Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF eröffnet haben, gehören Mount Yale Investment Advisors, LLC, Storen Legacy Partners, LLC, Ubs Asset Management Americas Inc, Summitpoint Capital Management, Independent Advisor Alliance, RFG Advisory, LLC, Golden State Equity Partners, TritonPoint Partners, LLC, Oak Barrel Wealth Advisory LLC, XTX Topco Ltd, Fifth Third Bancorp, Beacon Pointe Advisors, LLC, Apella Capital, LLC, Emergent Wealth Advisors, LLC, Security National Bank Of Sioux City Iowa /ia/, Gotham Asset Management, LLC, Warren Averett Asset Management, LLC, Security National Bank Of So Dak, Regal Investment Advisors LLC, und Summit Financial, 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.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Golden State Equity Partners | 23.398 | 1.679 | ||||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 112.106 | 5,40 | 8.044 | 5,44 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 70.372 | 14,88 | 5.049 | 14,93 | ||||
| 2026-04-21 | 13F | Sequent Planning LLC | 2.935 | 211 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 10.875 | 11,62 | 780 | 11,75 | ||||
| 2026-04-28 | 13F | TritonPoint Partners, LLC | 14.846 | 1.065 | ||||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 481.617 | 1,05 | 34.556 | 1,09 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 11.390 | 104,38 | 817 | 104,76 | ||||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 2.064 | 149 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 325.895 | 82,34 | 23.383 | 82,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 6.687.339 | 6,78 | 479.817 | 6,83 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 299 | 0,34 | 21 | 0,00 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 67.077 | 3,21 | 4.813 | 3,24 | ||||
| 2026-05-07 | 13F | Oak Harbor Wealth Partners, Llc | 5.523 | 14,68 | 396 | 14,78 | ||||
| 2026-05-15 | 13F | Qube Research & Technologies Ltd | 5.374 | 77,83 | 386 | 78,24 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 179.750 | 6,51 | 12.897 | 6,56 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 3.445 | 247 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 341.958 | 871,11 | 24.536 | 871,68 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 2.524 | 39,99 | 181 | 40,31 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 88 | 6 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 7.360 | 556 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 144.182 | 18,37 | 10.345 | 18,43 | ||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 39.939 | 5,34 | 2.807 | 2,41 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 117.289 | 49,17 | 8.416 | 49,23 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 69.375 | 12,86 | 4.978 | 12,91 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 2.990 | 0,23 | 215 | 0,47 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 3.723 | 267 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 144.833 | 111,86 | 10.387 | 120,34 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 231.975 | 5,79 | 16.644 | 5,84 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 1.355 | 687,79 | 97 | 708,33 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 24.218 | 27,61 | 2 | 0,00 | ||||
| 2026-05-12 | 13F | Wayfinding Financial, LLC | 17.414 | 1,39 | 1 | 0,00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 21.579.446 | 5,78 | 1.531.655 | 4,68 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 135.907 | 14,07 | 9.751 | 14,13 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 27.388 | 372,13 | 1.965 | 372,36 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 6.548 | 10,87 | 0 | |||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 17.878 | 28,16 | 1.283 | 28,20 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 2.987 | 0 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 328 | 24 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1.012.384 | 0,55 | 72.608 | 105.128,99 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 6.620 | 1,53 | 475 | 1,50 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 13.792 | 9,44 | 990 | 9,52 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 12.213 | 7,05 | 876 | 7,09 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 153.392 | 1,94 | 11.006 | 1,98 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 432.496 | 6,31 | 31.032 | 6,36 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.551 | 7,79 | 327 | 7,95 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 73.487 | 0,33 | 5.273 | 0,36 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 9.590 | 3,12 | 688 | 3,15 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 82.817 | 128,66 | 5.941 | 128,73 | ||||
