Catatan efek · kuartal yang diarsipkan
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
40Pemegang yang dilacak
-3Δ pemegang
52.94MSaham yang dipegang
$2.51BNilai yang dilaporkan
+0Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -7.0% ·
aliran saham -3.5% ·
posisi baru bersih -7.5%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 1.17M | $52.30M | n/a | n/a |
| Q2 2026 | 44 | -1 | 74.31M | $3.49B | +3 | −5 |
| Q1 2026 | 47 | +7 | 61.44M | $2.92B | +9 | −2 |
| Q4 2025 | 40 | -3 | 52.94M | $2.51B | n/a | −3 |
| Q3 2025 | 8 | +1 | 12.95M | $615.79M | +1 | n/a |
| Q2 2025 | 4 | +1 | 484.86K | $22.82M | +1 | n/a |
| Q1 2025 | 2 | 0 | 118.68K | $5.58M | n/a | n/a |
| Q4 2024 | 2 | 0 | 74.81K | $3.45M | n/a | n/a |
| Q3 2024 | 2 | 0 | 97.59K | $4.71M | n/a | n/a |
| Q2 2024 | 2 | n/a | 162.17K | $7.51M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.42M | +51.3% | $304.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Bank Of America Corp /De/ | 5.91M | n/a | $279.94M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Raymond James Financial Inc | 4.77M | n/a | $225.73M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 4 | JPMorgan Chase ✦ | 4.48M | -43.8% | $212.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 5 | Mariner, LLC | 3.63M | n/a | $172.02M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 2.96M | n/a | $140.37M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 2.84M | n/a | $134.27M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 2.45M | n/a | $115.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Osaic Holdings, Inc. | 2.25M | n/a | $106.59M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 2.23M | n/a | $105.65M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wealth Enhancement Advisory… | 2.14M | n/a | $101.38M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 1.89M | n/a | $89.31M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Corient Private Wealth LP | 1.42M | n/a | $67.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Captrust Financial Advisors | 1.34M | n/a | $63.31M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 1.18M | n/a | $55.92M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Cerity Partners LLC | 868.01K | n/a | $41.10M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 793.33K | n/a | $37.56M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Stifel Financial Corp | 767.45K | n/a | $36.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Focus Partners Wealth | 735.50K | n/a | $34.95M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 701.19K | n/a | $33.20M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 635.63K | n/a | $30.10M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Truist Financial Corp | 609.78K | n/a | $28.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Mml Investors Services, Llc | 521.24K | n/a | $24.68M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Cwm, Llc | 432.21K | n/a | $20.46M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | LPL Financial LLC | 306.36K | n/a | $14.51M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Baird Financial Group, Inc. | 215.65K | n/a | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 127.90K | n/a | $6.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Gotham Asset Management ✦ | 73.89K | 0.0% | $3.50M | 0.0% | Held | 7 | SEC ↗ |
| 29 | Lido Advisors, LLC | 58.58K | n/a | $2.78M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Creative Planning | 48.16K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 34.00K | n/a | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (pasif) | 30.89K | +4.2% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 23.84K | -82.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Northern Trust Corp | 12.74K | n/a | $603,239 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 9.31K | n/a | $441,018 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Manufacturers Life Insurance… | 5.26K | n/a | $249,156 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 5.07K | n/a | $239,970 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 4.86K | n/a | $230,216 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 1.52K | n/a | $71,972 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Fifth Third Bancorp | 228 | n/a | $10,796 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Citadel Advisors | $22.86M | adalah 0.0% |
| Renaissance Technologies | $280,545 | adalah 0.0% |
| Fidelity (FMR) | $143 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 476 pemegang, 192.47M saham, $8.49B 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: Q4 2025 ·
Metodologi ·
Dapatkan ini melalui API