HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF - Kepemilikan Institusional - Penjual

J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
US ˙ ARCA

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-01 13F Transcend Wealth Collective, Llc 0 -100.00 0
2025-08-12 13F Allen Capital Group, LLC 12,805 -0.19 801 4.71
2025-07-17 13F Janney Montgomery Scott LLC 58,828 -32.79 4 -40.00
2025-08-13 13F Avestar Capital, LLC 12,646 -54.48 791 -52.26
2025-08-01 13F Bessemer Group Inc 0 -100.00 0
2025-08-12 13F Integras Partners LLC 0 -100.00 0
2025-07-29 13F Mattson Financial Services, LLC 42,244 -1.19 2,644 3.61
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-08-08 13F/A Ignite Planners, LLC 6,411 -16.33 406 -11.18
2025-08-05 13F Sigma Planning Corp 18,556 -32.85 1,161 -29.59
2025-05-05 13F Transce3nd, LLC 0 -100.00 0
2025-08-18 13F N.E.W. Advisory Services LLC 43,398 -88.40 2,716 -87.84
2025-07-15 13F Retirement Guys Formula Llc 48,087 -4.83 3,009 -0.20
2025-07-10 13F Security National Bank 17,854 -11.76 1,117 -7.46
2025-07-31 13F MN Wealth Advisors, LLC 21,109 -0.87 1,321 4.02
2025-08-14 13F Warren Averett Asset Management, LLC 140,702 -6.40 8,805 -1.85
2025-08-26 13F/A Thrivent Financial For Lutherans 10,147 -91.72 1 -100.00
2025-07-09 13F Breakwater Capital Group 12,619 -27.07 790 -23.55
2025-08-14 13F Fmr Llc 49 -25.76 3 0.00
2025-07-09 13F Reyes Financial Architecture, Inc. 4,431 -31.77 277 -28.42
2025-07-28 13F WealthPLAN Partners, LLC 113,065 -33.70 7,076 -30.48
2025-08-13 13F IAG Wealth Partners, LLC 31,355 -8.62 1,962 -4.15
2025-07-18 13F Consolidated Planning Corp 305,906 -35.06 19,144 -31.90
2025-07-28 13F Mutual Advisors, LLC 4,047 -80.93 257 -79.55
2025-04-11 13F Unique Wealth, Llc 0 -100.00 0
2025-04-24 13F Money Concepts Capital Corp 0 -100.00 0
2025-07-30 13F Lionsbridge Wealth Management LLC 11,058 -84.66 692 -83.91
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 484,487 -5.89 30 0.00
2025-08-13 13F First Trust Advisors Lp 8,206 -29.68 514 -26.29
2025-07-25 13F Stephens Consulting, LLC 1,057 -75.90 66 -74.71
2025-07-25 13F Concurrent Investment Advisors, LLC 30,302 -16.38 1,896 -12.35
2025-08-07 13F Prairieview Wealth Partners, Llc 105,617 -8.21 6,610 -3.76
2025-07-25 13F Atria Wealth Solutions, Inc. 28,723 -65.58 1,797 -63.91
2025-08-13 13F Smith, Moore & Co. 6,315 -63.53 395 -61.76
2025-07-23 13F Hall Capital Management Co Inc 0 -100.00 0
2025-05-16 13F/A Kestra Investment Management, LLC 0 -100.00 0
2025-08-12 13F Indie Asset Partners, LLC 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 5,204 -29.34 326 -25.97
2025-07-17 13F Oakworth Capital, Inc. 5,006 -21.02 313 -17.20
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-08-11 13F Cornerstone Planning Group LLC 0 -100.00 0
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100.00 0
2025-07-30 13F Brookstone Capital Management 123,919 -2.54 7,755 2.19
2025-07-16 13F John W. Brooker & Co., CPAs 0 -100.00 0
2025-08-29 13F Centaurus Financial, Inc. 1,870 -31.35 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 84,838 -8.27 5,063 -11.75
