Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF, omfatter Facet Wealth, Inc., Global Retirement Partners, LLC, Twin Peaks Wealth Advisors, LLC, Total Investment Management Inc, og Richards, Merrill & Peterson, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 486 | 1,25 | 31 | 14,81 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11.574 | 4,09 | 742 | 16,85 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 88.579 | 46,38 | 5.682 | 64,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.293 | 532 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1.048 | 69 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3.232 | 4,87 | 207 | 17,61 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.365 | 2,76 | 0 | |||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3.149 | 202 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7.610 | 0,03 | 488 | 12,44 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3.340 | 62,53 | 214 | 82,91 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5.768 | 1,18 | 370 | 13,54 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 501 | 32 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 4.047 | 10,03 | 260 | 23,33 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 11.381 | 9,40 | 730 | 22,73 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3.930 | 1,95 | 252 | 14,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12.237 | 9,33 | 785 | 22,69 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 3.613 | 232 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 105.134 | 13.571,52 | 6.742 | 15.579,07 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.059 | 68 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 718 | 46 | ||||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 161.839 | 3,63 | 10.379 | 16,31 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.628 | 1,43 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 17.869 | 66,29 | 1.146 | 99,13 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3.323 | 213 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 555 | 36 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16.980 | 14,24 | 1.084 | 26,78 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 52 | 3 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8.533 | 27,28 | 547 | 42,82 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3.564 | 225 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 5.606 | 0,02 | 360 | 12,19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 139.228 | 27,77 | 8.929 | 43,40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 37.904 | 2,68 | 2.431 | 15,22 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 29.564 | 55,06 | 1.896 | 74,01 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 115.859 | 6,34 | 7.430 | 19,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 48.835 | 0,08 | 3.132 | 8,15 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20.150 | 93,10 | 1 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 9.375 | 18,25 | 601 | 32,67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 277 | 1,47 | 18 | 13,33 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 3.311 | 212 | ||||||
| 2025-09-03 | 13F | American Trust | 4.301 | 276 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29.617 | 2,38 | 1.899 | 14,95 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 45 | 3 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 332 | 21 |