| 2026-04-28 | 13F | PUREfi Wealth, LLC | 20.227 | 58,87 | 1.451 | 58,93 | ||||
| 2026-05-11 | 13F | OpenArc Corporate Advisory, LLC | 2.337.591 | 43,90 | 167.722 | 43,96 | ||||
| 2026-04-14 | 13F | Centerline Wealth Advisors, LLC | 289.602 | 30,52 | 20.779 | 30,57 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 19.504 | 28,83 | 1.432 | 26,19 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 123.130 | 1.123,23 | 8.835 | 1.125,24 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.791 | 129 | ||||||
| 2026-04-15 | 13F | Seacrest Wealth Management, Llc | 5.985 | 0,02 | 429 | -2,28 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 23.524 | 1.741 | ||||||
| 2026-04-20 | 13F | Triangle Securities Wealth Management | 248.192 | 3,13 | 17.808 | 3,17 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 5.892 | 3,51 | 423 | 3,43 | ||||
| 2026-04-08 | 13F | Orrstown Financial Services Inc | 848.841 | 4,17 | 60.904 | 4,21 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 123.849 | 6,42 | 9 | 0,00 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 5.659 | 406 | ||||||
| 2026-04-27 | 13F | FSM Wealth Advisors, LLC | 524.892 | 11,36 | 37.661 | 11,40 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 423.996 | 3,82 | 30.409 | 7,98 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 228 | 16 | ||||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 17.553 | 384,22 | 1.259 | 386,10 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 8.829 | 633 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 3.044 | 218 | ||||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 4.436 | 4,30 | 318 | 4,26 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.869.602 | 4,27 | 134.144 | 4,31 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.771.693 | 116,95 | 127.119 | 117,05 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 1.200.108 | 83,64 | 86.107 | 83,71 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 543.980 | 13,40 | 39.031 | 13,45 | ||||
| 2026-04-08 | 13F | Bill Few Associates, Inc. | 12.161 | 11,99 | 873 | 12,08 | ||||
| 2026-05-13 | 13F | Ci Investments Inc. | 547.918 | 27,92 | 39.313 | 27,98 | ||||
| 2026-05-14 | 13F | Dynasty Wealth Management, Llc | 8.197.776 | 71,63 | 588.190 | 71,70 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 4.599 | 2,56 | 330 | 2,49 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 4.125 | 19,67 | 296 | 19,43 | ||||
| 2026-04-22 | 13F | Independence Asset Advisors, LLC | 22.711 | 129,50 | 1.630 | 129,76 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 5.664 | 1,80 | 406 | 1,75 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 884.672 | 24,83 | 62.192 | 22,36 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 495.706 | 35.567 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 6.588 | 0,87 | 473 | 0,85 | ||||
| 2026-04-24 | 13F | Merited Wealth, LLC | 31.233 | 115,01 | 2.241 | 115,18 | ||||
| 2026-05-07 | 13F | Oak Barrel Wealth Advisory LLC | 10.027 | 719 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 65 | 4,84 | 5 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 25.344 | 7,29 | 1.818 | 7,32 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 472.053 | 0,89 | 33.870 | 0,93 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 2.822 | 1,11 | 202 | 1,00 | ||||
| 2026-04-17 | 13F | Stephenson National Bank & Trust | 914.389 | 11,20 | 65.607 | 11,24 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 251.475 | 14,79 | 18 | 20,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 3.547 | 254 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 43.796 | 0,65 | 3.144 | 0,67 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1.098.170 | 75,67 | 78.794 | 75,74 | ||||
| 2026-04-20 | 13F | Fairvoy Private Wealth, LLC | 20.762 | 49,03 | 1.490 | 49,05 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 432 | 0,70 | 31 | 3,33 | ||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 4.429 | 318 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 790.724 | 2,43 | 56.734 | 2,47 | ||||
| 2026-04-22 | 13F | Traveka Wealth, LLC | 19.260 | 22,72 | 1.382 | 22,76 | ||||
