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. Small Cap Equity ETF meliputi We Are One Seven, LLC, dan Steward Partners Investment Advisory, 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.
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 | 11.11 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,360 | 29.77 | 90 | 41.27 | ||||
| 2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 892,352 | 8.64 | 58,877 | 18.45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 55,411 | 0.34 | 3,656 | 9.40 | ||||
| 2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 210,181 | 11.77 | 12,720 | -0.70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19,657 | 0.29 | 1,297 | 9.45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,251 | 116.65 | 149 | 138.71 | ||||
| 2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 1,013,335 | 5.46 | 66,860 | 14.97 | ||||
| 2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 534,216 | 7.15 | 35,248 | 16.82 | ||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 384,699 | 122.22 | 25,382 | 142.26 | ||||
| 2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 1,055,060 | 5.81 | 69,613 | 15.35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 | 5 | ||||||
| 2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 952,702 | 3.63 | 62,859 | 12.98 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 586 | 39 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4,121 | 272 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,445 | 42.31 | 887 | 55.34 | ||||
| 2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 306,392 | 12.74 | 20,216 | 22.91 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 66 | 6.45 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 66,845 | 112.09 | 4,410 | 131.25 | ||||
| 2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 551,155 | 2.98 | 36,365 | 12.27 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 93,444 | 194.55 | 6 | 500.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 122,687 | 1.67 | 8 | 14.29 |
