Mga Batayang Estadistika
Pemilik Institusional | 109 total, 109 long only, 0 short only, 0 long/short - change of 10.10% MRQ |
Alokasi Portofolio Rata-rata | 0.4307 % - change of 105.73% MRQ |
Saham Institusional (Jangka Panjang) | 8,118,786 (ex 13D/G) - change of 0.60MM shares 8.01% MRQ |
Nilai Institusional (Jangka Panjang) | $ 672,289 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF (US:JTEK) memiliki 109 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 8,118,786 saham. Pemegang saham terbesar meliputi Jpmorgan Chase & Co, Hughes Financial Services, LLC, Wells Fargo & Company/mn, UBS Group AG, Miracle Mile Advisors, LLC, LPL Financial LLC, Financially Speaking Inc, Kestra Advisory Services, LLC, Vertex Planning Partners, LLC, and Tradition Wealth Management, LLC .
Struktur kepemilikan institusional J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF (NasdaqGM:JTEK) 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 86.74 / share. Previously, on September 6, 2024, the share price was 62.00 / share. This represents an increase of 39.90% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-21 | 13F | HighMark Wealth Management LLC | 1,726 | 0.00 | 146 | 26.09 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 3,987 | -23.68 | 337 | -4.27 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 8,174 | 80.12 | 1 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 3,227 | -6.41 | 276 | 13.58 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 7,060 | 0.00 | 596 | 25.74 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2,508 | -18.04 | 212 | -4.09 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 25,175 | 14.36 | 2,126 | 43.75 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 23,099 | 1,951 | ||||||
2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 37,595 | -1.23 | 3,175 | 24.17 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 127,414 | 3.15 | 10,761 | 29.67 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 2,974 | -9.52 | 254 | 10.96 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3,175 | 213 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 14 | 1 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,583 | 387 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14,462 | 51.58 | 1 | |||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 348,356 | 41.74 | 29,422 | 78.17 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 17,048 | 315.80 | 1,440 | 423.27 | ||||
2025-07-18 | 13F | Truist Financial Corp | 10,150 | 0.18 | 857 | 26.03 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 53 | -29.33 | 4 | -20.00 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 2,509 | 212 | ||||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 239 | 20 | ||||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 124,425 | 16.64 | 10,509 | 46.62 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3,253 | 275 | ||||||
2025-08-14 | 13F | Comerica Bank | 500 | 0.00 | 42 | 27.27 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 357 | -16.98 | 30 | 7.14 | ||||
2025-08-14 | 13F | Mariner, LLC | 19,360 | 34.48 | 1,635 | 69.08 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 484,656 | 87.00 | 40,934 | 135.06 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17,351 | 4.45 | 1,465 | 31.27 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-04 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,748 | 654 | ||||||
2025-08-14 | 13F | UBS Group AG | 433,790 | 19.16 | 36,638 | 49.79 | ||||
2025-08-08 | 13F | Creative Planning | 4,195 | -3.41 | 354 | 21.65 | ||||
2025-08-12 | 13F | Integras Partners LLC | 29,163 | 698.99 | 2,463 | 905.31 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 1,300 | 8.33 | 110 | 36.25 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 42 | 0.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 145 | 0.00 | 12 | 33.33 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 11,247 | -17.02 | 950 | 4.29 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 34,898 | 4.51 | 2,947 | 31.39 | ||||
2025-07-23 | 13F | Dohj, Llc | 8,817 | 578 | ||||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 541,805 | 433,344.00 | 46,259 | 578,137.50 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 12,778 | 3.56 | 1,079 | 30.16 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 30 | 3 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 14,930 | -52.01 | 1,261 | -39.71 | ||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 17,345 | 6.38 | 1,465 | 33.70 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 4,646 | 0 | ||||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 22,328 | -2.56 | 2 | 0.00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 586 | -97.13 | 49 | -96.42 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 149 | 198.00 | 13 | 300.00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 6,300 | 532 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 3,722,157 | -17.45 | 314,373 | 3.77 | ||||
2025-07-18 | 13F | Foundry Financial Group, Inc. | 97,293 | -0.01 | 8,217 | 25.70 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 23,620 | 333.00 | 1,995 | 444.81 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 11,098 | 290.64 | 937 | 393.16 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 10,627 | -53.93 | 898 | -42.13 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 143,240 | 2.91 | 12,098 | 29.36 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 11,863 | 1,002 | ||||||
2025-07-18 | 13F | Cooper Financial Group | 5,451 | 0.93 | 460 | 27.07 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 150 | 13 | ||||||
2025-07-25 | 13F | Cwm, Llc | 1,300 | 0 | ||||||
2025-07-09 | 13F | Triumph Capital Management | 20,288 | 50.97 | 1,714 | 89.91 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 174 | 15 | ||||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 41,551 | 8.81 | 3,508 | 36.76 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Tableaux Llc | 7,759 | 154.48 | 278 | 36.27 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 14,524 | -22.26 | 1,227 | -2.31 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 84 | 0.00 | 7 | 40.00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5,720 | -7.74 | 483 | 16.11 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 36 | 3 | ||||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 64,891 | 11.40 | 5,481 | 40.05 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10,363 | 190.69 | 875 | 263.07 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 185 | 16 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 110 | 9 | ||||||
2025-08-07 | 13F | Financially Speaking Inc | 199,329 | 16,835 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 119 | 52.56 | 10 | 100.00 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 30,574 | 7.02 | 2,582 | 34.55 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 74,831 | 25.05 | 6,320 | 57.21 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 360 | -83.38 | 30 | -79.31 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1,667 | 128 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 19,929 | 2.75 | 1,683 | 29.16 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3,499 | 0 | ||||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 30,910 | -14.07 | 2,611 | 8.03 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 177,855 | 18.29 | 15,022 | 48.69 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 67,359 | -27.04 | 5,689 | -8.27 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 9,610 | 306.00 | 802 | 401.25 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 49,099 | 4,147 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 3,246 | 4.01 | 274 | 31.10 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101,937 | 5.36 | 9 | 33.33 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 19,232 | 34.12 | 1,624 | 68.64 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 72 | 6 | ||||||
2025-08-15 | 13F | Morgan Stanley | 2,198 | 65.64 | 186 | 107.87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3,425 | 289 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 142 | 0.00 | 12 | 22.22 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 760 | 0.00 | 0 | |||||
2025-08-14 | 13F | Family Management Corp | 6,480 | 13.49 | 547 | 42.82 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5,242 | 8.57 | 443 | 36.42 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 49,099 | -3.71 | 4,147 | 17.12 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57,018 | 97.75 | 4,816 | 148.58 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 241 | 0.00 | 20 | 25.00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11,030 | -0.45 | 932 | 25.13 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 293,794 | 21.95 | 24,814 | 53.29 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 20 | 0.00 | 2 | 0.00 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 4,201 | 355 | ||||||
2025-05-07 | 13F | Indie Asset Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 117,874 | 23.82 | 9,956 | 55.64 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 66 | 0.00 | 6 | 25.00 | ||||
2025-08-14 | 13F | Vienna Asset Management LLC | 13,993 | -71.59 | 1,182 | -64.31 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,153 | -9.05 | 1,453 | 14.60 | ||||
2025-07-29 | 13F | Private Trust Co Na | 170 | 14 | ||||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 3,208 | -9.35 | 271 | 13.92 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 84 | 0.00 | 7 | 40.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 57,695 | 13.14 | 4,873 | 42.21 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 47,109 | 11.56 | 3,979 | 40.22 |