Menkul kıymet kaydı · arşivlenmiş çeyrek
JEPI
JPMorgan Equity Premium Income ETF · Financial Services · Asset Management - Income
63Takip edilen yatırımcılar
0Δ sahipler
197.02MTutulan hisseler
$11.13BRaporlanan değer
+3Yeni pozisyonlar
−3Çıkışlar
Momentum girdileri (karşılaştırılabilir yöneticiler): hissedar genişliği 0.0% · pay akışı -0.5% · net yeni pozisyonlar 0.0% — formül
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q2 2026
Zaman içinde sahiplik
| 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 | — | — |
Kimler elinde bulunduruyor · Q2 2026
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"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
| IMC-Chicago, LLC | $5.52M | idi 0.1% |
| Renaissance Technologies | $557,448 | idi 0.0% |
| Mirae Asset Global… | $453,440 | 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 yatırımcılarının en sık birlikte elinde bulundurduğu diğer varlıklar — ortak sahiplik sayımları, 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: Q2 2026 ·
Metodoloji ·
Bunu API aracılığıyla edinin