Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF meliputi Leverty Financial Group, LLC, Morangie Management LLC, 5T Wealth, LLC, Essex Financial Services, Inc., Mercer Global Advisors Inc /adv, Resources Management Corp /ct/ /adv, Farther Finance Advisors, LLC, Fifth Third Bancorp, Pinnacle Bancorp, Inc., dan Cary Street Partner 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.
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 | Private Advisor Group, LLC | 10,436 | 18.42 | 732 | 30.30 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482,072 | 8.14 | 33,812 | 19.15 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1,877 | 122.13 | 132 | 147.17 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4,200 | 0.65 | 295 | 10.94 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15,387 | 3.16 | 1,079 | 13.70 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,553 | 21.80 | 319 | 34.60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,120 | 1,131 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 334,092 | 22.74 | 23,433 | 35.24 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 285,994 | 20,059 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 91,885 | 25.35 | 6,445 | 38.11 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 827 | 14.54 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24,732 | 6.66 | 1,735 | 17.48 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 18,330 | 73.06 | 1,286 | 90.65 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6,490 | 54.52 | 455 | 70.41 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 127,614 | 6.22 | 8,951 | 17.02 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 74,549 | 3.78 | 5,229 | 14.35 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9,292 | 6.93 | 652 | 17.72 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8,959 | 628 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 4,357 | 0 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 76,280 | 5.85 | 5,350 | 16.63 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 78,776 | 212.23 | 5,525 | 244.02 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 70,565 | 80.94 | 4,949 | 99.40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 314,949 | 3.16 | 22,091 | 13.66 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 37,652 | 0.35 | 2,641 | 10.55 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,076,371 | 7.62 | 75 | 19.05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 473 | 33 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,869 | 3.43 | 131 | 13.91 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,136 | 43.73 | 501 | 58.23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3,459 | 243 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,064 | 8.78 | 285 | 20.25 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 11,352 | 4.69 | 796 | 15.36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 253,545 | 15.37 | 18 | 30.77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 367,880 | 58.14 | 25,689 | 74.60 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 15,020 | 1,054 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 15,315 | 14.36 | 1,074 | 26.06 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,008 | 4.01 | 562 | 14.49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 17,359 | 5.22 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 44,743 | 14.86 | 3,138 | 26.58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,759 | 334 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 137,753 | 1.14 | 9,662 | 11.43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 57,043 | 11.76 | 4,001 | 23.15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39,283 | 7.32 | 2,755 | 18.24 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 24 | 2 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 270 | 19 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 49,536 | 1.84 | 3,474 | 12.21 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 33,602 | 12.07 | 2,357 | 23.48 | ||||
| 2025-07-16 | 13F | Novem Group | 184,183 | 2.15 | 12,919 | 12.56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 322,194 | 23 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 236,329 | 5.20 | 16,576 | 15.91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 558,669 | 29.05 | 39,186 | 42.17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 532,493 | 9.26 | 37 | 19.35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,958,565 | 9.82 | 137,374 | 21.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 227,618 | 9.70 | 15,965 | 20.87 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 699,354 | 102.15 | 49,053 | 122.72 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 787 | 55 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 326,863 | 103.69 | 22,926 | 124.43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7,187 | 112.19 | 504 | 134.42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,344 | 15.60 | 520 | 28.71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 69,703 | 33.08 | 4,889 | 46.61 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,973 | 349 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,764 | 286.28 | 1,106 | 326.64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,195,133 | 61.18 | 83,827 | 77.59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 71,651 | 38.33 | 5,026 | 52.41 |
