Запись по ценной бумаге · архивный квартал
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
47Отслеживаемые держатели
+7Δ держателей
61.44MАкций в держании
$2.92BОтчётная стоимость
+9Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +17.5% ·
поток акций +16.1% ·
новые чистые позиции +14.9%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 8.36M | +30.2% | $393.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 8.36M | +30.2% | $393.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 6.71M | +40.6% | $315.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 6.71M | +40.6% | $315.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 6.71M | +40.6% | $315.68M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 5.54M | +23.7% | $260.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 5.54M | +23.7% | $260.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 5.54M | +23.7% | $260.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 5.54M | +23.7% | $260.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 5.54M | +23.7% | $260.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 5.54M | +23.7% | $260.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 5.38M | -9.1% | $253.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 5.38M | -9.1% | $253.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 5.38M | -9.1% | $253.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Mariner, LLC | 4.73M | +30.1% | $222.58M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 16 | Mariner, LLC | 4.73M | +30.1% | $222.58M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 4.73M | +30.1% | $222.58M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 3.22M | +8.7% | $151.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | Northwestern Mutual Wealth… | 3.07M | +8.3% | $144.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 2.61M | +17.2% | $123.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2.41M | -1.8% | $113.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 2.41M | -1.8% | $113.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 2.22M | -1.4% | $104.47M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 2.22M | -1.4% | $104.47M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 2.22M | -1.4% | $104.47M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 26 | Cetera Investment Advisers | 2.10M | +11.2% | $98.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | LPL Financial LLC | 1.67M | +446.3% | $78.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 1.49M | +11.5% | $70.16M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 29 | Commonwealth Equity Services, Llc | 1.37M | +15.8% | $64.40M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Wealth Enhancement Advisory… | 1.19M | -44.5% | $55.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Corient Private Wealth LP | 1.03M | -27.5% | $48.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 966.42K | +21.8% | $45.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 966.42K | +21.8% | $45.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Jones Financial Companies Lllp | 939.98K | +34.0% | $43.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mml Investors Services, Llc | 798.27K | +53.1% | $37.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Stifel Financial Corp | 783.00K | +2.0% | $36.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Stifel Financial Corp | 783.00K | +2.0% | $36.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 783.00K | +2.0% | $36.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 733.24K | +15.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 733.24K | +15.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 733.24K | +15.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Focus Partners Wealth | 100.49K | -86.3% | $34.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Cerity Partners LLC | 637.70K | -26.5% | $30.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Cerity Partners LLC | 637.70K | -26.5% | $30.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Truist Financial Corp | 608.33K | -0.2% | $28.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Truist Financial Corp | 608.33K | -0.2% | $28.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Cwm, Llc | 582.36K | +34.7% | $27.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 577.76K | +351.7% | $27.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 577.76K | +351.7% | $27.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 577.76K | +351.7% | $27.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 543.68K | Новый | $25.60M | 0.0% | New | 1 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 467.25K | +116.7% | $22.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Susquehanna International Group, Llp | 271.00K | Новый | $12.76M | 0.0% | New | 1 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 77.11K | +4.4% | $3.63M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 55 | Lido Advisors, LLC | 61.22K | +4.5% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Lido Advisors, LLC | 61.22K | +4.5% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Lido Advisors, LLC | 61.22K | +4.5% | $2.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Creative Planning | 55.44K | +15.1% | $2.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Rockefeller Capital Management L.P. | 47.66K | +40.2% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Rockefeller Capital Management L.P. | 47.66K | +40.2% | $2.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | BlackRock ✦ (пассивный) | 37.14K | +20.3% | $1.75M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Fifth Third Bancorp | 14.63K | +6315.4% | $688,621 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Northern Trust Corp | 11.87K | -6.8% | $558,698 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Goldman Sachs Group ✦ | 8.40K | -64.8% | $395,566 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Mercer Global Advisors Inc /Adv | 5.59K | +14.9% | $263,058 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 5.17K | Новый | $243,498 | 0.0% | New | 1 | SEC ↗ |
| 67 | AQR Capital Management ✦ | 4.67K | Новый | $219,769 | 0.0% | New | 1 | SEC ↗ |
| 68 | Assetmark, Inc | 2.69K | -46.9% | $126,598 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | UBS Group AG | 2.16K | Новый | $101,881 | 0.0% | New | 1 | SEC ↗ |
| 70 | UBS Group AG | 2.16K | Новый | $101,881 | 0.0% | New | 1 | SEC ↗ |
| 71 | Us Bancorp \De\ | 1.52K | 0.0% | $71,562 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Fidelity (FMR) ✦ | 562 | Новый | $26,459 | 0.0% | New | 1 | SEC ↗ |
| 73 | National Bank Of Canada /Fi/ | 352 | Новый | $16,539 | 0.0% | New | 1 | SEC ↗ |
| 74 | Simplex Trading, Llc | 100 | Новый | $4,708 | 0.0% | New | 1 | SEC ↗ |
| 75 | Bnp Paribas Financial Markets | 14 | Новый | $659 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| 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% |
| 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% |
Закрыто
| Qube Research & Technologies… | $441,018 | составлял 0.0% |
| Manufacturers Life Insurance… | $249,156 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 476 держатели, 192.47M акции, $8.49B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
Получить через API