Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF comprennent Anderson Financial Strategies, LLC, Capital A Wealth Management, LLC, First American Trust, Fsb, 21 West Wealth Management LLC, Brinker Capital Investments, LLC, 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 46 687 | 12,10 | 2 224 | 10,81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28 014 | 72,28 | 1 335 | 70,37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 628 | 649 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 701 | 0,02 | 224 | -1,33 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 64 447 | 22,75 | 3 070 | 21,34 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 014 | 0,41 | 429 | -0,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 366 | 0,83 | 17 | 0,00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 74 989 | 59,76 | 3 572 | 57,91 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 739 374 | 1,61 | 35 224 | 0,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 189 | 153,89 | 536 | 152,83 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 867 765 | 4,70 | 41 340 | 3,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 890 | 0,45 | 42 | 0,00 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 267 326 | 114,69 | 12 735 | 112,21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 653 | 2,23 | 79 | 1,30 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 154 278 | 2,74 | 7 350 | 1,55 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 083 | 149,25 | 623 | 149,20 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 984 864 | 6,86 | 285 119 | 5,61 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 28 226 | 1 345 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 12 103 | 50,57 | 577 | 48,84 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 855 818 | 3,14 | 40 771 | 1,95 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 3 637 | 18,24 | 173 | 16,89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 392 | 19 | ||||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1 006 316 | 4,10 | 47 941 | 2,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 489 | 8,05 | 166 | 7,10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 426 | 20 | ||||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 27 002 | 29,39 | 1 286 | 27,96 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 99 532 | 4 742 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 066 | 12,68 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 655 | 31 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 134 307 | 6 398 | ||||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 246 302 | 10,65 | 11 734 | 9,36 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 556 321 | 6,95 | 26 503 | 5,72 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 839 798 | 5,63 | 40 008 | 4,40 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 314 | 228,81 | 206 | 225,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 501 | 56,56 | 1 024 | 54,92 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 113 982 | 5 494 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 771 | 2,25 | 37 | 2,86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9 070 | 0,60 | 432 | -0,46 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 24 531 | 0,34 | 1 169 | -0,85 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8 191 | 138,60 | 390 | -1,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 575 | 313 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 121 469 | 3,01 | 5 787 | 1,81 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 109 218 | 18,29 | 5 203 | 16,92 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 525 032 | 6,71 | 25 013 | 5,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22 353 | 0,73 | 1 065 | -0,47 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14 641 | 6,78 | 697 | 5,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126 148 | 119,53 | 6 010 | 117,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 074 | 813 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 | 3 |
