Statistik Asas
| Pemilik Institusi | 92 total, 92 long only, 0 short only, 0 long/short - change of 10.84% MRQ |
| Purata Peruntukan Portfolio | 0.4374 % - change of 9.15% MRQ |
| Saham Institusi (Panjang) | 10,812,829 (ex 13D/G) - change of 0.62MM shares 6.11% MRQ |
| Nilai Institusi (Panjang) | $ 467,415 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF (US:JSCP) telah 92 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 10,812,829 saham. Pemegang saham terbesar termasuk EP Wealth Advisors, Inc., Jpmorgan Chase & Co, HB Wealth Management, LLC, Cwm, Llc, Hennion & Walsh Asset Management, Inc., 5th Street Advisors, LLC, Roof Eidam & Maycock/adv, Bridgewealth Advisory Group, LLC, Roberts Wealth Advisors, LLC, and Wealth Enhancement Advisory Services, Llc .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF (ARCA:JSCP) 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 47.62 / share. Previously, on September 9, 2024, the share price was 47.38 / share. This represents an increase of 0.51% 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
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 224,086 | 2.07 | 10,579 | 3.34 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 266,880 | 103.79 | 12,661 | 104.79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50,066 | 2,375 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 163 | 8 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5,528 | 20.02 | 262 | 20.74 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 141,598 | -2.12 | 6,717 | -1.64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 111,557 | 5 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 68,285 | -1.07 | 3,239 | -0.58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,234 | 201 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 59,659 | -5.68 | 2,830 | -5.22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,398,693 | 1.62 | 66,354 | 2.12 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 16,897 | 65.19 | 802 | 66.18 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,863,913 | 48.66 | 88,424 | 49.39 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 61,246 | 2,906 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 26,197 | 16.96 | 1,243 | 17.50 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 29,895 | 0.94 | 1,418 | 1.43 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,627 | 77 | ||||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 19,397 | 0.54 | 920 | 1.10 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 23,716 | -0.00 | 1,125 | 0.54 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3,005 | 0.00 | 143 | 0.71 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 46,870 | 4.47 | 2,224 | 4.96 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 84,916 | 4,028 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 24,411 | -0.61 | 1,158 | -0.09 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 23,027 | -7.32 | 1,092 | -6.83 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 119,131 | 8.65 | 5,652 | 9.18 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 23,765 | 13.33 | 1,127 | 13.95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 51,613 | -10.50 | 2,449 | -10.07 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 64,632 | -0.78 | 3,066 | -0.29 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 226,657 | 5.38 | 10,753 | 5.89 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15,347 | 1.64 | 728 | 2.25 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 375,075 | 17,794 | ||||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 91,435 | -1.34 | 4,338 | -0.87 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16,115 | 18.49 | 764 | 19.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 23 | 0 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 525 | 0.00 | 25 | 0.00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 13,414 | 1.15 | 636 | 1.60 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8,598 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69 | 3 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 56,033 | -2.27 | 2,658 | -1.77 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 268 | 0.00 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3,086 | 146 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 39,344 | -1.86 | 1,866 | -1.37 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 307,590 | 0.62 | 14,592 | 1.11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 124,032 | 5,884 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 164,368 | 39.36 | 7,760 | 40.64 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7,303 | 346 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18,960 | 0.63 | 899 | 1.12 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 137,036 | 18.07 | 6,501 | 18.65 | ||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 374,706 | -12.79 | 17,776 | -12.36 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 5,313 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 46,847 | 2 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4,694 | 6.06 | 223 | 6.73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 242,671 | 101.18 | 11,512 | 102.18 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 4,041 | -6.05 | 192 | -5.91 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 40,115 | 16.65 | 1,903 | 17.25 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 6,205 | -62.22 | 294 | -62.06 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,147 | 19.45 | 244 | 20.20 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,601 | 17.03 | 1,024 | 17.59 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 6,205 | -42.12 | 294 | -41.32 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11,607 | 551 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 297,180 | 1,425.41 | 14,098 | 1,434.06 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 54,244 | -14.73 | 2,573 | -14.32 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 216,731 | 220.51 | 10,282 | 222.09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 258,424 | -5.72 | 12,260 | -5.26 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,000 | 0.00 | 142 | 0.71 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 11,393 | 540 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25,883 | -54.99 | 1 | -50.00 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,058 | 0.00 | 382 | 0.53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 166,761 | 7,911 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 48,165 | -4.85 | 2,285 | -4.40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5,759 | 273 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 259,727 | -86.46 | 12,233 | -86.49 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1,111,660 | -0.74 | 52,737 | -0.26 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 45,473 | 195.36 | 2,157 | 197.11 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,400 | 0.00 | 256 | 0.79 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9,485 | 0.00 | 450 | 0.45 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 500 | 1.42 | 24 | 0.00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4,775 | 227 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1,288 | 0.00 | 61 | 1.67 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33,836 | 14.03 | 1,605 | 16.05 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 686,431 | -2.81 | 33 | -3.03 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10,079 | 8.69 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,768 | 519.60 | 3 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 187,727 | 42.41 | 8,906 | 43.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16,644 | 18.79 | 790 | 19.36 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4,909 | 4.51 | 233 | 4.98 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 9,978 | 0.00 | 473 | 0.42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 14,869 | 0.45 | 705 | 1.00 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 10 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 37,697 | 2.95 | 1,788 | 3.47 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25,327 | 1.26 | 1,202 | 1.78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0.00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 |
