Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF meliputi Traub Capital Management LLC, Brown Brothers Harriman & Co, Talon Private Wealth, LLC, Total Investment Management Inc, dan Team Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 504 | 52 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,990 | 22.52 | 1,244 | 26.19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10,945 | 10.84 | 1,135 | 14.20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,003 | 10.93 | 1,971 | 14.40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,254 | 29.19 | 752 | 33.33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,095 | 5.49 | 114 | 8.65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 229 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 429,945 | 52.57 | 44,586 | 57.31 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 317 | 0.63 | 33 | 3.23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,754 | 0.48 | 700 | 3.55 | ||||
| 2025-07-17 | 13F | KWB Wealth | 17,998 | 3.43 | 1,810 | 1.51 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 136 | 14 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 114 | 12 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 93,781 | 8.49 | 10 | 12.50 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 3,955 | 0.03 | 410 | 3.27 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 22,270 | 5.28 | 2,309 | 8.56 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 915 | 95 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 150,959 | 8.07 | 15,655 | 11.42 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5,189 | 0.19 | 551 | 10.44 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 19 | 1,800.00 | 2 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 20,327 | 8.34 | 2,108 | 11.66 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10,729 | 3.15 | 1,113 | 6.31 | ||||
| 2025-08-14 | 13F | Fmr Llc | 957 | 1.81 | 99 | 5.32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 286 | 30 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10,355 | 10.93 | 1 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 88,477 | 0.90 | 9 | 12.50 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10,851 | 32.80 | 1,137 | 38.49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36,200 | 31.26 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 4,150 | 430 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4,590 | 3.08 | 476 | 6.26 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 128 | 13 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65,542 | 51.28 | 6,776 | 56.67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4,723 | 490 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 302 | 31 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 905 | 0.89 | 94 | 2.20 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 27,463 | 3.45 | 2,848 | 6.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 230,072 | 3.50 | 23,859 | 6.72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 59,164 | 31.27 | 6,135 | 35.34 |
