Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Tech Leaders ETF includ Independent Advisor Alliance, Oak Barrel Wealth Advisory LLC, Legacy Edge Advisors, LLC, GFS Advisors, LLC, Pine Valley Investments Ltd Liability Co, N.E.W. Advisory Services LLC, Macro Advisors, Inc., Arkadios Wealth Advisors, Mcdonald Partners Llc, Mount Yale Investment Advisors, LLC, Vestmark Advisory Solutions, Inc., Cary Street Partners Financial Llc, Fermata Advisors, LLC, Paradigm, Strategies in Wealth Management, LLC, Gateway Wealth Partners, LLC, Gill Capital Partners, Llc, Protective Life Corp, SageView Advisory Group, LLC, Rockefeller Capital Management L.P., și Bank Of Montreal /can/ .
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.
Faceți upgrade pentru a debloca datele premium.
| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Paradigm, Strategies in Wealth Management, LLC | 3.080 | 245 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2.604 | 207 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 91 | 59,65 | 7 | 40,00 | ||||
| 2026-05-15 | 13F | National Philanthropic Trust | 42.947 | 208,46 | 3.416 | 172,41 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 4.929 | 7,06 | 392 | -5,31 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 399 | 121,67 | 32 | 93,75 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 215.392 | 8,26 | 17.132 | -4,40 | ||||
| 2026-05-14 | 13F | Macro Advisors, Inc. | 14.685 | 1.168 | ||||||
| 2026-04-03 | 13F | Global Wealth Strategies & Associates | 1 | 0 | ||||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 157.205 | 4,03 | 12.504 | -8,13 | ||||
| 2026-04-24 | 13F | ERn Financial, LLC | 118.987 | 60,84 | 9.464 | 42,04 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 2.987 | 25,19 | 238 | 10,75 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 666 | 53 | ||||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 4.965 | 4,68 | 470 | 9,32 | ||||
| 2026-05-14 | 13F | Tableaux Llc | 36.975 | 53,11 | 2.941 | 30,71 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 3.850 | 306 | ||||||
| 2026-04-15 | 13F | Hartford Financial Management Inc. | 72.085 | 4,92 | 5.734 | -7,35 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 20.619 | 1.640 | ||||||
| 2026-04-21 | 13F | Welch Financial Planning, LLC | 88.517 | 3,73 | 7.041 | -8,40 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 120.769 | 10,15 | 10.878 | 108.680,00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 814.902 | 5,05 | 64.817 | -7,23 | ||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 66.460 | 0,26 | 5.286 | -11,46 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 21.252 | 6,84 | 1.690 | -5,64 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 4.649 | 0,24 | 419 | -1,88 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 434.030 | 30,53 | 34.524 | 15,28 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 22.428 | 31,04 | 1.784 | 14,59 | ||||
| 2026-05-12 | 13F | Creative Planning | 7.284 | 81,33 | 579 | 60,39 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 31.434 | 2.831 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 10.804 | 10,20 | 859 | -2,72 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 4.183 | 333 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 3.293 | 19,10 | 262 | 4,82 | ||||
| 2026-04-30 | 13F | Base Wealth Management LLC | 21.606 | 14,44 | 1.719 | 1,06 | ||||
| 2026-04-07 | 13F | Comprehensive Financial Planning, Inc./PA | 1.848 | 284,20 | 147 | 239,53 | ||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 74.484 | 5.924 | ||||||
| 2026-04-01 | 13F | Bangor Savings Bank | 261 | 18,64 | 21 | 5,26 | ||||
| 2026-04-23 | 13F | BLVD Private Wealth, LLC | 21.939 | 9,87 | 1.745 | -2,95 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 538.589 | 0,06 | 42.839 | -11,64 | ||||
| 2026-05-01 | 13F | Richardson Financial Services Inc. | 1.557 | 12,42 | 124 | -0,81 | ||||
| 2026-04-28 | 13F | Cordoba Advisory Partners LLC | 3.704 | 47,75 | 295 | 30,67 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 57 | 5 | ||||||
| 2026-05-04 | 13F | Mattern Capital Management, Llc | 7.168 | 51,54 | 570 | 33,80 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.053 | 14,06 | 481 | 0,63 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 7.739 | 4,23 | 617 | -5,67 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 3.189 | 0 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 32.474 | 8,10 | 3 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 500 | 40 | ||||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 31.831 | 37,71 | 2.532 | 21,62 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 10.069 | 88,73 | 801 | 66,67 | ||||
