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JPMorgan Hedged Equity Laddered Overlay ETF · Financial Services · Asset Management
36Takip edilen yatırımcılar
-4Δ sahipler
23.55MTutulan hisseler
$1.59BRaporlanan değer
+3Yeni pozisyonlar
−7Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -10.0% ·
pay akışı -4.9% ·
net yeni pozisyonlar -11.1%
— formül
Geniş dağılım — azalan paylar ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| Q2 2026 | 36 | -4 | 23.55M | $1.59B | +3 | −7 |
| Q1 2026 | 41 | +5 | 24.76M | $1.58B | +6 | −1 |
| Q4 2025 | 36 | 0 | 22.49M | $1.49B | +1 | −1 |
| Q3 2025 | 6 | 0 | 965.97K | $62.79M | — | — |
| Q2 2025 | 4 | +2 | 141.65K | $8.86M | +2 | — |
| Q1 2025 | 1 | 0 | 66.32K | $3.96M | +1 | −1 |
| Q4 2024 | 1 | 0 | 42.46K | $2.63M | — | — |
| Q3 2024 | 1 | +1 | 54.90K | $3.36M | +1 | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 3.62M | +4.5% | $244.31M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 2.36M | +5.9% | $159.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 2.33M | -3.7% | $157.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 2.33M | -3.7% | $157.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 2.33M | -3.7% | $157.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 1.87M | +9.5% | $127.67M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 1.88M | +2.5% | $126.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 1.88M | +2.5% | $126.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 1.73M | -32.6% | $116.75M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 1.68M | +6.0% | $113.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 1.22M | +25.2% | $82.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 1.22M | +25.2% | $82.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 1.22M | +25.2% | $82.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.12M | -40.7% | $75.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.12M | -40.7% | $75.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.12M | -40.7% | $75.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.12M | -40.7% | $75.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 1.03M | +2.7% | $69.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | UBS Group AG | 878.51K | -4.4% | $59.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Focus Partners Wealth | 824.52K | +5.6% | $55.72M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 694.76K | -7.3% | $46.95M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 554.89K | +20.6% | $37.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 505.47K | -1.1% | $34.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 505.47K | -1.1% | $34.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 505.47K | -1.1% | $34.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 505.47K | -1.1% | $34.16M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 505.95K | -7.0% | $34.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 505.95K | -7.0% | $34.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 505.95K | -7.0% | $34.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 505.95K | -7.0% | $34.09M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | Stifel Financial Corp | 433.53K | -0.8% | $29.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 77.21K | +35.1% | $5.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Gotham Asset Management ✦ | 66.32K | 0.0% | $4.48M | 0.0% | Held | 6 | SEC ↗ |
| 40 | Captrust Financial Advisors | 35.94K | -8.4% | $2.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 34.64K | +4023.7% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 34.64K | +4023.7% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Truist Financial Corp | 19.62K | -2.3% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Morgan Stanley ✦ | 15.18K | +7.8% | $1.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 45 | Morgan Stanley ✦ | 15.18K | +7.8% | $1.03M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 46 | Corient Private Wealth LP | 13.77K | 0.0% | $930,443 | 0.0% | Held | 3 | SEC ↗ |
| 47 | Nuveen, LLC | 10.35K | Yeni | $699,318 | 0.0% | New | 1 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 10.05K | Yeni | $679,179 | 0.0% | New | 1 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 9.78K | -48.7% | $661,068 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Fifth Third Bancorp | 7.04K | +7.3% | $475,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Creative Planning | 6.49K | +22.1% | $438,796 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Cerity Partners LLC | 5.30K | -21.0% | $358,199 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | First Trust Advisors Lp | 3.25K | 0.0% | $219,972 | 0.0% | Held | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 1.92K | +0.2% | $129,858 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 1.25K | -70.4% | $84,140 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 56 | BlackRock ✦ (pasif) | 884 | Yeni | $59,741 | 0.0% | New | 1 | SEC ↗ |
| 57 | Assetmark, Inc | 670 | -13.8% | $45,279 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Allspring Global Investments… | 101 | 0.0% | $6,825 | 0.0% | Held | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Nuveen, LLC | $699,318 | 0.0% |
| Pnc Financial Services Group… | $679,179 | 0.0% |
| BlackRock | $59,741 | 0.0% |
Çıkıldı
| Mariner, LLC | $21.05M | idi 0.0% |
| Jane Street Group, Llc | $3.29M | idi 0.0% |
| Citadel Advisors | $1.81M | idi 0.0% |
| Rockefeller Capital… | $645,491 | idi 0.0% |
| Renaissance Technologies | $295,328 | idi 0.0% |
| AQR Capital Management | $257,366 | idi 0.0% |
| Jones Financial Companies Lllp | $93,690 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 380 sahipler, 48.01M hisseler, $3.00B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin