Grundlæggende statistik
| Institutionelle ejere | 131 total, 131 long only, 0 short only, 0 long/short - change of -0,76% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4251 % - change of -9,29% MRQ |
| Institutionelle aktier (lange) | 22.981.961 (ex 13D/G) - change of 1,33MM shares 6,12% MRQ |
| Institutionel værdi (lang) | $ 1.572.011 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF (US:JMOM) har 131 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,981,961 aktier. Største aktionærer omfatter Wealth Enhancement Advisory Services, Llc, Ronald Blue Trust, Inc., Equitable Holdings, Inc., Shore Point Advisors, LLC, Jpmorgan Chase & Co, Klaas Financial Asset Advisors, LLC, LPL Financial LLC, Arq Wealth Advisors, Llc, Vident Advisory, LLC, and Nova R Wealth, Inc. .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF (ARCA:JMOM) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 27, 2026 is 66,49 / share. Previously, on March 28, 2025, the share price was 56,08 / share. This represents an increase of 18,56% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 52.711 | 11,88 | 3.592 | 12,29 | ||||
| 2025-11-14 | 13F | Fort Point Capital Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 64.725 | 6,85 | 4.411 | 7,25 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 174.934 | 7,03 | 11.922 | 7,42 | ||||
| 2026-01-26 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 650 | 0,00 | 0 | |||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 4.577 | 0,00 | 312 | 0,32 | ||||
| 2026-01-27 | 13F | Family Capital Trust Co | 120 | 8 | ||||||
| 2026-02-10 | 13F | Savant Capital, LLC | 78.959 | -3,38 | 5.381 | -3,03 | ||||
| 2026-01-27 | 13F | Able Wealth Management LLC | 6.943 | -32,81 | 473 | -32,52 | ||||
| 2026-02-10 | 13F | 3Chopt Investment Partners, LLC | 48.059 | 0,00 | 3.275 | 0,37 | ||||
| 2026-02-18 | 13F | Hershey Financial Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 3.532 | 1,61 | 241 | 1,69 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 8.828 | 2,59 | 1 | |||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 60.400 | 4.116 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | One Wealth Advisors, LLC | 10.041 | 26,03 | 684 | 26,67 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 1.105 | -1,34 | 75 | -1,32 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 2.940 | 0 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 133 | 9 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 14.213 | -2,72 | 969 | -2,42 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.664 | 1,96 | 113 | 2,73 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 24.396 | 241,44 | 1.663 | 242,68 | ||||
| 2026-02-11 | 13F | Goodman Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | National Bank Of Canada /fi/ | 1.450 | 0,00 | 99 | 0,00 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 118.073 | 1.034,44 | 8.047 | 1.039,66 | ||||
| 2026-01-12 | 13F | CVA Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Centennial Bank/AR/ | 36.433 | -19,17 | 2.483 | -18,89 | ||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 61.365 | 4.182 | ||||||
| 2026-01-27 | 13F | Klaas Financial Asset Advisors, LLC | 437.789 | 0,73 | 29.835 | 1,09 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 582 | -35,48 | 40 | -36,07 | ||||
| 2025-10-22 | 13F | Greenleaf Trust | 0 | -100,00 | 0 | |||||
| 2025-10-30 | 13F | Twin Peaks Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 53.358 | 189,66 | 3.636 | 190,88 | ||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 500 | 0,00 | 34 | 3,03 | ||||
| 2026-01-22 | 13F | TSA Wealth Managment LLC | 16.355 | -0,05 | 1.115 | 0,27 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 14.274 | 67,48 | 973 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 40.077 | 3,14 | 2.731 | 3,53 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 577.984 | 8,93 | 39.390 | 9,32 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | NorthCrest Asset Manangement, LLC | 31.552 | 5,63 | 2.186 | 8,22 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 27 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Magnolia Capital Advisors Llc | 132.981 | 5,93 | 9.063 | 6,31 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Cassia Capital Partners, LLC | 129.866 | -2,91 | 8.852 | -2,54 | ||||
