Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF comprennent Advisory Services Network, LLC, McNamara Financial Services, Inc., Angeles Wealth Management, Llc, Benchmark Wealth Management, LLC, Comerica Bank, SRS Capital Advisors, Inc., Principal Securities, Inc., IFP Advisors, Inc, et Twin Peaks Wealth Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 8 830 | 1,53 | 436 | 0,69 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 155 | 8 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 4 807 | 238 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 566 | 0 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 537 | 0,92 | 76 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 42 105 | 25,56 | 2 081 | 24,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16 617 | 7,86 | 821 | 7,04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 627 | 7 737,50 | 31 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 480 | 1,52 | 271 | 0,75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 728 | 135 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16 400 | 810 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 8 600 | 425 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 11 300 | 558 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 1 134 628 | 54,09 | 56 | 55,56 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 599 | 376 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 14 080 | 357,44 | 696 | 354,90 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 54 | 3 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 948 | 586 | ||||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5 140 | 6,18 | 254 | 5,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10 333 | 0,95 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 22 411 | 21,77 | 1 108 | 20,85 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 9 768 | 0,64 | 483 | -0,21 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 20 018 | 7,93 | 989 | 7,15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 296 | 15 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 065 | 0,63 | 102 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 985 | 0,92 | 98 | 1,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 642 615 | 20,32 | 31 758 | 19,41 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 24 414 | 76,48 | 1 203 | 74,85 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 5 900 | 292 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16 495 | 224,83 | 813 | 222,22 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 91 533 | 7,74 | 4 524 | 6,93 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 7 974 | 4,11 | 397 | 3,66 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 58 | 1,75 | 3 | 0,00 |
