Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF meliputi Eastern Bank, Capital Planning Advisors, LLC, Badgley Phelps Wealth Managers, LLC, EP Wealth Advisors, Inc., ForthRight Wealth Management, LLC, Convergence Financial, LLC, MVFG - Monarch Volume Factor Global Unconstrained Index ETF, IHT Wealth Management, LLC, Centerline Wealth Advisors, LLC, WealthPlan Investment Management, LLC, Ignite Planners, LLC, Wbh Advisory Inc, VisionPoint Advisory Group, LLC, Sharkey, Howes & Javer, Red Mountain Financial, LLC, Daymark Wealth Partners, Llc, Atomi Financial Group, Inc., Lionsbridge Wealth Management LLC, Planning Directions Inc, dan Stifel Financial Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Principal Securities, Inc. | 254 | 27.00 | 18 | 54.55 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 19,492 | 1,379 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5,387 | 2.90 | 380 | 14.80 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 12,130 | 858 | ||||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 3,795 | 18.56 | 269 | 32.02 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 3,154 | 223 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 488,788 | 5.00 | 34,592 | 16.62 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1,621,384 | 107.54 | 114,745 | 130.50 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 12,460 | 47.00 | 882 | 63.15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,326 | 9.87 | 165 | 22.39 | ||||
| 2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 43,113 | 3,051 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 27,473 | 1,919 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 5,410 | 3.76 | 383 | 15.06 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 214,045 | 38.19 | 15,148 | 53.48 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,252,180 | 12.09 | 89 | 23.94 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 264,030 | 18,685 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3,207 | 227 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 106 | 23.26 | 8 | 40.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 12,087 | 16.40 | 1 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 | 0 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 105,407 | 19.07 | 7,460 | 32.25 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 185,366 | 54.56 | 13,127 | 71.76 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 720 | 51 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 88,979 | 4.89 | 6 | 20.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 6,083 | 430 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 967 | 18.50 | 68 | 30.77 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 214,776 | 2.32 | 15,200 | 13.64 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55,301 | 1.86 | 3,914 | 13.13 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 83 | 6 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 20,582 | 25.85 | 1,457 | 39.73 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 34,077 | 716.61 | 2,412 | 888.11 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 726,790 | 15.90 | 51,435 | 28.73 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 70,140 | 308.91 | 4,964 | 354.49 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4,700 | 4.82 | 333 | 16.49 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 16,816 | 8.53 | 1,190 | 20.57 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 3,898 | 18.70 | 276 | 31.58 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 659 | 0 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 28,341 | 4.06 | 2,027 | 13.63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16,214 | 1,147 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 263,095 | 22.71 | 18,619 | 36.29 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4,126 | 291 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,164 | 0 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 21,998 | 1,557 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 3,361 | 238 | ||||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 419,687 | 8.37 | 29,701 | 20.36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,411,110 | 30.04 | 100 | 43.48 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 31,791 | 6.35 | 2,250 | 18.12 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 64,506 | 0.35 | 4,565 | 11.45 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3,226 | 197.05 | 228 | 230.43 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 185 | 13 | ||||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 82,571 | 37.31 | 5,844 | 52.52 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 78,431 | 25.74 | 5,551 | 39.66 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 421 | 30 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 7,115 | 77.21 | 504 | 97.25 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5,912 | 45.29 | 418 | 61.39 | ||||
| 2025-08-14 | 13F | Bank of Marin | 6,583 | 466 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 518 | 1,570.97 | 37 | 3,500.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 77,167 | 1,425.94 | 5,461 | 1,595.96 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 13,500 | 11.27 | 955 | 23.54 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,492 | 16.30 | 884 | 29.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 59,700 | 264.02 | 4,225 | 304.21 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,087,220 | 0.62 | 76,943 | 11.75 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL iShares Tactical Growth Fund (A) | 570,239 | 0.59 | 40,356 | 11.72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4,858 | 344 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 26,119 | 58.62 | 1,848 | 76.17 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 26,047 | 2.74 | 1,843 | 14.12 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,408 | 312 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 24,584 | 1,740 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 56,005 | 3,963 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 2,869 | 203 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1,165,969 | 7.34 | 82,516 | 19.21 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 48,867 | 55.31 | 3,458 | 72.55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,704,525 | 12.74 | 120,629 | 25.21 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 11,660 | 2.68 | 825 | 14.11 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 450,142 | 3.01 | 31,857 | 14.41 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 630 | 45 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 135,004 | 37.94 | 9,554 | 53.21 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 67 | 34.00 | 5 | 33.33 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3,345 | 7,171.74 | 237 | 8.26 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 351,234 | 39.64 | 24,857 | 55.09 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 356 | 13.02 | 25 | 25.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6,037 | 427 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 11,598 | 4.72 | 821 | 16.31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 106 | 8 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3,373 | 241 | ||||||
