Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF eröffnet haben, gehören Financial Solutions Advisory Group, Inc., Magnolia Capital Advisors Llc, Equitable Holdings, Inc., Vantus Wealth LLC, Modern Wealth Management, LLC, Summit Financial, LLC, WealthPlan Investment Management, LLC, Creative Planning, Trademark Financial Management, LLC, SageView Advisory Group, LLC, und Legacy Wealth Managment, LLC/ID .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-16 | 13F | Sprinkle Financial Consultants LLC | 174.823 | 16,65 | 9.166 | 22,13 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 32.723 | 21,75 | 1.716 | 27,51 | ||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 7.471 | 4,92 | 392 | 9,83 | ||||
| 2026-04-30 | 13F | Money Concepts Capital Corp | 4.260 | 223 | ||||||
| 2026-04-30 | 13F | Private Trust Co Na | 1.172 | 71,09 | 61 | 79,41 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 4.088 | 2,25 | 214 | 7,00 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 659 | 0,15 | 35 | 6,25 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 728 | 36 | ||||||
| 2026-05-15 | 13F | Summit Financial, LLC | 7.468 | 392 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 610.879 | 4,38 | 32.028 | 9,29 | ||||
| 2026-04-28 | 13F | Interactive Financial Advisors | 6.287 | 0,24 | 330 | 4,78 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 4.983 | 261 | ||||||
| 2026-05-12 | 13F | Creative Planning | 4.496 | 236 | ||||||
| 2026-04-27 | 13F | Trademark Financial Management, LLC | 3.853 | 202 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 6.387 | 21,13 | 335 | 26,52 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 65.987 | 23,42 | 3.460 | 29,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 907.121 | 0,78 | 47.560 | 5,52 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 26.935 | 1.349 | ||||||
| 2026-06-01 | 13F | Financial Solutions Advisory Group, Inc. | 146.873 | 7.701 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 53.556 | 2,26 | 2.808 | 7,06 | ||||
| 2026-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 41.032 | 0,90 | 2.151 | 5,65 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 133 | 6,40 | 7 | 16,67 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 5.638 | 0,16 | 296 | 4,98 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 5.260 | 0,04 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 393 | 32,32 | 21 | 42,86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 155.462 | 495,62 | 7.981 | 511,10 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 6.396 | 6,00 | 335 | 10,93 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 26 | 2.500,00 | 1 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 213.561 | 2,85 | 11.197 | 7,69 | ||||
| 2026-05-12 | 13F | Tocqueville Asset Management L.p. | 140.307 | 0,13 | 7.356 | 4,85 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 107.752 | 0,19 | 5.649 | 4,90 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 20.764 | 1.093 | ||||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 316.608 | 2,02 | 16.600 | 6,82 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 52.555 | 2.755 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 595 | 13,33 | 31 | |||||
| 2026-04-23 | 13F | First Pacific Financial | 71.943 | 0,40 | 3.772 | 5,10 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 42.718 | 1,66 | 2.139 | 106.850,00 | ||||
| 2026-04-21 | 13F | Keystone Financial Services, LLC | 161.304 | 3,02 | 8.457 | 7,87 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 139.921 | 7.336 | ||||||
| 2026-04-28 | 13F | Appleton Partners Inc/ma | 190.724 | 0,37 | 10 | 11,11 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 11.890 | 595 | ||||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 82 | 4 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 418 | 0,24 | 22 | 5,00 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 36.400 | 1.908 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 134.828 | 8,27 | 7.069 | 13,38 | ||||
| 2026-05-29 | 13F | Ipsen Advisor Group LLC | 115.584 | 2,26 | 6.060 | 7,09 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.452 | 233 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 1.993 | 62,30 | 104 | 70,49 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 135.129 | 23,43 | 6.996 | 27,64 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 8.033 | 6,89 | 402 | 7,49 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 2.544 | 97,21 | 133 | 107,81 | ||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 31.736 | 0,16 | 1.664 | 4,85 | ||||
| 2026-04-28 | 13F | Goldstein Advisors, LLC | 230.661 | 0,96 | 12.094 | 5,72 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 33.816 | 0,59 | 1.773 | 5,29 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 13.551 | 75,39 | 710 | 83,94 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 72.837 | 4,65 | 3.819 | 9,56 |