Statistik Asas
| Pemilik Institusi | 108 total, 108 long only, 0 short only, 0 long/short - change of 2.86% MRQ |
| Purata Peruntukan Portfolio | 0.4854 % - change of 28.71% MRQ |
| Saham Institusi (Panjang) | 11,945,245 (ex 13D/G) - change of 2.17MM shares 22.24% MRQ |
| Nilai Institusi (Panjang) | $ 677,220 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF (US:JPEF) telah 108 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 11,945,245 saham. Pemegang saham terbesar termasuk Raymond James Financial Inc, LPL Financial LLC, Mml Investors Services, Llc, Beaumont Financial Advisors, LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Investment Planning Advisors, Inc., Jones Financial Companies Lllp, Cetera Investment Advisers, and Balance Wealth, LLC .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF (NasdaqGM:JPEF) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 73.01 / share. Previously, on September 9, 2024, the share price was 62.48 / share. This represents an increase of 16.85% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10,436 | 18.42 | 732 | 30.30 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 8,110 | 0.00 | 569 | 10.08 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 6,024 | -51.10 | 423 | -46.17 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1,877 | 122.13 | 132 | 147.17 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 24,014 | -2.52 | 1,698 | 8.16 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 4,883 | 0.00 | 342 | 10.32 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 278 | 0.00 | 19 | 11.76 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7,349 | 0.00 | 515 | 10.28 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6,490 | 54.52 | 455 | 70.41 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 56 | 0.00 | 4 | 0.00 | ||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8,959 | 628 | ||||||
| 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 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 36,008 | -13.06 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 41 | 0.00 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 473 | 33 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69,335 | -16.37 | 4,863 | -7.85 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7,136 | 43.73 | 501 | 58.23 | ||||
| 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 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 67 | 0.00 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 15,020 | 1,054 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 61,921 | -3.98 | 4,343 | 5.80 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 714 | 0.00 | 50 | 11.11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 799 | 0.00 | 56 | 12.00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 15,315 | 14.36 | 1,074 | 26.06 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 17,359 | 5.22 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,759 | 334 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 137,753 | 1.14 | 9,662 | 11.43 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,021 | -13.10 | 282 | -4.08 | ||||
| 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 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,189 | -18.45 | 83 | -9.78 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 4,157 | -2.39 | 292 | 7.38 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9,373 | -68.22 | 657 | -65.00 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 33,602 | 12.07 | 2,357 | 23.48 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 322,194 | 23 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 169,821 | -1.24 | 11,911 | 8.82 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 71,067 | -18.36 | 4,985 | -10.05 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 571 | 0.00 | 40 | 5.26 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 699,354 | 102.15 | 49,053 | 122.72 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 34,844 | -26.92 | 2,444 | -19.51 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 69,703 | 33.08 | 4,889 | 46.61 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 71,651 | 38.33 | 5,026 | 52.41 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482,072 | 8.14 | 33,812 | 19.15 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 291,588 | -22.90 | 20,452 | -15.05 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4,596 | -42.38 | 322 | -36.49 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 84,300 | -30.63 | 5,913 | -23.58 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4,553 | 21.80 | 319 | 34.60 | ||||
| 2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 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 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13,139 | 0.00 | 922 | 10.17 | ||||
| 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 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,943 | -16.77 | 487 | -8.29 | ||||
| 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 | ||||
| 2025-07-25 | 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 | ||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 4,357 | 0 | ||||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6,079 | -1.68 | 426 | 8.40 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 163,896 | -3.26 | 11,495 | 6.57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,869 | 3.43 | 131 | 13.91 | ||||
| 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 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 40,273 | -8.57 | 2,825 | 0.75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6,907 | 0.00 | 484 | 10.25 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 367,880 | 58.14 | 25,689 | 74.60 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8,620 | 0.00 | 578 | 11.18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,046 | -6.86 | 73 | -2.67 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8,008 | 4.01 | 562 | 14.49 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 70,280 | -20.27 | 4,929 | -12.15 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 44,743 | 14.86 | 3,138 | 26.58 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 3,299 | 0.00 | 231 | 10.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,994 | 0.00 | 140 | 10.32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4,747 | -28.15 | 333 | -20.95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 35 | 0.00 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Novem Group | 184,183 | 2.15 | 12,919 | 12.56 | ||||
| 2025-04-21 | 13F | Institute for Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 3,775 | 0.00 | 0 | |||||
| 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 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,132 | -20.00 | 0 | |||||
| 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 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 39,719 | -21.02 | 3 | -33.33 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 2,836 | 0.00 | 199 | 10.00 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 5,222 | -91.30 | 366 | -90.42 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 502 | 0.00 | 35 | 12.90 | ||||
| 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 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4,973 | 349 | ||||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 13 | 0.00 | 1 | |||||
| 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 |
