Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Inflation Managed Bond ETF, omfatter Balanced Rock Investment Advisor, Wiley Bros.-aintree Capital, Llc, Atria Wealth Solutions, Inc., Oppenheimer & Co Inc, Equitable Holdings, Inc., og Avalon Trust Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4.152 | 200 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 79.115 | 4,90 | 3.819 | 5,18 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 43.963 | 2.121 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4.152 | 200 | ||||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 1.638.572 | 116,09 | 79.061 | 116,63 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22.173 | 57,95 | 1.070 | 58,37 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.885.802 | 6,71 | 525.240 | 6,97 | ||||
| 2025-08-26 | NP | JBSSX - JPMorgan SmartRetirement* Blend 2025 Fund Class I | 1.754.459 | 6,56 | 84.653 | 6,83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6.675 | 322 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 128.575 | 2,84 | 6.204 | 3,09 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 43.666 | 2.107 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 2.366 | 114 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9.013 | 9,78 | 435 | 9,87 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 1.405.248 | 7,31 | 67.803 | 7,58 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29.231 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 30.464 | 1.470 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35.860 | 1.730 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 246.008 | 1,83 | 11.870 | 2,08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18.465 | 8,86 | 1 | |||||
| 2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 978.962 | 10,81 | 47.235 | 11,09 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 13.866 | 1,00 | 669 | 1,36 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 2.215.996 | 106,50 | 106.922 | 107,01 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7.779 | 375 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 42 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 86.660 | 11,47 | 4.181 | 11,76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11.719 | 64,04 | 563 | 64,14 | ||||
| 2025-08-26 | NP | JNSAX - JPMorgan SmartRetirement 2025 Fund Class A | 2.309.209 | 5,34 | 111.419 | 5,60 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 53.101 | 2,09 | 2.562 | 2,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 105.127 | 176,35 | 5.072 | 177,16 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 13.161 | 8,80 | 635 | 9,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 174 | 0,58 | 8 | 0,00 |
