Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF, omfatter Traub Capital Management LLC, Brown Brothers Harriman & Co, Talon Private Wealth, LLC, Total Investment Management Inc, og Team Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | UBS Group AG | 504 | 52 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11.990 | 22,52 | 1.244 | 26,19 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10.945 | 10,84 | 1.135 | 14,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19.003 | 10,93 | 1.971 | 14,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7.254 | 29,19 | 752 | 33,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.095 | 5,49 | 114 | 8,65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 229 | 24 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 429.945 | 52,57 | 44.586 | 57,31 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 317 | 0,63 | 33 | 3,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6.754 | 0,48 | 700 | 3,55 | ||||
| 2025-07-17 | 13F | KWB Wealth | 17.998 | 3,43 | 1.810 | 1,51 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 136 | 14 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 114 | 12 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 93.781 | 8,49 | 10 | 12,50 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 3.955 | 0,03 | 410 | 3,27 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 22.270 | 5,28 | 2.309 | 8,56 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 915 | 95 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 150.959 | 8,07 | 15.655 | 11,42 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5.189 | 0,19 | 551 | 10,44 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 19 | 1.800,00 | 2 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 20.327 | 8,34 | 2.108 | 11,66 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10.729 | 3,15 | 1.113 | 6,31 | ||||
| 2025-08-14 | 13F | Fmr Llc | 957 | 1,81 | 99 | 5,32 | ||||
| 2025-08-14 | 13F | Comerica Bank | 286 | 30 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10.355 | 10,93 | 1 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 88.477 | 0,90 | 9 | 12,50 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 10.851 | 32,80 | 1.137 | 38,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36.200 | 31,26 | 4 | 50,00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 4.150 | 430 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4.590 | 3,08 | 476 | 6,26 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 128 | 13 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65.542 | 51,28 | 6.776 | 56,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4.723 | 490 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 302 | 31 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 905 | 0,89 | 94 | 2,20 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 27.463 | 3,45 | 2.848 | 6,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 230.072 | 3,50 | 23.859 | 6,72 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 59.164 | 31,27 | 6.135 | 35,34 |
