Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF meliputi Lifelong Wealth Advisors, Inc., CGC Financial Services, LLC, Sagespring Wealth Partners, Llc, Savvy Advisors, Inc., Citizens Business Bank, Mattern Capital Management, Llc, Sovran Advisors, LLC, ERn Financial, LLC, Atria Investments Llc, Defined Financial Planning LLC, Sigma Planning Corp, Foster Victor Wealth Advisors, LLC, Evernest Financial Advisors, LLC, Sollinda Capital Management LLC, Legacy Investment Solutions, LLC, Vestmark Advisory Solutions, Inc., Bleakley Financial Group, LLC, Prime Capital Investment Advisors, LLC, Inspire Advisors, LLC, dan Robertson Stephens Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Sovran Advisors, LLC | 75,302 | 3,990 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7,851 | 421 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 4,900 | 22.50 | 263 | 22.43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 11,221 | 601 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 60,046 | 3,218 | ||||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 106,630 | 3.27 | 5,714 | 3.42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 532,384 | 4.85 | 29 | 3.70 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 379,409 | 69.37 | 20,333 | 69.59 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 83,883 | 47.14 | 4,495 | 47.33 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 41,181 | 5.49 | 2,207 | 5.60 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4,156 | 220 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 505,074 | 668.64 | 27,067 | 669.80 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 41,810 | 2,241 | ||||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 11,851 | 1.80 | 635 | 1.93 | ||||
| 2025-08-05 | 13F | AGH Wealth Advisors, LLC | 118,797 | 4.94 | 6,367 | 5.08 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 39,793 | 235.49 | 2,133 | 236.28 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 424,089 | 11,146.06 | 22,723 | 11,204.48 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 12,078 | 91.99 | 647 | 92.56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 63,621 | 325.44 | 3,409 | 326.13 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 1,625,209 | 9.04 | 87,095 | 9.18 | ||||
| 2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 236,927 | 24.30 | 12,697 | 24.46 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 94,436 | 7.39 | 5,061 | 7.52 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4,569 | 245 | ||||||
| 2025-07-28 | 13F | Essex LLC | 36,400 | 1,951 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 116,289 | 9.67 | 6 | 20.00 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 3,895 | 209 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 227,167 | 0.06 | 12,174 | 0.18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,051 | 145.26 | 1,182 | 145.53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5,468 | 293 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 35,213 | 1,887 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 450 | 24 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 978,086 | 834.19 | 52 | 940.00 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7,851 | 420 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 15,134 | 811 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 26,168 | 47.11 | 1,402 | 47.27 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9 | 12.50 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 9,596 | 514 | ||||||
| 2025-07-29 | 13F | Citizens Business Bank | 199,665 | 10,700 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 90,445 | 816.36 | 4,847 | 817.80 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 166,166 | 0.92 | 8,905 | 1.04 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 34,505 | 6.77 | 1,849 | 6.94 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17,380 | 10.03 | 931 | 10.18 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 170,970 | 10.06 | 9,162 | 10.21 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 53,937 | 16.34 | 2,890 | 16.34 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 62,911 | 3,321 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,890 | 21.48 | 155 | 21.26 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 19,718 | 42.52 | 1,057 | 42.70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 283,186 | 9.32 | 15,176 | 9.46 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 364,117 | 1.70 | 19,513 | 1.84 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4,279 | 229 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 102 | 5 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,151 | 222 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 29,542 | 1,583 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1,925 | 414.71 | 103 | 415.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 102,707 | 2.02 | 5,504 | 2.15 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 49,914 | 22.90 | 2,675 | 23.06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 183,168 | 20.79 | 9,816 | 20.95 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 443,166 | 23,749 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 11,400 | 15.28 | 611 | 18.22 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1,266,953 | 1.28 | 67,896 | 1.41 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 288,528 | 7.32 | 15,462 | 7.46 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 51,762 | 911.77 | 2,774 | 915.75 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 368,452 | 19,745 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11,763 | 628 | ||||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 41,915 | 3.41 | 2,246 | 3.55 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 21,810 | 9.27 | 1,169 | 9.36 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33 | 3.12 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 49,975 | 2,659 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,120 | 107.44 | 114 | 109.26 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,024 | 55 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13,323 | 1.77 | 714 | 1.86 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 141,567 | 174.94 | 7,587 | 175.35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,388 | 74 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6,183 | 331 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 346,945 | 18,593 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 570,031 | 9.06 | 30,548 | 9.20 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 205,026 | 10,987 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 227 | 180.25 | 12 | 200.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 177,922 | 24.35 | 9,535 | 24.51 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 89,954 | 15.39 | 4,821 | 15.53 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 21,410 | 1,147 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 4,234 | 0.07 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 988,313 | 89.71 | 52,964 | 89.96 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 9,836 | 10.64 | 526 | 12.15 | ||||
| 2025-07-17 | 13F | KWB Wealth | 106,932 | 95.28 | 5,723 | 100.00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 21,693 | 135.61 | 1,163 | 136.18 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,216 | 56.48 | 1,834 | 56.67 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 797 | 42.32 | 43 | 44.83 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,155,369 | 58.18 | 383,456 | 58.39 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 40,075 | 13.75 | 2,148 | 13.90 | ||||
| 2025-08-05 | 13F | Aurdan Capital Management, LLC | 17,185 | 19.33 | 921 | 19.48 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 74,137 | 3,973 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 63,469 | 3,401 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41,462 | 2,222 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 252,157 | 36.29 | 13,513 | 36.48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,700,150 | 63.71 | 91,111 | 63.92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 26,303 | 1,410 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 264,181 | 15.45 | 14,157 | 15.60 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 566,067 | 30,336 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 4,135 | 222 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 934,225 | 20.39 | 50 | 21.95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 95,268 | 1,058,433.33 | 5,105 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,475,828 | 3.38 | 78,717 | 3.02 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 10,617 | 569 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 326,852 | 117.01 | 17,464 | 117.17 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 201,405 | 164.85 | 10,755 | 164.29 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41,462 | 7.27 | 2,222 | 7.40 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 15,034 | 802 | ||||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8,194 | 439 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 11,240 | 23.73 | 602 | 23.87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 48,695 | 1,368.49 | 2,610 | 1,374.01 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 32,554 | 11.71 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 920,066 | 0.79 | 49,306 | 0.92 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 12,304 | 657 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 981 | 53 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 316,167 | 1.15 | 16,943 | 1.29 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29,935 | 16.42 | 1,604 | 16.57 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 112,727 | 1.70 | 6,041 | 1.84 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 83,010 | 38.69 | 4,449 | 38.87 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 41,939 | 2,248 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 4,404 | 235 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,078 | 35.19 | 326 | 35.42 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10,068 | 34.78 | 540 | 35.09 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 135,131 | 5.31 | 7,242 | 5.45 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 104,228 | 5,586 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 412,063 | 50.03 | 21,909 | 49.05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,702 | 145.91 | 574 | 146.98 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 176,130 | 15.29 | 9,439 | 15.90 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 40,577 | 20.76 | 2,175 | 20.91 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 236,931 | 23.50 | 12,709 | 23.78 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 932,398 | 16.84 | 50 | 16.67 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 5,856 | 51.87 | 314 | 51.94 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 9,171 | 47.73 | 491 | 47.89 |
