Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Limited Duration Bond ETF, omfatter Bulwark Capital Corp, Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors, Ascent Group, LLC, Jaffetilchin Investment Partners, LLC, MBE Wealth Management, LLC, Avantax Advisory Services, Inc., Diversified Portfolios, Inc., XY Planning Network, Inc., Good Life Advisors, LLC, Janney Montgomery Scott LLC, J.w. Cole Advisors, Inc., Capital Group Private Client Services, Inc., Beacon Financial Advisory LLC, McLean Asset Management Corp, Hazlett, Burt & Watson, Inc., Thurston, Springer, Miller, Herd & Titak, Inc., og Ameritas Advisory Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 44.386 | 31,23 | 2.318 | 31,85 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2.896 | 36,22 | 151 | 37,27 | ||||
| 2025-08-08 | 13F | Kane Investment Management, Inc. | 32.415 | 172,26 | 1.693 | 173,51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40.461 | 6,12 | 2.114 | 6,61 | ||||
| 2025-07-17 | 13F | KWB Wealth | 5.544 | 36,89 | 288 | 38,46 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 201.974 | 1,61 | 10.549 | 2,06 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 104.688 | 18,21 | 5.468 | 18,72 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 405.944 | 5,02 | 21.202 | 5,48 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 120.248 | 6.281 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11.526 | 602 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6.232 | 325 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 69.728 | 2,74 | 3.642 | 3,17 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 62.376 | 3.258 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 384 | 0 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 281 | 15 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 41.108 | 8,79 | 2.147 | 9,32 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 38.731 | 2.023 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8.388 | 438 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 577 | 1,05 | 30 | 3,45 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.294 | 15,49 | 1 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5.187 | 271 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2.337 | 256,79 | 122 | 258,82 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 103 | 0,98 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 240.514 | 3,81 | 12.562 | 4,27 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 698.739 | 16,36 | 36.495 | 16,87 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 8.359 | 437 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 16.375 | 29,25 | 855 | 29,94 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7.039 | 0 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 9.869 | 36,12 | 515 | 36,60 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40.967 | 66,92 | 2.137 | 67,61 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 38.796 | 89,27 | 2.026 | 90,23 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11.002 | 17,15 | 575 | 17,62 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2.115 | 203,44 | 110 | 205,56 | ||||
| 2025-08-26 | NP | ONGFX - JPMorgan Investor Growth & Income Fund Class I | 918.117 | 2,63 | 47.953 | 3,09 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.757 | 45,33 | 92 | 46,77 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 722.313 | 2,60 | 37.726 | 3,06 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2.026 | 10,77 | 106 | 10,53 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 851 | 1,07 | 44 | 2,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.054 | 0,93 | 107 | 1,90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 249 | 13 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 6.401 | 11,05 | 334 | 11,71 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 53.090 | 38,15 | 2.773 | 38,74 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 361 | 1.705,00 | 19 | 1.700,00 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 39.716 | 27,43 | 2.074 | 28,02 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 488.696 | 64,48 | 25.525 | 65,21 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 60.965 | 3.184 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 8.653 | 452 | ||||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 232.824 | 1,10 | 12.160 | 1,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.035.961 | 5,82 | 54.108 | 6,29 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 8.319 | 0,48 | 435 | 0,93 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 81.329 | 31,80 | 4.248 | 32,39 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.417 | 440 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 27.592 | 1.441 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26.537 | 39,44 | 1.410 | 42,47 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 4.992 | 260 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 209.844 | 18,31 | 10.960 | 18,85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26.286 | 30,19 | 1.373 | 30,79 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 21.047 | 1 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 624 | 60,82 | 33 | 68,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 421.394 | 35,20 | 22.009 | 35,80 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 185.521 | 14,55 | 9.690 | 15,04 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 67.179 | 338,53 | 3.509 | 340,70 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19.325.509 | 119,19 | 1.009.371 | 120,15 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 5.683 | 297 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 95.442 | 2,07 | 4.985 | 2,51 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7.726 | 404 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.716 | 0,04 | 142 | 0,00 |
