Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF incluem Independent Wealth Network Inc., Golden State Equity Partners, Wbh Advisory Inc, Prime Capital Investment Advisors, LLC, Ascension Capital Advisors, Inc., Bright Futures Wealth Management, LLC., Ashton Thomas Securities, Llc, Western Wealth Management, LLC, Cornerstone Planning Group LLC, Team Financial Group, LLC, e Vanguard Advisers Inc .
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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-22 | 13F | Sutton Place Investors Llc | 9,077 | 1.60 | 419 | 0.97 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 5,353 | 0.17 | 247 | -0.40 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 17,071 | 1,173.01 | 787 | 1,169.35 | ||||
| 2026-05-01 | 13F | Team Financial Group, LLC | 430 | 20 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 29,824 | 1,377 | ||||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 38,566 | 1,780 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2,181 | 2,847.30 | 101 | 3,266.67 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 8,494 | 392 | ||||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 5,068 | 234 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 2,203,713 | 4.14 | 101,723 | 3.56 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 41,362 | 31.70 | 1,909 | 31.02 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 146 | 7 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 27,294 | 19.54 | 1,260 | 18.89 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 249,232 | 9.74 | 11,505 | 9.13 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 1,468 | 68 | ||||||
| 2026-01-14 | 13F | ORG Partners LLC | 27,137 | 11.79 | 1,260 | 11.22 | ||||
| 2026-05-05 | 13F | UBS Group AG | 385 | 38,400.00 | 18 | |||||
| 2026-04-14 | 13F | ACT Advisors, LLC. | 46,358 | 1.69 | 2,140 | 1.09 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 11,879 | 548 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 7,327 | 1.24 | 338 | 0.90 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 5,182 | 0.17 | 239 | -0.42 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 80 | 14.29 | 4 | 0.00 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4,810,609 | 4.72 | 221,384 | 3.82 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 270 | 0 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 8,261 | 33.52 | 381 | 32.75 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 218,380 | 0.88 | 10,080 | 0.13 | ||||
| 2026-05-13 | 13F | Clearwater Capital Advisors, LLC | 1,201,541 | 8.46 | 55,463 | 7.86 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 633 | 29 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 897,948 | 5.56 | 41,449 | 4.97 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 15,696 | 11.11 | 729 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 0 | 0 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4,602 | 10.60 | 212 | 9.84 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 7,955 | 39.15 | 367 | 37.59 | ||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 136 | 0.74 | 6 | 0.00 | ||||
| 2026-04-13 | 13F | 5T Wealth, LLC | 9,346 | 3.80 | 431 | 3.36 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,342 | 62 | ||||||
| 2026-04-22 | 13F | MN Wealth Advisors, LLC | 17,738 | 15.87 | 819 | 15.21 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 6,131 | 0.33 | 283 | -0.35 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 322,299 | 14.31 | 14,877 | 13.67 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 6,618 | 1.08 | 305 | 0.66 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 264 | 12 | ||||||
| 2026-05-13 | 13F | Avestar Capital, LLC | 10,878 | 10.38 | 502 | 9.85 | ||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 2,860 | 132 | ||||||
| 2026-05-15 | 13F | Ascent Group, LLC | 63,020 | 11.13 | 2,909 | 10.52 | ||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 406,376 | 92.37 | 18,758 | 91.31 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5,696 | 263 | ||||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 12,165 | 0.44 | 562 | -0.18 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 134,198 | 10.18 | 6,195 | 123,780.00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4,729 | 11.17 | 218 | 10.66 | ||||
| 2026-05-05 | 13F | Clarity Asset Management, Inc. | 414 | 0.98 | 19 | 0.00 | ||||
| 2026-04-15 | 13F | Arlington Financial Advisors, LLC | 27,325 | 54.41 | 1,261 | 53.59 | ||||
| 2026-05-15 | 13F | Fmr Llc | 542 | 73.16 | 25 | 78.57 | ||||
| 2026-04-27 | 13F | Wbh Advisory Inc | 12,402 | 570 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 12,157 | 239.96 | 561 | 240.00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 16,249 | 67.48 | 750 | 66.67 |