2025-07-24 13F Ulland Investment Advisors, LLC 2,070 -38.58 0
2025-08-14 13F UBS Group AG 579,638 -26.33 36,274 -22.75
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-07-31 13F Whipplewood Advisors, LLC 4,040 -93.62 253 47.37
2025-08-11 13F Insight 2811, Inc. 0 -100.00 0
2025-05-05 13F Genesis Wealth Advisors, LLC 0 -100.00 0
2025-07-25 13F Apollon Wealth Management, LLC 58,795 -2.87 3,679 1.85
2025-07-15 13F Avaii Wealth Management, Llc 139,224 -16.00 8,713 -11.91
2025-07-16 13F Signaturefd, Llc 300,354 -16.73 18,796 -12.69
2025-08-08 13F Creative Planning 3,983 -2.07 249 2.89
2025-07-22 13F Legacy CG, LLC 259,826 -32.71 16,260 -29.44
2025-08-13 13F Milestone Investment Advisors LLC 95,587 -2.82 5,982 1.89
2025-08-14 13F Jane Street Group, Llc 70,028 -13.33 4,382 -9.11
2025-07-28 13F Sagespring Wealth Partners, Llc 4,346 -16.25 272 -12.30
2025-04-22 13F Bright Futures Wealth Management, LLC. 47,643 -6.73 2,748 -14.61
2025-04-30 13F Quotient Wealth Partners, LLC 0 -100.00 0
2025-07-25 13F Total Clarity Wealth Management, Inc. 13,594 -5.76 851 -4.92
2025-08-06 13F AE Wealth Management LLC 1,579 -5.96 99 -2.00
2025-04-29 13F Resources Investment Advisors, LLC. 0 -100.00 0 -100.00
2025-08-14 13F Wick Capital Partners, LLC 467 -97.55 213 -81.37
2025-08-14 13F Hilltop Holdings Inc. 10,961 -22.43 686 -18.74
2025-07-28 13F Patten & Patten Inc/tn 257,719 -6.93 16,128 -2.40
2025-07-08 13F Nbc Securities, Inc. 1,440 -68.31 0
2025-07-10 13F Focus Financial Network, Inc. 0 -100.00 0
2025-07-29 13F Stratos Wealth Advisors, LLC 22,808 -24.17 1,427 -20.50
2025-07-21 13F Ameritas Advisory Services, LLC 33,200 -51.21 2,078 -50.49
2025-07-23 13F Penney Financial, LLC 57,198 -5.60 3,579 -1.02
2025-08-11 13F Aptus Capital Advisors, LLC 125 -55.99 8 -56.25
2025-07-28 13F Axxcess Wealth Management, Llc 29,160 -28.57 1,825 -25.12
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-11 13F Grant Private Wealth Management Inc 0 -100.00 0
2025-08-08 13F Oak Harvest Investment Services 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-18 13F Cooper Financial Group 101,052 -8.28 6,324 -3.83
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 7,303 -18.02 457 -14.12
2025-08-08 13F Cetera Investment Advisers 1,415,651 -6.62 88,591 -2.08
2025-07-10 13F Redhawk Wealth Advisors, Inc. 129,683 -35.35 8,116 -32.21
2025-05-16 13F Jones Financial Companies Lllp 0 -100.00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 0 -100.00 0 -100.00
2025-08-15 13F Brown Financial Advisors 56,268 -2.44 3,521 2.32
2025-08-14 13F Ausdal Financial Partners, Inc. 3,820 -89.44 239 -88.93
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-08 13F Renasant Bank 61,949 -1.71 3,877 3.06
2025-08-07 13F CENTRAL TRUST Co 222,442 -18.82 13,920 -14.88
2025-08-14 13F Financial Network Wealth Advisors LLC 3,140 -21.34 196 -17.65
2025-08-07 13F Cahill Financial Advisors Inc 23,599 -10.69 1,477 -6.40
2025-07-18 13F Pennsylvania Capital Management Inc /adv 10,048 -4.14 629 0.48
