Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF inkluderer Systelligence, LLC, Tidemark, LLC, Creative Financial Designs Inc /adv, First American Trust, Fsb, AllGen Financial Advisors, Inc., EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares, EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Bouvel Investment Partners, LLC, EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares, Ffg Retirement Advisors Llc, Pine Harbor Wealth Management, LLC, BlackDiamond Wealth Management Inc., Balanced Rock Investment Advisor, Change Path, LLC, EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares, InTrack Investment Management Inc, EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares, Regatta Capital Group, Llc, Apella Capital, LLC, og Atomi Financial Group, 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.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 733 | 65,76 | 1 | |||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 122 098 | 1,80 | 5 936 | 3,36 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 36 175 | 1 756 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 3 124 | 152 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 5 430 | 23,13 | 264 | 25,12 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 157 525 | 6,56 | 7 619 | 7,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 601 | 78,09 | 272 | 81,33 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 22 165 | 1 078 | ||||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 4 938 | 1,21 | 240 | 3,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 199 320 | 4,89 | 9 691 | 6,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 213 | 1 274 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39 902 | 26,16 | 1 940 | 28,14 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7 402 | 360 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68 050 | 3 | ||||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 6 454 | 7,60 | 314 | 9,06 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55 995 | 2,75 | 2 722 | 4,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 189 146 | 8,01 | 9 196 | 9,66 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10 652 | 516 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 115 | 91,67 | 6 | 150,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 378 378 | 101 341,82 | 18 408 | 108 182,35 | ||||
| 2025-08-01 | 13F | Motco | 11 344 | 31,39 | 550 | 33,17 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 459 330 | 2 602,42 | 22 278 | 2 640,10 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 7 402 | 27,07 | 360 | 29,14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 9 | 0 | ||||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 43 523 | 2 116 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 825 | 478 | ||||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 288 578 | 2,11 | 14 031 | 3,66 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 116 548 | 8,34 | 5 667 | 10,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 526 367 | 1 315,38 | 25 592 | 1 337,70 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 12 821 | 63,47 | 623 | 66,13 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 12 513 | 0,77 | 608 | 2,36 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 4 181 | 203 | ||||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 328 | 16 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 413 | 104,46 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 170 594 | 106,84 | 8 294 | 110,03 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 88 892 | 3,98 | 4 322 | 5,54 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 213 | 10 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 47 660 | 10,25 | 2 317 | 11,93 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 62 189 | 3 024 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 803 | 39 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42 483 | 2 066 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 28 986 | 32,80 | 1 409 | 34,83 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 928 901 | 17 815,16 | 45 163 | 18 110,89 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 199 543 | 0,89 | 9 702 | 2,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 635 | 31 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19 758 | 2,62 | 961 | 4,12 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 928 | 0,02 | 240 | 1,70 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 23 184 | 23,16 | 1 127 | 25,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59 114 | 4,94 | 2 874 | 6,56 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 51 153 | 11,85 | 2 487 | 13,56 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 150 | 7 | ||||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 79 885 | 3 884 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 616 260 | 24,09 | 29 963 | 25,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 31 937 | 7 076,85 | 1 553 | 7 290,48 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 13 793 | 14,21 | 671 | 15,92 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 22 663 | 1 102 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 13 924 | 13,83 | 677 | 15,56 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 20 802 | 47,73 | 1 011 | 50,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 400 | 19,35 | 360 | 21,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70 070 | 107,73 | 3 407 | 110,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 117 500 | 231,35 | 5 713 | 236,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 10 923 | 103,03 | 531 | 106,61 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 54 540 | 2 652 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 2 220 | 3,59 | 0 | |||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12 891 | 7,86 | 627 | 9,44 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 775 | 0 | ||||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 325 518 | 7,20 | 15 827 | 8,84 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 23 694 | 1 152 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 11 | 0 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 38 985 | 1 895 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 099 | 0,81 | 199 | 2,58 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 57 125 | 23,93 | 2 777 | 25,83 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2 958 | 12,47 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 328 375 | 12,51 | 15 966 | 14,22 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 73 588 | 3 578 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 2 940 | 143 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 135 358 | 3,93 | 6 581 | 5,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 274 348 | 0,50 | 13 339 | 2,03 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 10 761 | 22,97 | 523 | 24,82 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 13 726 | 7,75 | 667 | 9,34 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36 881 | 1 793 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 121 557 | 5 910 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 88 748 | 4 315 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 101 | 345 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 1 302 392 | 74,30 | 63 322 | 76,96 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 126 901 | 1,95 | 6 170 | 3,51 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 11 400 | 151,43 | 554 | 155,30 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 298 686 | 1,96 | 14 522 | 3,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 77 473 | 41,73 | 4 | 50,00 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 14 836 | 721 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 37 922 | 12,24 | 1 844 | 13,91 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 100 830 | 146,72 | 5 | 300,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 305 | 0,08 | 63 | 1,61 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 38 691 | 1 881 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 4 548 | 221 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 443 234 | 26,53 | 21 550 | 28,46 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 669 596 | 18,13 | 32 435 | 19,49 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 121 196 | 9,93 | 5 893 | 11,61 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 248 358 | 22,05 | 12 075 | 23,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 418 608 | 17,87 | 20 353 | 19,66 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4 726 | 226 | ||||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 19 864 | 966 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 40 360 | 13,78 | 1 962 | 15,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 146 101 | 7 103 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 907 | 0,27 | 286 | 1,42 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 434 | 2,29 | 994 | 3,87 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 426 119 | 46,37 | 20 718 | 48,59 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 164 837 | 2,00 | 8 014 | 4,95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 219 | 157 | ||||||
| 2025-07-23 | 13F | InTrack Investment Management Inc | 21 613 | 1 051 | ||||||
| 2025-07-29 | 13F | Systelligence, LLC | 200 867 | 9 766 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 16 934 | 4,56 | 823 | 6,19 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 828 | 0 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 132 836 | 6 458 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 461 | 7,40 | 363 | 9,04 |
