Catatan efek · kuartal yang diarsipkan
JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
63Pemegang yang dilacak
0Δ pemegang
197.02MSaham yang dipegang
$11.13BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -0.5% · posisi baru bersih 0.0% — formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"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
| IMC-Chicago, LLC | $5.52M | adalah 0.1% |
| Renaissance Technologies | $557,448 | adalah 0.0% |
| Mirae Asset Global… | $453,440 | 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.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API