Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF, omfatter Arkadios Wealth Advisors, Platform Technology Partners, Kingsview Wealth Management, LLC, Gateway Wealth Partners, LLC, Mariner, LLC, BlackRock, Inc., Sowell Financial Services LLC, Alteri Wealth LLC, Signal Advisors Wealth, LLC, Pinnacle Bancorp, Inc., Abound Wealth Management, TopTier Wealth Management, LLC, og Rockefeller Capital Management L.P. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 100.019 | 0,46 | 6.678 | 4,20 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 29.822 | 22,11 | 1.991 | 26,65 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 98.791 | 0,54 | 6.596 | 4,27 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 197.056 | 88,26 | 13.157 | 95,27 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2.907 | 1,29 | 194 | 5,43 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 337.943 | 3,42 | 22.943 | 1,90 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 111.827 | 0,31 | 7.467 | 4,03 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 93.277 | 1,85 | 6.228 | 5,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5.929 | 13,65 | 396 | 17,91 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 60.830 | 94,72 | 4.062 | 101,94 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 54.707 | 3.653 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 105.757 | 8,91 | 7.061 | 12,96 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10.822 | 723 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 10.519.966 | 0,04 | 684.113 | 1,05 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 215.235 | 47,21 | 14.371 | 52,69 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 18.765 | 10,76 | 1.255 | 14,93 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4.970 | 1,66 | 332 | 5,41 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 204.913 | 2,99 | 13.192 | 109.833,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 47.448 | 29,69 | 3.055 | 31,64 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 229 | 15 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 407.600 | 27.215 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 9.159 | 7,17 | 612 | 11,09 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 139 | 80,52 | 9 | 125,00 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 19.695 | 2,84 | 1.433 | 9,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.132.205 | 9,33 | 142.367 | 13,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14 | 1 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 16.280 | 357,05 | 1.087 | 374,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 139.486 | 1,56 | 9.313 | 5,33 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 25.862 | 85,30 | 2 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 340 | 3,34 | 23 | 4,76 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 28.655 | 0,30 | 1.913 | 4,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5.669 | 6,08 | 379 | 9,88 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 4.059 | 21,27 | 271 | 26,05 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 27.562 | 3,55 | 1.840 | 7,41 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 81.690 | 0,70 | 5.454 | 4,44 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 9.776 | 3,35 | 653 | 7,06 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 13.486 | 42,89 | 900 | 48,27 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6.212 | 9,12 | 415 | 13,11 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 27.390 | 3,06 | 1.829 | 6,84 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7.556 | 12,26 | 505 | 16,40 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 3.595 | 1,04 | 240 | 4,80 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 322.252 | 1,11 | 21.517 | 4,85 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 184.225 | 20,16 | 12.300 | 24,61 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 107.480 | 2,48 | 7.176 | 6,30 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 47.348 | 240,76 | 3.161 | 253,58 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 53.881 | 3,67 | 3.598 | 7,50 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 272.585 | 5,76 | 18.201 | 9,68 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 15.622 | 59,33 | 1.043 | 65,29 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 91.655 | 39,38 | 6.120 | 44,55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 459.413 | 13,11 | 30.087 | 15,06 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 4.092 | 1,26 | 273 | 5,00 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 30.260 | 51,83 | 2.020 | 57,44 | ||||
| 2026-05-12 | 13F | Creative Planning | 5.298 | 9,03 | 354 | 13,14 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1.053.780 | 9,91 | 70.361 | 115.244,26 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 9.035 | 93,26 | 603 | 101,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3.622 | 4,99 | 242 | 8,56 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 5.606 | 374 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 431.428 | 4,50 | 28.806 | 8,37 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 44.604 | 22,55 | 2.978 | 27,10 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 39.571 | 39,22 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 127.984 | 7,99 | 8.545 | 12,01 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 45.079 | 2,68 | 3.010 | 6,51 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 72 | 5 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 33.077 | 101,08 | 2.209 | 108,50 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4.446 | 4,88 | 297 | 8,82 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 3.381 | 226 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 1.003.350 | 0,89 | 66.994 | 4,64 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4.692 | 313 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 562.789 | 53,31 | 37.577 | 59,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 555.081 | 3,13 | 37.062 | 6,96 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 6.617 | 442 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3.949 | 14,20 | 264 | 18,47 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 52.887 | 2,46 | 3.531 | 6,26 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 6.879 | 0,42 | 459 | 4,32 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 508 | 26,37 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 399.611 | 3,78 | 26.682 | 7,64 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 25 | 47,06 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 5.115 | 4,73 | 342 | 8,60 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 56.765 | 198,67 | 3.790 | 209,89 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 5.832 | 6,00 | 375 | 7,45 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 58.236 | 122,52 | 3.916 | 132,54 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 13.625 | 1,56 | 910 | 5,33 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3.310 | 221 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 49.119 | 4,23 | 3.280 | 8,11 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5.184 | 64,36 | 346 | 70,44 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 9.011 | 2,36 | 602 | 6,18 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 565 | 38 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 29.090 | 26,13 | 1.942 | 30,86 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11.522 | 3,18 | 769 | 7,10 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 680.755 | 3,10 | 45.454 | 6,93 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 27.573 | 6,23 | 1.861 | 7,02 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 257.582 | 0,07 | 17.199 | 3,79 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2.405.634 | 313.133,59 | 160.624 | 327.704,08 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4.089 | 273 | ||||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 209.699 | 1,00 | 14.002 | 4,74 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 283.108 | 18.903 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 23.066 | 145,67 | 1.537 | |||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 36.520 | 11,73 | 2.438 | 15,87 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 26.139 | 3,24 | 1.758 | 7,79 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 28.071 | 33,96 | 1.874 | 38,92 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 258.399 | 5,55 | 17.253 | 9,47 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 47.187 | 3.151 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 5.656 | 1,22 | 378 | 5,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 101.580 | 2,45 | 6.782 | 6,25 |
