Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF meliputi Facet Wealth, Inc., Global Retirement Partners, LLC, Twin Peaks Wealth Advisors, LLC, Total Investment Management Inc, dan Richards, Merrill & Peterson, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 486 | 1.25 | 31 | 14.81 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 11,574 | 4.09 | 742 | 16.85 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88,579 | 46.38 | 5,682 | 64.29 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8,293 | 532 | ||||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,048 | 69 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,232 | 4.87 | 207 | 17.61 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7,365 | 2.76 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 3,149 | 202 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7,610 | 0.03 | 488 | 12.44 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3,340 | 62.53 | 214 | 82.91 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,768 | 1.18 | 370 | 13.54 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 501 | 32 | ||||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 4,047 | 10.03 | 260 | 23.33 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 11,381 | 9.40 | 730 | 22.73 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 3,930 | 1.95 | 252 | 14.55 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 12,237 | 9.33 | 785 | 22.69 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 3,613 | 232 | ||||||
2025-08-07 | 13F | Financially Speaking Inc | 105,134 | 13,571.52 | 6,742 | 15,579.07 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,059 | 68 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-29 | 13F | Total Investment Management Inc | 718 | 46 | ||||||
2025-07-17 | 13F | Sterneck Capital Management, LLC | 161,839 | 3.63 | 10,379 | 16.31 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1,628 | 1.43 | 0 | |||||
2025-08-07 | 13F | Vise Technologies, Inc. | 17,869 | 66.29 | 1,146 | 99.13 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,323 | 213 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 555 | 36 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 16,980 | 14.24 | 1,084 | 26.78 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 52 | 3 | ||||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 8,533 | 27.28 | 547 | 42.82 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 3,564 | 225 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5,606 | 0.02 | 360 | 12.19 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 139,228 | 27.77 | 8,929 | 43.40 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 37,904 | 2.68 | 2,431 | 15.22 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 29,564 | 55.06 | 1,896 | 74.01 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 115,859 | 6.34 | 7,430 | 19.36 | ||||
2025-08-07 | 13F | Allworth Financial LP | 48,835 | 0.08 | 3,132 | 8.15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20,150 | 93.10 | 1 | |||||
2025-07-25 | 13F | RHS Financial, LLC | 9,375 | 18.25 | 601 | 32.67 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 277 | 1.47 | 18 | 13.33 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 3,311 | 212 | ||||||
2025-09-03 | 13F | American Trust | 4,301 | 276 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29,617 | 2.38 | 1,899 | 14.95 | ||||
2025-08-04 | 13F | Assetmark, Inc | 45 | 3 | ||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 332 | 21 |