Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF termasuk
Brinker Capital Investments, LLC,
Newbridge Financial Services Group, Inc.,
5T Wealth, LLC,
Raymond James Financial Inc,
Capital Analysts, Inc.,
Private Trust Co Na,
dan
Ameritas Advisory Services, LLC
.
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail |
Sumber |
Pelabur |
|
Jenis |
Purata Harga
(Ang) |
Saham |
ΔSaham
(%) |
Nilai
Dilaporkan
($1000) |
Δ Nilai
(%) |
Peruntukan Port
(%) |
| 2025-08-26 |
NP |
JTSAX - JPMorgan SmartRetirement 2050 Fund Class A
|
|
|
|
143,786 |
6.92 |
13,244 |
4.75 |
|
| 2025-08-26 |
NP |
JSBSX - JPMorgan SmartRetirement Blend 2065 Fund Class I
|
|
|
|
15,151 |
22.41 |
1,396 |
19.95 |
|
| 2025-08-26 |
NP |
JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I
|
|
|
|
496,812 |
7.94 |
45,761 |
5.76 |
|
| 2025-08-26 |
NP |
SMTAX - JPMorgan SmartRetirement 2040 Fund Class A
|
|
|
|
172,456 |
5.44 |
15,885 |
3.31 |
|
| 2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
459 |
13.90 |
42 |
13.51 |
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
33,203 |
|
3,058 |
|
|
| 2025-08-26 |
NP |
JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I
|
|
|
|
464,754 |
7.46 |
42,808 |
5.29 |
|
| 2025-08-26 |
NP |
JSRAX - JPMorgan SmartRetirement Income Fund Class A
|
|
|
|
45,877 |
118.12 |
4,226 |
113.71 |
|
| 2025-08-26 |
NP |
JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I
|
|
|
|
352,188 |
5.99 |
32,440 |
3.85 |
|
| 2025-08-26 |
NP |
SRJAX - JPMorgan SmartRetirement 2035 Fund Class A
|
|
|
|
147,885 |
5.52 |
13,622 |
3.39 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
2,438 |
66.42 |
225 |
63.50 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
9 |
|
1 |
|
|
| 2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
1,015 |
|
93 |
|
|
| 2025-08-26 |
NP |
JFFAX - JPMorgan SmartRetirement 2055 Fund Class A
|
|
|
|
95,250 |
8.26 |
8,773 |
6.07 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
4,066,365 |
8.66 |
374,553 |
6.46 |
|
| 2025-08-26 |
NP |
JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I
|
|
|
|
243,427 |
9.16 |
22,422 |
6.95 |
|
| 2025-07-31 |
13F |
University Of Texas/texas Am Investment Managment Co
|
|
|
|
2,584,286 |
4.26 |
238,039 |
2.15 |
|
| 2025-07-30 |
13F |
LGT Financial Advisors LLC
|
|
|
|
115 |
3.60 |
11 |
0.00 |
|
| 2025-08-26 |
NP |
JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I
|
|
|
|
134,441 |
124.89 |
12,383 |
120.34 |
|
| 2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
7,732 |
|
712 |
|
|
| 2025-05-28 |
NP |
JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I
|
|
|
|
72,545 |
1.25 |
6,820 |
1.64 |
|
| 2025-07-28 |
13F |
Mutual Advisors, LLC
|
|
|
|
7,368 |
|
691 |
|
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
330,993 |
8.98 |
30,488 |
6.78 |
|
| 2025-08-14 |
13F |
Mercer Global Advisors Inc /adv
|
|
|
|
2,822 |
19.58 |
260 |
17.19 |
|
| 2025-08-13 |
13F |
Capital Analysts, Inc.
|
|
|
|
210 |
|
0 |
|
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-26 |
NP |
JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6
|
|
|
|
4,140 |
30.89 |
381 |
28.28 |
|
| 2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
105,817 |
8.93 |
9,747 |
6.74 |
|
| 2025-08-19 |
13F |
Newbridge Financial Services Group, Inc.
|
|
|
|
3,759 |
|
346 |
|
|
| 2025-08-26 |
NP |
JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I
|
|
|
|
139,563 |
14.75 |
12,855 |
12.43 |
|
| 2025-08-26 |
NP |
JAKAX - JPMorgan SmartRetirement 2060 Fund Class A
|
|
|
|
42,171 |
12.00 |
3,884 |
9.75 |
|
| 2025-08-05 |
13F |
5T Wealth, LLC
|
|
|
|
2,406 |
|
222 |
|
|
| 2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class
|
|
|
|
4,254 |
5.09 |
392 |
2.89 |
|
| 2025-08-26 |
NP |
JSACX - JPMorgan SmartRetirement 2045 Fund Class C
|
|
|
|
148,248 |
5.90 |
13,655 |
3.76 |
|
| 2025-08-05 |
13F |
Sigma Planning Corp
|
|
|
|
3,050 |
4.77 |
281 |
2.56 |
|
| 2025-07-29 |
13F |
APCM Wealth Management for Individuals
|
|
|
|
240,141 |
3.65 |
22,119 |
1.56 |
|
| 2025-08-06 |
13F |
AE Wealth Management LLC
|
|
|
|
11 |
|
1 |
|
|
| 2025-08-26 |
NP |
JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I
|
|
|
|
406,469 |
10.66 |
37,440 |
8.42 |
|
| 2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
543,236 |
27.23 |
50,037 |
24.66 |
|
| 2025-07-29 |
13F |
Private Trust Co Na
|
|
|
|
140 |
|
13 |
|
|
| 2025-08-26 |
NP |
JSMAX - JPMorgan SmartRetirement 2030 Fund Class A
|
|
|
|
125,703 |
2.03 |
11,579 |
-0.03 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
43 |
86.96 |
4 |
50.00 |
|
| 2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
2,182 |
1.11 |
201 |
-0.50 |
|
| 2025-07-29 |
13F |
Alaska Permanent Capital Management
|
|
|
|
490,933 |
3.14 |
45,215 |
0.97 |
|
| 2025-08-26 |
NP |
JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I
|
|
|
|
469,267 |
5.79 |
43,224 |
3.65 |
|