| 2026-04-13 | 13F | Kelly Financial Services LLC | 2.987 | 5,21 | 214 | 5,42 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1.788.286 | 29,10 | 128.310 | 29,15 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 20.721 | 18,25 | 1.486 | 23,01 | ||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 4.765.340 | 13,47 | 341.913 | 32,13 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1.242 | 89 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 2.741.557 | 4,00 | 196.613 | 3,98 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 61.050 | 26,65 | 4.380 | 26,70 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 9.150 | 45,91 | 657 | 46,10 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 90.356 | 257,15 | 6.483 | 257,39 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 8.381 | 601 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 16.575 | 7,19 | 1.189 | 7,31 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 6.187 | 444 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 127.226 | 24,56 | 9.128 | 24,61 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 21.483 | 152,74 | 1.541 | 153,04 | ||||
| 2026-05-07 | 13F | Summitpoint Capital Management | 61.090 | 4.381 | ||||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 438.902 | 2,11 | 31.491 | 2,15 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8.992 | 645 | ||||||
| 2026-04-22 | 13F | Storen Legacy Partners, LLC | 223.269 | 16.020 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 9.591 | 1,36 | 688 | 1,47 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 4.865 | 66,21 | 349 | 66,99 | ||||
| 2026-05-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 5.671 | 407 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 15 | 1 | ||||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 188 | 14 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22 | 0 | ||||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 3.871 | 6,87 | 278 | 6,95 | ||||
| 2026-04-21 | 13F | Unique Wealth, Llc | 399.057 | 40,21 | 28.632 | 40,27 | ||||
| 2026-05-04 | 13F | Fagan Associates, Inc. | 65.239 | 0,11 | 4.681 | 0,15 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 11.480 | 94,77 | 824 | 95,02 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 22.184 | 111,80 | 1.592 | 111,85 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 109.423 | 11,53 | 7.851 | 11,58 | ||||
| 2026-05-05 | 13F | Keyvantage Wealth, Llc | 145.467 | 4,77 | 10.437 | 4,81 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 83.758 | 31,02 | 6.010 | 31,09 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 71.134 | 2,74 | 5.104 | 2,78 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 8.241 | 16,18 | 591 | 16,34 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 47.520 | 6,20 | 3.410 | 6,23 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 8.843 | 51,68 | 634 | 51,67 | ||||
| 2026-05-15 | 13F | Security National Bank Of So Dak | 4.343 | 312 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 95.426 | 208,93 | 6.869 | 198,87 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 17.513 | 13,96 | 1.257 | 13,97 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 29.498 | 1,77 | 2.116 | 1,83 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 49.251 | 3.534 | ||||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 82.970 | 4,24 | 5.953 | 4,29 | ||||
| 2026-04-20 | 13F | Aegis Wealth Management, Inc. | 3.126 | 9,03 | 224 | 9,27 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 337 | 0,90 | 24 | 4,35 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 49.280 | 5,69 | 3.536 | 5,71 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 1.484 | 106 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 263.344 | 6.038,55 | 18.895 | 6.054,40 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 213.199 | 6,60 | 15.297 | 6,64 | ||||
| 2026-04-16 | 13F | Quotient Wealth Partners, LLC | 33.922 | 40,35 | 2.434 | 40,39 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 142.735 | 10.241 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 616.428 | 3,52 | 44.229 | 3,56 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 454.239 | 8,42 | 32.592 | 12,80 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 33.324 | 8,85 | 2.399 | 9,25 | ||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 10.229 | 4,39 | 734 | 4,56 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 63 | 75,00 | 5 | 100,00 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 87.835 | 9,77 | 6.300 | 14,15 | ||||
| 2026-04-08 | 13F | Emergent Wealth Advisors, LLC | 5.990 | 430 | ||||||
| 2026-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 22.305 | 0,94 | 1.600 | 1,01 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 368.316 | 1,62 | 26.427 | 1,66 | ||||
| 2026-04-21 | 13F | Avaii Wealth Management, Llc | 5.909 | 4,75 | 424 | 4,70 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 150 | 138,10 | 11 | 150,00 |
