Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF meliputi Bulwark Capital Corp, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Ascent Group, LLC, Jaffetilchin Investment Partners, LLC, MBE Wealth Management, LLC, Avantax Advisory Services, Inc., Diversified Portfolios, Inc., XY Planning Network, Inc., Good Life Advisors, LLC, Janney Montgomery Scott LLC, J.w. Cole Advisors, Inc., Capital Group Private Client Services, Inc., Beacon Financial Advisory LLC, McLean Asset Management Corp, Hazlett, Burt & Watson, Inc., Thurston, Springer, Miller, Herd & Titak, Inc., dan Ameritas Advisory Services, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 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 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 32,415 | 172.26 | 1,693 | 173.51 | ||||
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 | ||||
2025-08-12 | 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 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 69,728 | 2.74 | 3,642 | 3.17 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 62,376 | 3,258 | ||||||
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 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 38,731 | 2,023 | ||||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 8,388 | 438 | ||||||
2025-08-01 | 13F | GoalVest Advisory LLC | 577 | 1.05 | 30 | 3.45 | ||||
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 | ||||||
2025-08-14 | 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 | ||||
2025-08-13 | 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 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 8,359 | 437 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 16,375 | 29.25 | 855 | 29.94 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,039 | 0 | ||||||
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 | ||||
2025-08-26 | 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 | ||||
2025-08-12 | 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 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,757 | 45.33 | 92 | 46.77 | ||||
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 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 2,054 | 0.93 | 107 | 1.90 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 249 | 13 | ||||||
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 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 361 | 1,705.00 | 19 | 1,700.00 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 39,716 | 27.43 | 2,074 | 28.02 | ||||
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 | ||||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 232,824 | 1.10 | 12,160 | 1.41 | ||||
2025-08-14 | 13F | UBS Group AG | 1,035,961 | 5.82 | 54,108 | 6.29 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 8,319 | 0.48 | 435 | 0.93 | ||||
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 | ||||||
2025-07-21 | 13F | Ascent Group, LLC | 27,592 | 1,441 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26,537 | 39.44 | 1,410 | 42.47 | ||||
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 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 26,286 | 30.19 | 1,373 | 30.79 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 21,047 | 1 | ||||||
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 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 67,179 | 338.53 | 3,509 | 340.70 | ||||
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 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,716 | 0.04 | 142 | 0.00 |