Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF eröffnet haben, gehören Investure, LLC, Advisor OS, LLC, Leavell Investment Management, Inc., Empowered Funds, LLC, Fortress Private Ledger, Llc, National Philanthropic Trust, Seven Mile Advisory, Tepp RIA, LLC, Schrum Private Wealth Management LLC, Augustine Asset Management Inc, Stonebrook Private Inc., Independent Advisor Alliance, CIBC Bancorp USA Inc., Sierra Summit Advisors Llc, GenTrust, LLC, Beacon Investment Advisory Services, Inc., Archetype Wealth Partners, Vanguard National Trust Co, Federation des caisses Desjardins du Quebec, und SageView Advisory Group, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | National Philanthropic Trust | 7.654 | 527 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 373 | 26 | ||||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 172 | 12 | ||||||
| 2026-05-14 | 13F | Karpus Management, Inc. | 230.737 | 1,85 | 15.900 | 6,49 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 206.532 | 92,98 | 14.232 | 101,79 | ||||
| 2026-05-14 | 13F | Rialto Wealth Management, LLC | 23 | 2 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 181 | 13 | ||||||
| 2026-05-13 | 13F | Syon Capital Llc | 40.838 | 21,14 | 2.814 | 26,70 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 8 | 1 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 44.455 | 3.063 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 2.659 | 1.051,08 | 183 | 1.120,00 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 805 | 38,32 | 55 | 44,74 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 154.351 | 15,54 | 10.636 | 20,81 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 37.732 | 378,29 | 4.759 | 816,96 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 1.314 | 42,36 | 91 | 50,00 | ||||
| 2026-05-14 | 13F | Fosun International Ltd | 4.870 | 336 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 11.139 | 86,18 | 768 | 94,67 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 25.837 | 116,44 | 1.780 | 126,46 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 376.530 | 144,34 | 25.947 | 155,47 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 11.889 | 105,02 | 819 | 114,40 | ||||
| 2026-04-22 | 13F | Tepp RIA, LLC | 3.993 | 275 | ||||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 102 | 7 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 55.989 | 4,75 | 3.858 | 9,54 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 8.452 | 383,52 | 582 | 406,09 | ||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 1.808 | 125 | ||||||
| 2026-04-29 | 13F | CVA Family Office, LLC | 101.394 | 0,32 | 6.987 | 4,89 | ||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 310 | 20,62 | 21 | 31,25 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 6.776 | 0,89 | 467 | 5,43 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 360 | 4,05 | 5 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 139.222.685 | 1,56 | 9.279.192 | 2,70 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 34.755 | 2.395 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 4.092 | 2,71 | 282 | 7,25 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 187.771 | 40,43 | 12.939 | 46,82 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.750 | 1,63 | 121 | 6,19 | ||||
| 2026-05-08 | 13F | Schrum Private Wealth Management LLC | 3.846 | 265 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 12.733 | 178,38 | 877 | 191,36 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 11.856 | 3,59 | 817 | 8,36 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 79.787 | 3,69 | 5.498 | 8,42 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 20.447 | 1.409 | ||||||
| 2026-05-12 | 13F | Creative Planning | 50.976 | 157,38 | 3.513 | 169,12 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 244 | 11,42 | 17 | 14,29 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 1.192.211 | 47,00 | 78.579 | 47,00 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 7.601 | 24,38 | 524 | 30,10 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 3.323 | 229 | ||||||
| 2026-04-27 | 13F | Exencial Wealth Advisors, Llc | 58.211 | 9,53 | 4.011 | 14,53 | ||||
| 2026-05-04 | 13F | Mirae Asset Global Investments Co., Ltd. | 712.984 | 10,78 | 49.132 | 15,83 | ||||
| 2026-05-05 | 13F | Clear Harbor Asset Management, LLC | 74.131 | 0,26 | 5.108 | 4,82 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 247.693 | 39,57 | 17.068 | 45,92 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 23.949 | 620,49 | 1.650 | 653,42 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 8.218 | 1 | ||||||
| 2026-05-07 | 13F | Rice Partnership, LLC | 1.325 | 3,68 | 91 | 8,33 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 45.656 | 21,06 | 3.009 | 20,31 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.253.896 | 557,67 | 86.406 | 587,61 | ||||
| 2026-05-11 | 13F | Stonebrook Private Inc. | 3.595 | 248 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 45.203 | 3,84 | 3.115 | 8,54 | ||||
| 2026-05-14 | 13F | Ieq Capital, Llc | 15.581 | 10,43 | 1.074 | 15,50 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 37.657 | 2.595 | ||||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 2.082 | 143 | ||||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 233 | 16 | ||||||
