Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF, to m.in Arkadios Wealth Advisors, Platform Technology Partners, Kingsview Wealth Management, LLC, Gateway Wealth Partners, LLC, Mariner, LLC, BlackRock, Inc., Sowell Financial Services LLC, Alteri Wealth LLC, Signal Advisors Wealth, LLC, Pinnacle Bancorp, Inc., Abound Wealth Management, TopTier Wealth Management, LLC, i Rockefeller Capital Management L.P. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 100 019 | 0,46 | 6 678 | 4,20 | ||||
| 2026-05-14 | 13F | Integrity Wealth Advisors, Inc. | 29 822 | 22,11 | 1 991 | 26,65 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 98 791 | 0,54 | 6 596 | 4,27 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 197 056 | 88,26 | 13 157 | 95,27 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 2 907 | 1,29 | 194 | 5,43 | ||||
| 2026-04-15 | 13F | Meridian Financial Partners LLC | 337 943 | 3,42 | 22 943 | 1,90 | ||||
| 2026-05-08 | 13F | Capital Developers, LLC | 111 827 | 0,31 | 7 467 | 4,03 | ||||
| 2026-04-07 | 13F | Legacy Private Trust Co. | 93 277 | 1,85 | 6 228 | 5,63 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 5 929 | 13,65 | 396 | 17,91 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 60 830 | 94,72 | 4 062 | 101,94 | ||||
| 2026-04-27 | 13F | Platform Technology Partners | 54 707 | 3 653 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 105 757 | 8,91 | 7 061 | 12,96 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10 822 | 723 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 10 519 966 | 0,04 | 684 113 | 1,05 | ||||
| 2026-04-14 | 13F | Retirement Management Systems Inc. | 215 235 | 47,21 | 14 371 | 52,69 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 18 765 | 10,76 | 1 255 | 14,93 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 4 970 | 1,66 | 332 | 5,41 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 204 913 | 2,99 | 13 192 | 109 833,33 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 47 448 | 29,69 | 3 055 | 31,64 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 229 | 15 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 407 600 | 27 215 | ||||||
| 2026-04-16 | 13F | Rockland Trust Co | 9 159 | 7,17 | 612 | 11,09 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 139 | 80,52 | 9 | 125,00 | ||||
| 2026-04-21 | 13F | Rooted Wealth Advisors, Inc. | 19 695 | 2,84 | 1 433 | 9,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2 132 205 | 9,33 | 142 367 | 13,39 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 14 | 1 | ||||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 16 280 | 357,05 | 1 087 | 374,67 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 139 486 | 1,56 | 9 313 | 5,33 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 25 862 | 85,30 | 2 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 340 | 3,34 | 23 | 4,76 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 28 655 | 0,30 | 1 913 | 4,02 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 5 669 | 6,08 | 379 | 9,88 | ||||
| 2026-05-13 | 13F | Garden State Investment Advisory Services LLC | 4 059 | 21,27 | 271 | 26,05 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 27 562 | 3,55 | 1 840 | 7,41 | ||||
| 2026-04-08 | 13F | Lakeridge Wealth Management LLC | 81 690 | 0,70 | 5 454 | 4,44 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 9 776 | 3,35 | 653 | 7,06 | ||||
| 2026-04-27 | 13F | PAX Financial Group, LLC | 13 486 | 42,89 | 900 | 48,27 | ||||
| 2026-05-28 | 13F | Cozad Asset Management Inc | 6 212 | 9,12 | 415 | 13,11 | ||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 27 390 | 3,06 | 1 829 | 6,84 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 7 556 | 12,26 | 505 | 16,40 | ||||
| 2026-04-22 | 13F | Stone House Investment Management, LLC | 3 595 | 1,04 | 240 | 4,80 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 322 252 | 1,11 | 21 517 | 4,85 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 184 225 | 20,16 | 12 300 | 24,61 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 107 480 | 2,48 | 7 176 | 6,30 | ||||
| 2026-04-16 | 13F | Allegheny Financial Group LTD | 47 348 | 240,76 | 3 161 | 253,58 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 53 881 | 3,67 | 3 598 | 7,50 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 272 585 | 5,76 | 18 201 | 9,68 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 15 622 | 59,33 | 1 043 | 65,29 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 91 655 | 39,38 | 6 120 | 44,55 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 459 413 | 13,11 | 30 087 | 15,06 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 4 092 | 1,26 | 273 | 5,00 | ||||
