Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF, omfatter We Are One Seven, LLC, og Paladin Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 209 | 25 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11.705 | 13,56 | 1.383 | 16,51 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4.878 | 29,60 | 577 | 33,03 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.535 | 2,42 | 536 | 5,10 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 46.957 | 4,14 | 5.550 | 6,85 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7.633 | 0,28 | 902 | 2,97 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 17.677 | 11,84 | 2.090 | 14,72 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 7.612 | 5,58 | 900 | 8,31 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 2.321 | 0,52 | 274 | 3,01 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 11.709 | 67,30 | 1.384 | 71,38 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 6.551 | 7,94 | 774 | 10,73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 83 | 2,50 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 134.827 | 3,96 | 15.936 | 6,66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20.413 | 0,49 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19.900 | 4,91 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 995 | 0,30 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 | 0 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 27.593 | 90,36 | 3.261 | 97,16 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 84.758 | 3,88 | 10.018 | 6,58 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1.252 | 0,16 | 148 | 2,08 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41.068 | 8,54 | 4.854 | 11,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265.612 | 0,20 | 31.393 | 2,81 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 4.863 | 17,83 | 575 | 20,84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 27.213 | 30,57 | 3.200 | 34,68 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 2.010 | 238 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 537 | 141,89 | 63 | 152,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 213.423 | 2,08 | 25.225 | 4,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 890 | 105 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 22.170 | 4,59 | 2.620 | 7,29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 45.650 | 4,63 | 5.396 | 7,34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 57.402 | 66,17 | 6.785 | 70,50 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 948 | 112,56 | 112 | 119,61 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 10.887 | 0,39 | 1.287 | 2,96 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 47 | 6 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 151 | 196,08 | 18 | 240,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.413 | 8,53 | 167 | 11,33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8.772 | 62,14 | 1.037 | 66,29 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 12.644 | 0,96 | 1.494 | 3,61 |
