Ficha del valor
JCPB
JPMorgan Core Plus Bond ETF · Financial Services · Asset Management
44Tenedores rastreados
-1Δ titulares
74.31MAcciones mantenidas
$3.49BValor declarado
+3Nuevas posiciones
−5Cierres
Señales de momentum (gestores comparables):
amplitud de titulares -2.2% ·
flujo de acciones +28.9% ·
nuevas posiciones netas -4.5%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 12.53M | +49.8% | $587.96M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | Raymond James Financial Inc | 8.83M | +31.8% | $414.66M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | JPMorgan Chase ✦ | 7.58M | +36.7% | $356.93M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 4 | Mariner, LLC | 5.40M | +14.2% | $253.50M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 5.29M | -1.6% | $248.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 4.73M | +53.9% | $221.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 3.50M | +66.8% | $164.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 3.33M | +99.2% | $156.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 2.88M | +10.1% | $135.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 2.61M | +17.8% | $122.74M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Wells Fargo & Company/Mn | 2.34M | -2.7% | $109.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Captrust Financial Advisors | 1.57M | +5.3% | $73.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 1.48M | +8.4% | $69.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 1.38M | +72.6% | $64.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Corient Private Wealth LP | 1.37M | +33.2% | $64.52M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 1.33M | +11.9% | $61.81M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Jones Financial Companies Lllp | 1.20M | +27.7% | $56.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 1.18M | +21.9% | $55.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Truist Financial Corp | 977.78K | +60.7% | $45.90M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 885.70K | +13.1% | $41.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Focus Partners Wealth | 743.00K | +639.4% | $34.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 675.32K | +16.9% | $31.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Cerity Partners LLC | 620.74K | -2.7% | $29.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 24 | UBS AM, a distinct business unit of… | 543.68K | 0.0% | $25.52M | 0.0% | Held | 2 | SEC ↗ |
| 25 | Baird Financial Group, Inc. | 471.42K | +0.9% | $22.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 459.38K | -37.4% | $21.56M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 27 | Gotham Asset Management ✦ | 104.74K | +35.8% | $4.92M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 28 | Creative Planning | 52.62K | -5.1% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Rockefeller Capital Management L.P. | 41.27K | -13.4% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Lido Advisors, LLC | 39.15K | -36.0% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | BlackRock ✦ (pasivo) | 37.28K | +0.4% | $1.75M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Fifth Third Bancorp | 24.51K | +67.5% | $1.15M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Qube Research & Technologies Ltd | 21.57K | Nuevo | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 21.45K | -92.1% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 12.03K | +1.4% | $564,735 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 10.65K | +1794.7% | $499,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | UBS Group AG | 9.41K | +334.8% | $441,658 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 5.69K | +21.9% | $266,995 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Manufacturers Life Insurance… | 5.39K | Nuevo | $253,054 | 0.0% | New | 1 | SEC ↗ |
| 40 | Mercer Global Advisors Inc /Adv | 5.06K | -9.5% | $237,351 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Us Bancorp \De\ | 4.72K | +210.5% | $221,557 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 42 | Assetmark, Inc | 2.33K | -13.5% | $109,136 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | National Bank Of Canada /Fi/ | 1.04K | +195.2% | $48,656 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 3 | Nuevo | $141 | 0.0% | New | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Qube Research & Technologies… | $1.01M | 0.0% |
| Manufacturers Life Insurance… | $253,054 | 0.0% |
| Russell Investments Group… | $141 | 0.0% |
Posición cerrada
| HighTower Advisors, LLC | $151.77M | era 0.2% |
| Goldman Sachs Group | $395,566 | era 0.0% |
| Renaissance Technologies | $243,498 | era 0.0% |
| Simplex Trading, Llc | $4,708 | era 0.0% |
| Bnp Paribas Financial Markets | $659 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 476 tenedores, 192.47M acciones, $8.49B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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