| 2026-04-29 | 13F | SilverOak Wealth Management LLC | 30 260 | 51,83 | 2 020 | 57,44 | ||||
| 2026-05-12 | 13F | Creative Planning | 5 298 | 9,03 | 354 | 13,14 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 1 053 780 | 9,91 | 70 361 | 115 244,26 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 9 035 | 93,26 | 603 | 101,00 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 3 622 | 4,99 | 242 | 8,56 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 5 606 | 374 | ||||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 431 428 | 4,50 | 28 806 | 8,37 | ||||
| 2026-04-17 | 13F | Total Clarity Wealth Management, Inc. | 44 604 | 22,55 | 2 978 | 27,10 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 39 571 | 39,22 | 3 | 100,00 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 127 984 | 7,99 | 8 545 | 12,01 | ||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 45 079 | 2,68 | 3 010 | 6,51 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 72 | 5 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 33 077 | 101,08 | 2 209 | 108,50 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 4 446 | 4,88 | 297 | 8,82 | ||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 3 381 | 226 | ||||||
| 2026-05-05 | 13F | Crestwood Advisors Group LLC | 1 003 350 | 0,89 | 66 994 | 4,64 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 4 692 | 313 | ||||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 562 789 | 53,31 | 37 577 | 59,00 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 555 081 | 3,13 | 37 062 | 6,96 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 6 617 | 442 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 3 949 | 14,20 | 264 | 18,47 | ||||
| 2026-05-11 | 13F | Atlas Legacy Advisors, LLC | 52 887 | 2,46 | 3 531 | 6,26 | ||||
| 2026-05-07 | 13F | Capital Performance Advisors Llp | 6 879 | 0,42 | 459 | 4,32 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 508 | 26,37 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 399 611 | 3,78 | 26 682 | 7,64 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 25 | 47,06 | 2 | 0,00 | ||||
| 2026-05-05 | 13F | Luts & Greenleigh Group, Inc | 5 115 | 4,73 | 342 | 8,60 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 56 765 | 198,67 | 3 790 | 209,89 | ||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 5 832 | 6,00 | 375 | 7,45 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 58 236 | 122,52 | 3 916 | 132,54 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 13 625 | 1,56 | 910 | 5,33 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 3 310 | 221 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 49 119 | 4,23 | 3 280 | 8,11 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 5 184 | 64,36 | 346 | 70,44 | ||||
| 2026-04-20 | 13F | Heritage Wealth Management, Inc. | 9 011 | 2,36 | 602 | 6,18 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 565 | 38 | ||||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 29 090 | 26,13 | 1 942 | 30,86 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 11 522 | 3,18 | 769 | 7,10 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 680 755 | 3,10 | 45 454 | 6,93 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 27 573 | 6,23 | 1 861 | 7,02 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 257 582 | 0,07 | 17 199 | 3,79 | ||||
| 2026-05-15 | 13F | Fmr Llc | 2 405 634 | 313 133,59 | 160 624 | 327 704,08 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 4 089 | 273 | ||||||
| 2026-05-13 | 13F | B & T Capital Management DBA Alpha Capital Management | 209 699 | 1,00 | 14 002 | 4,74 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 283 108 | 18 903 | ||||||
| 2026-05-20 | 13F/A | Arete Wealth Advisors, LLC | 23 066 | 145,67 | 1 537 | |||||
| 2026-04-29 | 13F | Greenwood Capital Associates Llc | 36 520 | 11,73 | 2 438 | 15,87 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 26 139 | 3,24 | 1 758 | 7,79 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 28 071 | 33,96 | 1 874 | 38,92 | ||||
| 2026-05-15 | 13F | Advisory Resource Group | 258 399 | 5,55 | 17 253 | 9,47 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 47 187 | 3 151 | ||||||
| 2026-04-21 | 13F | Sequent Planning LLC | 5 656 | 1,22 | 378 | 5,01 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 101 580 | 2,45 | 6 782 | 6,25 |
