Mga Batayang Estadistika
Pemilik Institusional | 78 total, 78 long only, 0 short only, 0 long/short - change of 2.63% MRQ |
Alokasi Portofolio Rata-rata | 0.8773 % - change of -8.50% MRQ |
Saham Institusional (Jangka Panjang) | 13,093,707 (ex 13D/G) - change of 0.68MM shares 5.46% MRQ |
Nilai Institusional (Jangka Panjang) | $ 1,206,191 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF (US:BBRE) memiliki 78 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 13,093,707 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, University Of Texas/texas Am Investment Managment Co, HighTower Advisors, LLC, JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I, Alaska Permanent Capital Management, JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I, JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I, JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I, Global Endowment Management, LP, and JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF (BATS:BBRE) 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 4, 2025 is 94.81 / share. Previously, on September 5, 2024, the share price was 98.51 / share. This represents a decline of 3.76% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-12 | 13F | Brown Financial Advisors | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 143,786 | 6.92 | 13,244 | 4.75 | ||||
2025-08-26 | NP | JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I | 15,151 | 22.41 | 1,396 | 19.95 | ||||
2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 172,456 | 5.44 | 15,885 | 3.31 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 459 | 13.90 | 42 | 13.51 | ||||
2025-08-12 | 13F | LPL Financial LLC | 13,416 | -10.21 | 1,236 | -12.04 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 34 | 0.00 | 3 | 0.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 119 | 0.00 | 11 | -9.09 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 42,229 | -6.19 | 3,890 | -8.10 | ||||
2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 45,877 | 118.12 | 4,226 | 113.71 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 26,253 | -9.23 | 2,418 | -11.07 | ||||
2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 352,188 | 5.99 | 32,440 | 3.85 | ||||
2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 147,885 | 5.52 | 13,622 | 3.39 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,438 | 66.42 | 225 | 63.50 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8,498 | -2.29 | 783 | -4.28 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 389,210 | -16.02 | 35,850 | -17.71 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 182 | -3.70 | 17 | -5.88 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4,066,365 | 8.66 | 374,553 | 6.46 | ||||
2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 243,427 | 9.16 | 22,422 | 6.95 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 49 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Comerica Bank | 406 | -60.35 | 37 | -61.46 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 3,247 | -3.33 | 299 | -5.08 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 32 | 0.00 | 3 | -33.33 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 200 | -94.27 | 18 | -94.51 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 7,368 | 691 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 210 | 0 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 105,817 | 8.93 | 9,747 | 6.74 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3,759 | 346 | ||||||
2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 139,563 | 14.75 | 12,855 | 12.43 | ||||
2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 42,171 | 12.00 | 3,884 | 9.75 | ||||
2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 23,588 | -0.17 | 2,218 | 0.23 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 2,406 | 222 | ||||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 4,254 | 5.09 | 392 | 2.89 | ||||
2025-08-14 | 13F | Fmr Llc | 287 | -6.21 | 26 | -7.14 | ||||
2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 148,248 | 5.90 | 13,655 | 3.76 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 283 | 0.00 | 26 | -3.85 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 240,141 | 3.65 | 22,119 | 1.56 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 3,759 | -3.17 | 346 | -4.95 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 62 | 0.00 | 6 | 0.00 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 543,236 | 27.23 | 50,037 | 24.66 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 3,417 | -28.30 | 315 | -29.91 | ||||
2025-08-14 | 13F | Mariner, LLC | 2,182 | 1.11 | 201 | -0.50 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 393 | -12.67 | 36 | -14.29 | ||||
2025-08-26 | NP | JBSSX - JPMorgan SmartRetirement* Blend 2025 Fund Class I | 177,469 | -1.84 | 16,347 | -3.83 | ||||
2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 496,812 | 7.94 | 45,761 | 5.76 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 216 | 0.00 | 20 | -5.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 564 | -0.35 | 52 | -3.77 | ||||
2025-08-14 | 13F | UBS Group AG | 33,203 | 3,058 | ||||||
2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 464,754 | 7.46 | 42,808 | 5.29 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 9 | 1 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,015 | 93 | ||||||
2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 95,250 | 8.26 | 8,773 | 6.07 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 2,360 | 0.00 | 217 | -1.81 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 1,090 | 0.00 | 100 | -1.96 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 57,876 | -4.21 | 5,331 | -6.16 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | State of Tennessee, Treasury Department | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 2,584,286 | 4.26 | 238,039 | 2.15 | ||||
2025-08-07 | 13F | Allworth Financial LP | 26 | 0.00 | 2 | 0.00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 115 | 3.60 | 11 | 0.00 | ||||
2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 134,441 | 124.89 | 12,383 | 120.34 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7,732 | 712 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-04-09 | 13F | Paladin Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 72,545 | 1.25 | 6,820 | 1.64 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 330,993 | 8.98 | 30,488 | 6.78 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2,822 | 19.58 | 260 | 17.19 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 | 0 | ||||||
2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 4,140 | 30.89 | 381 | 28.28 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4,749 | -2.44 | 437 | 6.85 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 3,050 | 4.77 | 281 | 2.56 | ||||
2025-04-16 | 13F | Rockland Trust Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 932 | -19.17 | 86 | -21.30 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 11 | 1 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 6,363 | -67.71 | 586 | -68.36 | ||||
2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 406,469 | 10.66 | 37,440 | 8.42 | ||||
2025-08-15 | 13F | Morgan Stanley | 173,018 | -13.66 | 15,937 | -15.41 | ||||
2025-07-29 | 13F | Private Trust Co Na | 140 | 13 | ||||||
2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 125,703 | 2.03 | 11,579 | -0.03 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 43 | 86.96 | 4 | 50.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 150 | 0.00 | 14 | -7.14 | ||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 490,933 | 3.14 | 45,215 | 0.97 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 109 | -47.85 | 10 | -47.37 | ||||
2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 469,267 | 5.79 | 43,224 | 3.65 |
Other Listings
MX:BBRE |