2025-08-12 13F Financial Advocates Investment Management 10,912 -68.57 683 -67.07
2025-08-14 13F Susquehanna International Group, Llp 14,133 -68.75 884 -67.25
2025-07-25 NP SRGAX - Stringer Growth Fund Class A Shares 21,473 -52.63 1,315 -53.53
2025-08-13 13F StoneX Group Inc. 7,489 -9.21 469 -4.88
2025-08-12 13F Nemes Rush Group LLC 0 -100.00 0
2025-08-14 13F Comerica Bank 9,813 -21.55 614 -17.69
2025-08-13 13F Vertex Planning Partners, LLC 0 -100.00 0
2025-07-01 13F Burkett Financial Services, Llc 0 -100.00 0
2025-08-12 13F Waterloo Capital, L.P. 4,177 -56.97 261 -54.92
2025-07-08 13F Paladin Wealth, LLC 21,358 -0.07 1,337 4.78
2025-08-07 13F Kestra Private Wealth Services, Llc 156,661 -1.28 9,804 3.52
2025-08-14 13F Allred Capital Management, LLC 0 -100.00 0
2025-08-14 13F Modern Wealth Management, LLC 12,992 -94.67 813 -94.41
2025-04-15 13F Members Wealth Llc 18,356 -26.46 1,095 -30.25
2025-07-15 13F Financial Management Professionals, Inc. 63,306 -2.19 3,962 2.56
2025-08-14 13F Ancora Advisors, LLC 7,476 -4.63 468 0.00
2025-08-14 13F Hurley Capital, LLC 0 -100.00 0
2025-08-08 13F Thoroughbred Financial Services, Llc 35,646 -4.25 2 0.00
2025-08-27 NP LGWAX - LADENBURG GROWTH FUND Class A Shares 191,674 -2.48 11,995 2.26
2025-08-14 13F Smartleaf Asset Management LLC 5,691 -81.68 356 -80.82
2025-08-06 13F Commonwealth Equity Services, Llc 567,530 -4.23 36 0.00
2025-07-23 13F Kingswood Wealth Advisors, Llc 13,574 -0.62 849 4.17
2025-05-01 13F 3EDGE Asset Management, LP 0 -100.00 0
2025-07-02 13F HBW Advisory Services LLC 30,371 -26.28 1,901 -22.70
2025-07-11 13F Skyline Advisors, Inc. 165,017 -11.78 10,327 -7.50
2025-07-11 13F Sprinkle Financial Consultants LLC 34,275 -16.02 2,145 -11.95
2025-08-06 13F SOUTH STATE Corp 223,759 -8.91 14,003 -4.49
2025-08-05 13F Milestone Asset Management, Llc 19,200 -58.47 1,202 -56.47
2025-08-08 13F Avantax Advisory Services, Inc. 64,210 -2.63 4,018 2.11
2025-07-09 13F Fiduciary Alliance LLC 78,131 -0.78 4,889 4.04
2025-07-29 13F Sincerus Advisory, LLC 27,669 -17.10 1,754 -11.90
2025-03-05 13F Copley Financial Group, Inc. 0 -100.00 0
2025-07-15 13F Carr Financial Group Corp 257,354 -31.31 16,105 -27.97
2025-08-08 13F Schwarz Dygos Wheeler Investment Advisors Llc 5,187 -3.71 325 0.93
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 18,041 -77.98 1,127 -76.95
2025-07-15 13F Oak Wealth Advisors LLC 99,614 -3.77 6,234 0.91
2025-07-11 13F Farther Finance Advisors, LLC 11,998 -59.29 751 -57.41
2025-08-14 13F Vienna Asset Management LLC 10,101 -61.45 632 -59.56
2025-08-12 13F Bedel Financial Consulting, Inc. 19,063 -1.93 1,193 2.94
2025-04-17 13F Fairvoy Private Wealth, LLC 0 -100.00 0
2025-07-10 13F SK Wealth Management, LLC 239,643 -3.87 15,090 4.95
2025-07-23 13F Secured Retirement Advisors, Llc 29,759 -41.64 1,862 -38.81
2025-07-16 13F Kennedy Investment Group 48,220 -8.97 3,018 -4.56
2025-08-05 13F Dynasty Wealth Management, Llc 593,021 -6.61 37,111 -2.07
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