Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF, omfatter We Are One Seven, LLC, og Steward Partners Investment Advisory, Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | IFP Advisors, Inc | 30 | 11,11 | 2 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.360 | 29,77 | 90 | 41,27 | ||||
| 2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 892.352 | 8,64 | 58.877 | 18,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 55.411 | 0,34 | 3.656 | 9,40 | ||||
| 2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 210.181 | 11,77 | 12.720 | -0,70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19.657 | 0,29 | 1.297 | 9,45 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.251 | 116,65 | 149 | 138,71 | ||||
| 2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 1.013.335 | 5,46 | 66.860 | 14,97 | ||||
| 2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 534.216 | 7,15 | 35.248 | 16,82 | ||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 384.699 | 122,22 | 25.382 | 142,26 | ||||
| 2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 1.055.060 | 5,81 | 69.613 | 15,35 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 | 5 | ||||||
| 2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 952.702 | 3,63 | 62.859 | 12,98 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 586 | 39 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4.121 | 272 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13.445 | 42,31 | 887 | 55,34 | ||||
| 2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 306.392 | 12,74 | 20.216 | 22,91 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 66 | 6,45 | 4 | 33,33 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 66.845 | 112,09 | 4.410 | 131,25 | ||||
| 2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 551.155 | 2,98 | 36.365 | 12,27 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 93.444 | 194,55 | 6 | 500,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 122.687 | 1,67 | 8 | 14,29 |
