Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Global Select Equity ETF include Mitsubishi UFJ Kokusai Asset Management Co., Ltd., Wbh Advisory Inc, Ameritas Advisory Services, LLC, WealthPlan Investment Management, LLC, Gts Securities Llc, Great Valley Advisor Group, Inc., ORG Partners LLC, Twin Peaks Wealth Advisors, LLC, Financial Network Wealth Management LLC, Strategic Blueprint, LLC, Mascagni Wealth Management, Inc., Total Investment Management Inc, and CoreCap Advisors, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 22,426 | 2.71 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 429,467 | 27,632 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 230,949 | 13.13 | 14,859 | 23.51 | ||||
| 2025-07-17 | 13F | KWB Wealth | 70,038 | 63.32 | 4,128 | 60.37 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 13,599 | 4.62 | 875 | 14.10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1,026,106 | 6.23 | 66 | 17.86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,034,648 | 10.23 | 66,569 | 20.33 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 88 | 10.00 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,016 | 644 | ||||||
| 2025-08-26 | NP | JSACX - JPMorgan SmartRetirement 2045 Fund Class C | 4,475,553 | 0.22 | 287,957 | 9.40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,881 | 26.94 | 314 | 38.94 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,814 | 6.78 | 1,146 | 16.58 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 3,216 | 0 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 100 | 5.26 | 6 | 20.00 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,407 | 18.87 | 670 | 29.65 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188,347 | 12,118 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 23,448 | 22.59 | 1,509 | 33.81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 61,502 | 5,983.28 | 3,957 | 6,495.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 103,145 | 9.50 | 7 | 20.00 | ||||
| 2025-08-26 | NP | JSMOX - JPMorgan SmartRetirement 2065 Fund Class R6 | 128,519 | 17.49 | 8,269 | 28.25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 709 | 46 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,614 | 240 | ||||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 210,973 | 13,574 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 158,896 | 499.58 | 9,510 | 508.83 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,137 | 202 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 16,047 | 35.91 | 1,032 | 48.49 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1,557,022 | 118.29 | 100,179 | 138.29 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,929 | 8.54 | 639 | 18.37 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 41,074 | 2,643 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9,437 | 18.35 | 608 | 29.42 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Retirement Income Fund Standard Class | 126,879 | 0.49 | 8,163 | 9.69 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 1,158 | 70 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 509,923 | 32,808 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 6,305 | 115.92 | 406 | 131.43 | ||||
| 2025-08-26 | NP | JSRAX - JPMorgan SmartRetirement Income Fund Class A | 1,372,135 | 104.40 | 88,283 | 123.13 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6,216 | 400 | ||||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6,303 | 14.25 | 406 | 24.62 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 7,784 | 501 | ||||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 602,721 | 335.10 | 38,779 | 375.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 28,728 | 1,848 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 51,222 | 22.24 | 3 | 50.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 135,623 | 9 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 19,933 | 2.64 | 1,282 | 12.06 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 7,620 | 58.09 | 490 | 72.54 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 113,073 | 376.60 | 7 | 600.00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26,099 | 1,679 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 26,774 | 137.04 | 2 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 82,810 | 5,328 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 6,613 | 425 | ||||||
| 2025-08-26 | NP | JAKAX - JPMorgan SmartRetirement 2060 Fund Class A | 1,266,987 | 4.21 | 81,518 | 13.76 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 28,024 | 35.86 | 1,803 | 48.40 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 272 | 18 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 142 | 9 | ||||||
| 2025-08-26 | NP | JFFAX - JPMorgan SmartRetirement 2055 Fund Class A | 2,861,738 | 2.39 | 184,124 | 11.77 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 23,941 | 1,540 | ||||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 294,736 | 8.57 | 18,963 | 18.52 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8,166 | 13.84 | 525 | 24.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,866,238 | 5.50 | 120,074 | 15.17 | ||||
| 2025-08-26 | NP | JTSAX - JPMorgan SmartRetirement 2050 Fund Class A | 4,319,957 | 1.12 | 277,946 | 10.39 |
