F BlackRock, Inc. 0 -100.00 0
2025-05-08 13F Geneos Wealth Management Inc. 0 -100.00 0
2025-08-14 13F Mariner, LLC 4,157 -2.39 292 7.38
2025-08-13 13F Cary Street Partner Investment Advisory Llc 24 2
2025-07-11 13F Pinnacle Bancorp, Inc. 270 19
2025-08-13 13F Cary Street Partners Financial Llc 49,536 1.84 3,474 12.21
2025-08-14 13F Jane Street Group, Llc 9,373 -68.22 657 -65.00
2025-08-18 13F Tyler-Stone Wealth Management 33,602 12.07 2,357 23.48
2025-08-26 13F/A Thrivent Financial For Lutherans 322,194 23
2025-07-24 13F Blair William & Co/il 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 169,821 -1.24 11,911 8.82
2025-07-17 13F Fifth Third Securities, Inc. 71,067 -18.36 4,985 -10.05
2025-08-11 13F Principal Securities, Inc. 571 0.00 40 5.26
2025-07-16 13F Beaumont Financial Advisors, LLC 699,354 102.15 49,053 122.72
2025-08-12 13F CIBC Private Wealth Group, LLC 0 -100.00 0
2025-08-08 13F Good Life Advisors, LLC 34,844 -26.92 2,444 -19.51
2025-08-12 13F Jpmorgan Chase & Co 69,703 33.08 4,889 46.61
2025-07-30 13F D.a. Davidson & Co. 71,651 38.33 5,026 52.41
2025-07-21 13F Investment Planning Advisors, Inc. 482,072 8.14 33,812 19.15
2025-08-01 13F Envestnet Asset Management Inc 291,588 -22.90 20,452 -15.05
2025-07-25 13F Lodestar Private Asset Management Llc 4,596 -42.38 322 -36.49
2025-07-18 13F Parsons Capital Management Inc/ri 4,200 0.65 295 10.94
2025-08-14 13F Fort Point Capital Partners LLC 15,387 3.16 1,079 13.70
2025-08-14 13F Empire Life Investments Inc. 84,300 -30.63 5,913 -23.58
2025-08-01 13F Advisory Alpha, LLC 4,553 21.80 319 34.60
2025-05-15 13F MAI Capital Management 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 16,120 1,131
2025-08-08 13F Cetera Investment Advisers 334,092 22.74 23,433 35.24
2025-07-17 13F Leverty Financial Group, LLC 285,994 20,059
2025-08-04 13F Pensionmark Financial Group, Llc 13,139 0.00 922 10.17
2025-08-15 13F Kestra Advisory Services, LLC 91,885 25.35 6,445 38.11
2025-07-25 13F Hazlett, Burt & Watson, Inc. 827 14.54 0
2025-08-14 13F Snowden Capital Advisors LLC 6,943 -16.77 487 -8.29
2025-07-22 13F Wealthcare Advisory Partners LLC 24,732 6.66 1,735 17.48
2025-08-14 13F Integrity Wealth Advisors, Inc. 18,330 73.06 1,286 90.65
2025-07-25 13F SPC Financial, Inc. 127,614 6.22 8,951 17.02
2025-07-30 13F Castle Wealth Management Llc 74,549 3.78 5,229 14.35
2025-08-13 13F Capital Advisors Wealth Management, LLC 9,292 6.93 652 17.72
2025-08-15 13F Resources Management Corp /ct/ /adv 4,357 0
2025-05-15 13F Old Mission Capital Llc 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-07-22 13F MBL Wealth, LLC 70,565 80.94 4,949 99.40
2025-07-29 13F Stratos Wealth Partners, LTD. 314,949 3.16 22,091 13.66
2025-08-04 13F WNY Asset Management, LLC 6,079 -1.68 426 8.40
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-07 13F Flagship Wealth Advisors, Llc 37,652 0.35 2,641 10.55
2025-08-14 13F Mml Investors Services, Llc 1,076,371 7.62 75 19.05
2025-08-14 13F Royal Bank Of Canada 163,896 -3.26 11,495 6.57
2025-08-14 13F Comerica Bank 1,869 3.43 131 13.91
2025-08-07 13F Kestra Private Wealth Services, Llc 3,459 243
2025-08-15 13F Captrust Financial Advisors 4,064 8.78 285 20.25
2025-08-15 13F Equitable Holdings, Inc. 40,273 -8.57 2,825 0.75
2025-08-14 13F Modern Wealth Management, LLC 6,907 0.00 484 10.25
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-08-13 13F Jones Financial Companies Lllp 367,880 58.14 25,689 74.60
2025-08-06 13F Csenge Advisory Group 8,620 0.00 578 11.18
2025-08-12 13F Global Retirement Partners, LLC 1,046 -6.86 73 -2.67
2025-08-04 13F Hantz Financial Services, Inc. 0 -100.00 0
2025-08-07 13F Resources Investment Advisors, LLC. 8,008 4.01 562 14.49
2025-07-24 13F IFP Advisors, Inc 70,280 -20.27 4,929 -12.15
2025-08-05 13F Crestwood Advisors Group LLC 44,743 14.86 3,138 26.58
2025-07-23 13F Gentry Private Wealth, Llc 3,299 0.00 231 10.00
2025-07-29 13F Private Trust Co Na 1,994 0.00 140 10.32
2025-07-23 13F Kingswood Wealth Advisors, Llc 4,747 -28.15 333 -20.95
2025-08-15 13F Morgan Stanley 35 0.00 2 0.00
2025-07-16 13F Novem Group 184,183 2.15 12,919 12.56
2025-04-21 13F Institute for Wealth Management, LLC. 0 -100.00 0
2025-08-06 13F Carnegie Lake Advisors LLC 3,775 0.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 236,329 5.20 16,576 15.91
2025-09-04 13F/A Advisor Group Holdings, Inc. 558,669 29.05 39,186 42.17
2025-07-25 13F Cwm, Llc 3,132 -20.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 532,493 9.26 37 19.35
2025-08-14 13F Raymond James Financial Inc 1,958,565 9.82 137,374 21.00
2025-08-13 13F MONECO Advisors, LLC 227,618 9.70 15,965 20.87
2025-08-08 13F Thoroughbred Financial Services, Llc 39,719 -21.02 3 -33.33
2025-07-16 13F St Germain D J Co Inc 2,836 0.00 199 10.00
2025-08-14 13F Vienna Asset Management LLC 5,222 -91.30 366 -90.42
2025-08-14 13F Financial Network Wealth Advisors LLC 502 0.00 35 12.90
2025-07-11 13F Farther Finance Advisors, LLC 787 55
2025-08-13 13F Balance Wealth, LLC 326,863 103.69 22,926 124.43
2025-07-14 13F Southland Equity Partners LLC 7,187 112.19 504 134.42
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 7,344 15.60 520 28.71
2025-07-16 13F Essex Financial Services, Inc. 4,973 349
2025-07-18 13F Bridge Generations Wealth Management Llc 13 0.00 1
2025-08-12 13F Steward Partners Investment Advisory, Llc 15,764 286.28 1,106 326.64
2025-08-12 13F LPL Financial LLC 1,195,133 61.18 83,827 77.59
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