Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF comprennent Leverty Financial Group, LLC, Morangie Management LLC, 5T Wealth, LLC, Essex Financial Services, Inc., Mercer Global Advisors Inc /adv, Resources Management Corp /ct/ /adv, Farther Finance Advisors, LLC, Fifth Third Bancorp, Pinnacle Bancorp, Inc., et Cary Street Partner Investment Advisory 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Private Advisor Group, LLC | 10 436 | 18,42 | 732 | 30,30 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 482 072 | 8,14 | 33 812 | 19,15 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 1 877 | 122,13 | 132 | 147,17 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 200 | 0,65 | 295 | 10,94 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 15 387 | 3,16 | 1 079 | 13,70 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 553 | 21,80 | 319 | 34,60 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 120 | 1 131 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 334 092 | 22,74 | 23 433 | 35,24 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 285 994 | 20 059 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 91 885 | 25,35 | 6 445 | 38,11 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 827 | 14,54 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 24 732 | 6,66 | 1 735 | 17,48 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 18 330 | 73,06 | 1 286 | 90,65 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6 490 | 54,52 | 455 | 70,41 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 127 614 | 6,22 | 8 951 | 17,02 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 74 549 | 3,78 | 5 229 | 14,35 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9 292 | 6,93 | 652 | 17,72 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 8 959 | 628 | ||||||
| 2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 4 357 | 0 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 76 280 | 5,85 | 5 350 | 16,63 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 78 776 | 212,23 | 5 525 | 244,02 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 70 565 | 80,94 | 4 949 | 99,40 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 314 949 | 3,16 | 22 091 | 13,66 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 37 652 | 0,35 | 2 641 | 10,55 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 076 371 | 7,62 | 75 | 19,05 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 473 | 33 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 869 | 3,43 | 131 | 13,91 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 7 136 | 43,73 | 501 | 58,23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 459 | 243 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4 064 | 8,78 | 285 | 20,25 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 11 352 | 4,69 | 796 | 15,36 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 253 545 | 15,37 | 18 | 30,77 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 367 880 | 58,14 | 25 689 | 74,60 | ||||
| 2025-07-16 | 13F | Morangie Management LLC | 15 020 | 1 054 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 15 315 | 14,36 | 1 074 | 26,06 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 8 008 | 4,01 | 562 | 14,49 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 17 359 | 5,22 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 44 743 | 14,86 | 3 138 | 26,58 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 759 | 334 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 137 753 | 1,14 | 9 662 | 11,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 57 043 | 11,76 | 4 001 | 23,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 39 283 | 7,32 | 2 755 | 18,24 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 24 | 2 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 270 | 19 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 49 536 | 1,84 | 3 474 | 12,21 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 33 602 | 12,07 | 2 357 | 23,48 | ||||
| 2025-07-16 | 13F | Novem Group | 184 183 | 2,15 | 12 919 | 12,56 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 322 194 | 23 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 236 329 | 5,20 | 16 576 | 15,91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 558 669 | 29,05 | 39 186 | 42,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 532 493 | 9,26 | 37 | 19,35 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 958 565 | 9,82 | 137 374 | 21,00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 227 618 | 9,70 | 15 965 | 20,87 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 699 354 | 102,15 | 49 053 | 122,72 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 787 | 55 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 326 863 | 103,69 | 22 926 | 124,43 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 7 187 | 112,19 | 504 | 134,42 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7 344 | 15,60 | 520 | 28,71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 69 703 | 33,08 | 4 889 | 46,61 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 973 | 349 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15 764 | 286,28 | 1 106 | 326,64 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 195 133 | 61,18 | 83 827 | 77,59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 71 651 | 38,33 | 5 026 | 52,41 |
