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. Value Factor ETF includono Gateway Wealth Partners, LLC, National Asset Management, Inc., American Trust, Triad Wealth Partners, LLC, 3Chopt Investment Partners, LLC, Accredited Investors Inc., Campbell Deegan Wealth Management, LLC, Summit Wealth & Retirement Planning, Inc., Ascent Group, LLC, Twin Peaks Wealth Advisors, LLC, Crewe Advisors LLC, Total Investment Management Inc, e Smartleaf 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 366.260 | 0,72 | 16.324 | 8,38 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 4.961 | 219 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 18.590 | 70,71 | 822 | 82,26 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4.580 | 203 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48.659 | 4,73 | 2.152 | 11,85 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22.627 | 1.001 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 71.816 | 3.176 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188.691 | 22,21 | 8.346 | 30,51 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8.975 | 3,52 | 397 | 10,31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 143.006 | 36,24 | 6.325 | 45,50 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 24.621 | 15,58 | 1.089 | 23,36 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19.147 | 847 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 19.892 | 70,79 | 880 | 82,37 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 4.750 | 210 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 401.083 | 42,89 | 17.740 | 52,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20.350 | 0,49 | 900 | 7,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5.198 | 0,33 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5.349 | 239 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 447 | 14,91 | 20 | 18,75 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.134 | 19,49 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18.306 | 91,91 | 810 | 104,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20.531 | 14,67 | 908 | 22,54 | ||||
| 2025-09-03 | 13F | American Trust | 6.488 | 287 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 853.589 | 0,53 | 38 | 5,71 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 25.616 | 12,53 | 1.133 | 20,17 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 18.349 | 16,32 | 812 | 24,20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 76.784 | 3,70 | 3.396 | 10,73 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14.375 | 97,11 | 636 | 110,26 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149.798 | 0,19 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 5.121 | 0,69 | 226 | 7,62 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 126 | 6 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4.530 | 200 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4.800 | 212 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 228.112 | 5,68 | 10.089 | 12,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 33.143 | 8,72 | 1.505 | 19,18 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 165.954 | 18,12 | 7.340 | 26,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7.383 | 1,10 | 327 | 7,95 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 612 | 27 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.929 | 5,82 | 306 | 12,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.466 | 15,13 | 817 | 22,89 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 161.785 | 14,68 | 7.211 | 23,46 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7.262 | 1,54 | 321 | 8,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 540 | 19,47 | 24 | 27,78 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 551.676 | 1,45 | 24.401 | 8,33 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 961.736 | 81,46 | 42.538 | 93,77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 778 | 35 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 159.559 | 15,35 | 7.057 | 23,18 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6.447 | 285 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 25.020 | 0,47 | 1.107 | 7,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 994.237 | 1,42 | 43.975 | 8,30 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50.002 | 1,27 | 2.212 | 8,12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16.193 | 716 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 137 | 6 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47.667 | 57,19 | 2.108 | 67,83 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 4.638 | 205 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12.659 | 1,19 | 560 | 7,92 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10.899 | 10,85 | 482 | 18,43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 496.878 | 9,09 | 21.977 | 16,49 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 52.310 | 0,01 | 2.314 | 13,77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 167.694 | 0,81 | 7.417 | 7,65 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.558 | 98,22 | 69 | 112,50 |
