Mga Batayang Estadistika
Pemilik Institusional | 106 total, 106 long only, 0 short only, 0 long/short - change of 13.98% MRQ |
Alokasi Portofolio Rata-rata | 1.4884 % - change of -14.70% MRQ |
Saham Institusional (Jangka Panjang) | 142,509,973 (ex 13D/G) - change of -8.47MM shares -5.61% MRQ |
Nilai Institusional (Jangka Panjang) | $ 9,044,212 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF (US:JGLO) memiliki 106 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 142,509,973 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio, ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio, SMTAX - JPMorgan SmartRetirement 2040 Fund Class A, JSACX - JPMorgan SmartRetirement 2045 Fund Class C, SRJAX - JPMorgan SmartRetirement 2035 Fund Class A, JTSAX - JPMorgan SmartRetirement 2050 Fund Class A, ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio, JSMAX - JPMorgan SmartRetirement 2030 Fund Class A, and ONIFX - JPMorgan Investor Growth Fund Class I .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF (NasdaqGM:JGLO) 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 66.16 / share. Previously, on September 6, 2024, the share price was 59.16 / share. This represents an increase of 11.83% 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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Wayfinding Financial, LLC | 22,426 | 2.71 | 1 | 0.00 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 8,815 | -75.97 | 567 | -73.77 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 162 | 0.00 | 10 | 11.11 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,026,106 | 6.23 | 66 | 17.86 | ||||
2025-08-04 | 13F | Spire Wealth Management | 88 | 10.00 | 6 | 25.00 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8,926 | -24.00 | 574 | -17.05 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,881 | 26.94 | 314 | 38.94 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 74 | 0.00 | 5 | 0.00 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,814 | 6.78 | 1,146 | 16.58 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 6,436 | -72.87 | 414 | -70.39 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 3,216 | 0 | ||||||
2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 1,767,430 | -5.86 | 113,716 | 2.77 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio | 8,706,472 | -8.06 | 560,174 | 0.37 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 16,836 | -9.23 | 1,083 | -0.91 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 17,918 | -35.21 | 1,153 | -29.33 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 380,403 | -0.56 | 24 | 9.09 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-08-29 | 13F | Total Investment Management Inc | 709 | 46 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3,137 | 202 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 9,929 | 8.54 | 639 | 18.37 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 41,074 | 2,643 | ||||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 878 | 0.00 | 56 | 9.80 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 7,985,697 | -8.04 | 513,800 | 0.39 | ||||
2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 1,158 | 70 | ||||||
2025-07-21 | 13F | Ascent Group, LLC | 19,469 | -4.95 | 1,253 | 3.73 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 35,639 | -31.46 | 2,293 | -25.16 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,480 | -4.54 | 288 | 4.35 | ||||
2025-08-15 | 13F | Morgan Stanley | 509,923 | 32,808 | ||||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6,303 | 14.25 | 406 | 24.62 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 7,784 | 501 | ||||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 48 | 0.00 | 3 | 50.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 602,721 | 335.10 | 38,779 | 375.00 | ||||
2025-08-26 | NP | ONGFX - JPMorgan Investor Growth & Income Fund Class I | 2,224,388 | 0.00 | 143,117 | 9.16 | ||||
2025-08-04 | 13F | Assetmark, Inc | 759,809 | -1.32 | 48,886 | 7.72 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28,728 | 1,848 | ||||||
2025-08-07 | 13F | Nwam Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 815 | 0.00 | 52 | 8.33 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 19,933 | 2.64 | 1,282 | 12.06 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 7,620 | 58.09 | 490 | 72.54 | ||||
2025-04-16 | 13F | HMV Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 26,774 | 137.04 | 2 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 82,810 | 5,328 | ||||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 6,613 | 425 | ||||||
2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 1,266,987 | 4.21 | 81,518 | 13.76 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 272 | 18 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 142 | 9 | ||||||
2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 2,861,738 | 2.39 | 184,124 | 11.77 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 71,230,921 | -8.90 | 4,582,997 | -0.55 | ||||
