Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan ActiveBuilders Emerging Markets Equity ETF comprennent Firethorn Wealth Partners, Llc, ORG Partners LLC, Financial Network Wealth Management LLC, Twin Peaks Wealth Advisors, LLC, Total Investment Management Inc, et O'shaughnessy Asset Management, 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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 13 500 | 103,22 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 4 | 0 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 14 423 | 4,63 | 621 | 17,65 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1 004 037 | 618,24 | 43 224 | 708,21 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 10 750 | 12,73 | 463 | 27,20 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 211 208 | 115,12 | 52 143 | 142,06 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 959 719 | 113,50 | 41 316 | 140,23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 94 656 | 3,06 | 4 075 | 15,97 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 17 428 | 10,10 | 750 | 23,97 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 674 | 115 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4 793 | 206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 172 414 | 4,21 | 7 422 | 17,25 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 105 825 | 16,15 | 4 556 | 30,70 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 140 090 | 0,57 | 6 031 | 13,15 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 151 903 | 7 | ||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 180 288 | 2,94 | 7 761 | 15,82 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 294 | 13 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 903 | 58,45 | 82 | 80,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26 | 1 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 611 837 | 12,65 | 26 | 30,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 806 | 11,42 | 776 | 26,84 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 309 | 28,64 | 99 | 45,59 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 428 441 | 5,86 | 18 444 | 19,11 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 637 | 73 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 41 240 | 0,69 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 4 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 43 827 | 10,43 | 1 887 | 24,24 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5 369 | 22,02 | 231 | 37,50 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18 782 | 55,89 | 809 | 74,51 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 30 | 1 | ||||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 69 664 | 9,01 | 2 999 | 22,66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 484 | 1 323,53 | 21 | 1 900,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 393 078 | 50,09 | 16 922 | 68,90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 420 584 | 199,51 | 18 106 | 237,04 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 10 421 | 0,63 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 32 948 | 195,79 | 1 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 612 | 26 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 587 | 1 102 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 21 984 | 3,47 | 946 | 16,50 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16 213 | 11,82 | 1 | |||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 675 | 0 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 643 | 5,07 | 28 | 17,39 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 220 133 | 76,00 | 9 477 | 98,04 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 862 | 7,82 | 166 | 21,17 |