| 2026-02-02 | 13F | MN Wealth Advisors, LLC | 14.228 | -0,01 | 970 | 0,31 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.804 | 7,77 | 123 | 7,96 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 11.895 | 29,97 | 1 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 364 | 3,70 | 25 | 4,35 | ||||
| 2026-02-09 | 13F | Strategic Financial Services, Inc, | 49.099 | -2,59 | 3.463 | 1,17 | ||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 3.946 | 6,71 | 269 | 6,77 | ||||
| 2026-02-03 | 13F | Crossmark Global Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 1.268 | 0,00 | 86 | 0,00 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 4.785 | 5,72 | 326 | 6,19 | ||||
| 2025-10-15 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Vident Advisory, LLC | 156.590 | -3,54 | 10.672 | -3,18 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 5.975 | 407 | ||||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 141 | 0,71 | 10 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 5.625 | -5,43 | 383 | -4,96 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 5.162 | -5,15 | 0 | |||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 9.777 | 667 | ||||||
| 2025-11-06 | 13F | Abich Financial Wealth Management LLC | 755 | 51 | ||||||
| 2025-11-04 | 13F | Cornerstone Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 805 | 0,00 | 55 | 0,00 | ||||
| 2026-02-06 | 13F | Signature Estate & Investment Advisors Llc | 24.965 | -2,82 | 1.701 | -2,47 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | LGT Financial Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Allworth Financial LP | 352 | 36,96 | 24 | 35,29 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 45.841 | 29,56 | 3.124 | 30,06 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 60.790 | -2,93 | 4.143 | -2,59 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 9.976 | 5,24 | 678 | 11,17 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 11.280 | -2,50 | 769 | -2,17 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 305 | -0,33 | 21 | 0,00 | ||||
| 2026-01-16 | 13F | Ronald Blue Trust, Inc. | 4.683.934 | 9,21 | 319.210 | 9,61 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 60.821 | -10,87 | 4.145 | -10,55 | ||||
| 2026-02-17 | 13F | Fmr Llc | 3.318 | -21,34 | 226 | -20,98 | ||||
| 2026-01-23 | 13F | Shore Point Advisors, LLC | 637.108 | 28,25 | 33.951 | 0,65 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 127 | 12.600,00 | 9 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 570 | 39 | ||||||
| 2026-01-22 | 13F | Brookwood Investment Group LLC | 8.492 | 6,71 | 579 | 7,04 | ||||
| 2026-02-06 | 13F | Intrust Bank Na | 49.839 | -1,94 | 3.397 | -1,59 | ||||
| 2026-02-13 | 13F | Smartleaf Asset Management LLC | 687 | 0,00 | 47 | 2,17 | ||||
| 2026-01-21 | 13F | Palumbo Wealth Management LLC | 19.949 | 1.360 | ||||||
| 2026-01-16 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17.133 | -3,38 | 1.168 | -3,07 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 377 | 0,00 | 26 | 0,00 | ||||
| 2026-02-02 | 13F | Miracle Mile Advisors, LLC | 22.738 | -5,61 | 1.550 | -5,26 | ||||
| 2026-02-03 | 13F | Gallacher Capital Management LLC | 15.717 | 0,94 | 1.071 | 1,32 | ||||
| 2026-01-29 | 13F | Comerica Bank | 1.487 | 0,00 | 101 | 1,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 13.794 | -5,79 | 940 | -3,29 | ||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 6.148 | 0,00 | 419 | 0,24 | ||||
| 2026-01-22 | 13F | Systelligence, LLC | 0 | -100,00 | 0 | |||||
| 2025-10-09 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 20.978 | 2,88 | 1.430 | 3,25 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Ascent Group, LLC | 3.017 | 206 | ||||||
| 2026-01-27 | 13F | 5T Wealth, LLC | 67.709 | 1,81 | 4.614 | 2,19 | ||||
| 2026-02-12 | 13F | Brightwater Advisory LLC | 7.032 | -7,07 | 479 | -6,63 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 20.039 | 24,07 | 1.366 | 24,54 | ||||