2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 48,580 | -0.45 | 3,126 | 8.66 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 388 | 0.00 | 25 | 9.09 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 429,467 | 27,632 | ||||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 6,647 | -6.98 | 428 | 1.43 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 230,949 | 13.13 | 14,859 | 23.51 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 16,048 | -19.10 | 1,033 | -11.72 | ||||
2025-07-17 | 13F | KWB Wealth | 70,038 | 63.32 | 4,128 | 60.37 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 13,599 | 4.62 | 875 | 14.10 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,034,648 | 10.23 | 66,569 | 20.33 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,016 | 644 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 141 | 0.00 | 9 | 12.50 | ||||
2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 4,475,553 | 0.22 | 287,957 | 9.40 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 73,684 | -2.84 | 4,741 | 6.06 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 36,049 | -2.93 | 2,319 | 5.99 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 100 | 5.26 | 6 | 20.00 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,407 | 18.87 | 670 | 29.65 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 188,347 | 12,118 | ||||||
2025-08-26 | NP | ONIFX - JPMorgan Investor Growth Fund Class I | 3,261,885 | 0.00 | 209,870 | 9.16 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 23,448 | 22.59 | 1,509 | 33.81 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 61,502 | 5,983.28 | 3,957 | 6,495.00 | ||||
2025-08-14 | 13F | Comerica Bank | 156 | -88.51 | 10 | -87.50 | ||||
2025-04-24 | 13F | Canvas Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 103,145 | 9.50 | 7 | 20.00 | ||||
2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 128,519 | 17.49 | 8,269 | 28.25 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,614 | 240 | ||||||
2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 4,282,747 | -49.34 | 275,552 | -44.70 | ||||
2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 210,973 | 13,574 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 158,896 | 499.58 | 9,510 | 508.83 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 3,435 | -22.48 | 224 | -14.18 | ||||
2025-08-26 | NP | OIBFX - JPMorgan Investor Balanced Fund Class I | 2,217,884 | 0.00 | 142,699 | 9.16 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 3,548 | -6.73 | 228 | 1.79 | ||||
2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 3,856,493 | -3.04 | 248,127 | 5.84 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 16,047 | 35.91 | 1,032 | 48.49 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,557,022 | 118.29 | 100,179 | 138.29 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 14 | 0.00 | 1 | |||||
2025-07-29 | 13F | Private Trust Co Na | 5,997 | -1.96 | 386 | 6.94 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 9,437 | 18.35 | 608 | 29.42 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 126,879 | 0.49 | 8,163 | 9.69 | ||||
2025-08-26 | NP | ONCFX - JPMorgan Investor Conservative Growth Fund Class I | 941,001 | -1.96 | 60,544 | 7.02 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,092 | -14.35 | 70 | -6.67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 6,305 | 115.92 | 406 | 131.43 | ||||
2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 4,455,097 | -1.17 | 286,641 | 7.89 | ||||
2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 1,372,135 | 104.40 | 88,283 | 123.13 | ||||
2025-07-16 | 13F | ORG Partners LLC | 6,216 | 400 | ||||||
2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 5,177,859 | -0.44 | 333,143 | 8.69 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 150,916 | 0.00 | 9,710 | 9.16 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,405 | -0.47 | 283 | 8.85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 327,209 | -13.08 | 21,053 | -5.12 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 3,252 | -11.87 | 209 | -3.69 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51,222 | 22.24 | 3 | 50.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 135,623 | 9 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 26,363 | -49.45 | 1,696 | -44.83 | ||||
2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 752,846 | -2.10 | 44,373 | -3.90 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,394 | -3.23 | 476 | 5.32 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 113,073 | 376.60 | 7 | 600.00 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26,099 | 1,679 | ||||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 28,024 | 35.86 | 1,803 | 48.40 | ||||
2025-08-08 | 13F | Gts Securities Llc | 23,941 | 1,540 | ||||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 294,736 | 8.57 | 18,963 | 18.52 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 8,166 | 13.84 | 525 | 24.41 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,866,238 | 5.50 | 120,074 | 15.17 | ||||
2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 4,319,957 | 1.12 | 277,946 | 10.39 |
Other Listings
PE:JGLO |