| 2026-02-09 | 13F | Huntington National Bank | 2 | -71,43 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 14.338 | 0,98 | 988 | 5,56 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.580 | 80,04 | 170 | 78,95 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 140 | 34,62 | 10 | 50,00 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.248 | 86 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 4.681.992 | 242,94 | 322.636 | 258,56 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 1.747 | 0 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 5.374 | 24,89 | 370 | 30,74 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 42.297 | 2,00 | 2.780 | 1,68 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 936 | 2.825,00 | 63 | 3.050,00 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 8.705 | 10,47 | 600 | 15,41 | ||||
| 2026-05-15 | 13F | Investment Counsel Co Of Nevada | 149 | 10 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 210 | 14 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 1.965 | 882,50 | 135 | 938,46 | ||||
| 2026-04-22 | 13F | Richard Bernstein Advisors LLC | 256 | 0,39 | 18 | 6,25 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 62.504 | 9,46 | 4.307 | 143.466,67 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 8.103 | 163,51 | 558 | 176,24 | ||||
| 2026-04-13 | 13F | Augustine Asset Management Inc | 3.607 | 249 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 7.535 | 1,85 | 519 | 6,57 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 56.775 | 8,38 | 3.912 | 13,33 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 62.770 | 9,81 | 4.325 | 14,81 | ||||
| 2026-04-27 | 13F | GenTrust, LLC | 2.936 | 202 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 11.941 | 99,98 | 823 | 109,16 | ||||
| 2026-05-08 | 13F | Wilkerson Advisory Group LLC | 91 | 6 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 53.494 | 1,95 | 3.686 | 6,29 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 128.837 | 35,72 | 8.878 | 41,91 | ||||
| 2026-05-01 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 118 | 8 | ||||||
| 2026-04-29 | 13F | Birch Hill Investment Advisors LLC | 155.653 | 3,99 | 10.726 | 8,73 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 12.573 | 57,71 | 866 | 64,95 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 9.456 | 3,62 | 652 | 8,32 | ||||
| 2026-05-15 | 13F | Brown Advisory Inc | 6.356 | 4,01 | 438 | 8,71 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6.146 | 14,11 | 424 | 19,49 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 39.026 | 2.689 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 504.247 | 176,20 | 34.748 | 188,79 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 4.933 | 0,08 | 340 | 4,63 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 201.469 | 2,54 | 13.883 | 7,21 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 11.987 | 2,53 | 826 | 7,27 | ||||
| 2026-05-01 | 13F | Riverview Trust Co | 76 | 5 | ||||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 7.316 | 92,17 | 504 | 101,60 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15.138 | 5,32 | 1.043 | 10,14 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 6.584 | 0,02 | 465 | 7,39 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 25 | 2 | ||||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 5.525 | 10,24 | 381 | 15,15 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 182.206 | 2,94 | 12.556 | 7,62 | ||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 70.246 | 8,23 | 4.841 | 13,16 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 3.161 | 218 | ||||||
| 2026-04-14 | 13F | Seven Mile Advisory | 6.815 | 470 | ||||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 5.477 | 7,62 | 377 | 12,54 | ||||
| 2026-05-15 | 13F | Fmr Llc | 27.500 | 36,73 | 1.895 | 42,94 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 27.590 | 110,43 | 1.901 | 120,02 | ||||
| 2026-04-27 | 13F | Sierra Summit Advisors Llc | 3.023 | 208 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 188 | 39,26 | 13 | 50,00 | ||||
| 2026-05-13 | 13F | Fortress Private Ledger, Llc | 15.607 | 1.075 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 242 | 4,31 | 17 | 13,33 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 9.896 | 1,20 | 682 | 5,75 | ||||
| 2026-05-08 | 13F | Investure, LLC | 3.287.302 | 226.528 | ||||||
| 2026-04-08 | 13F | Arlington Trust Co LLC | 2.163 | 149 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5.039 | 347 | ||||||
| 2026-04-15 | 13F | Trust Co Of Toledo Na /oh/ | 1.022 | 1.758,18 | 70 | 2.233,33 | ||||
| 2026-05-13 | 13F | Mackenzie Financial Corp | 21.820 | 5,16 | 1.504 | 9,87 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 17 | 1 | ||||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 234 | 271,43 | 16 | 300,00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 3.187 | 220 | ||||||
| 2026-04-06 | 13F | Acima Private Wealth, Llc | 45.024 | 0,05 | 3.103 | 4,59 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 22.005 | 1.516 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 427 | 29 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 147 | 10 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 228 | 442,86 | 15 | 650,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 10.087 | 19,60 | 695 | 25,23 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 138.431 | 301,60 | 9.539 | 320,04 | ||||
| 2026-04-23 | 13F | Interchange Capital Partners, LLC | 33.783 | 0,94 | 1.896 | -14,06 | ||||
| 2026-05-08 | 13F | Maia Wealth LLC | 4.781 | 329 | ||||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 256 | 18 | ||||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 103.035 | 7.100 | ||||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 22.572 | 6,25 | 1.555 | 11,07 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 188 | 13 |
