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. Value Factor ETF comprennent Gateway Wealth Partners, LLC, National Asset Management, Inc., American Trust, Triad Wealth Partners, LLC, 3Chopt Investment Partners, LLC, Accredited Investors Inc., Campbell Deegan Wealth Management, LLC, Summit Wealth & Retirement Planning, Inc., Ascent Group, LLC, Twin Peaks Wealth Advisors, LLC, Crewe Advisors LLC, Total Investment Management Inc, et Smartleaf 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.
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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 | Mainsail Financial Group, LLC | 366 260 | 0,72 | 16 324 | 8,38 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 4 961 | 219 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 18 590 | 70,71 | 822 | 82,26 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4 580 | 203 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 48 659 | 4,73 | 2 152 | 11,85 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 22 627 | 1 001 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 71 816 | 3 176 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188 691 | 22,21 | 8 346 | 30,51 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 8 975 | 3,52 | 397 | 10,31 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 143 006 | 36,24 | 6 325 | 45,50 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 24 621 | 15,58 | 1 089 | 23,36 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19 147 | 847 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 19 892 | 70,79 | 880 | 82,37 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 4 750 | 210 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 401 083 | 42,89 | 17 740 | 52,59 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 20 350 | 0,49 | 900 | 7,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 198 | 0,33 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 5 349 | 239 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 447 | 14,91 | 20 | 18,75 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 134 | 19,49 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18 306 | 91,91 | 810 | 104,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 531 | 14,67 | 908 | 22,54 | ||||
| 2025-09-03 | 13F | American Trust | 6 488 | 287 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 853 589 | 0,53 | 38 | 5,71 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 25 616 | 12,53 | 1 133 | 20,17 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 18 349 | 16,32 | 812 | 24,20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 76 784 | 3,70 | 3 396 | 10,73 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14 375 | 97,11 | 636 | 110,26 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149 798 | 0,19 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 5 121 | 0,69 | 226 | 7,62 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 126 | 6 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 4 530 | 200 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4 800 | 212 | ||||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 228 112 | 5,68 | 10 089 | 12,85 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 33 143 | 8,72 | 1 505 | 19,18 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 165 954 | 18,12 | 7 340 | 26,14 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 383 | 1,10 | 327 | 7,95 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 612 | 27 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 929 | 5,82 | 306 | 12,92 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18 466 | 15,13 | 817 | 22,89 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 161 785 | 14,68 | 7 211 | 23,46 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7 262 | 1,54 | 321 | 8,45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 540 | 19,47 | 24 | 27,78 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 551 676 | 1,45 | 24 401 | 8,33 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 961 736 | 81,46 | 42 538 | 93,77 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 778 | 35 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 159 559 | 15,35 | 7 057 | 23,18 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 447 | 285 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 25 020 | 0,47 | 1 107 | 7,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 994 237 | 1,42 | 43 975 | 8,30 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 50 002 | 1,27 | 2 212 | 8,12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 193 | 716 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 137 | 6 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47 667 | 57,19 | 2 108 | 67,83 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 4 638 | 205 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12 659 | 1,19 | 560 | 7,92 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 10 899 | 10,85 | 482 | 18,43 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 496 878 | 9,09 | 21 977 | 16,49 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 52 310 | 0,01 | 2 314 | 13,77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 167 694 | 0,81 | 7 417 | 7,65 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 558 | 98,22 | 69 | 112,50 |
