Mga Batayang Estadistika
Pemilik Institusional | 97 total, 97 long only, 0 short only, 0 long/short - change of 14.12% MRQ |
Alokasi Portofolio Rata-rata | 0.5868 % - change of -6.54% MRQ |
Saham Institusional (Jangka Panjang) | 35,626,373 (ex 13D/G) - change of 11.37MM shares 46.85% MRQ |
Nilai Institusional (Jangka Panjang) | $ 1,854,156 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF (US:JPLD) memiliki 97 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 35,626,373 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, ONCFX - JPMorgan Investor Conservative Growth Fund Class I, OIBFX - JPMorgan Investor Balanced Fund Class I, UBS Group AG, M&t Bank Corp, ONGFX - JPMorgan Investor Growth & Income Fund Class I, Schiavi & Co LLC, Miracle Mile Advisors, LLC, Morgan Stanley, and LPL Financial LLC .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF (BATS:JPLD) 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 52.40 / share. Previously, on September 9, 2024, the share price was 51.97 / share. This represents an increase of 0.83% 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
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 32,415 | 172.26 | 1,693 | 173.51 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 201,974 | 1.61 | 10,549 | 2.06 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 104,688 | 18.21 | 5,468 | 18.72 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 405,944 | 5.02 | 21,202 | 5.48 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 120,248 | 6,281 | ||||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11,526 | 602 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,232 | 325 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 62,376 | 3,258 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 3,875 | -49.37 | 202 | -49.12 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 9,660 | -0.20 | 505 | 0.20 | ||||
2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 8,388 | 438 | ||||||
2025-07-25 | 13F | Cwm, Llc | 126 | 0.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20,294 | 15.49 | 1 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,187 | 271 | ||||||
2025-08-13 | 13F | Saiph Capital, LLC | 24,760 | -4.97 | 1,293 | -4.51 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 5,592 | -7.05 | 292 | -6.41 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 240,514 | 3.81 | 12,562 | 4.27 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 698,739 | 16.36 | 36,495 | 16.87 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,798 | -0.72 | 512 | -0.39 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,039 | 0 | ||||||
2025-08-26 | 13F | Nautilus Advisors LLC | 38,796 | 89.27 | 2,026 | 90.23 | ||||
2025-07-18 | 13F | Truist Financial Corp | 11,002 | 17.15 | 575 | 17.62 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 968 | 0.00 | 51 | 0.00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,115 | 203.44 | 110 | 205.56 | ||||
2025-08-26 | NP | ONGFX - JPMorgan Investor Growth & Income Fund Class I | 918,117 | 2.63 | 47,953 | 3.09 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 11,928 | -0.67 | 623 | -0.32 | ||||
2025-08-11 | 13F | Schiavi & Co LLC | 722,313 | 2.60 | 37,726 | 3.06 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2,026 | 10.77 | 106 | 10.53 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 851 | 1.07 | 44 | 2.33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 249 | 13 | ||||||
2025-07-29 | 13F | Members Advisory Group LLC | 61,139 | -2.05 | 3,193 | -1.60 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 361 | 1,705.00 | 19 | 1,700.00 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 488,696 | 64.48 | 25,525 | 65.21 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 60,965 | 3,184 | ||||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 8,653 | 452 | ||||||
2025-08-14 | 13F | UBS Group AG | 1,035,961 | 5.82 | 54,108 | 6.29 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 32,146 | -14.00 | 1,679 | -13.64 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 8,319 | 0.48 | 435 | 0.93 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 27,592 | 1,441 | ||||||
2025-08-13 | 13F | M&t Bank Corp | 972,751 | -3.00 | 50,807 | -2.58 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,537 | 39.44 | 1,410 | 42.47 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 42 | -34.38 | 2 | -33.33 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 36,514 | -7.23 | 1,907 | -6.79 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 21,047 | 1 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 67,179 | 338.53 | 3,509 | 340.70 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 35,998 | -6.57 | 1,880 | -6.14 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 19,325,509 | 119.19 | 1,009,371 | 120.15 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5,683 | 297 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 95,442 | 2.07 | 4,985 | 2.51 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 7,726 | 404 | ||||||
2025-08-26 | NP | OIBFX - JPMorgan Investor Balanced Fund Class I | 2,980,762 | -3.48 | 155,685 | -3.05 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 44,386 | 31.23 | 2,318 | 31.85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2,896 | 36.22 | 151 | 37.27 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40,461 | 6.12 | 2,114 | 6.61 | ||||
2025-07-17 | 13F | KWB Wealth | 5,544 | 36.89 | 288 | 38.46 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 199,767 | -22.47 | 10,434 | -22.13 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 5,902 | -15.47 | 308 | -15.15 | ||||
2025-08-26 | NP | ONCFX - JPMorgan Investor Conservative Growth Fund Class I | 4,443,639 | 0.00 | 232,091 | 0.44 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 69,728 | 2.74 | 3,642 | 3.17 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1,726 | 0.00 | 90 | 1.12 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 58,916 | -4.34 | 3,077 | -3.90 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 384 | 0 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 281 | 15 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 41,108 | 8.79 | 2,147 | 9.32 | ||||
2025-05-15 | 13F | Family Office Research LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 38,731 | 2,023 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 23 | 0.00 | 1 | 0.00 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 577 | 1.05 | 30 | 3.45 | ||||
2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 23,177 | -4.90 | 1 | 0.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,337 | 256.79 | 122 | 258.82 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 103 | 0.98 | 5 | 0.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 233,185 | -5.71 | 12,179 | -5.29 | ||||
2025-05-15 | 13F | FRG Family Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | XY Planning Network, Inc. | 8,359 | 437 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 16,375 | 29.25 | 855 | 29.94 | ||||
2025-08-14 | 13F | Comerica Bank | 9,869 | 36.12 | 515 | 36.60 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 40,967 | 66.92 | 2,137 | 67.61 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,757 | 45.33 | 92 | 46.77 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 41 | 0.00 | 2 | 0.00 | ||||
2025-08-08 | 13F | Creative Planning | 6,016 | 0.00 | 314 | 0.64 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 2,054 | 0.93 | 107 | 1.90 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6,401 | 11.05 | 334 | 11.71 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 53,090 | 38.15 | 2,773 | 38.74 | ||||
2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 4,101 | -54.95 | 214 | -54.76 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 39,716 | 27.43 | 2,074 | 28.02 | ||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 54,155 | -11.26 | 3 | -33.33 | ||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 232,824 | 1.10 | 12,160 | 1.41 | ||||
2025-08-07 | 13F | Allworth Financial LP | 723 | 0.00 | 38 | 0.00 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 81,329 | 31.80 | 4,248 | 32.39 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,417 | 440 | ||||||
2025-07-03 | 13F | McLean Asset Management Corp | 4,992 | 260 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 209,844 | 18.31 | 10,960 | 18.85 | ||||
2025-08-07 | 13F | PFG Advisors | 9,118 | 0.00 | 476 | 0.42 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 26,286 | 30.19 | 1,373 | 30.79 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 51 | 0.00 | 3 | 0.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 624 | 60.82 | 33 | 68.42 | ||||
2025-08-12 | 13F | LPL Financial LLC | 421,394 | 35.20 | 22,009 | 35.80 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 185,521 | 14.55 | 9,690 | 15.04 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,716 | 0.04 | 142 | 0.00 |