Effectdossier · gearchiveerd kwartaal
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
40Gevolgde houders
-3Δ houders
52.94MGehouden aandelen
$2.51BGerapporteerde waarde
+0Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -7.0% ·
aandelenstroom -3.5% ·
netto nieuwe posities -7.5%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passief) | 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 ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Citadel Advisors | $22.86M | was 0.0% |
| Renaissance Technologies | $280,545 | was 0.0% |
| Fidelity (FMR) | $143 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 476 houders, 192.47M aandelen, $8.49B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
Verkrijg dit via de API