Mga Batayang Estadistika
Pemilik Institusional | 109 total, 109 long only, 0 short only, 0 long/short - change of 7.92% MRQ |
Alokasi Portofolio Rata-rata | 0.1984 % - change of -4.23% MRQ |
Saham Institusional (Jangka Panjang) | 3,874,486 (ex 13D/G) - change of -0.39MM shares -9.18% MRQ |
Nilai Institusional (Jangka Panjang) | $ 245,448 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF (US:JPIN) memiliki 109 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 3,874,486 saham. Pemegang saham terbesar meliputi Wealth Enhancement Advisory Services, Llc, UBS Group AG, Morgan Stanley, Bank Of America Corp /de/, Cerity Partners LLC, Sterneck Capital Management, LLC, Captrust Financial Advisors, Jpmorgan Chase & Co, LPL Financial LLC, and Raymond James Financial Inc .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF (ARCA:JPIN) 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 66.53 / share. Previously, on September 9, 2024, the share price was 58.82 / share. This represents an increase of 13.12% over that period.
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.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 486 | 1.25 | 31 | 14.81 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 11,574 | 4.09 | 742 | 16.85 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8,293 | 532 | ||||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 12 | 0.00 | 1 | |||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 6,656 | -4.09 | 427 | 7.58 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3,340 | 62.53 | 214 | 82.91 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 27 | 0.00 | 2 | 0.00 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 11,381 | 9.40 | 730 | 22.73 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 3,930 | 1.95 | 252 | 14.55 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Financially Speaking Inc | 105,134 | 13,571.52 | 6,742 | 15,579.07 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 18,311 | -0.09 | 1,163 | 14.69 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,126 | -1.25 | 136 | 10.57 | ||||
2025-08-12 | 13F | MAI Capital Management | 1,529 | 0.00 | 98 | 12.64 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 139,228 | 27.77 | 8,929 | 43.40 | ||||
2025-08-14 | 13F | Fmr Llc | 492 | -27.75 | 32 | -18.42 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 29,564 | 55.06 | 1,896 | 74.01 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 22,457 | 0.00 | 1,440 | 12.24 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 401 | 0.00 | 26 | 13.64 | ||||
2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 9,636 | -4.14 | 618 | 7.67 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 9,193 | -1.68 | 590 | 10.30 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88,579 | 46.38 | 5,682 | 64.29 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1,000 | 0.00 | 57 | 7.55 | ||||
2025-08-14 | 13F | UBS Group AG | 477,080 | -1.04 | 30,595 | 11.06 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 13,734 | -17.80 | 881 | -7.76 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 209,350 | -10.41 | 13,426 | 0.55 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 69,349 | -31.85 | 4,447 | -23.51 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 77 | -1.28 | 5 | 0.00 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 3,149 | 202 | ||||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 17,492 | -6.81 | 1,122 | 4.57 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,768 | 1.18 | 370 | 13.54 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 501 | 32 | ||||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 4,047 | 10.03 | 260 | 23.33 | ||||
2025-08-04 | 13F | Spire Wealth Management | 10,629 | -35.90 | 682 | -28.09 | ||||
2025-08-11 | 13F | Schiavi & Co LLC | 7,076 | 0.00 | 454 | 12.13 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 9,706 | -28.70 | 622 | -19.95 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Interactive Financial Advisors | 3,613 | 232 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 219,536 | -5.76 | 14,079 | 5.76 | ||||
2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | Sterneck Capital Management, LLC | 161,839 | 3.63 | 10,379 | 16.31 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 8,533 | 27.28 | 547 | 42.82 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 3,564 | 225 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 83 | 0.00 | 5 | 25.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 37,904 | 2.68 | 2,431 | 15.22 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 27 | 0.00 | 2 | 0.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 80 | 0.00 | 5 | 25.00 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 8,758 | 0.00 | 562 | 12.20 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 102,337 | -2.05 | 6,563 | 9.93 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 7,585 | -14.11 | 486 | -3.57 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 11,734 | -4.98 | 752 | 6.67 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 3,311 | 212 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29,617 | 2.38 | 1,899 | 14.95 | ||||
