Catatan efek · kuartal yang diarsipkan
JAVA
JPMorgan Active Value ETF · Financial Services · Asset Management
39Pemegang yang dilacak
+3Δ pemegang
45.21MSaham yang dipegang
$3.23BNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +8.3% ·
aliran saham +9.1% ·
posisi baru bersih +7.7%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 57.33K | $4.65M | n/a | n/a |
| Q2 2026 | 42 | +5 | 43.43M | $3.45B | +6 | −2 |
| Q1 2026 | 39 | +3 | 45.21M | $3.23B | +4 | −1 |
| Q4 2025 | 36 | +2 | 41.45M | $2.97B | +2 | n/a |
| Q3 2025 | 3 | -1 | 33.57M | $2.32B | n/a | −1 |
| Q2 2025 | 2 | +1 | 33.36K | $2.19M | +1 | n/a |
| Q1 2025 | 1 | 0 | 267 | $16,965 | n/a | n/a |
| Q4 2024 | 1 | -1 | 32.51K | $2.06M | n/a | −1 |
| Q3 2024 | 2 | +1 | 958.44K | $61.41M | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.66K | $1.11M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 21.58M | +5.8% | $1.53B | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 2 | LPL Financial LLC | 6.69M | +6.8% | $479.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 2.74M | +4.0% | $196.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 1.87M | +4.3% | $134.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.79M | +29.1% | $128.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.77M | +117.0% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 1.20M | +83.6% | $86.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Envestnet Asset Management Inc | 1.20M | -1.9% | $86.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 973.67K | -6.0% | $69.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 884.67K | +24.8% | $62.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 837.05K | -17.3% | $60.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 543.98K | +13.4% | $39.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Focus Partners Wealth | 432.76K | +2.1% | $31.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 409.34K | -6.3% | $29.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Stifel Financial Corp | 394.38K | -7.3% | $28.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 341.96K | +871.1% | $24.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 307.67K | -59.3% | $22.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cwm, Llc | 245.01K | -6.1% | $17.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 231.97K | +5.8% | $16.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | UBS AM, a distinct business unit of… | 142.74K | Baru | $10.24M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 115.20K | -3.9% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 109.42K | +11.5% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 95.43K | +208.9% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mariner, LLC | 90.36K | +257.1% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | HighTower Advisors, LLC | 71.13K | +2.7% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 64.05K | -2.1% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 22.18K | +111.8% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Cibc World Market Inc. | 17.55K | +384.2% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 8.83K | Baru | $633,481 | 0.0% | New | 1 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 5.66K | Baru | $406,033 | 0.0% | New | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 5.37K | +77.8% | $385,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 5.12K | -3.6% | $367,217 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.87K | +66.2% | $349,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 4.60K | +2.6% | $329,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 3.84K | -63.1% | $275,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 3.60K | -67.0% | $258,300 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | BlackRock ✦ (pasif) | 1.24K | Baru | $89,114 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 737 | 0.0% | $52,880 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 39 | Assetmark, Inc | 39 | 0.0% | $2,798 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| UBS AM, a distinct business… | $10.24M | 0.0% |
| Fifth Third Bancorp | $633,481 | 0.0% |
| Gotham Asset Management | $406,033 | 0.0% |
| BlackRock | $89,114 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $2.02M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 259 pemegang, 56.91M saham, $4.04B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API