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JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
64الحاملون المتتبعون
+2Δ المساهمون
199.31Mالأسهم المحتفظ بها
$11.28Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +3.2% ·
تدفق الأسهم +5.0% ·
المراكز الجديدة الصافية +3.1%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 857.34K | $48.44M | n/a | −1 |
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ ×9 |
| 2 | Bank Of America Corp /De/ | 31.00M | -2.6% | $1.76B | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 16.36M | -2.7% | $927.12M | 0.2% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 5 | Envestnet Asset Management Inc | 11.17M | +12.9% | $632.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 8.55M | +5.6% | $484.87M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 8 | LPL Financial LLC | 7.22M | +73.0% | $409.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 6.77M | -5.7% | $383.70M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Cetera Investment Advisers | 6.08M | +10.0% | $344.83M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 5.42M | -4.8% | $307.25M | 0.5% | ▼ Trim | 2 | SEC ↗ ×4 |
| 12 | Commonwealth Equity Services, Llc | 4.36M | +2.6% | $247.37M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 3.04M | +20.5% | $168.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | CIBC Bancorp USA Inc. | 2.95M | n/a | $166.66M | 0.2% | n/c | 1 | SEC ↗ ×3 |
| 15 | HighTower Advisors, LLC | 2.92M | +1.4% | $165.58M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Stifel Financial Corp | 2.82M | -0.3% | $159.92M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Mml Investors Services, Llc | 2.74M | -10.5% | $155.40M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 2.64M | -12.1% | $149.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×8 |
| 20 | Pnc Financial Services Group, Inc. | 1.93M | +16.9% | $109.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 21 | Rockefeller Capital Management L.P. | 1.71M | -2.4% | $97.11M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Cwm, Llc | 1.37M | -17.1% | $77.64M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 23 | Focus Partners Wealth | 1.09M | +7.3% | $61.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 24 | Franklin Resources Inc | 1.01M | +1.0% | $57.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 25 | Truist Financial Corp | 994.38K | +3.6% | $56.36M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Wealth Enhancement Advisory… | 769.46K | -44.0% | $43.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 729.91K | -27.7% | $41.37M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Mariner, LLC | 609.01K | +22.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Cerity Partners LLC | 547.52K | +16.5% | $31.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Citigroup Inc | 475.32K | +13.3% | $26.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 463.45K | +14.9% | $26.27M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Captrust Financial Advisors | 387.23K | +12.2% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 347.69K | +1476.0% | $19.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mercer Global Advisors Inc /Adv | 345.82K | -36.4% | $19.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Blair William & Co/Il | 283.65K | +19.6% | $16.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Creative Planning | 280.54K | +20.6% | $15.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealthfront Advisers LLC | 267.42K | +30.9% | $15.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 176.24K | +278.4% | $9.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 138.78K | +16.1% | $7.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cibc World Market Inc. | 110.01K | +32.6% | $6.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Gotham Asset Management ✦ | 109.12K | +21.2% | $6.19M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 108.45K | +2.8% | $6.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 43 | Ameriprise Financial Inc | 98.93K | +37.8% | $5.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 44 | IMC-Chicago, LLC | 97.35K | جديد | $5.52M | 0.1% | New | 1 | SEC ↗ |
| 45 | Boston Partners | 94.53K | +11.5% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Northern Trust Corp | 92.72K | +335.6% | $5.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 47 | Corient Private Wealth LP | 123.56K | -56.0% | $5.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 70.01K | +13.5% | $3.97M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 58.07K | +17.4% | $3.29M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 50 | Us Bancorp \De\ | 32.84K | -16.8% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Fidelity (FMR) ✦ | 31.77K | +223.8% | $1.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 52 | BlackRock ✦ (سلبي) | 27.39K | -1.2% | $1.55M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 53 | Brown Advisory Inc | 25.00K | +0.5% | $1.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | UBS AM, a distinct business unit of… | 12.76K | +154.1% | $723,123 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Fisher Asset Management ✦ | 10.40K | +7.6% | $589,335 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 9.84K | -86.1% | $557,448 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 9.18K | -90.0% | $520,209 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 58 | Susquehanna International Group, Llp | 8.46K | -93.4% | $479,399 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Mirae Asset Global Investments Co.… | 8.00K | جديد | $453,440 | 0.0% | New | 1 | SEC ↗ |
| 60 | Simplex Trading, Llc | 7.65K | جديد | $433,715 | 0.0% | New | 1 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 4.87K | -31.5% | $276,080 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Qube Research & Technologies Ltd | 3.53K | -35.0% | $200,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 803 | -34.6% | $45,538 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Allspring Global Investments… | 6 | جديد | $338 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| IMC-Chicago, LLC | $5.52M | 0.1% |
| Mirae Asset Global… | $453,440 | 0.0% |
| Simplex Trading, Llc | $433,715 | 0.0% |
| Allspring Global Investments… | $338 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $48.54M | كان 0.1% |
| First Trust Advisors Lp | $280,824 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,391 المالكون, 318.09M الأسهم, $17.57B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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