Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF meliputi Gradient Investments LLC, We Are One Seven, LLC, Thrive Wealth Management, LLC, dan Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2,215 | 216 | ||||||
| 2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 1,305,830 | 3.35 | 127,253 | 11.75 | ||||
| 2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 257,016 | 4.76 | 23,162 | -1.89 | ||||
| 2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 1,417,030 | 5.37 | 138,090 | 13.94 | ||||
| 2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 927,193 | 2.88 | 90,355 | 11.25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18,157 | 78.43 | 1,769 | 92.91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26,387 | 0.58 | 2,571 | 8.76 | ||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 360,711 | 5.53 | 35,151 | 14.12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,207 | 8.20 | 313 | 16.85 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 1,772,374 | 0.30 | 172,718 | 8.46 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 1,228,517 | 4.60 | 119,719 | 13.11 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 814,036 | 2.70 | 79,328 | 11.05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 91 | 4.60 | 9 | 14.29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 174,864 | 1.86 | 17 | 13.33 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 1,271,568 | 3.64 | 123,914 | 12.07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,480 | 144 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11,930 | 1,106.27 | 1,163 | 1,205.62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9,101 | 104.98 | 887 | 121.50 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 60,916 | 4.11 | 5,936 | 12.59 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 633,472 | 111.44 | 61,732 | 128.64 | ||||
| 2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 1,352,568 | 3.00 | 131,808 | 11.38 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 11,522 | 1,123 | ||||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 1,262,191 | 2.18 | 123,001 | 10.49 | ||||
| 2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 1,191,927 | 5.04 | 116,153 | 13.59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,627 | 256 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,721 | 3.32 | 655 | 11.60 | ||||
| 2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 714,194 | 3.93 | 69,598 | 12.38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,630 | 29.37 | 159 | 39.82 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1,473,012 | 3.01 | 143,545 | 11.39 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 14,202 | 0.90 | 1,384 | 9.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 40,446 | 163.66 | 3,941 | 185.17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 | 1 | ||||||
| 2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 409,364 | 9.03 | 39,893 | 17.90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5,819 | 567 | ||||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 468,408 | 121.27 | 45,646 | 139.27 | ||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 335,995 | 2.92 | 30,280 | -3.62 |
