Catatan efek · kuartal yang diarsipkan
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
47Pemegang yang dilacak
+7Δ pemegang
61.44MSaham yang dipegang
$2.92BNilai yang dilaporkan
+9Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +17.5% ·
aliran saham +16.1% ·
posisi baru bersih +14.9%
· 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 | 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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.36M | +30.2% | $393.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 6.71M | +40.6% | $315.68M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 5.54M | +23.7% | $260.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 4 | Bank Of America Corp /De/ | 5.38M | -9.1% | $253.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 5 | Mariner, LLC | 4.73M | +30.1% | $222.58M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 3.22M | +8.7% | $151.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 3.07M | +8.3% | $144.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Envestnet Asset Management Inc | 2.61M | +17.2% | $123.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 2.41M | -1.8% | $113.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 2.22M | -1.4% | $104.47M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Cetera Investment Advisers | 2.10M | +11.2% | $98.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 1.67M | +446.3% | $78.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Captrust Financial Advisors | 1.49M | +11.5% | $70.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 1.37M | +15.8% | $64.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Wealth Enhancement Advisory… | 1.19M | -44.5% | $55.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Corient Private Wealth LP | 1.03M | -27.5% | $48.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 966.42K | +21.8% | $45.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Jones Financial Companies Lllp | 939.98K | +34.0% | $43.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 798.27K | +53.1% | $37.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 783.00K | +2.0% | $36.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Royal Bank Of Canada | 733.24K | +15.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 22 | Focus Partners Wealth | 100.49K | -86.3% | $34.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Cerity Partners LLC | 637.70K | -26.5% | $30.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 24 | Truist Financial Corp | 608.33K | -0.2% | $28.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | Cwm, Llc | 582.36K | +34.7% | $27.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 577.76K | +351.7% | $27.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 27 | UBS AM, a distinct business unit of… | 543.68K | Baru | $25.60M | 0.0% | New | 1 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 467.25K | +116.7% | $22.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 271.00K | Baru | $12.76M | 0.0% | New | 1 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 77.11K | +4.4% | $3.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 31 | Lido Advisors, LLC | 61.22K | +4.5% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Creative Planning | 55.44K | +15.1% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Rockefeller Capital Management L.P. | 47.66K | +40.2% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 34 | BlackRock ✦ (pasif) | 37.14K | +20.3% | $1.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Fifth Third Bancorp | 14.63K | +6315.4% | $688,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Northern Trust Corp | 11.87K | -6.8% | $558,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 8.40K | -64.8% | $395,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 5.59K | +14.9% | $263,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Renaissance Technologies ✦ | 5.17K | Baru | $243,498 | 0.0% | New | 1 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 4.67K | Baru | $219,769 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 2.69K | -46.9% | $126,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | UBS Group AG | 2.16K | Baru | $101,881 | 0.0% | New | 1 | SEC ↗ ×2 |
| 43 | Us Bancorp \De\ | 1.52K | 0.0% | $71,562 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Fidelity (FMR) ✦ | 562 | Baru | $26,459 | 0.0% | New | 1 | SEC ↗ |
| 45 | National Bank Of Canada /Fi/ | 352 | Baru | $16,539 | 0.0% | New | 1 | SEC ↗ |
| 46 | Simplex Trading, Llc | 100 | Baru | $4,708 | 0.0% | New | 1 | SEC ↗ |
| 47 | Bnp Paribas Financial Markets | 14 | Baru | $659 | 0.0% | New | 1 | 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… | $25.60M | 0.0% |
| Susquehanna International… | $12.76M | 0.0% |
| Renaissance Technologies | $243,498 | 0.0% |
| AQR Capital Management | $219,769 | 0.0% |
| UBS Group AG | $101,881 | 0.0% |
| Fidelity (FMR) | $26,459 | 0.0% |
| National Bank Of Canada /Fi/ | $16,539 | 0.0% |
| Simplex Trading, Llc | $4,708 | 0.0% |
| Bnp Paribas Financial Markets | $659 | 0.0% |
Telah keluar
| Qube Research & Technologies… | $441,018 | adalah 0.0% |
| Manufacturers Life Insurance… | $249,156 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API