Catatan efek · kuartal yang diarsipkan
JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
61Pemegang yang dilacak
0Δ pemegang
186.85MSaham yang dipegang
$10.70BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -5.2% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 857.34K | $48.44M | n/a | n/a |
| Q2 2026 | 62 | 0 | 194.83M | $11.00B | +3 | −4 |
| Q1 2026 | 64 | +2 | 199.31M | $11.28B | +4 | −2 |
| Q4 2025 | 61 | 0 | 186.85M | $10.70B | +1 | −1 |
| Q3 2025 | 9 | -1 | 63.63M | $3.63B | +1 | −2 |
| Q2 2025 | 7 | +1 | 256.71K | $14.59M | +1 | n/a |
| Q1 2025 | 4 | -2 | 436.74K | $24.96M | n/a | −2 |
| Q4 2024 | 6 | -1 | 350.68K | $20.17M | +1 | −2 |
| Q3 2024 | 7 | +3 | 499.18K | $29.71M | +3 | n/a |
| Q2 2024 | 4 | n/a | 51.09K | $2.90M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 47.23M | +0.6% | $2.70B | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 31.82M | n/a | $1.82B | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 16.81M | n/a | $962.38M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 4 | Envestnet Asset Management Inc | 9.89M | n/a | $566.18M | 0.2% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 8.10M | n/a | $463.60M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 7.92M | n/a | $453.16M | 0.1% | n/c | 1 | SEC ↗ ×7 |
| 7 | UBS Group AG | 7.18M | n/a | $410.73M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Osaic Holdings, Inc. | 5.69M | n/a | $326.05M | 0.5% | n/c | 1 | SEC ↗ ×5 |
| 10 | Cetera Investment Advisers | 5.53M | n/a | $316.58M | 0.3% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 4.26M | n/a | $243.56M | 0.3% | n/c | 1 | SEC ↗ |
| 12 | LPL Financial LLC | 4.18M | n/a | $239.03M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 3.06M | n/a | $175.35M | 0.4% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 3.00M | n/a | $171.94M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 2.88M | n/a | $164.94M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 2.83M | n/a | $161.94M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 17 | Jones Financial Companies Lllp | 2.52M | n/a | $144.54M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Bank of New York Mellon Corp | 2.14M | n/a | $122.22M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 19 | Rockefeller Capital Management L.P. | 1.75M | n/a | $100.46M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cwm, Llc | 1.65M | n/a | $94.62M | 0.3% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 1.65M | n/a | $94.50M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 22 | Wealth Enhancement Advisory… | 1.37M | n/a | $79.61M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 1.01M | n/a | $58.14M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Baird Financial Group, Inc. | 1.01M | n/a | $57.77M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 25 | Franklin Resources Inc | 997.65K | n/a | $57.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 26 | Truist Financial Corp | 959.49K | n/a | $54.92M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 27 | Jane Street Group, Llc | 848.01K | n/a | $48.54M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 544.12K | n/a | $31.96M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 497.52K | n/a | $28.48M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | Cerity Partners LLC | 469.99K | n/a | $26.90M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Citigroup Inc | 419.40K | n/a | $24.01M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Lido Advisors, LLC | 403.18K | n/a | $23.03M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 33 | Captrust Financial Advisors | 345.16K | n/a | $19.76M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Corient Private Wealth LP | 281.07K | n/a | $15.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Blair William & Co/Il | 237.20K | n/a | $13.58M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Creative Planning | 232.72K | n/a | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Wealthfront Advisers LLC | 204.29K | n/a | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 127.45K | n/a | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Assetmark, Inc | 119.52K | n/a | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 105.48K | n/a | $6.04M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 41 | Citadel Advisors ✦ | 91.39K | +358.3% | $5.23M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 42 | Gotham Asset Management ✦ | 90.06K | -0.9% | $5.15M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 43 | Boston Partners | 84.81K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cibc World Market Inc. | 82.95K | n/a | $4.75M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Ameriprise Financial Inc | 71.81K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Renaissance Technologies ✦ | 70.60K | +157.7% | $4.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 61.69K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 49.45K | +9.1% | $2.83M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 49 | TD Waterhouse Canada Inc. | 46.57K | n/a | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 39.46K | n/a | $2.26M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 51 | BlackRock ✦ (pasif) | 27.71K | -10.5% | $1.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Brown Advisory Inc | 24.87K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Fifth Third Bancorp | 22.06K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Northern Trust Corp | 21.29K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 55 | Fidelity (FMR) ✦ | 9.81K | +1295.5% | $561,515 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Fisher Asset Management ✦ | 9.66K | Baru | $553,115 | 0.0% | New | 1 | SEC ↗ |
| 57 | National Bank Of Canada /Fi/ | 7.11K | n/a | $406,706 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Qube Research & Technologies Ltd | 5.44K | n/a | $311,157 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 5.02K | n/a | $287,345 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | First Trust Advisors Lp | 4.91K | n/a | $280,824 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 1.23K | n/a | $70,245 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fisher Asset Management | $553,115 | 0.0% |
Telah keluar
| Goldman Sachs Group | $588,163 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,391 pemegang, 318.09M saham, $17.57B 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: Q4 2025 ·
Metodologi ·
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