| 2025-07-16 | 13F | Kendall Capital Management | 245,388 | 37.99 | 17,366 | 53.26 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 61,135 | 12.20 | 4,327 | 24.63 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 370 | 26 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10,100 | 715 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 759,327 | 7.92 | 53,738 | 19.86 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 55,901 | 3,863 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 9,334 | 146.67 | 1 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 290,730 | 46.66 | 20,602 | 63.11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 16,330 | 47.13 | 1,156 | 63.37 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 249,433 | 17,652 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 103,408 | 2.99 | 7,318 | 14.40 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 164,145 | 7.30 | 11,617 | 19.18 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 705,238 | 10.10 | 49,910 | 22.28 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 8,864 | 3.55 | 627 | 15.05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 128 | 23.08 | 9 | 50.00 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 11,980 | 0.02 | 848 | 11.01 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 856,804 | 8.46 | 60,636 | 20.46 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 6,676 | 40.61 | 472 | 56.29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 29,948 | 26.55 | 2,119 | 40.61 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 78,919 | 5,585 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 80,133 | 61.43 | 6 | 66.67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,833 | 335.17 | 554 | 385.96 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 69,849 | 206.53 | 4,943 | 240.66 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 49,543 | 3,506 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 20,823 | 22.73 | 1,474 | 36.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 278,868 | 48.62 | 19,730 | 63.28 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 31,960 | 4.43 | 2,262 | 15.95 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,059 | 10.40 | 500 | 22.60 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 42,713 | 3.33 | 3,023 | 13.52 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 119 | 8 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6,995 | 495 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 279,588 | 19,786 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7,439 | 9.16 | 526 | 21.20 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 19,313 | 1,367 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 278,844 | 5.76 | 19,734 | 17.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,780 | 52.64 | 621 | 69.67 | ||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 167,596 | 11.82 | 11,861 | 24.19 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4,597 | 13.82 | 325 | 26.46 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 11,963 | 27.23 | 847 | 41.24 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 5,995 | 424 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 691 | 44 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 750,730 | 58.16 | 51,483 | 70.21 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3,441 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,358,561 | 887.63 | 96 | 1,100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 187 | 83.33 | 13 | 116.67 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 47 | 3 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 39 | 50.00 | 3 | 100.00 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 326,329 | 7.81 | 23,094 | 19.74 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 21,897 | 1.41 | 1,513 | 10.84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5,609 | 34.32 | 397 | 48.87 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,001,264 | 194.92 | 70,859 | 227.55 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 336 | 24 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 40,264 | 43.70 | 2,849 | 59.61 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 4,656 | 330 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 32,730 | 16.21 | 2,316 | 29.10 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 34,766 | 1.97 | 2,460 | 13.26 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 102,131 | 47.46 | 7,228 | 63.77 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,986 | 1,068.24 | 141 | 1,300.00 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 29,718 | 2.41 | 2,103 | 13.74 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 368,118 | 0.81 | 26,052 | 11.96 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 306,630 | 5.25 | 22 | 16.67 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 485,913 | 15.36 | 34,388 | 28.12 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 504 | 27.92 | 36 | 40.00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 7,016 | 3.13 | 497 | 14.55 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 66,401 | 25.65 | 4,699 | 39.56 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 118,890 | 3.44 | 8,414 | 14.88 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,413,400 | 3.56 | 100 | 16.28 | ||||
| 2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 14,462 | 1,023 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,042 | 13.09 | 215 | 25.73 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,391 | 4.25 | 665 | 15.88 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 1,707,648 | 92.18 | 120,850 | 113.44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 139,399 | 1,495.87 | 9,865 | 1,674.28 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 595,665 | 24.19 | 42,155 | 37.93 | ||||
| 2025-08-01 | 13F | Signature Wealth Management Group | 4,989 | 0.48 | 353 | 11.71 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 17,255 | 1,221 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 20,151 | 1.65 | 1,426 | 12.91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 4,022 | 172.68 | 285 | 205.38 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 83 | 6 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,788 | 23.73 | 410 | 37.25 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1,515 | 299.74 | 107 | 345.83 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 781,048 | 6.51 | 54,947 | 17.49 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | -100.00 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 33,652 | 2,382 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2,061,888 | 183.88 | 145,920 | 215.29 | ||||
| 2025-07-24 | 13F | Eastern Bank | 572,196 | 40,494 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 479 | 34 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 5,286 | 372 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,586 | 5.57 | 537 | 17.03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 4,051,112 | 34.38 | 286,697 | 49.25 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 4,262 | 15.60 | 302 | 28.63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 118,953 | 8,418 |
