Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF, omfatter Kovitz Investment Group Partners, LLC, Goldman Sachs Group Inc, Bellevue Asset Management, Llc, 21 West Wealth Management LLC, Merit Financial Group, LLC, Barnes Pettey Financial Advisors, Llc, Signet Financial Management, Llc, Hrt Financial Lp, One Capital Management, LLC, Northwestern Mutual Wealth Management Co, Strategic Wealth Partners, Ltd., og Capital Analysts, 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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 224.086 | 2,07 | 10.579 | 3,34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 124.032 | 5.884 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 164.368 | 39,36 | 7.760 | 40,64 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7.303 | 346 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18.960 | 0,63 | 899 | 1,12 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 137.036 | 18,07 | 6.501 | 18,65 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 266.880 | 103,79 | 12.661 | 104,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50.066 | 2.375 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 163 | 8 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 46.847 | 2 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4.694 | 6,06 | 223 | 6,73 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5.528 | 20,02 | 262 | 20,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 242.671 | 101,18 | 11.512 | 102,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 111.557 | 5 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.234 | 201 | ||||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 40.115 | 16,65 | 1.903 | 17,25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.398.693 | 1,62 | 66.354 | 2,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5.147 | 19,45 | 244 | 20,20 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 16.897 | 65,19 | 802 | 66,18 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21.601 | 17,03 | 1.024 | 17,59 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1.863.913 | 48,66 | 88.424 | 49,39 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 61.246 | 2.906 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11.607 | 551 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 26.197 | 16,96 | 1.243 | 17,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 297.180 | 1.425,41 | 14.098 | 1.434,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 216.731 | 220,51 | 10.282 | 222,09 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 29.895 | 0,94 | 1.418 | 1,43 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 11.393 | 540 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.627 | 77 | ||||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 19.397 | 0,54 | 920 | 1,10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 166.761 | 7.911 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5.759 | 273 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 46.870 | 4,47 | 2.224 | 4,96 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 84.916 | 4.028 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 45.473 | 195,36 | 2.157 | 197,11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 119.131 | 8,65 | 5.652 | 9,18 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 23.765 | 13,33 | 1.127 | 13,95 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 500 | 1,42 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4.775 | 227 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33.836 | 14,03 | 1.605 | 16,05 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10.079 | 8,69 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 226.657 | 5,38 | 10.753 | 5,89 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61.768 | 519,60 | 3 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15.347 | 1,64 | 728 | 2,25 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 375.075 | 17.794 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 187.727 | 42,41 | 8.906 | 43,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16.644 | 18,79 | 790 | 19,36 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4.909 | 4,51 | 233 | 4,98 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16.115 | 18,49 | 764 | 19,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 23 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 14.869 | 0,45 | 705 | 1,00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 13.414 | 1,15 | 636 | 1,60 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 10 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.598 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 37.697 | 2,95 | 1.788 | 3,47 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25.327 | 1,26 | 1.202 | 1,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3.086 | 146 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 307.590 | 0,62 | 14.592 | 1,11 |
