Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF includono Financially Speaking Inc, Horizon Investments, LLC, BLVD Private Wealth, LLC, Yarger Wealth Strategies, Llc, Dohj, Llc, Wiley Bros.-aintree Capital, Llc, Renaissance Technologies Llc, Vestor Capital, Llc, Concurrent Investment Advisors, LLC, Mattern Capital Management, Llc, Mml Investors Services, Llc, IFP Advisors, Inc, Kovitz Investment Group Partners, LLC, Monterey Private Wealth, Inc., Sutton Place Investors Llc, ENDW - Cambria Endowment Style ETF, Cwm, Llc, Kestra Investment Management, LLC, Atticus Wealth Management, Llc, e Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Citadel Advisors Llc | 23.620 | 333,00 | 1.995 | 444,81 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 11.098 | 290,64 | 937 | 393,16 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 143.240 | 2,91 | 12.098 | 29,36 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 11.863 | 1.002 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8.174 | 80,12 | 1 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 5.451 | 0,93 | 460 | 27,07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 150 | 13 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1.300 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 20.288 | 50,97 | 1.714 | 89,91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 174 | 15 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 41.551 | 8,81 | 3.508 | 36,76 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 25.175 | 14,36 | 2.126 | 43,75 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 23.099 | 1.951 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 7.759 | 154,48 | 278 | 36,27 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 36 | 3 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 127.414 | 3,15 | 10.761 | 29,67 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 64.891 | 11,40 | 5.481 | 40,05 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10.363 | 190,69 | 875 | 263,07 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3.175 | 213 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 185 | 16 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 110 | 9 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 199.329 | 16.835 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 14 | 1 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119 | 52,56 | 10 | 100,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 30.574 | 7,02 | 2.582 | 34,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 74.831 | 25,05 | 6.320 | 57,21 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1.667 | 128 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4.583 | 387 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14.462 | 51,58 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19.929 | 2,75 | 1.683 | 29,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3.499 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 348.356 | 41,74 | 29.422 | 78,17 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 17.048 | 315,80 | 1.440 | 423,27 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10.150 | 0,18 | 857 | 26,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 177.855 | 18,29 | 15.022 | 48,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9.610 | 306,00 | 802 | 401,25 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 49.099 | 4.147 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 2.509 | 212 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3.246 | 4,01 | 274 | 31,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101.937 | 5,36 | 9 | 33,33 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 239 | 20 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 19.232 | 34,12 | 1.624 | 68,64 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 72 | 6 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 124.425 | 16,64 | 10.509 | 46,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.198 | 65,64 | 186 | 107,87 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3.253 | 275 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3.425 | 289 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19.360 | 34,48 | 1.635 | 69,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 484.656 | 87,00 | 40.934 | 135,06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17.351 | 4,45 | 1.465 | 31,27 | ||||
| 2025-08-14 | 13F | Family Management Corp | 6.480 | 13,49 | 547 | 42,82 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5.242 | 8,57 | 443 | 36,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7.748 | 654 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 433.790 | 19,16 | 36.638 | 49,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57.018 | 97,75 | 4.816 | 148,58 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 29.163 | 698,99 | 2.463 | 905,31 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 1.300 | 8,33 | 110 | 36,25 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 34.898 | 4,51 | 2.947 | 31,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 293.794 | 21,95 | 24.814 | 53,29 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 8.817 | 578 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 541.805 | 433.344,00 | 46.259 | 578.137,50 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 4.201 | 355 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12.778 | 3,56 | 1.079 | 30,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 117.874 | 23,82 | 9.956 | 55,64 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 17.345 | 6,38 | 1.465 | 33,70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 170 | 14 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 4.646 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57.695 | 13,14 | 4.873 | 42,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 149 | 198,00 | 13 | 300,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6.300 | 532 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47.109 | 11,56 | 3.979 | 40,22 |
