Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF, omfatter Advisory Services Network, LLC, McNamara Financial Services, Inc., Angeles Wealth Management, Llc, Benchmark Wealth Management, LLC, Comerica Bank, SRS Capital Advisors, Inc., Principal Securities, Inc., IFP Advisors, Inc, og Twin Peaks Wealth 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8.830 | 1,53 | 436 | 0,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 155 | 8 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4.807 | 238 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9.566 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1.537 | 0,92 | 76 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 42.105 | 25,56 | 2.081 | 24,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16.617 | 7,86 | 821 | 7,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 627 | 7.737,50 | 31 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5.480 | 1,52 | 271 | 0,75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.728 | 135 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16.400 | 810 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 8.600 | 425 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 11.300 | 558 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 1.134.628 | 54,09 | 56 | 55,56 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7.599 | 376 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14.080 | 357,44 | 696 | 354,90 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 54 | 3 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.948 | 586 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5.140 | 6,18 | 254 | 5,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10.333 | 0,95 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 22.411 | 21,77 | 1.108 | 20,85 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 9.768 | 0,64 | 483 | -0,21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 20.018 | 7,93 | 989 | 7,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 296 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2.065 | 0,63 | 102 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1.985 | 0,92 | 98 | 1,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 642.615 | 20,32 | 31.758 | 19,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 24.414 | 76,48 | 1.203 | 74,85 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5.900 | 292 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16.495 | 224,83 | 813 | 222,22 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 91.533 | 7,74 | 4.524 | 6,93 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 7.974 | 4,11 | 397 | 3,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 58 | 1,75 | 3 | 0,00 |
