Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF termasuk Anderson Financial Strategies, LLC, Capital A Wealth Management, LLC, First American Trust, Fsb, 21 West Wealth Management LLC, Brinker Capital Investments, LLC, dan O'shaughnessy Asset Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 46,687 | 12.10 | 2,224 | 10.81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28,014 | 72.28 | 1,335 | 70.37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13,628 | 649 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,701 | 0.02 | 224 | -1.33 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 64,447 | 22.75 | 3,070 | 21.34 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9,014 | 0.41 | 429 | -0.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 366 | 0.83 | 17 | 0.00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 74,989 | 59.76 | 3,572 | 57.91 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 739,374 | 1.61 | 35,224 | 0.43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,189 | 153.89 | 536 | 152.83 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 867,765 | 4.70 | 41,340 | 3.49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 890 | 0.45 | 42 | 0.00 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 267,326 | 114.69 | 12,735 | 112.21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,653 | 2.23 | 79 | 1.30 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 154,278 | 2.74 | 7,350 | 1.55 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13,083 | 149.25 | 623 | 149.20 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5,984,864 | 6.86 | 285,119 | 5.61 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 28,226 | 1,345 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 12,103 | 50.57 | 577 | 48.84 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 855,818 | 3.14 | 40,771 | 1.95 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 3,637 | 18.24 | 173 | 16.89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 392 | 19 | ||||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1,006,316 | 4.10 | 47,941 | 2.89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,489 | 8.05 | 166 | 7.10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 426 | 20 | ||||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 27,002 | 29.39 | 1,286 | 27.96 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 99,532 | 4,742 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,066 | 12.68 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 655 | 31 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 134,307 | 6,398 | ||||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 246,302 | 10.65 | 11,734 | 9.36 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 556,321 | 6.95 | 26,503 | 5.72 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 839,798 | 5.63 | 40,008 | 4.40 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4,314 | 228.81 | 206 | 225.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21,501 | 56.56 | 1,024 | 54.92 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 113,982 | 5,494 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 771 | 2.25 | 37 | 2.86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9,070 | 0.60 | 432 | -0.46 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 24,531 | 0.34 | 1,169 | -0.85 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8,191 | 138.60 | 390 | -1.27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,575 | 313 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 121,469 | 3.01 | 5,787 | 1.81 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 109,218 | 18.29 | 5,203 | 16.92 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 525,032 | 6.71 | 25,013 | 5.47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22,353 | 0.73 | 1,065 | -0.47 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14,641 | 6.78 | 697 | 5.61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126,148 | 119.53 | 6,010 | 117.01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17,074 | 813 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 | 3 |
