Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF includono American Trust, Tower Research Capital LLC (TRC), Wbh Advisory Inc, Barnes Pettey Financial Advisors, Llc, WealthPlan Investment Management, LLC, Harbor Asset Planning, Inc., Avaii Wealth Management, Llc, Brown Brothers Harriman & Co, Goldman Sachs Group Inc, Banco de Sabadell, S.A, e Private Wealth Asset Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | Choice Wealth Advisors, LLC | 156.587 | 1,72 | 9.272 | 7,59 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 387.521 | 6,02 | 22.945 | 12,15 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 120.470 | 26,16 | 7.133 | 33,45 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 341 | 2,71 | 20 | 11,11 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 108.351 | 2,39 | 6.415 | 8,29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 579.860 | 13,85 | 34.333 | 20,42 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10.524 | 8,45 | 623 | 14,73 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 18.776 | 1.112 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 4.826 | 22,96 | 286 | 30,14 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 442.415 | 11,47 | 26.195 | 17,91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 96.831 | 19,95 | 5.733 | -0,74 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3.989 | 236 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18.921 | 298,76 | 1.120 | 291,61 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 238 | 14 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 33 | 10,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 845.752 | 22,45 | 50.077 | 29,51 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 4.734 | 19,12 | 280 | 26,13 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 52.710 | 17,10 | 3.121 | 23,86 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13.699 | 0,76 | 811 | 6,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.421 | 80,10 | 84 | 90,91 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 93.241 | 4,25 | 5.520 | 10,25 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 584.916 | 9,44 | 34.638 | 15,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4.041 | 423,45 | 239 | 455,81 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 27.155 | 18,94 | 1.608 | 25,74 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 288.256 | 41,50 | 17.073 | 50,40 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 98.232 | 10,61 | 5.816 | 17,00 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 26.064 | 5,42 | 1.543 | 11,57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4.920 | 35,91 | 295 | 46,04 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 74.076 | 0,95 | 4.386 | 6,79 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25.725 | 1.523 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 416 | 1.334,48 | 25 | 2.300,00 | ||||
| 2025-08-13 | 13F | Banco de Sabadell, S.A | 517 | 0 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 11.741 | 8,93 | 695 | 15,26 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3.842 | 53,50 | 228 | 62,14 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 32.626 | 59,29 | 1.932 | 68,50 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5.133 | 16,66 | 304 | 23,17 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10.512.654 | 0,10 | 622.454 | 5,88 | ||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 285.065 | 8,81 | 17 | 14,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 913 | 18,11 | 54 | 25,58 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 3.406 | 202 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12.811 | 759 | ||||||
| 2025-09-03 | 13F | American Trust | 75.645 | 4.479 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8.463 | 13,05 | 1 | |||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 17.227 | 16,23 | 1.020 | 23,04 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 258.682 | 17,29 | 15.317 | 24,06 | ||||
| 2025-08-14 | 13F | Fmr Llc | 303 | 604,65 | 18 | 750,00 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 67.249 | 1,88 | 3.765 | -5,69 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 11.801 | 5,27 | 699 | 11,32 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 18.489 | 20,45 | 1.095 | 27,36 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18.097 | 15,81 | 1.072 | 22,54 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 7.283 | 431 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 19.148 | 1.134 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 155.929 | 4,05 | 9.232 | 10,04 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 7.543 | 15,74 | 447 | 22,53 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5.558 | 39,05 | 329 | 47,53 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3.246 | 369,75 | 192 | 405,26 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 799.983 | 5,84 | 47.367 | 11,94 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 154.248 | 6,32 | 9.133 | 12,46 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 83.493 | 29,38 | 4.944 | 36,85 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 916 | 54 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 77.720 | 3,10 | 4.602 | 9,05 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 69.098 | 13,24 | 4.091 | 19,80 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 210.980 | 21,07 | 12 | 33,33 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 45.021 | 6,79 | 2.666 | 10,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 69.047 | 1,03 | 4.088 | 6,85 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 16.940 | 8,65 | 1.028 | 29,80 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 368.650 | 5,55 | 21.828 | 11,64 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49.854 | 46,52 | 2.952 | 54,99 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 286.683 | 21,46 | 16.974 | 28,46 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 4.140 | 245 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 41.172 | 17,12 | 2.438 | 23,89 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22.670 | 53,36 | 1.342 | 50,28 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 463.991 | 4,65 | 27 | 12,50 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12.182 | 6,96 | 731 | 15,30 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 3.554 | 210 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 14.711 | 1,88 | 871 | 7,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 53 | 60,61 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 353 | 21 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.976.433 | 12,98 | 117.025 | 19,50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 68.860 | 221,09 | 4.077 | 239,75 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 63.706 | 2,36 | 3.772 | 8,27 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 89.163 | 418,87 | 5.279 | 449,32 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11.876 | 703 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 195 | 10,17 | 12 | 22,22 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 8.746 | 518 | ||||||
| 2025-08-08 | 13F | Creative Planning | 6.936 | 0,78 | 411 | 6,49 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 409 | 24 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 140.176 | 12,78 | 8.300 | 19,27 | ||||
| 2025-08-26 | NP | ONCFX - JPMorgan Investor Conservative Growth Fund Class I | 623.255 | 3,61 | 36.903 | 9,59 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8.886 | 1,73 | 1 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8.083 | 1,67 | 479 | 7,42 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 408.759 | 18,20 | 24.203 | 25,02 |
