سجل الورقة المالية · ربع مؤرشف
JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
63الحاملون المتتبعون
0Δ المساهمون
197.02Mالأسهم المحتفظ بها
$11.13Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -0.5% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 48.73M | +2.6% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 48.73M | +2.6% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 48.73M | +2.6% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 48.73M | +2.6% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 48.73M | +2.6% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 48.73M | +2.6% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 48.73M | +2.6% | $2.75B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 29.74M | -4.1% | $1.68B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 29.74M | -4.1% | $1.68B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 29.74M | -4.1% | $1.68B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 29.74M | -4.1% | $1.68B | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 17.31M | +5.8% | $977.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 17.31M | +5.8% | $977.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 17.31M | +5.8% | $977.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 17.31M | +5.8% | $977.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 17.31M | +5.8% | $977.39M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 11.31M | +1.3% | $638.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 10.36M | +43.5% | $585.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 8.78M | +2.6% | $495.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Raymond James Financial Inc | 8.78M | +2.6% | $495.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Raymond James Financial Inc | 8.78M | +2.6% | $495.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 24 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 25 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 26 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 27 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 8.02M | -4.2% | $452.93M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 30 | Cetera Investment Advisers | 6.91M | +13.6% | $390.25M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS Group AG | 6.53M | -3.5% | $368.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | UBS Group AG | 6.53M | -3.5% | $368.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 33 | UBS Group AG | 6.53M | -3.5% | $368.98M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 36 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 38 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 40 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 42 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 43 | JPMorgan Chase ✦ | 5.84M | -52.4% | $329.50M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 44 | Osaic Holdings, Inc. | 5.79M | +6.9% | $327.28M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 45 | Osaic Holdings, Inc. | 5.79M | +6.9% | $327.28M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 5.79M | +6.9% | $327.28M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 5.79M | +6.9% | $327.28M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 5.79M | +6.9% | $327.28M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 3.91M | -10.3% | $220.99M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 50 | Jones Financial Companies Lllp | 3.43M | +12.8% | $192.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Mml Investors Services, Llc | 3.32M | +21.1% | $187.53M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 52 | CIBC Bancorp USA Inc. | 2.92M | -1.1% | $165.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 53 | CIBC Bancorp USA Inc. | 2.92M | -1.1% | $165.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 54 | CIBC Bancorp USA Inc. | 2.92M | -1.1% | $165.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 55 | Stifel Financial Corp | 2.78M | -1.6% | $156.76M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | Stifel Financial Corp | 2.78M | -1.6% | $156.76M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Stifel Financial Corp | 2.78M | -1.6% | $156.76M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 58 | Northwestern Mutual Wealth… | 2.67M | +1.3% | $150.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 2.32M | +13.1% | $131.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | HighTower Advisors, LLC | 2.19M | -25.0% | $123.76M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 68 | Pnc Financial Services Group, Inc. | 2.04M | +5.7% | $115.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Pnc Financial Services Group, Inc. | 2.04M | +5.7% | $115.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Pnc Financial Services Group, Inc. | 2.04M | +5.7% | $115.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Pnc Financial Services Group, Inc. | 2.04M | +5.7% | $115.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 72 | Rockefeller Capital Management L.P. | 1.70M | -1.0% | $95.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 73 | Rockefeller Capital Management L.P. | 1.70M | -1.0% | $95.75M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 74 | Focus Partners Wealth | 1.17M | +7.6% | $66.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 75 | Franklin Resources Inc | 1.02M | +1.6% | $57.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Franklin Resources Inc | 1.02M | +1.6% | $57.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Franklin Resources Inc | 1.02M | +1.6% | $57.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Franklin Resources Inc | 1.02M | +1.6% | $57.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Franklin Resources Inc | 1.02M | +1.6% | $57.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Truist Financial Corp | 963.15K | -3.1% | $54.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Truist Financial Corp | 963.15K | -3.1% | $54.40M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 82 | Baird Financial Group, Inc. | 677.21K | -7.2% | $38.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 83 | Baird Financial Group, Inc. | 677.21K | -7.2% | $38.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 84 | Wealth Enhancement Advisory… | 623.95K | -18.9% | $35.42M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 85 | Mariner, LLC | 561.81K | -7.8% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 86 | Mariner, LLC | 561.81K | -7.8% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Mariner, LLC | 561.81K | -7.8% | $31.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Cerity Partners LLC | 553.07K | +1.0% | $31.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Cerity Partners LLC | 553.07K | +1.0% | $31.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Citigroup Inc | 542.34K | +14.1% | $30.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Lido Advisors, LLC | 503.99K | +8.8% | $28.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 92 | Lido Advisors, LLC | 503.99K | +8.8% | $28.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 93 | Lido Advisors, LLC | 503.99K | +8.8% | $28.47M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 94 | Captrust Financial Advisors | 406.84K | +5.1% | $22.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Wealthfront Advisers LLC | 375.49K | +40.4% | $21.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Mercer Global Advisors Inc /Adv | 371.38K | +7.4% | $20.98M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Blair William & Co/Il | 360.23K | +27.0% | $20.35M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 98 | Fifth Third Bancorp | 346.29K | -0.4% | $19.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Creative Planning | 280.37K | -0.1% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Creative Planning | 280.37K | -0.1% | $15.84M | 0.0% | ▼ Trim | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| IMC-Chicago, LLC | $5.52M | كان 0.1% |
| Renaissance Technologies | $557,448 | كان 0.0% |
| Mirae Asset Global… | $453,440 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API