Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF inkluderer Gradient Investments LLC, We Are One Seven, LLC, Thrive Wealth Management, LLC, og Raymond James Financial Inc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 215 | 216 | ||||||
| 2025-08-26 | NP | JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I | 1 305 830 | 3,35 | 127 253 | 11,75 | ||||
| 2025-05-28 | NP | JSSRX - JPMorgan SmartRetirement* Blend 2020 Fund Class I | 257 016 | 4,76 | 23 162 | −1,89 | ||||
| 2025-08-26 | NP | JOBEX - JPMorgan SmartRetirement* Blend 2040 Fund Class I | 1 417 030 | 5,37 | 138 090 | 13,94 | ||||
| 2025-08-26 | NP | JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I | 927 193 | 2,88 | 90 355 | 11,25 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 157 | 78,43 | 1 769 | 92,91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 26 387 | 0,58 | 2 571 | 8,76 | ||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 360 711 | 5,53 | 35 151 | 14,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 207 | 8,20 | 313 | 16,85 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 1 772 374 | 0,30 | 172 718 | 8,46 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 1 228 517 | 4,60 | 119 719 | 13,11 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 814 036 | 2,70 | 79 328 | 11,05 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 91 | 4,60 | 9 | 14,29 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 174 864 | 1,86 | 17 | 13,33 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 1 271 568 | 3,64 | 123 914 | 12,07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 480 | 144 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 930 | 1 106,27 | 1 163 | 1 205,62 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 101 | 104,98 | 887 | 121,50 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 60 916 | 4,11 | 5 936 | 12,59 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 633 472 | 111,44 | 61 732 | 128,64 | ||||
| 2025-08-26 | NP | JMSSX - JPMorgan SmartRetirement* Blend 2045 Fund Class I | 1 352 568 | 3,00 | 131 808 | 11,38 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 11 522 | 1 123 | ||||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 1 262 191 | 2,18 | 123 001 | 10,49 | ||||
| 2025-08-26 | NP | JNEAX - JPMorgan SmartRetirement* Blend 2050 Fund Class I | 1 191 927 | 5,04 | 116 153 | 13,59 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 627 | 256 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6 721 | 3,32 | 655 | 11,60 | ||||
| 2025-08-26 | NP | JPTBX - JPMorgan SmartRetirement* Blend 2055 Fund Class I | 714 194 | 3,93 | 69 598 | 12,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 630 | 29,37 | 159 | 39,82 | ||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1 473 012 | 3,01 | 143 545 | 11,39 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 14 202 | 0,90 | 1 384 | 9,15 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 40 446 | 163,66 | 3 941 | 185,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 | 1 | ||||||
| 2025-08-26 | NP | JACSX - JPMorgan SmartRetirement Blend 2060 Fund Class I | 409 364 | 9,03 | 39 893 | 17,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 819 | 567 | ||||||
| 2025-08-26 | NP | JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I | 468 408 | 121,27 | 45 646 | 139,27 | ||||
| 2025-05-28 | NP | JTTAX - JPMorgan SmartRetirement 2020 Fund Class A | 335 995 | 2,92 | 30 280 | −3,62 |
