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JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
64Takip edilen yatırımcılar
+2Δ sahipler
199.31MTutulan hisseler
$11.28BRaporlanan değer
+4Yeni pozisyonlar
−2Çıkışlar
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 hisseler
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q1 2026
Zaman içinde sahiplik
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
Kimler elinde bulunduruyor · Q1 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Yeni | $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 ✦ (pasif) | 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 | Yeni | $453,440 | 0.0% | New | 1 | SEC ↗ |
| 60 | Simplex Trading, Llc | 7.65K | Yeni | $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 | Yeni | $338 | 0.0% | New | 1 | SEC ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| 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% |
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.
Sık birlikte tutulan
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.
Kaynak: Ayrıştırılmış 13F adi hisse senedi pozisyonlarından elde edilen sahiplik bilgileri (takip edilen evren, değişiklikler için karşılaştırılabilir setler); içeriden işlem satırları Form 3/4/5'ten; paylar Schedule 13D/13G'den; her dosyalama SEC EDGAR'daki orijinaline bağlantı içerir.
Raporlama dönemi: Q1 2026 ·
Metodoloji ·
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