Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI US REIT ETF comprennent
Brinker Capital Investments, LLC,
Newbridge Financial Services Group, Inc.,
5T Wealth, LLC,
Raymond James Financial Inc,
Capital Analysts, Inc.,
Private Trust Co Na,
et
Ameritas Advisory Services, LLC
.
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt |
Source |
Investisseur |
|
Type |
Prix moyen
(Est) |
Actions |
Δ Actions
(%) |
Valeur déclarée
(1000 $) |
Δ Valeur
(%) |
Allocation de portefeuille
(%) |
| 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 |
|
