Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF incluem Magnolia Capital Advisors Llc, Oxinas Partners Wealth Management LLC, WealthPlan Investment Management, LLC, Monetary Solutions, Ltd, Elevation Wealth Management LLC, Independent Advisor Alliance, Fifth Third Bancorp, United Community Bank, Nbc Securities, Inc., Western Wealth Management, LLC, Whittier Trust Co Of Nevada Inc, Covestor Ltd, Nbt Bank N A /ny, e Simplex Trading, Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 37,201 | 23.39 | 1,818 | 22.85 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1,577 | 1.22 | 78 | 1.32 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 749 | 37 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 27,006 | 1,320 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 1,493,287 | 87.31 | 72,962 | 186,982.05 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 7,266 | 31.77 | 355 | 31.48 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 44,672 | 113.39 | 2,183 | 112.46 | ||||
| 2026-05-08 | 13F | Campbell Deegan Wealth Management, LLC | 4,704 | 0.34 | 230 | -0.43 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 5,377 | 24.84 | 263 | 24.17 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 52,141 | 0.20 | 2,548 | -0.27 | ||||
| 2026-05-06 | 13F | TopTier Wealth Management, LLC | 4,087 | 0.07 | 200 | -0.50 | ||||
| 2026-05-01 | 13F | Monetary Solutions, Ltd | 4,906 | 240 | ||||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 9,397 | 459 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 559,159 | 3.98 | 27,320 | 3.51 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 101,861 | 5.27 | 4,977 | 4.78 | ||||
| 2026-05-12 | 13F | Cooper/haims Advisors, Llc | 7,710 | 5.69 | 377 | 5.03 | ||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 8,057 | 26.56 | 394 | 25.96 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 8,532 | 6.68 | 417 | 6.12 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1,198,576 | 1.19 | 58,562 | 0.74 | ||||
| 2026-05-11 | 13F | L & S Advisors Inc | 20,328 | 1.52 | 993 | 1.12 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 1,184,322 | 14.28 | 57,866 | 13.76 | ||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 154,038 | 7,526 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 213,641 | 69.12 | 10,438 | 68.38 | ||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 417 | 2,352.94 | 20 | |||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 163,496 | 0.02 | 7,988 | -0.42 | ||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 7,346 | 0.34 | 359 | -0.28 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 20,817 | 15.38 | 1,017 | 14.92 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 175,181 | 18.87 | 8,598 | 122,714.29 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 4,728 | 231 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 32,567 | 3.22 | 1,591 | 2.78 | ||||
| 2026-05-15 | 13F | Barnes Wealth Management Group, Inc | 23,909 | 196.75 | 1,168 | 195.70 | ||||
| 2026-04-10 | 13F | Oxinas Partners Wealth Management LLC | 89,720 | 4,384 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 35 | 2 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 6,423 | 4.12 | 314 | 3.64 | ||||
| 2026-05-04 | 13F | Heritage Wealth Architects, Inc. | 49,910 | 23.25 | 2,694 | 30.86 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 573,270 | 47.96 | 27,282 | 43.47 | ||||
| 2026-04-24 | 13F | United Community Bank | 2,101 | 103 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 3,180 | 22.35 | 155 | 22.05 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 924 | 45 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,635 | 80 | ||||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 59,163 | 26.69 | 2,891 | 26.15 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 960 | 47 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 7,558 | 34.25 | 369 | 33.70 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 50,231 | 0.01 | 2,454 | -0.45 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 5,091 | 4.41 | 250 | 4.18 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 16,681 | 94.83 | 815 | 94.05 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 31,692 | 71.78 | 1,549 | 70.97 | ||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 4,974 | 0.28 | 243 | 0.00 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 4,172 | 204 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 15,707 | 767 | ||||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 868 | 5.08 | 42 | 5.00 | ||||
| 2026-05-15 | 13F | Guardian Wealth Advisors, Llc / Nc | 478 | 23 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1,149 | 56 | ||||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 12,441 | 3.01 | 608 | 2.53 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 48,645 | 252.70 | 2,377 | 251.48 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 32,560 | 4.93 | 1,591 | 4.47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 128,596 | 22.67 | 6,283 | 22.12 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 34,276 | 1,631 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 21,149 | 0.05 | 1,038 | 3.29 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 86 | 4 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 4,733 | 14.43 | 231 | 14.36 | ||||
| 2026-04-15 | 13F | Mainsail Financial Group, LLC | 390,737 | 2.36 | 19,091 | 1.91 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 36,590 | 62.33 | 1,788 | 61.57 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 66,724 | 789.65 | 3,260 | 785.87 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,866 | 140 | ||||||
| 2026-04-29 | 13F | Strategic Blueprint, LLC | 4,561 | 0.35 | 223 | -0.45 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 6,389 | 0.05 | 312 | -0.32 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 53,127 | 78.44 | 2,596 | 77.62 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 264 | 0 |
