Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF, omfatter Anderson Financial Strategies, LLC, Capital A Wealth Management, LLC, First American Trust, Fsb, 21 West Wealth Management LLC, Brinker Capital Investments, LLC, og O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 46.687 | 12,10 | 2.224 | 10,81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28.014 | 72,28 | 1.335 | 70,37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13.628 | 649 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4.701 | 0,02 | 224 | -1,33 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 64.447 | 22,75 | 3.070 | 21,34 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9.014 | 0,41 | 429 | -0,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 366 | 0,83 | 17 | 0,00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 74.989 | 59,76 | 3.572 | 57,91 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 739.374 | 1,61 | 35.224 | 0,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11.189 | 153,89 | 536 | 152,83 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 867.765 | 4,70 | 41.340 | 3,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 890 | 0,45 | 42 | 0,00 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 267.326 | 114,69 | 12.735 | 112,21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1.653 | 2,23 | 79 | 1,30 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 154.278 | 2,74 | 7.350 | 1,55 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13.083 | 149,25 | 623 | 149,20 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5.984.864 | 6,86 | 285.119 | 5,61 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 28.226 | 1.345 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 12.103 | 50,57 | 577 | 48,84 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 855.818 | 3,14 | 40.771 | 1,95 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 3.637 | 18,24 | 173 | 16,89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 392 | 19 | ||||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1.006.316 | 4,10 | 47.941 | 2,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3.489 | 8,05 | 166 | 7,10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 426 | 20 | ||||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 27.002 | 29,39 | 1.286 | 27,96 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 99.532 | 4.742 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.066 | 12,68 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 655 | 31 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 134.307 | 6.398 | ||||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 246.302 | 10,65 | 11.734 | 9,36 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 556.321 | 6,95 | 26.503 | 5,72 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 839.798 | 5,63 | 40.008 | 4,40 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4.314 | 228,81 | 206 | 225,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.501 | 56,56 | 1.024 | 54,92 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 113.982 | 5.494 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 771 | 2,25 | 37 | 2,86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9.070 | 0,60 | 432 | -0,46 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 24.531 | 0,34 | 1.169 | -0,85 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8.191 | 138,60 | 390 | -1,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6.575 | 313 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 121.469 | 3,01 | 5.787 | 1,81 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 109.218 | 18,29 | 5.203 | 16,92 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 525.032 | 6,71 | 25.013 | 5,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22.353 | 0,73 | 1.065 | -0,47 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14.641 | 6,78 | 697 | 5,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126.148 | 119,53 | 6.010 | 117,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17.074 | 813 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 | 3 |
