JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
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
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | 0 | 197.02M | $11.13B | +3 | −3 |
| 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 | — |
| Q1 2025 | 4 | -2 | 436.74K | $24.96M | — | −2 |
| Q4 2024 | 6 | -1 | 350.68K | $20.17M | +1 | −2 |
| Q3 2024 | 7 | +3 | 499.18K | $29.71M | +3 | — |
| Q2 2024 | 4 | — | 51.09K | $2.90M | — | — |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 47.23M | +0.6% | $2.70B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 47.23M | +0.6% | $2.70B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 47.23M | +0.6% | $2.70B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 47.23M | +0.6% | $2.70B | 0.2% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 31.82M | — | $1.82B | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 31.82M | — | $1.82B | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 31.82M | — | $1.82B | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 31.82M | — | $1.82B | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 31.82M | — | $1.82B | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 16.81M | — | $962.38M | 0.2% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 16.81M | — | $962.38M | 0.2% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 16.81M | — | $962.38M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 16.81M | — | $962.38M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 16.81M | — | $962.38M | 0.2% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 9.89M | — | $566.18M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 8.10M | — | $463.60M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Raymond James Financial Inc | 8.10M | — | $463.60M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 8.10M | — | $463.60M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Royal Bank Of Canada | 7.92M | — | $453.16M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 7.92M | — | $453.16M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 7.92M | — | $453.16M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 7.92M | — | $453.16M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 7.92M | — | $453.16M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 7.92M | — | $453.16M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.92M | — | $453.16M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 7.18M | — | $410.73M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | UBS Group AG | 7.18M | — | $410.73M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 7.18M | — | $410.73M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 5.73M | -65.2% | $327.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 5.69M | — | $326.05M | 0.5% | n/c | 1 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 5.69M | — | $326.05M | 0.5% | n/c | 1 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 5.69M | — | $326.05M | 0.5% | n/c | 1 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 5.69M | — | $326.05M | 0.5% | n/c | 1 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 5.69M | — | $326.05M | 0.5% | n/c | 1 | SEC ↗ |
| 42 | Cetera Investment Advisers | 5.53M | — | $316.58M | 0.3% | n/c | 1 | SEC ↗ |
| 43 | Commonwealth Equity Services, Llc | 4.26M | — | $243.56M | 0.3% | n/c | 1 | SEC ↗ |
| 44 | LPL Financial LLC | 4.18M | — | $239.03M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 3.06M | — | $175.35M | 0.4% | n/c | 1 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 3.00M | — | $171.94M | 0.1% | n/c | 1 | SEC ↗ |
| 47 | HighTower Advisors, LLC | 2.88M | — | $164.94M | 0.2% | n/c | 1 | SEC ↗ |
| 48 | Stifel Financial Corp | 2.83M | — | $161.94M | 0.1% | n/c | 1 | SEC ↗ |
| 49 | Stifel Financial Corp | 2.83M | — | $161.94M | 0.1% | n/c | 1 | SEC ↗ |
| 50 | Stifel Financial Corp | 2.83M | — | $161.94M | 0.1% | n/c | 1 | SEC ↗ |
| 51 | Stifel Financial Corp | 2.83M | — | $161.94M | 0.1% | n/c | 1 | SEC ↗ |
| 52 | Jones Financial Companies Lllp | 2.52M | — | $144.54M | 0.1% | n/c | 1 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 2.14M | — | $122.22M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Rockefeller Capital Management L.P. | 1.75M | — | $100.46M | 0.2% | n/c | 1 | SEC ↗ |
| 62 | Rockefeller Capital Management L.P. | 1.75M | — | $100.46M | 0.2% | n/c | 1 | SEC ↗ |
| 63 | Cwm, Llc | 1.65M | — | $94.62M | 0.3% | n/c | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.65M | — | $94.50M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Pnc Financial Services Group, Inc. | 1.65M | — | $94.50M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Pnc Financial Services Group, Inc. | 1.65M | — | $94.50M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Pnc Financial Services Group, Inc. | 1.65M | — | $94.50M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Wealth Enhancement Advisory… | 1.37M | — | $79.61M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Focus Partners Wealth | 1.01M | — | $58.14M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Baird Financial Group, Inc. | 1.01M | — | $57.77M | 0.1% | n/c | 1 | SEC ↗ |
| 71 | Baird Financial Group, Inc. | 1.01M | — | $57.77M | 0.1% | n/c | 1 | SEC ↗ |
| 72 | Franklin Resources Inc | 997.65K | — | $57.11M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Franklin Resources Inc | 997.65K | — | $57.11M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Franklin Resources Inc | 997.65K | — | $57.11M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Franklin Resources Inc | 997.65K | — | $57.11M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Franklin Resources Inc | 997.65K | — | $57.11M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Truist Financial Corp | 959.49K | — | $54.92M | 0.1% | n/c | 1 | SEC ↗ |
| 78 | Truist Financial Corp | 959.49K | — | $54.92M | 0.1% | n/c | 1 | SEC ↗ |
| 79 | Truist Financial Corp | 959.49K | — | $54.92M | 0.1% | n/c | 1 | SEC ↗ |
| 80 | Jane Street Group, Llc | 848.01K | — | $48.54M | 0.1% | n/c | 1 | SEC ↗ |
| 81 | Mercer Global Advisors Inc /Adv | 544.12K | — | $31.96M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mariner, LLC | 497.52K | — | $28.48M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Mariner, LLC | 497.52K | — | $28.48M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Mariner, LLC | 497.52K | — | $28.48M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Mariner, LLC | 497.52K | — | $28.48M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Cerity Partners LLC | 469.99K | — | $26.90M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Cerity Partners LLC | 469.99K | — | $26.90M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Cerity Partners LLC | 469.99K | — | $26.90M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Citigroup Inc | 419.40K | — | $24.01M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Lido Advisors, LLC | 403.18K | — | $23.03M | 0.1% | n/c | 1 | SEC ↗ |
| 91 | Lido Advisors, LLC | 403.18K | — | $23.03M | 0.1% | n/c | 1 | SEC ↗ |
| 92 | Captrust Financial Advisors | 345.16K | — | $19.76M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Corient Private Wealth LP | 281.07K | — | $15.42M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Corient Private Wealth LP | 281.07K | — | $15.42M | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Blair William & Co/Il | 237.20K | — | $13.58M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Creative Planning | 232.72K | — | $13.32M | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Wealthfront Advisers LLC | 204.29K | — | $11.69M | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Susquehanna International Group, Llp | 127.45K | — | $7.30M | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Assetmark, Inc | 119.52K | — | $6.84M | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 105.48K | — | $6.04M | 0.0% | n/c | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
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.
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.