| 2026-04-16 | 13F | Genesis Private Wealth, Llc | 13.059 | 35,13 | 1.039 | 19,31 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 9.225 | 734 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4.707.414 | 2,39 | 356.901 | -13,81 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 166.126 | 17,57 | 13.214 | 3,82 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 89.986 | 91,97 | 7.157 | 69,52 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 54 | 50,00 | 5 | 33,33 | ||||
| 2026-05-15 | 13F | Quadcap Wealth Management, LLC | 103.122 | 10,79 | 8.202 | -2,24 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 46 | 228,57 | 4 | 200,00 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 7.601 | 3,05 | 605 | -9,04 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 31.281 | 2.488 | ||||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 131.306 | 2,55 | 10.444 | -9,43 | ||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 801 | 12,34 | 64 | -1,56 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 18.504 | 8,66 | 1.472 | -4,04 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 366.799 | 1,51 | 29.175 | -10,36 | ||||
| 2026-05-12 | 13F | Circle Wealth Management, LLC | 42.371 | 63,55 | 3.370 | 44,45 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 1.981 | 21,31 | 158 | 6,80 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 131.039 | 3,97 | 10.423 | -8,19 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 107.852 | 9.715 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 104.503 | 8,58 | 8.312 | -4,11 | ||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 22.487 | 1,95 | 1.789 | -9,97 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 379.941 | 3,74 | 30.221 | -8,39 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 3.458 | 5,43 | 275 | -1,43 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 146.533 | 4,69 | 11.655 | -7,55 | ||||
| 2026-05-05 | 13F | Beaumont Financial Advisors, LLC | 3.815 | 18,18 | 303 | 4,48 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 96.619 | 40,39 | 7.451 | 20,20 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 24.742 | 41,79 | 1.968 | 24,02 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 3.639 | 22,03 | 289 | 7,84 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 35 | 0 | ||||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 3.441 | 7,87 | 274 | -4,88 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 553 | 50 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 12.204 | 8,10 | 971 | -4,53 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 4.183 | 333 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 11.694 | 930 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 3.210 | 13,19 | 255 | 0,00 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 28.281 | 4,17 | 2.249 | -8,02 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 8 | |||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 32.991 | 13,30 | 2.983 | 13,25 | ||||
| 2026-04-30 | 13F | GFS Advisors, LLC | 32.775 | 9.412 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 900 | 80,00 | 81 | 80,00 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 25.852 | 71,15 | 2 | 100,00 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 68.523 | 0,86 | 5.450 | -10,93 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 1.936 | 154 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 26.872 | 10,24 | 449 | -79,59 | ||||
| 2026-05-21 | 13F | Vestor Capital, Llc | 361.189 | 5.220,99 | 29 | -39,13 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 3.831 | 305 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 28.296 | 24,95 | 2.251 | 10,35 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 12.618 | 1,58 | 1.024 | -11,66 | ||||
| 2026-05-15 | 13F | Mcdonald Partners Llc | 8.563 | 681 | ||||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 14.390 | 58,43 | 1.145 | 39,85 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 884 | 70 | ||||||
| 2026-04-15 | 13F | Archford Capital Strategies, LLC | 11.511 | 1,03 | 916 | -10,82 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 107.231 | 15,57 | 8.529 | 2,06 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 13.279 | 1.056 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 23.594 | 4,18 | 1.877 | -7,99 | ||||
| 2026-05-15 | 13F | Fmr Llc | 388 | 140,99 | 31 | 114,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 28.504 | 389,84 | 2.267 | 332,63 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 2.583 | 0,74 | 205 | -10,87 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 534 | 327,20 | 42 | 281,82 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 111.154 | 30,72 | 8.841 | 15,45 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 16.256 | 1,55 | 1.293 | -10,27 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 430.289 | 34.225 | ||||||
| 2026-05-13 | 13F | Protective Life Corp | 1.681 | 134 |