| 2026-02-06 | 13F | Bare Financial Services, Inc | 123 | 0,00 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Fwl Investment Management, Llc | 107 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | MAI Capital Management | 210 | 0,00 | 14 | 0,00 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 7.896 | 1,32 | 538 | 1,70 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 19.901 | 111,87 | 1.356 | 112,87 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 372.673 | 1,49 | 25.398 | 1,86 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 26.896 | 42,57 | 1.833 | 43,13 | ||||
| 2025-11-12 | 13F | Duncan Williams Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 7.329 | 5,94 | 500 | 6,38 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 3.522 | -15,17 | 240 | -14,59 | ||||
| 2026-01-26 | 13F | West Wealth Group, LLC | 106.130 | 7,83 | 7.233 | 8,51 | ||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 3.731 | 254 | ||||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 101 | 0 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 58.024 | -4,48 | 3.954 | -4,15 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 1.671 | 0,00 | 114 | 0,00 | ||||
| 2026-02-13 | 13F | J Hagan Capital, Inc. | 16.168 | 1.102 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 23.749 | 44,71 | 1.618 | 45,24 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 385 | 218,18 | 26 | 225,00 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 1.274 | 0,00 | 87 | 0,00 | ||||
| 2026-01-15 | 13F | Retireful, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wealthfront Advisers Llc | 17.918 | -6,90 | 1.221 | -6,51 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5.373 | -0,02 | 366 | 0,55 | ||||
| 2026-01-23 | 13F | Fifth Third Securities, Inc. | 64.376 | 0,20 | 4.387 | 0,57 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 125.799 | 98,46 | 9 | 100,00 | ||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 106 | 7 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 3.118 | -29,33 | 212 | -29,10 | ||||
| 2026-01-28 | 13F | Atwood & Palmer Inc | 47 | 3 | ||||||
| 2026-02-17 | 13F | Quantinno Capital Management LP | 19.190 | 24,16 | 1.308 | 24,59 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 12.246.694 | 2,95 | 860.360 | 6,94 | ||||
| 2026-02-13 | 13F | 17 Capital Partners, Llc | 13.210 | 5,18 | 900 | 5,63 | ||||
| 2026-01-23 | 13F | Patten Group, Inc. | 7.801 | -4,56 | 532 | -4,32 | ||||
| 2026-02-17 | 13F | Awm Capital, Llc | 3.461 | 0,23 | 236 | 0,43 | ||||
| 2026-02-13 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.168 | 216 | ||||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 1.109.250 | 11,31 | 75.595 | 11,71 | ||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 39.756 | -1,75 | 2.709 | -1,38 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 19.349 | 1.319 | ||||||
| 2026-02-03 | 13F | Legacy Wealth Managment, LLC/ID | 669 | 0,00 | 46 | 0,00 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | CFS Investment Advisory Services, LLC | 28.067 | 39,82 | 1.913 | 38,65 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 778 | 53 | ||||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 3.024 | 206 | ||||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | HHM Wealth Advisors, LLC | 868 | 0,35 | 59 | 1,72 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 41.504 | 29,30 | 2.828 | 29,78 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1.817 | -28,69 | 124 | -28,90 | ||||
| 2026-01-08 | 13F | Asempa Wealth Advisors | 7.563 | 515 | ||||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 21.573 | 1.470 | ||||||
| 2026-01-29 | 13F | Kickstand Ventures, Llc. | 10.506 | 4,58 | 716 | 4,84 | ||||
| 2026-01-27 | 13F | Wealth Enhancement Trust Services, Inc. | 11.049 | 753 | ||||||
| 2026-02-12 | 13F | Burk Holdings LLC | 3.770 | 0,00 | 257 | 0,39 | ||||
| 2026-02-13 | 13F | Delos Wealth Advisors, LLC | 45.354 | 1,77 | 3.091 | 2,12 | ||||
| 2026-01-13 | 13F | Mayflower Financial Advisors, LLC | 8.668 | 2,71 | 591 | 2,97 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 7.058 | -0,79 | 481 | -0,41 | ||||
| 2026-01-14 | 13F | Nova R Wealth, Inc. | 154.673 | 2,79 | 10.541 | 3,16 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 8.176 | 47,61 | 557 | 48,14 |
