Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF, omfatter Gradient Investments LLC, We Are One Seven, LLC, Thrive Wealth Management, LLC, og Raymond James Financial Inc .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2.215 | 216 | ||||||
| 2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 1.305.830 | 3,35 | 127.253 | 11,75 | ||||
| 2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 257.016 | 4,76 | 23.162 | -1,89 | ||||
| 2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 1.417.030 | 5,37 | 138.090 | 13,94 | ||||
| 2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 927.193 | 2,88 | 90.355 | 11,25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18.157 | 78,43 | 1.769 | 92,91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26.387 | 0,58 | 2.571 | 8,76 | ||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 360.711 | 5,53 | 35.151 | 14,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3.207 | 8,20 | 313 | 16,85 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 1.772.374 | 0,30 | 172.718 | 8,46 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 1.228.517 | 4,60 | 119.719 | 13,11 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 814.036 | 2,70 | 79.328 | 11,05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 91 | 4,60 | 9 | 14,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 174.864 | 1,86 | 17 | 13,33 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 1.271.568 | 3,64 | 123.914 | 12,07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.480 | 144 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11.930 | 1.106,27 | 1.163 | 1.205,62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9.101 | 104,98 | 887 | 121,50 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 60.916 | 4,11 | 5.936 | 12,59 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 633.472 | 111,44 | 61.732 | 128,64 | ||||
| 2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 1.352.568 | 3,00 | 131.808 | 11,38 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 11.522 | 1.123 | ||||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 1.262.191 | 2,18 | 123.001 | 10,49 | ||||
| 2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 1.191.927 | 5,04 | 116.153 | 13,59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2.627 | 256 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6.721 | 3,32 | 655 | 11,60 | ||||
| 2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 714.194 | 3,93 | 69.598 | 12,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.630 | 29,37 | 159 | 39,82 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1.473.012 | 3,01 | 143.545 | 11,39 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 14.202 | 0,90 | 1.384 | 9,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 40.446 | 163,66 | 3.941 | 185,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 | 1 | ||||||
| 2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 409.364 | 9,03 | 39.893 | 17,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5.819 | 567 | ||||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 468.408 | 121,27 | 45.646 | 139,27 | ||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 335.995 | 2,92 | 30.280 | -3,62 |
