Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF, omfatter Mitsubishi UFJ Kokusai Asset Management Co., Ltd., Wbh Advisory Inc, Ameritas Advisory Services, LLC, WealthPlan Investment Management, LLC, Gts Securities Llc, Great Valley Advisor Group, Inc., ORG Partners LLC, Twin Peaks Wealth Advisors, LLC, Financial Network Wealth Management LLC, Strategic Blueprint, LLC, Mascagni Wealth Management, Inc., Total Investment Management Inc, og CoreCap Advisors, 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 22.426 | 2,71 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 429.467 | 27.632 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 230.949 | 13,13 | 14.859 | 23,51 | ||||
| 2025-07-17 | 13F | KWB Wealth | 70.038 | 63,32 | 4.128 | 60,37 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 13.599 | 4,62 | 875 | 14,10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1.026.106 | 6,23 | 66 | 17,86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1.034.648 | 10,23 | 66.569 | 20,33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 88 | 10,00 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10.016 | 644 | ||||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 4.475.553 | 0,22 | 287.957 | 9,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4.881 | 26,94 | 314 | 38,94 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17.814 | 6,78 | 1.146 | 16,58 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 3.216 | 0 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 100 | 5,26 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10.407 | 18,87 | 670 | 29,65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188.347 | 12.118 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 23.448 | 22,59 | 1.509 | 33,81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 61.502 | 5.983,28 | 3.957 | 6.495,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 103.145 | 9,50 | 7 | 20,00 | ||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 128.519 | 17,49 | 8.269 | 28,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 709 | 46 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3.614 | 240 | ||||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 210.973 | 13.574 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 158.896 | 499,58 | 9.510 | 508,83 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3.137 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16.047 | 35,91 | 1.032 | 48,49 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1.557.022 | 118,29 | 100.179 | 138,29 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9.929 | 8,54 | 639 | 18,37 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 41.074 | 2.643 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9.437 | 18,35 | 608 | 29,42 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 126.879 | 0,49 | 8.163 | 9,69 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 1.158 | 70 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 509.923 | 32.808 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6.305 | 115,92 | 406 | 131,43 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 1.372.135 | 104,40 | 88.283 | 123,13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6.216 | 400 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6.303 | 14,25 | 406 | 24,62 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7.784 | 501 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 602.721 | 335,10 | 38.779 | 375,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28.728 | 1.848 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51.222 | 22,24 | 3 | 50,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 135.623 | 9 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 19.933 | 2,64 | 1.282 | 12,06 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 7.620 | 58,09 | 490 | 72,54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 113.073 | 376,60 | 7 | 600,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26.099 | 1.679 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 26.774 | 137,04 | 2 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 82.810 | 5.328 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6.613 | 425 | ||||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 1.266.987 | 4,21 | 81.518 | 13,76 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 28.024 | 35,86 | 1.803 | 48,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 272 | 18 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 142 | 9 | ||||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 2.861.738 | 2,39 | 184.124 | 11,77 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 23.941 | 1.540 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 294.736 | 8,57 | 18.963 | 18,52 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8.166 | 13,84 | 525 | 24,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.866.238 | 5,50 | 120.074 | 15,17 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 4.319.957 | 1,12 | 277.946 | 10,39 |
