Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF meliputi Advisory Services Network, LLC, McNamara Financial Services, Inc., Angeles Wealth Management, Llc, Benchmark Wealth Management, LLC, Comerica Bank, SRS Capital Advisors, Inc., Principal Securities, Inc., IFP Advisors, Inc, dan Twin Peaks Wealth Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8,830 | 1.53 | 436 | 0.69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 155 | 8 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4,807 | 238 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,566 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,537 | 0.92 | 76 | 0.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 42,105 | 25.56 | 2,081 | 24.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,617 | 7.86 | 821 | 7.04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 627 | 7,737.50 | 31 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,480 | 1.52 | 271 | 0.75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,728 | 135 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16,400 | 810 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 8,600 | 425 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 11,300 | 558 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 1,134,628 | 54.09 | 56 | 55.56 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7,599 | 376 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14,080 | 357.44 | 696 | 354.90 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 54 | 3 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,948 | 586 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5,140 | 6.18 | 254 | 5.39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10,333 | 0.95 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 22,411 | 21.77 | 1,108 | 20.85 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 9,768 | 0.64 | 483 | -0.21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 20,018 | 7.93 | 989 | 7.15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 296 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,065 | 0.63 | 102 | 0.00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1,985 | 0.92 | 98 | 1.03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 642,615 | 20.32 | 31,758 | 19.41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 24,414 | 76.48 | 1,203 | 74.85 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5,900 | 292 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,495 | 224.83 | 813 | 222.22 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 91,533 | 7.74 | 4,524 | 6.93 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 7,974 | 4.11 | 397 | 3.66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 58 | 1.75 | 3 | 0.00 |
