Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF comprennent Kovitz Investment Group Partners, LLC, Goldman Sachs Group Inc, Bellevue Asset Management, Llc, 21 West Wealth Management LLC, Merit Financial Group, LLC, Barnes Pettey Financial Advisors, Llc, Signet Financial Management, Llc, Hrt Financial Lp, One Capital Management, LLC, Northwestern Mutual Wealth Management Co, Strategic Wealth Partners, Ltd., et Capital Analysts, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 224 086 | 2,07 | 10 579 | 3,34 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 124 032 | 5 884 | ||||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 164 368 | 39,36 | 7 760 | 40,64 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 303 | 346 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18 960 | 0,63 | 899 | 1,12 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 137 036 | 18,07 | 6 501 | 18,65 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 266 880 | 103,79 | 12 661 | 104,79 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50 066 | 2 375 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 163 | 8 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 46 847 | 2 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4 694 | 6,06 | 223 | 6,73 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 528 | 20,02 | 262 | 20,74 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 242 671 | 101,18 | 11 512 | 102,18 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 111 557 | 5 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4 234 | 201 | ||||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 40 115 | 16,65 | 1 903 | 17,25 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 398 693 | 1,62 | 66 354 | 2,12 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 147 | 19,45 | 244 | 20,20 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 16 897 | 65,19 | 802 | 66,18 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 601 | 17,03 | 1 024 | 17,59 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 863 913 | 48,66 | 88 424 | 49,39 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 61 246 | 2 906 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 11 607 | 551 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 26 197 | 16,96 | 1 243 | 17,50 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 297 180 | 1 425,41 | 14 098 | 1 434,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 216 731 | 220,51 | 10 282 | 222,09 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 29 895 | 0,94 | 1 418 | 1,43 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 11 393 | 540 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 627 | 77 | ||||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 19 397 | 0,54 | 920 | 1,10 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 166 761 | 7 911 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 759 | 273 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 46 870 | 4,47 | 2 224 | 4,96 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 84 916 | 4 028 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 45 473 | 195,36 | 2 157 | 197,11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 119 131 | 8,65 | 5 652 | 9,18 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 23 765 | 13,33 | 1 127 | 13,95 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 500 | 1,42 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4 775 | 227 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 33 836 | 14,03 | 1 605 | 16,05 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 10 079 | 8,69 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 226 657 | 5,38 | 10 753 | 5,89 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61 768 | 519,60 | 3 | |||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 15 347 | 1,64 | 728 | 2,25 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 375 075 | 17 794 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 187 727 | 42,41 | 8 906 | 43,10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 16 644 | 18,79 | 790 | 19,36 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4 909 | 4,51 | 233 | 4,98 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 16 115 | 18,49 | 764 | 19,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 23 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 14 869 | 0,45 | 705 | 1,00 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 13 414 | 1,15 | 636 | 1,60 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 220 | 10 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 598 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 69 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 37 697 | 2,95 | 1 788 | 3,47 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25 327 | 1,26 | 1 202 | 1,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 086 | 146 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 307 590 | 0,62 | 14 592 | 1,11 |
