Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF comprennent Financially Speaking Inc, Horizon Investments, LLC, BLVD Private Wealth, LLC, Yarger Wealth Strategies, Llc, Dohj, Llc, Wiley Bros.-aintree Capital, Llc, Renaissance Technologies Llc, Vestor Capital, Llc, Concurrent Investment Advisors, LLC, Mattern Capital Management, Llc, Mml Investors Services, Llc, IFP Advisors, Inc, Kovitz Investment Group Partners, LLC, Monterey Private Wealth, Inc., Sutton Place Investors Llc, ENDW - Cambria Endowment Style ETF, Cwm, Llc, Kestra Investment Management, LLC, Atticus Wealth Management, Llc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Citadel Advisors Llc | 23 620 | 333,00 | 1 995 | 444,81 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 11 098 | 290,64 | 937 | 393,16 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 143 240 | 2,91 | 12 098 | 29,36 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 11 863 | 1 002 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 8 174 | 80,12 | 1 | |||||
| 2025-07-18 | 13F | Cooper Financial Group | 5 451 | 0,93 | 460 | 27,07 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 150 | 13 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1 300 | 0 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 20 288 | 50,97 | 1 714 | 89,91 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 174 | 15 | ||||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 41 551 | 8,81 | 3 508 | 36,76 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 25 175 | 14,36 | 2 126 | 43,75 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 23 099 | 1 951 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 7 759 | 154,48 | 278 | 36,27 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 36 | 3 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 127 414 | 3,15 | 10 761 | 29,67 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 64 891 | 11,40 | 5 481 | 40,05 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 10 363 | 190,69 | 875 | 263,07 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 175 | 213 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 185 | 16 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 110 | 9 | ||||||
| 2025-08-07 | 13F | Financially Speaking Inc | 199 329 | 16 835 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 14 | 1 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 119 | 52,56 | 10 | 100,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 30 574 | 7,02 | 2 582 | 34,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 74 831 | 25,05 | 6 320 | 57,21 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 667 | 128 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 583 | 387 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 14 462 | 51,58 | 1 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 19 929 | 2,75 | 1 683 | 29,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 499 | 0 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 348 356 | 41,74 | 29 422 | 78,17 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 17 048 | 315,80 | 1 440 | 423,27 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 10 150 | 0,18 | 857 | 26,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 177 855 | 18,29 | 15 022 | 48,69 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 9 610 | 306,00 | 802 | 401,25 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 49 099 | 4 147 | ||||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 2 509 | 212 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3 246 | 4,01 | 274 | 31,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 101 937 | 5,36 | 9 | 33,33 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 239 | 20 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 19 232 | 34,12 | 1 624 | 68,64 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 72 | 6 | ||||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 124 425 | 16,64 | 10 509 | 46,62 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 198 | 65,64 | 186 | 107,87 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 3 253 | 275 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 425 | 289 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 19 360 | 34,48 | 1 635 | 69,08 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 484 656 | 87,00 | 40 934 | 135,06 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17 351 | 4,45 | 1 465 | 31,27 | ||||
| 2025-08-14 | 13F | Family Management Corp | 6 480 | 13,49 | 547 | 42,82 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5 242 | 8,57 | 443 | 36,42 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 748 | 654 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 433 790 | 19,16 | 36 638 | 49,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 57 018 | 97,75 | 4 816 | 148,58 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 29 163 | 698,99 | 2 463 | 905,31 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 1 300 | 8,33 | 110 | 36,25 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 34 898 | 4,51 | 2 947 | 31,39 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 293 794 | 21,95 | 24 814 | 53,29 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 8 817 | 578 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 541 805 | 433 344,00 | 46 259 | 578 137,50 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 4 201 | 355 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12 778 | 3,56 | 1 079 | 30,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 30 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 117 874 | 23,82 | 9 956 | 55,64 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 17 345 | 6,38 | 1 465 | 33,70 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 170 | 14 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 4 646 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 57 695 | 13,14 | 4 873 | 42,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 149 | 198,00 | 13 | 300,00 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6 300 | 532 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47 109 | 11,56 | 3 979 | 40,22 |
