Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF includono Financial Engines Advisors L.L.C., J.w. Cole Advisors, Inc., Ameriflex Group, Inc., Smallwood Wealth Investment Management, LLC, Bank Of Montreal /can/, e Beacon Capital 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.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 45.552 | 66,22 | 2.072 | 73,53 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 150.714 | 5,27 | 6.856 | 9,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 832.355 | 28,86 | 37.862 | 34,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 53.301 | 4,25 | 2.424 | 8,80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 111 | 5 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8.112 | 0,38 | 369 | 4,55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 188.962 | 1,78 | 8.596 | 6,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201 | 336,96 | 9 | 350,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 96 | 17,07 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 26.623 | 3,76 | 1.160 | -3,41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 242.683 | 0,02 | 11.039 | 4,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6.286 | 7,56 | 286 | 12,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16.188 | 736 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51.050 | 7,75 | 2.322 | 12,45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 41.146 | 5,02 | 1.872 | 9,61 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 21.972 | 0,45 | 1.000 | 4,83 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 73.466 | 1,89 | 3.342 | 6,30 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 111.067 | 3,85 | 5.052 | 8,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36.179 | 10,68 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 104.901 | 22,12 | 4.772 | 27,43 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 9.961 | 5,18 | 453 | 9,95 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 108.166 | 7,51 | 4.920 | 12,20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 23 | 1 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 23.697 | 3,94 | 1.078 | 8,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 190.340 | 16,22 | 8.658 | 21,29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26.460 | 1.204 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 70.919 | 35,07 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33.819 | 13,71 | 1.538 | 18,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82.138 | 9,13 | 3.736 | 14,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 223.080 | 4,31 | 10.147 | 8,85 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28.835 | 6,43 | 1.312 | 11,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 130.614 | 3,86 | 5.945 | 8,60 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 19.370 | 57,85 | 881 | 64,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 941 | 43 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 50.328 | 5,02 | 2.289 | 9,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9.737 | 99,82 | 443 | 108,49 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 226 | 10 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0,24 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 20 | 1 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 315.333 | 97,68 | 14.344 | 106,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 571.912 | 1,37 | 26.015 | 5,78 |
