Statistik Asas
| Pemilik Institusi | 137 total, 137 long only, 0 short only, 0 long/short - change of 8.66% MRQ |
| Purata Peruntukan Portfolio | 0.3005 % - change of -22.28% MRQ |
| Saham Institusi (Panjang) | 9,882,667 (ex 13D/G) - change of -0.41MM shares -4.00% MRQ |
| Nilai Institusi (Panjang) | $ 389,759 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF (US:JVAL) telah 137 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 9,882,667 saham. Pemegang saham terbesar termasuk Cobblestone Capital Advisors Llc /ny/, LPL Financial LLC, Avidian Wealth Solutions, LLC, Cwm, Llc, Cerity Partners LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Mainsail Financial Group, LLC, PFSEX - RiskPro® 30+ Fund Class R, and Apeiron RIA LLC .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF (ARCA:JVAL) 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 46.98 / share. Previously, on September 6, 2024, the share price was 41.32 / share. This represents an increase of 13.68% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,092 | -42.22 | 0 | |||||
| 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 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 15,747 | -2.74 | 696 | 3.88 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 18,590 | 70.71 | 822 | 82.26 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 28,179 | -2.68 | 1,246 | 3.92 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 39,258 | -0.46 | 1,736 | 6.31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48,659 | 4.73 | 2,152 | 11.85 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7,562 | -0.68 | 334 | 6.03 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22,627 | 1,001 | ||||||
| 2025-03-31 | NP | PFSEX - RiskPro® 30+ Fund Class R | 247,560 | -1.96 | 11,128 | 2.49 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 8,779 | -34.22 | 388 | -29.71 | ||||
| 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 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 24,621 | 15.58 | 1,089 | 23.36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 8,522 | -0.65 | 377 | 5.92 | ||||
| 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 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 401,083 | 42.89 | 17,740 | 52.59 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 23,278 | -27.43 | 1,030 | -22.52 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20,350 | 0.49 | 900 | 7.40 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,164 | 0.00 | 51 | 6.25 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 447 | 14.91 | 20 | 18.75 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 18 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 153 | 0.00 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,631 | -32.18 | 293 | -27.65 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,996 | 0.00 | 354 | 6.65 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5,630 | -0.35 | 249 | 6.41 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 5,177 | 0.00 | 214 | -4.04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 76,234 | -19.35 | 3,372 | -13.90 | ||||
| 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 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14,375 | 97.11 | 636 | 110.26 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 126 | 6 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4,530 | 200 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 152,636 | -38.27 | 6,751 | -34.08 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24,406 | 0.00 | 1,079 | 6.83 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 16,148 | -7.63 | 714 | -1.38 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 106,553 | -10.31 | 4,713 | -4.23 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,383 | 1.10 | 327 | 7.95 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 900 | -91.58 | 40 | -91.18 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 10 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 48,365 | -11.99 | 2,139 | -6.02 | ||||
| 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 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,974 | -2.79 | 220 | 4.27 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 50,693 | -12.16 | 2,242 | -6.19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 551,676 | 1.45 | 24,401 | 8.33 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 58,094 | -4.52 | 2,564 | 1.95 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 25,020 | 0.47 | 1,107 | 7.27 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 46 | 0.00 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 4,867 | 0.00 | 215 | 6.97 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 7,983 | 0.00 | 353 | 6.97 | ||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 4,985 | 0.00 | 220 | 6.80 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50,002 | 1.27 | 2,212 | 8.12 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 18 | -25.00 | 1 | |||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 7,990 | -27.48 | 353 | -22.59 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 15,280 | -97.07 | 676 | -96.88 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 478 | 0.00 | 21 | 10.53 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 31,433 | -2.38 | 1,390 | 4.28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 34 | -40.35 | 2 | -50.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 137 | 6 | ||||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 27,842 | -20.44 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 478 | 0.00 | 21 | 10.53 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4,542 | -9.32 | 201 | -3.38 | ||||
| 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 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 19,932 | -21.76 | 882 | -16.49 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,500 | -1.38 | 66 | 1.54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,342 | -14.69 | 59 | -9.23 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,064 | -58.61 | 357 | -55.89 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4,580 | 203 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 143 | 0.00 | 6 | 20.00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 600 | 0.00 | 27 | 8.33 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 12,118 | -6.19 | 536 | 0.00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4,966 | -1.23 | 220 | 5.29 | ||||
| 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 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8,156 | -2.44 | 361 | 4.05 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 217 | 0.00 | 10 | 12.50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 4,750 | 210 | ||||||
| 2025-04-14 | 13F | Umb Bank N A/mo | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9,650 | -4.36 | 427 | 2.16 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 51,872 | -0.88 | 2,294 | 5.86 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 19,651 | -15.25 | 869 | 3.70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,198 | 0.33 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5,349 | 239 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4,501 | -24.49 | 199 | -19.11 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 42,024 | -0.70 | 1,859 | 6.05 | ||||
| 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 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 72,829 | -0.20 | 3,221 | 6.59 | ||||
| 2025-09-03 | 13F | American Trust | 6,488 | 287 | ||||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1,180 | 0.00 | 53 | 8.33 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 173,874 | -11.88 | 7,202 | -15.51 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 853,589 | 0.53 | 38 | 5.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 76,784 | 3.70 | 3,396 | 10.73 | ||||
| 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 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 106 | 0.00 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 10,763 | 0.00 | 476 | 6.97 | ||||
| 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 | ||||
| 2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | 2,619 | -2.96 | 116 | 3.60 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 158 | 0.00 | 7 | 0.00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 612 | 27 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,929 | 5.82 | 306 | 12.92 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 12,000 | 0.00 | 531 | 6.64 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 17,721 | 0.00 | 784 | 6.68 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18,466 | 15.13 | 817 | 22.89 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 22,996 | -3.62 | 1 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 87 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 961,736 | 81.46 | 42,538 | 93.77 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8,884 | -9.04 | 393 | -2.97 | ||||
| 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 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7,234 | -39.82 | 320 | -35.81 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6,447 | 285 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 994,237 | 1.42 | 43,975 | 8.30 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16,193 | 716 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 5,956 | 0.00 | 263 | 6.91 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47,667 | 57.19 | 2,108 | 67.83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 130,935 | -1.03 | 5,791 | 5.69 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18,920 | -63.81 | 837 | -61.39 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 158,665 | -8.75 | 7,018 | -2.56 | ||||
| 2025-05-16 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,009 | 0.00 | 45 | 7.32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,942 | 0.00 | 86 | 6.25 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1,189,925 | -0.57 | 52,630 | 6.17 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 33,570 | -30.81 | 1,485 | -26.13 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 167,694 | 0.81 | 7,417 | 7.65 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,558 | 98.22 | 69 | 112.50 |
Other Listings
| MX:JVAL |
