Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF includono Leverty Financial Group, LLC, Morangie Management LLC, 5T Wealth, LLC, Essex Financial Services, Inc., Mercer Global Advisors Inc /adv, Resources Management Corp /ct/ /adv, Farther Finance Advisors, LLC, Fifth Third Bancorp, Pinnacle Bancorp, Inc., e Cary Street Partner Investment Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10.436 | 18,42 | 732 | 30,30 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482.072 | 8,14 | 33.812 | 19,15 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1.877 | 122,13 | 132 | 147,17 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4.200 | 0,65 | 295 | 10,94 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15.387 | 3,16 | 1.079 | 13,70 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4.553 | 21,80 | 319 | 34,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.120 | 1.131 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 334.092 | 22,74 | 23.433 | 35,24 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 285.994 | 20.059 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 91.885 | 25,35 | 6.445 | 38,11 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 827 | 14,54 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24.732 | 6,66 | 1.735 | 17,48 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 18.330 | 73,06 | 1.286 | 90,65 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6.490 | 54,52 | 455 | 70,41 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 127.614 | 6,22 | 8.951 | 17,02 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 74.549 | 3,78 | 5.229 | 14,35 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9.292 | 6,93 | 652 | 17,72 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8.959 | 628 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 4.357 | 0 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 76.280 | 5,85 | 5.350 | 16,63 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 78.776 | 212,23 | 5.525 | 244,02 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 70.565 | 80,94 | 4.949 | 99,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 314.949 | 3,16 | 22.091 | 13,66 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 37.652 | 0,35 | 2.641 | 10,55 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1.076.371 | 7,62 | 75 | 19,05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 473 | 33 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1.869 | 3,43 | 131 | 13,91 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7.136 | 43,73 | 501 | 58,23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3.459 | 243 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4.064 | 8,78 | 285 | 20,25 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 11.352 | 4,69 | 796 | 15,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 253.545 | 15,37 | 18 | 30,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 367.880 | 58,14 | 25.689 | 74,60 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 15.020 | 1.054 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 15.315 | 14,36 | 1.074 | 26,06 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8.008 | 4,01 | 562 | 14,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 17.359 | 5,22 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 44.743 | 14,86 | 3.138 | 26,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4.759 | 334 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 137.753 | 1,14 | 9.662 | 11,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 57.043 | 11,76 | 4.001 | 23,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39.283 | 7,32 | 2.755 | 18,24 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 24 | 2 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 270 | 19 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 49.536 | 1,84 | 3.474 | 12,21 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 33.602 | 12,07 | 2.357 | 23,48 | ||||
| 2025-07-16 | 13F | Novem Group | 184.183 | 2,15 | 12.919 | 12,56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 322.194 | 23 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 236.329 | 5,20 | 16.576 | 15,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 558.669 | 29,05 | 39.186 | 42,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 532.493 | 9,26 | 37 | 19,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.958.565 | 9,82 | 137.374 | 21,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 227.618 | 9,70 | 15.965 | 20,87 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 699.354 | 102,15 | 49.053 | 122,72 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 787 | 55 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 326.863 | 103,69 | 22.926 | 124,43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7.187 | 112,19 | 504 | 134,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7.344 | 15,60 | 520 | 28,71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 69.703 | 33,08 | 4.889 | 46,61 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4.973 | 349 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15.764 | 286,28 | 1.106 | 326,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.195.133 | 61,18 | 83.827 | 77,59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 71.651 | 38,33 | 5.026 | 52,41 |
