Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF includ Ubs Asset Management Americas Inc, Unique Wealth, Llc, Golden State Equity Partners, Emergent Wealth Advisors, LLC, Ascension Capital Advisors, Inc., IHT Wealth Management, LLC, Kestra Advisory Services, LLC, Root Financial Partners, LLC, Harbor Investment Advisory, Llc, Cornerstone Planning Group LLC, BlackRock, Inc., Vanguard Advisers Inc, Fifth Third Bancorp, SageView Advisory Group, LLC, Western Wealth Management, LLC, Russell Investments Group, Ltd., Strive Financial Group ,LLC, și Motiv8 Investments LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 3.215 | 0,09 | 210 | -3,69 | ||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 20.155 | 4,67 | 1.316 | 0,92 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22 | 0 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 100 | 7 | ||||||
| 2026-04-14 | 13F | Lockerman Financial Group, Inc. | 15.319 | 0,34 | 1.000 | -3,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 105 | 7 | ||||||
| 2026-04-28 | 13F | LGT Financial Advisors LLC | 104 | 4,00 | 7 | 0,00 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 167 | 11 | ||||||
| 2026-05-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 67.642 | 2.149,48 | 4.415 | 2.074,88 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 1.121 | 3,41 | 73 | -1,37 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 37.752 | 9,98 | 2.464 | 6,12 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 3.708 | 242 | ||||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 1.964 | 128 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 338.342 | 95,64 | 22.084 | 88,70 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 5.349 | 349 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 17.478 | 29,78 | 1.141 | 25,25 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 3.710 | 242 | ||||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 407 | 971,05 | 0 | |||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 13.825 | 156,16 | 902 | 147,12 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6.396 | 203,85 | 405 | 185,21 | ||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1.045.039 | 78,85 | 68.210 | 71,55 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 57 | 18,75 | 4 | 0,00 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 164.645 | 10.746 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 28.596 | 7,25 | 1.866 | 3,44 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 699.900 | 5,20 | 45.682 | 1,47 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.826 | 3,57 | 250 | -3,11 | ||||
| 2026-04-22 | 13F | TBH Global Asset Management, LLC | 4.721 | 307 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 38.648 | 8,85 | 2.522 | 5,00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 919 | 60 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.379.174 | 5,41 | 90.019 | 1,67 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 708 | 110,09 | 46 | 109,09 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 1.131 | 74 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 189 | 12 | ||||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 16.077 | 1.049 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 127.347 | 8 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 5.432 | 2,45 | 355 | -1,12 | ||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 5.797 | 0,69 | 378 | -2,83 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.451 | 95 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 31.746 | 359,89 | 2.072 | 343,68 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 131.947 | 8.612 | ||||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 19.140 | 2,31 | 1 | 0,00 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 38.104 | 10,33 | 2.487 | 124.250,00 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 608.218 | 53,50 | 39.698 | 48,06 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 400 | 26 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 305 | 21 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 7.928 | 202,71 | 517 | 192,09 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 852.864 | 7,19 | 56 | 3,77 | ||||
| 2026-05-15 | 13F | Strive Financial Group ,LLC | 24 | 2 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 274.866 | 12,01 | 17.940 | 8,04 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 7.035 | 18,04 | 476 | 18,11 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 63 | 4 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 16.870 | 5,44 | 1.101 | 1,76 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3.875 | 13,30 | 253 | 9,09 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 3.302 | 1,66 | 216 | -4,02 | ||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 64.754 | 79,31 | 4.227 | 72,98 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 6.361 | 415 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 203.549 | 1.734,44 | 13.286 | 1.671,33 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 42 | 3 | ||||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3.487 | 13,21 | 228 | 9,13 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 31.118 | 0,21 | 2.031 | -3,33 | ||||
| 2026-04-13 | 13F | Lake Street Financial Llc | 12.922 | 1,94 | 843 | -1,63 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 981.827 | 8,46 | 64.084 | 4,61 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 28.350 | 84,98 | 1.850 | 78,40 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 8.280 | 540 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 5.663 | 14,20 | 370 | 10,15 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 43.392 | 0,80 | 2.832 | -2,78 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 6.260 | 4,65 | 409 | 0,99 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8.408 | 4,60 | 549 | 0,92 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 8.243 | 1,84 | 538 | -1,65 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 334.171 | 5,34 | 21.811 | 1,61 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 57.128 | 12,18 | 3.743 | 8,62 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 3.364 | 220 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.611 | 3,34 | 301 | -0,33 |
