证券记录 · 已归档季度
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
40被追踪持有人
-3Δ持有人
52.94M持有股份
$2.51B报告持仓市值
+0新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 -7.0% ·
股份流向 -3.5% ·
净新建仓位 -7.5%
— 公式
广泛派发 — 持股数量下降且持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 45 | -1 | 77.71M | $3.65B | +3 | −4 |
| Q1 2026 | 47 | +7 | 61.44M | $2.92B | +9 | −2 |
| Q4 2025 | 40 | -3 | 52.94M | $2.51B | — | −3 |
| Q3 2025 | 8 | +1 | 12.95M | $615.79M | +1 | — |
| Q2 2025 | 4 | +1 | 484.86K | $22.82M | +1 | — |
| Q1 2025 | 2 | 0 | 118.68K | $5.58M | — | — |
| Q4 2024 | 2 | 0 | 74.81K | $3.45M | — | — |
| Q3 2024 | 2 | 0 | 97.59K | $4.71M | — | — |
| Q2 2024 | 2 | — | 162.17K | $7.51M | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.42M | +51.3% | $304.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.42M | +51.3% | $304.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 5.91M | — | $279.94M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 5.91M | — | $279.94M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 5.91M | — | $279.94M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 4.77M | — | $225.73M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 4.77M | — | $225.73M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 4.77M | — | $225.73M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 4.48M | -43.8% | $212.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 4.48M | -43.8% | $212.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 4.48M | -43.8% | $212.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 4.48M | -43.8% | $212.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 4.48M | -43.8% | $212.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 4.48M | -43.8% | $212.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 3.63M | — | $172.02M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Mariner, LLC | 3.63M | — | $172.02M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Mariner, LLC | 3.63M | — | $172.02M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 2.96M | — | $140.37M | 0.2% | n/c | 1 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 2.84M | — | $134.27M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 2.45M | — | $115.99M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2.45M | — | $115.99M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 2.25M | — | $106.59M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 2.25M | — | $106.59M | 0.2% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 2.25M | — | $106.59M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 2.23M | — | $105.65M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 2.14M | — | $101.38M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Cetera Investment Advisers | 1.89M | — | $89.31M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 1.42M | — | $67.14M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 1.42M | — | $67.14M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Captrust Financial Advisors | 1.34M | — | $63.31M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Commonwealth Equity Services, Llc | 1.18M | — | $55.92M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Cerity Partners LLC | 868.01K | — | $41.10M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 793.33K | — | $37.56M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 767.45K | — | $36.34M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 767.45K | — | $36.34M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Stifel Financial Corp | 767.45K | — | $36.34M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Focus Partners Wealth | 735.50K | — | $34.95M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Jones Financial Companies Lllp | 701.19K | — | $33.20M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 635.63K | — | $30.10M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 635.63K | — | $30.10M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 635.63K | — | $30.10M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Truist Financial Corp | 609.78K | — | $28.87M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Truist Financial Corp | 609.78K | — | $28.87M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 521.24K | — | $24.68M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Cwm, Llc | 432.21K | — | $20.46M | 0.1% | n/c | 1 | SEC ↗ |
| 46 | LPL Financial LLC | 306.36K | — | $14.51M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 215.65K | — | $10.21M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 127.90K | — | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 127.90K | — | $6.06M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Gotham Asset Management ✦ | 73.89K | 0.0% | $3.50M | 0.0% | Held | 7 | SEC ↗ |
| 51 | Lido Advisors, LLC | 58.58K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Lido Advisors, LLC | 58.58K | — | $2.78M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Creative Planning | 48.16K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Rockefeller Capital Management L.P. | 34.00K | — | $1.61M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | BlackRock ✦ (被动) | 30.89K | +4.2% | $1.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Goldman Sachs Group ✦ | 23.84K | -82.9% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Northern Trust Corp | 12.74K | — | $603,239 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 9.31K | — | $441,018 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 5.26K | — | $249,156 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Assetmark, Inc | 5.07K | — | $239,970 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Mercer Global Advisors Inc /Adv | 4.86K | — | $230,216 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Us Bancorp \De\ | 1.52K | — | $71,972 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Fifth Third Bancorp | 228 | — | $10,796 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $22.86M | 曾为 0.0% |
| Renaissance Technologies | $280,545 | 曾为 0.0% |
| Fidelity (FMR) | $143 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 476 持有人, 192.47M 股份, $8.49B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据