Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF meliputi Systelligence, LLC, Tidemark, LLC, Creative Financial Designs Inc /adv, First American Trust, Fsb, AllGen Financial Advisors, Inc., EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Bouvel Investment Partners, LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, Ffg Retirement Advisors Llc, Pine Harbor Wealth Management, LLC, BlackDiamond Wealth Management Inc., Balanced Rock Investment Advisor, Change Path, LLC, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, InTrack Investment Management Inc, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Regatta Capital Group, Llc, Apella Capital, LLC, dan Atomi Financial Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,733 | 65.76 | 1 | |||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 122,098 | 1.80 | 5,936 | 3.36 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36,175 | 1,756 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 3,124 | 152 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5,430 | 23.13 | 264 | 25.12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 157,525 | 6.56 | 7,619 | 7.13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,601 | 78.09 | 272 | 81.33 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 22,165 | 1,078 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 4,938 | 1.21 | 240 | 3.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 199,320 | 4.89 | 9,691 | 6.48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26,213 | 1,274 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39,902 | 26.16 | 1,940 | 28.14 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7,402 | 360 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68,050 | 3 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6,454 | 7.60 | 314 | 9.06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55,995 | 2.75 | 2,722 | 4.33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189,146 | 8.01 | 9,196 | 9.66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10,652 | 516 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 115 | 91.67 | 6 | 150.00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 378,378 | 101,341.82 | 18,408 | 108,182.35 | ||||
| 2025-08-01 | 13F | Motco | 11,344 | 31.39 | 550 | 33.17 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 459,330 | 2,602.42 | 22,278 | 2,640.10 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 7,402 | 27.07 | 360 | 29.14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | 0 | ||||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 43,523 | 2,116 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9,825 | 478 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 288,578 | 2.11 | 14,031 | 3.66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 116,548 | 8.34 | 5,667 | 10.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 526,367 | 1,315.38 | 25,592 | 1,337.70 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 12,821 | 63.47 | 623 | 66.13 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12,513 | 0.77 | 608 | 2.36 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4,181 | 203 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 328 | 16 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 413 | 104.46 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 170,594 | 106.84 | 8,294 | 110.03 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 88,892 | 3.98 | 4,322 | 5.54 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 213 | 10 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47,660 | 10.25 | 2,317 | 11.93 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 62,189 | 3,024 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 803 | 39 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42,483 | 2,066 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 28,986 | 32.80 | 1,409 | 34.83 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 928,901 | 17,815.16 | 45,163 | 18,110.89 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 199,543 | 0.89 | 9,702 | 2.43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 635 | 31 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19,758 | 2.62 | 961 | 4.12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,928 | 0.02 | 240 | 1.70 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 23,184 | 23.16 | 1,127 | 25.08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59,114 | 4.94 | 2,874 | 6.56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 51,153 | 11.85 | 2,487 | 13.56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 150 | 7 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 79,885 | 3,884 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 616,260 | 24.09 | 29,963 | 25.98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31,937 | 7,076.85 | 1,553 | 7,290.48 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 13,793 | 14.21 | 671 | 15.92 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22,663 | 1,102 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 13,924 | 13.83 | 677 | 15.56 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 20,802 | 47.73 | 1,011 | 50.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7,400 | 19.35 | 360 | 21.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70,070 | 107.73 | 3,407 | 110.90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117,500 | 231.35 | 5,713 | 236.40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,923 | 103.03 | 531 | 106.61 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 54,540 | 2,652 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2,220 | 3.59 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12,891 | 7.86 | 627 | 9.44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 775 | 0 | ||||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 325,518 | 7.20 | 15,827 | 8.84 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23,694 | 1,152 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 11 | 0 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 38,985 | 1,895 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,099 | 0.81 | 199 | 2.58 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 57,125 | 23.93 | 2,777 | 25.83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,958 | 12.47 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 328,375 | 12.51 | 15,966 | 14.22 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 73,588 | 3,578 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 2,940 | 143 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 135,358 | 3.93 | 6,581 | 5.52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 274,348 | 0.50 | 13,339 | 2.03 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10,761 | 22.97 | 523 | 24.82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13,726 | 7.75 | 667 | 9.34 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36,881 | 1,793 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 121,557 | 5,910 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 88,748 | 4,315 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7,101 | 345 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1,302,392 | 74.30 | 63,322 | 76.96 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 126,901 | 1.95 | 6,170 | 3.51 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11,400 | 151.43 | 554 | 155.30 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 298,686 | 1.96 | 14,522 | 3.51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 77,473 | 41.73 | 4 | 50.00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14,836 | 721 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 37,922 | 12.24 | 1,844 | 13.91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100,830 | 146.72 | 5 | 300.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,305 | 0.08 | 63 | 1.61 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 38,691 | 1,881 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 4,548 | 221 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443,234 | 26.53 | 21,550 | 28.46 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 669,596 | 18.13 | 32,435 | 19.49 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 121,196 | 9.93 | 5,893 | 11.61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 248,358 | 22.05 | 12,075 | 23.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 418,608 | 17.87 | 20,353 | 19.66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4,726 | 226 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 19,864 | 966 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 40,360 | 13.78 | 1,962 | 15.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 146,101 | 7,103 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,907 | 0.27 | 286 | 1.42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20,434 | 2.29 | 994 | 3.87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 426,119 | 46.37 | 20,718 | 48.59 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 164,837 | 2.00 | 8,014 | 4.95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3,219 | 157 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 21,613 | 1,051 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 200,867 | 9,766 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 16,934 | 4.56 | 823 | 6.19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4,828 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 132,836 | 6,458 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7,461 | 7.40 | 363 | 9.04 |
