Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Realty Income ETF inkluderer Anderson Financial Strategies, LLC, Capital A Wealth Management, LLC, First American Trust, Fsb, 21 West Wealth Management LLC, Brinker Capital Investments, LLC, og O'shaughnessy Asset Management, Llc .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Cetera Investment Advisers | 46 687 | 12,10 | 2 224 | 10,81 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28 014 | 72,28 | 1 335 | 70,37 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 13 628 | 649 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4 701 | 0,02 | 224 | −1,33 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 64 447 | 22,75 | 3 070 | 21,34 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 014 | 0,41 | 429 | −0,69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 366 | 0,83 | 17 | 0,00 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 74 989 | 59,76 | 3 572 | 57,91 | ||||
| 2025-08-26 | NP | JSMAX - JPMorgan SmartRetirement 2030 Fund Class A | 739 374 | 1,61 | 35 224 | 0,43 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 189 | 153,89 | 536 | 152,83 | ||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 867 765 | 4,70 | 41 340 | 3,49 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 890 | 0,45 | 42 | 0,00 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 267 326 | 114,69 | 12 735 | 112,21 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 653 | 2,23 | 79 | 1,30 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 154 278 | 2,74 | 7 350 | 1,55 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 083 | 149,25 | 623 | 149,20 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 984 864 | 6,86 | 285 119 | 5,61 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 28 226 | 1 345 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 12 103 | 50,57 | 577 | 48,84 | ||||
| 2025-08-26 | NP | SRJAX - JPMorgan SmartRetirement 2035 Fund Class A | 855 818 | 3,14 | 40 771 | 1,95 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 3 637 | 18,24 | 173 | 16,89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 392 | 19 | ||||||
| 2025-08-26 | NP | SMTAX - JPMorgan SmartRetirement 2040 Fund Class A | 1 006 316 | 4,10 | 47 941 | 2,89 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 489 | 8,05 | 166 | 7,10 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 426 | 20 | ||||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 27 002 | 29,39 | 1 286 | 27,96 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 99 532 | 4 742 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21 066 | 12,68 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 655 | 31 | ||||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 134 307 | 6 398 | ||||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 246 302 | 10,65 | 11 734 | 9,36 | ||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 556 321 | 6,95 | 26 503 | 5,72 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 839 798 | 5,63 | 40 008 | 4,40 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 4 314 | 228,81 | 206 | 225,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21 501 | 56,56 | 1 024 | 54,92 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 113 982 | 5 494 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 771 | 2,25 | 37 | 2,86 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 9 070 | 0,60 | 432 | −0,46 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 24 531 | 0,34 | 1 169 | −0,85 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 8 191 | 138,60 | 390 | −1,27 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 575 | 313 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 121 469 | 3,01 | 5 787 | 1,81 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 109 218 | 18,29 | 5 203 | 16,92 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 525 032 | 6,71 | 25 013 | 5,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22 353 | 0,73 | 1 065 | −0,47 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 14 641 | 6,78 | 697 | 5,61 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 126 148 | 119,53 | 6 010 | 117,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 074 | 813 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73 | 3 |