2025-08-04 | 13F | Assetmark, Inc | 45 | 3 | ||||||
2025-08-11 | 13F | Citigroup Inc | 3,907 | -3.32 | 251 | 8.70 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,048 | 69 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 134,848 | -1.48 | 8,648 | 10.58 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 29,129 | -36.30 | 1,868 | -28.48 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,232 | 4.87 | 207 | 17.61 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7,610 | 0.03 | 488 | 12.44 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Gimbal Financial | 7,946 | 0.00 | 510 | 12.11 | ||||
2025-08-12 | 13F | Change Path, LLC | 24,268 | -12.26 | 1,556 | -1.52 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 681 | 0.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 6,084 | -35.87 | 390 | -28.04 | ||||
2025-05-15 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 7,380 | -13.81 | 473 | -3.27 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 27,163 | -7.65 | 1,742 | 3.63 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 365 | 0.00 | 23 | 15.00 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 718 | 46 | ||||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 900 | 0.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1,628 | 1.43 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 5,344 | 0.00 | 343 | 12.13 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 17,869 | 66.29 | 1,146 | 99.13 | ||||
2025-05-09 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | RVW Wealth, LLC | 13,919 | -2.21 | 893 | 9.72 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 555 | 36 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 16,980 | 14.24 | 1,084 | 26.78 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5,606 | 0.02 | 360 | 12.19 | ||||
2025-06-30 | NP | PFSEX - RiskPro® 30+ Fund Class R | 89,207 | -60.92 | 5,357 | -57.51 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6,157 | -8.58 | 0 | |||||
2025-07-25 | 13F | RHS Financial, LLC | 9,375 | 18.25 | 601 | 32.67 | ||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 20,849 | -1.88 | 1,337 | 10.13 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 10,311 | -23.52 | 661 | -14.16 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | -60.00 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 277 | 1.47 | 18 | 13.33 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 351 | 0.00 | 23 | 10.00 | ||||
2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-09-03 | 13F | American Trust | 4,301 | 276 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 912 | -6.17 | 58 | 5.45 | ||||
2025-08-15 | 13F | Morgan Stanley | 299,386 | -0.29 | 19,200 | 11.90 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7,365 | 2.76 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 100 | 0.00 | 6 | 20.00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 15,832 | -2.66 | 1,015 | 9.26 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 157,813 | -0.44 | 10,121 | 11.74 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 12,237 | 9.33 | 785 | 22.69 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 488,451 | -2.68 | 31,451 | 9.67 | ||||
2025-06-30 | NP | PFJDX - RiskPro® Dynamic 20-30 Fund Class R | 80,597 | -15.21 | 4,840 | -7.81 | ||||
2025-07-25 | 13F | Cwm, Llc | 310 | 0.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,059 | 68 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 20,114 | -7.79 | 1,290 | 3.45 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,323 | 213 | ||||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 52 | 3 | ||||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 9,653 | -0.42 | 620 | 11.93 | ||||
2025-08-14 | 13F | Colony Group, LLC | 105,622 | -7.80 | 6,774 | 3.48 | ||||
2025-08-01 | 13F | Mendel Money Management | 5,014 | -4.07 | 322 | 7.72 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 115,859 | 6.34 | 7,430 | 19.36 | ||||
2025-08-07 | 13F | Allworth Financial LP | 48,835 | 0.08 | 3,132 | 8.15 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 5,492 | -95.90 | 352 | -95.40 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 843 | 0.00 | 54 | 12.50 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20,150 | 93.10 | 1 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 22,249 | -64.21 | 1,427 | -59.84 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 10 | 0.00 | 1 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 1,661 | 0.00 | 107 | 12.77 | ||||
2025-08-14 | 13F | Savoie Capital LLC | 93,330 | 0.00 | 5,985 | 19.75 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 332 | 21 |
Other Listings
MX:JPIN |