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. Equity ETF eröffnet haben, gehören Hershey Financial Advisers, LLC, Gateway Wealth Partners, LLC, Midwest Trust Co, Summit Financial, LLC, Ubs Asset Management Americas Inc, CIBC Private Wealth Group, LLC, Cassaday & Co Wealth Management LLC, Assetmark, Inc, und Smartleaf Asset Management 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | 13F | Assetmark, Inc | 140 | 18 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 3.552 | 4,19 | 462 | 9,48 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 20.752 | 0,06 | 3 | 0,00 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 7.256 | 49,15 | 945 | 56,81 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 1.735 | 226 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 1.208 | 157 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 32.339 | 5,89 | 4.212 | 11,23 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 868 | 113 | ||||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 2.754 | 359 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 2.176 | 0,37 | 283 | 5,60 | ||||
| 2026-05-05 | 13F | Birchwood Financial Partners, Inc. | 1.536 | 0,46 | 200 | 5,29 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 52.455 | 3,20 | 6.830 | 8,41 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 45.304 | 1,22 | 5.899 | 6,35 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 22.368 | 0,21 | 2.912 | 5,28 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 625 | 8,70 | 81 | 14,08 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 59 | -32,56 | ||||||
| 2026-05-06 | 13F | Hershey Financial Advisers, LLC | 10.367 | 1.350 | ||||||
| 2026-04-14 | 13F | Focus Financial Network, Inc. | 2.336 | 0,34 | 304 | 5,56 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 1.405 | 34,84 | 183 | 41,09 | ||||
| 2026-04-22 | 13F | Financially in Tune, LLC | 39.157 | 0,00 | 5.099 | 5,05 | ||||
| 2026-04-15 | 13F | Targeted Financial Services LLC | 4.269 | 24,46 | 556 | 30,59 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 1.510 | 207 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1.000 | 100,00 | 130 | 113,11 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 2.047 | 267 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 51.853 | 24,53 | 6.661 | 29,06 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 22.585 | 18,74 | 2.799 | 139.850,00 | ||||
| 2026-04-16 | 13F | Sterneck Capital Management, LLC | 92.122 | 3,48 | 11.995 | 8,71 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 394 | 0,25 | 51 | 6,25 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 3.587 | 61,87 | 467 | 70,07 | ||||
| 2026-04-24 | 13F | Bellevue Asset Management, Llc | 4.219 | 0,09 | 549 | 4,97 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 1.679 | 0,42 | 219 | 5,31 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 3.675 | 7,27 | 479 | 12,74 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 637 | 83 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 12.252 | 5,05 | 1.595 | 10,38 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 731 | 91 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 121 | 16 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 228.110 | 1,44 | 29.700 | 6,56 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 3.757 | 489 | ||||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 6.663 | 0,08 | 868 | 5,09 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 18 | 2 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 1.257 | 0,08 | 164 | 5,16 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 73.878 | 6,60 | 9.620 | 11,98 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 5.688 | 773 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 71 | 1.320,00 | 9 |
