JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği +3.2% ·
pay akışı +5.0% ·
net yeni pozisyonlar +3.1%
— formül
Geniş birikim — daha fazla hissedar arasında artan paylar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 47.49M | +0.5% | $2.69B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 31.00M | -2.6% | $1.76B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 31.00M | -2.6% | $1.76B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 31.00M | -2.6% | $1.76B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 31.00M | -2.6% | $1.76B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 31.00M | -2.6% | $1.76B | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 16.36M | -2.7% | $927.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 16.36M | -2.7% | $927.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 16.36M | -2.7% | $927.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 16.36M | -2.7% | $927.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 16.36M | -2.7% | $927.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 12.27M | +114.3% | $682.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 11.17M | +12.9% | $632.88M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 31 | Raymond James Financial Inc | 8.55M | +5.6% | $484.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Raymond James Financial Inc | 8.55M | +5.6% | $484.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Raymond James Financial Inc | 8.55M | +5.6% | $484.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 8.37M | +5.7% | $474.20M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | LPL Financial LLC | 7.22M | +73.0% | $409.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 43 | UBS Group AG | 6.77M | -5.7% | $383.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | UBS Group AG | 6.77M | -5.7% | $383.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Cetera Investment Advisers | 6.08M | +10.0% | $344.83M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 5.42M | -4.8% | $307.25M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 5.42M | -4.8% | $307.25M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 5.42M | -4.8% | $307.25M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 49 | Osaic Holdings, Inc. | 5.42M | -4.8% | $307.25M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 50 | Commonwealth Equity Services, Llc | 4.36M | +2.6% | $247.37M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 51 | Jones Financial Companies Lllp | 3.04M | +20.5% | $168.99M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 2.95M | — | $166.66M | 0.2% | n/c | 1 | SEC ↗ |
| 53 | CIBC Bancorp USA Inc. | 2.95M | — | $166.66M | 0.2% | n/c | 1 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 2.95M | — | $166.66M | 0.2% | n/c | 1 | SEC ↗ |
| 55 | HighTower Advisors, LLC | 2.92M | +1.4% | $165.58M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 56 | Stifel Financial Corp | 2.82M | -0.3% | $159.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 57 | Stifel Financial Corp | 2.82M | -0.3% | $159.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 58 | Stifel Financial Corp | 2.82M | -0.3% | $159.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | Stifel Financial Corp | 2.82M | -0.3% | $159.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 60 | Mml Investors Services, Llc | 2.74M | -10.5% | $155.40M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 61 | Northwestern Mutual Wealth… | 2.64M | -12.1% | $149.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 2.05M | -4.0% | $116.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 1.93M | +16.9% | $109.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 1.93M | +16.9% | $109.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Pnc Financial Services Group, Inc. | 1.93M | +16.9% | $109.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Pnc Financial Services Group, Inc. | 1.93M | +16.9% | $109.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Pnc Financial Services Group, Inc. | 1.93M | +16.9% | $109.38M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Rockefeller Capital Management L.P. | 1.71M | -2.4% | $97.11M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 76 | Rockefeller Capital Management L.P. | 1.71M | -2.4% | $97.11M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 77 | Cwm, Llc | 1.37M | -17.1% | $77.64M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 78 | Focus Partners Wealth | 1.09M | +7.3% | $61.63M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 79 | Franklin Resources Inc | 1.01M | +1.0% | $57.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Franklin Resources Inc | 1.01M | +1.0% | $57.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Franklin Resources Inc | 1.01M | +1.0% | $57.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Franklin Resources Inc | 1.01M | +1.0% | $57.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Franklin Resources Inc | 1.01M | +1.0% | $57.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Truist Financial Corp | 994.38K | +3.6% | $56.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Truist Financial Corp | 994.38K | +3.6% | $56.36M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Wealth Enhancement Advisory… | 769.46K | -44.0% | $43.44M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 87 | Baird Financial Group, Inc. | 729.91K | -27.7% | $41.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 88 | Baird Financial Group, Inc. | 729.91K | -27.7% | $41.37M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 89 | Mariner, LLC | 609.01K | +22.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Mariner, LLC | 609.01K | +22.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Mariner, LLC | 609.01K | +22.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | Mariner, LLC | 609.01K | +22.4% | $34.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Cerity Partners LLC | 547.52K | +16.5% | $31.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 94 | Cerity Partners LLC | 547.52K | +16.5% | $31.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Citigroup Inc | 475.32K | +13.3% | $26.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Lido Advisors, LLC | 463.45K | +14.9% | $26.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 97 | Lido Advisors, LLC | 463.45K | +14.9% | $26.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 98 | Lido Advisors, LLC | 463.45K | +14.9% | $26.27M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 99 | Captrust Financial Advisors | 387.23K | +12.2% | $21.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Fifth Third Bancorp | 347.69K | +1476.0% | $19.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, ilgili yöneticinin raporlanan 13F hisse senedi değeri içindeki payı — kanaat ölçütü. ✦ = küratörlü yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Jane Street Group, Llc | $48.54M | idi 0.1% |
| First Trust Advisors Lp | $280,824 | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 1,391 sahipler, 318.09M hisseler, $17.57B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, temel ilişkiler değil.