Grundlæggende statistik
Institutionelle ejere | 92 total, 92 long only, 0 short only, 0 long/short - change of 10,84% MRQ |
Gennemsnitlig porteføljeallokering | 0.4374 % - change of 1,35% MRQ |
Institutionelle aktier (lange) | 10.812.829 (ex 13D/G) - change of 0,48MM shares 4,69% MRQ |
Institutionel værdi (lang) | $ 467.415 USD ($1000) |
Institutionelt ejerskab og aktionærer
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF (US:JSCP) har 92 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 10,812,829 aktier. Største aktionærer omfatter EP Wealth Advisors, Inc., Jpmorgan Chase & Co, HB Wealth Management, LLC, Cwm, Llc, Hennion & Walsh Asset Management, Inc., 5th Street Advisors, LLC, Roof Eidam & Maycock/adv, Bridgewealth Advisory Group, LLC, Roberts Wealth Advisors, LLC, and Wealth Enhancement Advisory Services, Llc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF (ARCA:JSCP) 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 47,66 / share. Previously, on September 9, 2024, the share price was 47,38 / share. This represents an increase of 0,59% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 224.086 | 2,07 | 10.579 | 3,34 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 266.880 | 103,79 | 12.661 | 104,79 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 50.066 | 2.375 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 163 | 8 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 5.528 | 20,02 | 262 | 20,74 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 141.598 | -2,12 | 6.717 | -1,64 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 111.557 | 5 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 68.285 | -1,07 | 3.239 | -0,58 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.234 | 201 | ||||||
2025-08-12 | 13F | MAI Capital Management | 59.659 | -5,68 | 2.830 | -5,22 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1.398.693 | 1,62 | 66.354 | 2,12 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 16.897 | 65,19 | 802 | 66,18 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.863.913 | 48,66 | 88.424 | 49,39 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 61.246 | 2.906 | ||||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 26.197 | 16,96 | 1.243 | 17,50 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 29.895 | 0,94 | 1.418 | 1,43 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.627 | 77 | ||||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 19.397 | 0,54 | 920 | 1,10 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 23.716 | -0,00 | 1.125 | 0,54 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 3.005 | 0,00 | 143 | 0,71 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 46.870 | 4,47 | 2.224 | 4,96 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 84.916 | 4.028 | ||||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 24.411 | -0,61 | 1.158 | -0,09 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 23.027 | -7,32 | 1.092 | -6,83 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 119.131 | 8,65 | 5.652 | 9,18 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 23.765 | 13,33 | 1.127 | 13,95 | ||||
2025-08-14 | 13F | UBS Group AG | 51.613 | -10,50 | 2.449 | -10,07 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 64.632 | -0,78 | 3.066 | -0,29 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 226.657 | 5,38 | 10.753 | 5,89 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15.347 | 1,64 | 728 | 2,25 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 375.075 | 17.794 | ||||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 91.435 | -1,34 | 4.338 | -0,87 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16.115 | 18,49 | 764 | 19,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 23 | 0 | ||||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 525 | 0,00 | 25 | 0,00 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 13.414 | 1,15 | 636 | 1,60 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 8.598 | 0 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69 | 3 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 56.033 | -2,27 | 2.658 | -1,77 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Advisors | 268 | 0,00 | 13 | 0,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3.086 | 146 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 39.344 | -1,86 | 1.866 | -1,37 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 307.590 | 0,62 | 14.592 | 1,11 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 124.032 | 5.884 | ||||||
2025-04-15 | 13F | Transform Wealth, LLC | 164.368 | 39,36 | 7.760 | 40,64 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | Leo Wealth, LLC | 7.303 | 346 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18.960 | 0,63 | 899 | 1,12 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 137.036 | 18,07 | 6.501 | 18,65 | ||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 374.706 | -12,79 | 17.776 | -12,36 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 5.313 | 0,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 46.847 | 2 | ||||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4.694 | 6,06 | 223 | 6,73 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 242.671 | 101,18 | 11.512 | 102,18 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 4.041 | -6,05 | 192 | -5,91 | ||||
2025-08-11 | 13F | Promethium Advisors,llc | 40.115 | 16,65 | 1.903 | 17,25 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 6.205 | -62,22 | 294 | -62,06 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.147 | 19,45 | 244 | 20,20 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 21.601 | 17,03 | 1.024 | 17,59 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 6.205 | -42,12 | 294 | -41,32 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11.607 | 551 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 297.180 | 1.425,41 | 14.098 | 1.434,06 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 54.244 | -14,73 | 2.573 | -14,32 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 216.731 | 220,51 | 10.282 | 222,09 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 258.424 | -5,72 | 12.260 | -5,26 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.000 | 0,00 | 142 | 0,71 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 11.393 | 540 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 25.883 | -54,99 | 1 | -50,00 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 8.058 | 0,00 | 382 | 0,53 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 166.761 | 7.911 | ||||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 48.165 | -4,85 | 2.285 | -4,40 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 5.759 | 273 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 259.727 | -86,46 | 12.233 | -86,49 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 1.111.660 | -0,74 | 52.737 | -0,26 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 45.473 | 195,36 | 2.157 | 197,11 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5.400 | 0,00 | 256 | 0,79 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 9.485 | 0,00 | 450 | 0,45 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 500 | 1,42 | 24 | 0,00 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 4.775 | 227 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1.288 | 0,00 | 61 | 1,67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 33.836 | 14,03 | 1.605 | 16,05 | ||||
2025-07-25 | 13F | Cwm, Llc | 686.431 | -2,81 | 33 | -3,03 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10.079 | 8,69 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61.768 | 519,60 | 3 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 187.727 | 42,41 | 8.906 | 43,10 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 16.644 | 18,79 | 790 | 19,36 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4.909 | 4,51 | 233 | 4,98 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 9.978 | 0,00 | 473 | 0,42 | ||||
2025-08-12 | 13F | LPL Financial LLC | 14.869 | 0,45 | 705 | 1,00 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 10 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 37.697 | 2,95 | 1.788 | 3,47 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 25.327 | 1,26 | 1.202 | 1,78 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0,00 | 0 | |||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100,00 | 0 |