Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF comprennent Financial Engines Advisors L.L.C., J.w. Cole Advisors, Inc., Ameriflex Group, Inc., Smallwood Wealth Investment Management, LLC, Bank Of Montreal /can/, et Beacon Capital 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 45 552 | 66,22 | 2 072 | 73,53 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 150 714 | 5,27 | 6 856 | 9,86 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 832 355 | 28,86 | 37 862 | 34,47 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 53 301 | 4,25 | 2 424 | 8,80 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 111 | 5 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 8 112 | 0,38 | 369 | 4,55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 188 962 | 1,78 | 8 596 | 6,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 201 | 336,96 | 9 | 350,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 96 | 17,07 | 4 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 26 623 | 3,76 | 1 160 | -3,41 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 242 683 | 0,02 | 11 039 | 4,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6 286 | 7,56 | 286 | 12,20 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 188 | 736 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 51 050 | 7,75 | 2 322 | 12,45 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 41 146 | 5,02 | 1 872 | 9,61 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 21 972 | 0,45 | 1 000 | 4,83 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 73 466 | 1,89 | 3 342 | 6,30 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 111 067 | 3,85 | 5 052 | 8,39 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 36 179 | 10,68 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 104 901 | 22,12 | 4 772 | 27,43 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 9 961 | 5,18 | 453 | 9,95 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 108 166 | 7,51 | 4 920 | 12,20 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 23 | 1 | ||||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 23 697 | 3,94 | 1 078 | 8,46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 190 340 | 16,22 | 8 658 | 21,29 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 26 460 | 1 204 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 70 919 | 35,07 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33 819 | 13,71 | 1 538 | 18,67 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 82 138 | 9,13 | 3 736 | 14,22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 223 080 | 4,31 | 10 147 | 8,85 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 28 835 | 6,43 | 1 312 | 11,01 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 130 614 | 3,86 | 5 945 | 8,60 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 19 370 | 57,85 | 881 | 64,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 941 | 43 | ||||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 50 328 | 5,02 | 2 289 | 9,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 737 | 99,82 | 443 | 108,49 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 226 | 10 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 417 | 0,24 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 20 | 1 | ||||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 315 333 | 97,68 | 14 344 | 106,29 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 571 912 | 1,37 | 26 015 | 5,78 |
