Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF termasuk Financial Engines Advisors L.L.C., J.w. Cole Advisors, Inc., Ameriflex Group, Inc., Smallwood Wealth Investment Management, LLC, Bank Of Montreal /can/, dan Beacon Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 45,552 | 66.22 | 2,072 | 73.53 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 150,714 | 5.27 | 6,856 | 9.86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 832,355 | 28.86 | 37,862 | 34.47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 53,301 | 4.25 | 2,424 | 8.80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 111 | 5 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8,112 | 0.38 | 369 | 4.55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 188,962 | 1.78 | 8,596 | 6.22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201 | 336.96 | 9 | 350.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 96 | 17.07 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 26,623 | 3.76 | 1,160 | -3.41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 242,683 | 0.02 | 11,039 | 4.38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6,286 | 7.56 | 286 | 12.20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16,188 | 736 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51,050 | 7.75 | 2,322 | 12.45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 41,146 | 5.02 | 1,872 | 9.61 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 21,972 | 0.45 | 1,000 | 4.83 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 73,466 | 1.89 | 3,342 | 6.30 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 111,067 | 3.85 | 5,052 | 8.39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36,179 | 10.68 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 104,901 | 22.12 | 4,772 | 27.43 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 9,961 | 5.18 | 453 | 9.95 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 108,166 | 7.51 | 4,920 | 12.20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 23 | 1 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 23,697 | 3.94 | 1,078 | 8.46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 190,340 | 16.22 | 8,658 | 21.29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26,460 | 1,204 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 70,919 | 35.07 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33,819 | 13.71 | 1,538 | 18.67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82,138 | 9.13 | 3,736 | 14.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 223,080 | 4.31 | 10,147 | 8.85 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28,835 | 6.43 | 1,312 | 11.01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 130,614 | 3.86 | 5,945 | 8.60 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 19,370 | 57.85 | 881 | 64.98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 941 | 43 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 50,328 | 5.02 | 2,289 | 9.57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9,737 | 99.82 | 443 | 108.49 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 226 | 10 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0.24 | 19 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 20 | 1 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 315,333 | 97.68 | 14,344 | 106.29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 571,912 | 1.37 | 26,015 | 5.78 |
