Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF include WealthPlan Investment Management, LLC, We Are One Seven, LLC, ORG Partners LLC, Marshall Wace, Llp, Citigroup Inc, Owen LaRue, LLC, D. E. Shaw & Co., Inc., KFA Private Wealth Group, LLC, Well Done, LLC, Frederick Financial Consultants, LLC, Total Investment Management Inc, Smartleaf Asset Management LLC, Family Legacy Financial Solutions, LLC, and Federation des caisses Desjardins du Quebec .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 55,270 | 31.28 | 6,186 | 45.63 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 24,680 | 36.29 | 2,762 | 51.18 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 220,954 | 350.12 | 24,729 | 399.37 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 14,793 | 7.52 | 1,682 | 21.09 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 8,715 | 11.79 | 975 | 24.05 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 64,336 | 121.38 | 7,200 | 145.65 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 22,381 | 4,776.03 | 2,505 | 5,343.48 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 25,645 | 11.39 | 2,870 | 23.60 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 319,774 | 8.24 | 35,789 | 20.07 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 581,991 | 3.13 | 65,136 | 14.41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,857 | 48.03 | 544 | 64.05 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4,713 | 16.60 | 544 | 35.07 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 20,192 | 1.02 | 2,260 | 12.05 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 285 | 32 | ||||||
| 2025-07-24 | 13F | JB Capital LLC | 1,959 | 219 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3,555 | 3.74 | 398 | 15.07 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 132,922 | 18.10 | 14,877 | 31.02 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2,218 | 248 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 441,230 | 60.09 | 49,383 | 77.59 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,798,161 | 11.31 | 201,250 | 23.48 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 100,779 | 11.97 | 11,279 | 24.22 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 467 | 678.33 | 52 | 766.67 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 18,938 | 12.93 | 2,120 | 25.31 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 99,917 | 21.17 | 11,183 | 34.42 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 18,497 | 2,070 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 3,501 | 15.97 | 401 | 31.91 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 127,900 | 14,315 | ||||||
| 2025-07-21 | 13F | Ascent Group, LLC | 45,248 | 7.92 | 5,064 | 19.72 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 1,887 | 211 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 402,511 | 0.51 | 45,049 | 11.50 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2,212 | 248 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 10,672 | 367.46 | 1,194 | 419.13 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 50 | 6 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7,059 | 790 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 268 | 208.05 | 30 | 262.50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 29,344 | 3 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 107,330 | 147.13 | 12,012 | 174.18 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 119,721 | 131.68 | 13 | 160.00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 2,522 | 18.91 | 282 | 32.39 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2,200 | 0.27 | 246 | 11.31 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 191 | 21 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 6,400 | 48.84 | 716 | 65.36 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 4,255 | 6.56 | 476 | 18.41 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7,934 | 5.42 | 888 | 16.86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,404 | 157 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 339 | 0.30 | 38 | 8.82 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5,751 | 0.12 | 644 | 11.05 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 132 | 59.04 | 15 | 75.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 74,533 | 268.74 | 8,342 | 309.07 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6,960 | 779 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 38,477 | 54.12 | 4,306 | 71.01 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,236 | 189.46 | 138 | 220.93 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 1,947 | 218 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 2,691 | 10.70 | 301 | 22.86 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 242 | 27 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,177 | 0.14 | 244 | 10.96 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 25,429 | 11.08 | 2,846 | 23.26 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2,321 | 6.81 | 260 | 18.26 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,631,843 | 2.62 | 182,636 | 13.84 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 106,956 | 2.96 | 11,971 | 14.22 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 360,284 | 0.34 | 40,323 | 11.31 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 9,237 | 12.54 | 1 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7,856 | 167.03 | 879 | 196.96 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 9 | 1 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 25,649 | 2,867 | ||||||
| 2025-06-30 | NP | PFSEX - RiskPro® 30+ Fund Class R | 787,862 | 75.74 | 78,975 | 61.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 271,521 | 53.35 | 29,470 | 64.95 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1,765 | 198 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 9,297 | 152.22 | 1,041 | 166.67 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 21,851 | 15.12 | 2,446 | 27.74 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 4,880 | 546 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 106 | 1,666.67 | 12 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 14,977 | 5.06 | 1,716 | 19.26 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 170,383 | 3.49 | 19 | 18.75 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6,358 | 6.71 | 711 | 18.14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2,856,818 | 108.05 | 319,735 | 130.80 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 2,935 | 25.32 | 328 | 38.98 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 887 | 0.11 | 99 | 11.24 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 45,168 | 108.29 | 5,055 | 131.14 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 7,193 | 20.63 | 805 | 33.94 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 14,381 | 20.67 | 1,610 | 33.86 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12,666 | 3.15 | 1,418 | 14.46 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 30,219 | 38.59 | 3,382 | 53.80 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14,301 | 31.70 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13,585 | 0.41 | 1,561 | 14.44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 822 | 20.88 | 92 | 37.31 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 486,677 | 11.28 | 54,469 | 23.44 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 16,058 | 2.89 | 1,869 | 23.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 8,143 | 18.37 | 911 | 31.27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 25,578 | 25.98 | 2,863 | 39.75 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 34,573 | 3,869 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 32,379 | 3,624 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 440 | 0.23 | 49 | 11.36 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 41,528 | 88.91 | 4,748 | 114.16 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 10,865 | 0.79 | 1,216 | 11.87 |
