Mga Batayang Estadistika
Pemilik Institusional | 100 total, 100 long only, 0 short only, 0 long/short - change of -3.81% MRQ |
Alokasi Portofolio Rata-rata | 0.3189 % - change of -0.75% MRQ |
Saham Institusional (Jangka Panjang) | 7,710,003 (ex 13D/G) - change of -0.71MM shares -8.47% MRQ |
Nilai Institusional (Jangka Panjang) | $ 336,066 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF (US:JPSE) memiliki 100 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 7,710,003 saham. Pemegang saham terbesar meliputi Koss-Olinger Consulting, LLC, LPL Financial LLC, Raymond James Financial Inc, Bank Of America Corp /de/, Royal Bank Of Canada, Hartford Financial Management Inc., Morgan Stanley, Goldstein Advisors, LLC, Stifel Financial Corp, and Northwestern Mutual Wealth Management Co .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF (ARCA:JPSE) 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 50.09 / share. Previously, on September 6, 2024, the share price was 45.18 / share. This represents an increase of 10.86% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,234 | -41.46 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8,112 | 0.38 | 369 | 4.55 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 188,962 | 1.78 | 8,596 | 6.22 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 15,973 | -2.01 | 727 | 2.25 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 96 | 17.07 | 4 | 33.33 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 232 | 0.00 | 11 | 0.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 27,229 | -4.31 | 1,239 | -0.16 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,188 | 736 | ||||||
2025-08-06 | 13F | Centerpoint Advisory Group | 5,866 | -10.44 | 267 | -6.67 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 182,143 | -0.08 | 8 | 14.29 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 108,166 | 7.51 | 4,920 | 12.20 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 5,498 | 0.00 | 250 | 4.60 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 190,340 | 16.22 | 8,658 | 21.29 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 61,460 | -4.89 | 2,796 | -0.75 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 941 | 43 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5,133 | -77.08 | 233 | -76.13 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 50,328 | 5.02 | 2,289 | 9.57 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 1,175 | 0.00 | 53 | 3.92 | ||||
2025-08-14 | 13F | Fmr Llc | 1,046 | -19.72 | 48 | -16.07 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 65 | 0.00 | 3 | 0.00 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 11,034 | 0.00 | 502 | 4.38 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 45,552 | 66.22 | 2,072 | 73.53 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 150,714 | 5.27 | 6,856 | 9.86 | ||||
2025-08-14 | 13F | UBS Group AG | 436 | 0.00 | 20 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 263,455 | -6.33 | 11,984 | -2.25 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 8,961 | -3.86 | 408 | 0.25 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 242,683 | 0.02 | 11,039 | 4.38 | ||||
2025-08-14 | 13F | Mariner, LLC | 6,286 | 7.56 | 286 | 12.20 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 16,507 | -0.93 | 751 | 3.31 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 349 | -96.51 | 16 | -96.55 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 130 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | LWM Advisory Services, LLC | 21,972 | 0.45 | 1,000 | 4.83 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 104,901 | 22.12 | 4,772 | 27.43 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5,444 | -1.27 | 248 | 2.92 | ||||
2025-08-08 | 13F | Beck Bode, LLC | 5,103 | -31.37 | 232 | -28.40 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 33,819 | 13.71 | 1,538 | 18.67 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 130,614 | 3.86 | 5,945 | 8.60 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0.24 | 19 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 20 | 1 | ||||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 8,859 | 0.00 | 403 | 4.15 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 6,263 | -7.41 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 103 | -63.48 | 5 | -69.23 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14,241 | -16.13 | 648 | -12.57 | ||||
2025-08-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 571,912 | 1.37 | 26,015 | 5.78 | ||||
2025-08-12 | 13F | LPL Financial LLC | 832,355 | 28.86 | 37,862 | 34.47 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 53,301 | 4.25 | 2,424 | 8.80 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 22,601 | -2.83 | 1,028 | 1.48 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 121,567 | -4.24 | 5,530 | -0.07 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 34,391 | -10.49 | 1,564 | -6.57 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201 | 336.96 | 9 | 350.00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 32 | 0.00 | 1 | 0.00 | ||||
2025-07-17 | 13F | KWB Wealth | 26,623 | 3.76 | 1,160 | -3.41 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 51,050 | 7.75 | 2,322 | 12.45 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 9,926 | -46.05 | 452 | -43.77 | ||||
2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 36,179 | 10.68 | 2 | 0.00 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 11 | 0.00 | 0 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 95,024 | -32.42 | 4,322 | -29.48 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 253 | -31.25 | 12 | -31.25 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 23 | 1 | ||||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 90,974 | -79.74 | 4,138 | -78.86 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,876 | -40.25 | 404 | -37.71 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 8,859 | 0.00 | 403 | 4.15 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 82,138 | 9.13 | 3,736 | 14.22 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 223,080 | 4.31 | 10,147 | 8.85 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6,781 | -4.48 | 308 | -0.32 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 19,370 | 57.85 | 881 | 64.98 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 9,737 | 99.82 | 443 | 108.49 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 315,333 | 97.68 | 14,344 | 106.29 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 111 | 5 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 7,441 | -4.07 | 339 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 | -98.45 | 0 | -100.00 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,202 | -2.96 | 291 | 4.68 | ||||
2025-04-22 | 13F | Hill Island Financial Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 156,068 | -0.91 | 7,099 | 3.41 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 5,787 | -17.16 | 263 | -13.49 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,663 | -9.59 | 1 | 0.00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 413 | -2.13 | 19 | 0.00 | ||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 41,146 | 5.02 | 1,872 | 9.61 | ||||
2025-07-18 | 13F | First Pacific Financial | 73,466 | 1.89 | 3,342 | 6.30 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 111,067 | 3.85 | 5,052 | 8.39 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 3 | 0.00 | 0 | |||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 126,612 | -4.49 | 5,760 | -0.33 | ||||
2025-07-08 | 13F | Choice Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Mendel Money Management | 9,961 | 5.18 | 453 | 9.95 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 14,131 | -2.79 | 643 | 1.42 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 23,697 | 3.94 | 1,078 | 8.46 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 1,573 | -47.64 | 72 | -45.38 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1,248,672 | -1.53 | 56,800 | 2.76 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26,460 | 1,204 | ||||||
2025-04-16 | 13F | Salem Investment Counselors Inc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 5,253 | -74.36 | 239 | -73.35 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 70,919 | 35.07 | 3 | 50.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 796,316 | -39.76 | 36,223 | -37.14 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28,835 | 6.43 | 1,312 | 11.01 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 11,810 | -70.16 | 537 | -68.87 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 54 | 0.00 | 2 | 0.00 | ||||
2025-08-08 | 13F | Gts Securities Llc | 18,972 | 0.00 | 863 | 4.36 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 226 | 10 | ||||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 7,113 | 0.00 | 324 | 4.19 | ||||
2025-08-14 | 13F | Colony Group, LLC | 7,635 | -10.80 | 347 | -6.97 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 316,645 | -31.34 | 14,404 | -28.35 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1,101 | 0.00 | 50 | 6.38 |