Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF includono Clark Capital Management Group, Inc., Gts Securities Llc, Gateway Wealth Partners, LLC, Vanguard National Trust Co, Trust Co Of Toledo Na /oh/, Integrated Wealth Concepts LLC, Gotham Asset Management, LLC, AG Campbell Advisory, LLC, Vanguard Advisers Inc, Beacon Investment Advisory Services, Inc., Western Wealth Management, LLC, Allspring Global Investments Holdings, LLC, GAMMA Investing LLC, Nbc Securities, Inc., Lloyd Advisory Services, LLC., Sound Income Strategies, LLC, Smartleaf Asset Management LLC, Greykasell Wealth Strategies, Inc., Wilkerson Advisory Group LLC, e Riverview Trust Co .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 4.577 | 4,21 | 331 | 3,12 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 5.380 | 390 | ||||||
| 2026-04-15 | 13F | Curbstone Financial Management Corp | 63.980 | 1,83 | 4.633 | 0,59 | ||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 1.500 | 110 | ||||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 875 | 84,99 | 63 | 85,29 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 13 | 1 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 99 | 7 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 174 | 335,00 | 13 | 500,00 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 5.236 | 379 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 25.759 | 2,97 | 1.960 | 6,93 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 61 | 4 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 646 | 61,10 | 47 | 58,62 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 23.883 | 1.729 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 21.979 | 1,76 | 1.592 | 0,51 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 77 | 0 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 6.309 | 0,02 | 471 | 1,73 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 92.973.972 | 1,06 | 6.523.054 | -3,27 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 3.802 | 2,42 | 275 | 1,10 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 7.299 | 138,84 | 529 | 135,71 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 150 | 74,42 | 11 | 66,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 76.476 | 14,37 | 5.538 | 12,98 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 622 | 45 | ||||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 147 | 25,64 | 11 | 25,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 12.988 | 65,92 | 940 | 64,05 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 18.659 | 20,88 | 1.351 | 19,45 | ||||
| 2026-05-05 | 13F | Legacy CG, LLC | 431.203 | 2,39 | 31.223 | 1,15 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 260 | 15,04 | 19 | 12,50 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 9.737 | 1 | ||||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 16.334 | 1.197 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 12.908 | 101,66 | 935 | 99,15 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 5.011 | 7,81 | 367 | 13,62 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 41.646 | 0,28 | 3.016 | -0,95 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 16.813 | 1.217 | ||||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 3.256 | 236 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 476 | 34 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 26.920 | 217,90 | 1.949 | 214,35 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 358 | 26 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 3.218 | 233 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 2.972 | 0,47 | 215 | -0,46 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 537 | 38 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 2 | -94,44 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 134 | 18,58 | 10 | 12,50 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 186 | 12,73 | 13 | 8,33 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 151 | 17,97 | 11 | 11,11 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 25.824 | 6,05 | 1.870 | 4,76 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 1.208 | 102,01 | 89 | 114,63 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 358 | 26 | ||||||
| 2026-04-14 | 13F | Foresight Capital Management Advisors, Inc. | 44.564 | 0,90 | 3.227 | -0,34 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 338.169 | 1,48 | 24.487 | 0,24 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 44.204 | 0,99 | 3.201 | -0,25 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 43.354 | 752,08 | 1.712 | 359,95 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 212 | 15 | ||||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 150 | 11 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 17.169 | 0,10 | 1.243 | -1,11 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 2.833 | 2,24 | 205 | 0,99 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 30.995 | 18,11 | 2 | 100,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 163 | 83,15 | 12 | |||||
| 2026-01-30 | 13F | Ares Financial Consulting, LLC | 0 | 0 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 2.950 | 0,85 | 0 | |||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 9.233 | 669 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 3.516 | 423,99 | 255 | 418,37 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 13.514 | 98,24 | 979 | 95,99 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 1.019 | 21,74 | 74 | 19,67 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 54 | 4 | ||||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 65 | 5 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 374.325 | 1,31 | 27.105 | 0,07 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 11.204 | 416,55 | 811 | 413,29 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 159.046 | 12 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 51.288 | 135,49 | 3.714 | 132,64 | ||||
| 2026-04-08 | 13F | Afg Fiduciary Services Limited Partnership | 23.789 | 0,18 | 1.750 | -0,46 | ||||
| 2026-05-05 | 13F | UBS Group AG | 329.390 | 43,38 | 23.851 | 41,64 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 12.670 | 16,89 | 917 | 15,49 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 44 | 3 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 39.540 | 0,43 | 2.863 | -0,76 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 4.630 | 335 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 52.425 | 2,81 | 3.796 | 1,58 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 100 | 1,01 | 8 | 0,00 | ||||
| 2026-05-07 | 13F | Ironwood Investment Counsel, LLC | 3.523 | 6,40 | 255 | 5,37 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 53.633 | 6,48 | 3.884 | 5,17 | ||||
| 2026-05-15 | 13F | Fmr Llc | 20.997 | 29,94 | 1.520 | 28,38 | ||||
| 2026-05-04 | 13F | 1 North Wealth Services Llc | 117.732 | 1,17 | 8.525 | -0,06 | ||||
| 2026-05-13 | 13F | Elm Partners Management LLC | 632.274 | 13,70 | 44.360 | 8,83 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 29 | 2 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 66 | 5 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 10.794 | 0,17 | 782 | -1,01 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 1 | 0 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 228 | 17 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 452 | 33 | ||||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 2.852 | 206 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3.894 | 10,28 | 0 | |||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 4.358 | 316 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 545 | 38,32 | 39 | 39,29 | ||||
| 2026-05-14 | 13F | Mcguire Capital Advisors Inc | 14 | 1 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 260 | 19 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 141 | 10 | ||||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 382.874 | 1,12 | 27.724 | -0,11 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 160 | 12 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 6.929 | 7,63 | 502 | 6,37 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 98 | 7 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 33.809 | 409,10 | 2.448 | 403,70 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.027 | 219 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 161 | 12 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 3.275 | 237 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.642 | 264 |
