Mga Batayang Estadistika
Pemilik Institusional | 92 total, 92 long only, 0 short only, 0 long/short - change of 10.84% MRQ |
Alokasi Portofolio Rata-rata | 0.4374 % - change of 9.15% MRQ |
Saham Institusional (Jangka Panjang) | 10,812,829 (ex 13D/G) - change of 0.62MM shares 6.11% MRQ |
Nilai Institusional (Jangka Panjang) | $ 467,415 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF (US:JSCP) memiliki 92 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 10,812,829 saham. Pemegang saham terbesar meliputi EP Wealth Advisors, Inc., Jpmorgan Chase & Co, HB Wealth Management, LLC, Cwm, Llc, Hennion & Walsh Asset Management, Inc., 5th Street Advisors, LLC, Roof Eidam & Maycock/adv, Bridgewealth Advisory Group, LLC, Roberts Wealth Advisors, LLC, and Wealth Enhancement Advisory Services, Llc .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF (ARCA:JSCP) 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 47.62 / share. Previously, on September 9, 2024, the share price was 47.38 / share. This represents an increase of 0.51% 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
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 224,086 | 2.07 | 10,579 | 3.34 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 266,880 | 103.79 | 12,661 | 104.79 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 50,066 | 2,375 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 163 | 8 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,528 | 20.02 | 262 | 20.74 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 141,598 | -2.12 | 6,717 | -1.64 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 111,557 | 5 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 68,285 | -1.07 | 3,239 | -0.58 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,234 | 201 | ||||||
2025-08-12 | 13F | MAI Capital Management | 59,659 | -5.68 | 2,830 | -5.22 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,398,693 | 1.62 | 66,354 | 2.12 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 16,897 | 65.19 | 802 | 66.18 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,863,913 | 48.66 | 88,424 | 49.39 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 61,246 | 2,906 | ||||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 26,197 | 16.96 | 1,243 | 17.50 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 29,895 | 0.94 | 1,418 | 1.43 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,627 | 77 | ||||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 19,397 | 0.54 | 920 | 1.10 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 23,716 | -0.00 | 1,125 | 0.54 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,005 | 0.00 | 143 | 0.71 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 46,870 | 4.47 | 2,224 | 4.96 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 84,916 | 4,028 | ||||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 24,411 | -0.61 | 1,158 | -0.09 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 23,027 | -7.32 | 1,092 | -6.83 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 119,131 | 8.65 | 5,652 | 9.18 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 23,765 | 13.33 | 1,127 | 13.95 | ||||
2025-08-14 | 13F | UBS Group AG | 51,613 | -10.50 | 2,449 | -10.07 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 64,632 | -0.78 | 3,066 | -0.29 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 226,657 | 5.38 | 10,753 | 5.89 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15,347 | 1.64 | 728 | 2.25 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 375,075 | 17,794 | ||||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 91,435 | -1.34 | 4,338 | -0.87 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16,115 | 18.49 | 764 | 19.00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 23 | 0 | ||||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 525 | 0.00 | 25 | 0.00 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 13,414 | 1.15 | 636 | 1.60 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 8,598 | 0 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69 | 3 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 56,033 | -2.27 | 2,658 | -1.77 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Advisors | 268 | 0.00 | 13 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3,086 | 146 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 39,344 | -1.86 | 1,866 | -1.37 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 307,590 | 0.62 | 14,592 | 1.11 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 124,032 | 5,884 | ||||||
2025-04-15 | 13F | Transform Wealth, LLC | 164,368 | 39.36 | 7,760 | 40.64 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Leo Wealth, LLC | 7,303 | 346 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18,960 | 0.63 | 899 | 1.12 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 137,036 | 18.07 | 6,501 | 18.65 | ||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 374,706 | -12.79 | 17,776 | -12.36 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 5,313 | 0.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 46,847 | 2 | ||||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4,694 | 6.06 | 223 | 6.73 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 242,671 | 101.18 | 11,512 | 102.18 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 4,041 | -6.05 | 192 | -5.91 | ||||
2025-08-11 | 13F | Promethium Advisors,llc | 40,115 | 16.65 | 1,903 | 17.25 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 6,205 | -62.22 | 294 | -62.06 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,147 | 19.45 | 244 | 20.20 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 21,601 | 17.03 | 1,024 | 17.59 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 6,205 | -42.12 | 294 | -41.32 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11,607 | 551 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 297,180 | 1,425.41 | 14,098 | 1,434.06 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 54,244 | -14.73 | 2,573 | -14.32 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 216,731 | 220.51 | 10,282 | 222.09 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 258,424 | -5.72 | 12,260 | -5.26 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,000 | 0.00 | 142 | 0.71 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 11,393 | 540 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 25,883 | -54.99 | 1 | -50.00 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,058 | 0.00 | 382 | 0.53 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 166,761 | 7,911 | ||||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 48,165 | -4.85 | 2,285 | -4.40 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 5,759 | 273 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 259,727 | -86.46 | 12,233 | -86.49 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 1,111,660 | -0.74 | 52,737 | -0.26 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 45,473 | 195.36 | 2,157 | 197.11 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5,400 | 0.00 | 256 | 0.79 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 9,485 | 0.00 | 450 | 0.45 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 500 | 1.42 | 24 | 0.00 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 4,775 | 227 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1,288 | 0.00 | 61 | 1.67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 33,836 | 14.03 | 1,605 | 16.05 | ||||
2025-07-25 | 13F | Cwm, Llc | 686,431 | -2.81 | 33 | -3.03 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10,079 | 8.69 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,768 | 519.60 | 3 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 187,727 | 42.41 | 8,906 | 43.10 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 16,644 | 18.79 | 790 | 19.36 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4,909 | 4.51 | 233 | 4.98 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 9,978 | 0.00 | 473 | 0.42 | ||||
2025-08-12 | 13F | LPL Financial LLC | 14,869 | 0.45 | 705 | 1.00 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 10 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 37,697 | 2.95 | 1,788 | 3.47 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 25,327 | 1.26 | 1,202 | 1.78 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0.00 | 0 | |||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 |