Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders USD High Yield Corporate Bond ETF meliputi JFLI - JPMorgan Flexible Income ETF, Congress Wealth Management LLC / DE /, Empowered Funds, LLC, AGGA - Astoria Dynamic Core US Fixed Income ETF, Midwestern Financial, LLC /IA, Fort Point Capital Partners LLC, ORG Partners LLC, Atria Wealth Solutions, Inc., Twin Peaks Wealth Advisors, LLC, Total Investment Management Inc, dan Family Legacy Financial Solutions, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | NP | AGGA - Astoria Dynamic Core US Fixed Income ETF | 56,918 | 2,622 | ||||||
| 2025-05-28 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 76,131 | 3.58 | 3,506 | 3.51 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,417 | 147.29 | 66 | 153.85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14,978 | 699 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Bond Fund Investor Class Shares | 265,700 | 109.21 | 12,392 | 111.90 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5,392 | 251 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18,450 | 7.68 | 860 | 9.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 108,434 | 5,057 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 7,091 | 3.41 | 331 | 4.76 | ||||
| 2025-05-28 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 446,759 | 0.43 | 20,573 | 0.37 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,784 | 0.23 | 270 | 1.51 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 725 | 38.10 | 34 | 37.50 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4,517 | 211 | ||||||
| 2025-05-28 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 61,445 | 1.87 | 2,830 | 1.80 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6,637 | 11.88 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 462,650 | 1.47 | 21,578 | 2.77 | ||||
| 2025-05-28 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 544,802 | 0.42 | 25,088 | 0.35 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 103,361 | 5.95 | 4,821 | 7.30 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 82,991 | 134.06 | 3,841 | 135.15 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 10,414 | 486 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 39 | 2.63 | 2 | 0.00 | ||||
| 2025-05-28 | NP | JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I | 5,815 | 17.50 | 268 | 17.11 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,668 | 218 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 500 | 706.45 | 23 | 1,050.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9,651 | 1,975.48 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,535 | 14.62 | 258 | 15.77 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 40,185 | 28.31 | 1,851 | 32.43 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 103,486 | 3.61 | 4,827 | 4.71 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 154 | 1.99 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33,305 | 33.76 | 1,553 | 35.51 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 62,648 | 2,906 | ||||||
| 2025-05-28 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 113,210 | 0.44 | 5,213 | 0.39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,678 | 18.88 | 218 | 20.44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 251 | 2.03 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,528 | 15.48 | 211 | 17.22 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,682 | 27.49 | 545 | 29.22 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 357 | 17 | ||||||
| 2025-05-28 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 177,897 | 1.32 | 8,192 | 1.26 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 4,995 | 232 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 52,715 | 20.19 | 2,459 | 21.74 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,334 | 62 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3,594 | 0.03 | 168 | 1.21 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 231,052 | 10,561 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 74,049 | 3,454 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 301 | 14 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9,757 | 1,820.67 | 455 | 1,878.26 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 94,204 | 7.27 | 4,394 | 8.63 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 553 | 0.36 | 26 | 0.00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 32 | 1 |
