Grundlæggende statistik
| Institutionelle ejere | 108 total, 108 long only, 0 short only, 0 long/short - change of 4,85% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4854 % - change of 28,08% MRQ |
| Institutionelle aktier (lange) | 11.945.245 (ex 13D/G) - change of 1,53MM shares 14,64% MRQ |
| Institutionel værdi (lang) | $ 677.220 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF (US:JPEF) har 108 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 11,945,245 aktier. Største aktionærer omfatter Raymond James Financial Inc, LPL Financial LLC, Mml Investors Services, Llc, Beaumont Financial Advisors, LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Investment Planning Advisors, Inc., Jones Financial Companies Lllp, Cetera Investment Advisers, and Balance Wealth, LLC .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF (NasdaqGM:JPEF) 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 September 8, 2025 is 73,21 / share. Previously, on September 9, 2024, the share price was 62,48 / share. This represents an increase of 17,17% 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
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10.436 | 18,42 | 732 | 30,30 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 8.110 | 0,00 | 569 | 10,08 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 6.024 | -51,10 | 423 | -46,17 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1.877 | 122,13 | 132 | 147,17 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 24.014 | -2,52 | 1.698 | 8,16 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 4.883 | 0,00 | 342 | 10,32 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 278 | 0,00 | 19 | 11,76 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7.349 | 0,00 | 515 | 10,28 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6.490 | 54,52 | 455 | 70,41 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 56 | 0,00 | 4 | 0,00 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100,00 | 0 | |||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8.959 | 628 | ||||||
| 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 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36.008 | -13,06 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 41 | 0,00 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 473 | 33 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69.335 | -16,37 | 4.863 | -7,85 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.136 | 43,73 | 501 | 58,23 | ||||
| 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 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 67 | 0,00 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 15.020 | 1.054 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 61.921 | -3,98 | 4.343 | 5,80 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 714 | 0,00 | 50 | 11,11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 799 | 0,00 | 56 | 12,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 15.315 | 14,36 | 1.074 | 26,06 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 17.359 | 5,22 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.759 | 334 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 137.753 | 1,14 | 9.662 | 11,43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4.021 | -13,10 | 282 | -4,08 | ||||
| 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 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.189 | -18,45 | 83 | -9,78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 4.157 | -2,39 | 292 | 7,38 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9.373 | -68,22 | 657 | -65,00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 33.602 | 12,07 | 2.357 | 23,48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 322.194 | 23 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 169.821 | -1,24 | 11.911 | 8,82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 71.067 | -18,36 | 4.985 | -10,05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 571 | 0,00 | 40 | 5,26 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 699.354 | 102,15 | 49.053 | 122,72 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 34.844 | -26,92 | 2.444 | -19,51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 69.703 | 33,08 | 4.889 | 46,61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 71.651 | 38,33 | 5.026 | 52,41 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482.072 | 8,14 | 33.812 | 19,15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 291.588 | -22,90 | 20.452 | -15,05 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4.596 | -42,38 | 322 | -36,49 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 84.300 | -30,63 | 5.913 | -23,58 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4.553 | 21,80 | 319 | 34,60 | ||||
| 2025-05-15 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
| 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 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13.139 | 0,00 | 922 | 10,17 | ||||
| 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 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6.943 | -16,77 | 487 | -8,29 | ||||
| 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 | ||||
| 2025-07-25 | 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 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 4.357 | 0 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6.079 | -1,68 | 426 | 8,40 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 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 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 163.896 | -3,26 | 11.495 | 6,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1.869 | 3,43 | 131 | 13,91 | ||||
| 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 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 40.273 | -8,57 | 2.825 | 0,75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6.907 | 0,00 | 484 | 10,25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 367.880 | 58,14 | 25.689 | 74,60 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8.620 | 0,00 | 578 | 11,18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.046 | -6,86 | 73 | -2,67 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8.008 | 4,01 | 562 | 14,49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 70.280 | -20,27 | 4.929 | -12,15 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 44.743 | 14,86 | 3.138 | 26,58 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 3.299 | 0,00 | 231 | 10,00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1.994 | 0,00 | 140 | 10,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4.747 | -28,15 | 333 | -20,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 35 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Novem Group | 184.183 | 2,15 | 12.919 | 12,56 | ||||
| 2025-04-21 | 13F | Institute for Wealth Management, LLC. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 3.775 | 0,00 | 0 | |||||
| 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 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3.132 | -20,00 | 0 | |||||
| 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 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 39.719 | -21,02 | 3 | -33,33 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2.836 | 0,00 | 199 | 10,00 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 5.222 | -91,30 | 366 | -90,42 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 502 | 0,00 | 35 | 12,90 | ||||
| 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 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.973 | 349 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 13 | 0,00 | 1 | |||||
| 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 |
