Catatan efek · kuartal yang diarsipkan
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF · Financial Services · Asset Management - Income
61Pemegang yang dilacak
0Δ pemegang
123.86MSaham yang dipegang
$7.20BNilai yang dilaporkan
+1Posisi baru
−1Keluar
Input momentum (manajer yang sebanding): keluasan pemegang 0.0% · aliran saham -20.1% · posisi baru bersih 0.0% · formula
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 398.94K | $24.31M | n/a | n/a |
| Q2 2026 | 64 | +1 | 140.09M | $8.59B | +3 | −3 |
| Q1 2026 | 65 | +3 | 132.63M | $7.32B | +4 | −1 |
| Q4 2025 | 61 | 0 | 123.86M | $7.20B | +1 | −1 |
| Q3 2025 | 9 | 0 | 77.36M | $4.45B | +2 | −2 |
| Q2 2025 | 6 | 0 | 730.41K | $39.73M | +2 | −2 |
| Q1 2025 | 5 | +1 | 76.93K | $3.98M | +1 | n/a |
| Q4 2024 | 4 | +2 | 608.88K | $34.33M | +3 | −1 |
| Q3 2024 | 2 | -1 | 9.83K | $540,036 | n/a | −1 |
| Q2 2024 | 3 | n/a | 171.35K | $9.51M | n/a | n/a |
Siapa yang memegangnya · Q4 2025
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 23.67M | -57.7% | $1.38B | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 2 | Morgan Stanley ✦ | 22.51M | +6.7% | $1.31B | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 14.88M | n/a | $865.03M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 12.75M | n/a | $740.76M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 5 | Wells Fargo & Company/Mn | 8.20M | n/a | $476.31M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 6 | Ameriprise Financial Inc | 5.04M | n/a | $292.84M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 4.09M | n/a | $237.64M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 8 | Raymond James Financial Inc | 3.94M | n/a | $228.84M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 3.87M | n/a | $225.25M | 0.3% | n/c | 1 | SEC ↗ ×5 |
| 10 | UBS Group AG | 3.42M | n/a | $198.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Envestnet Asset Management Inc | 3.39M | n/a | $196.95M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 2.87M | n/a | $166.96M | 0.2% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 2.83M | n/a | $164.57M | 0.2% | n/c | 1 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 1.71M | n/a | $99.63M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 1.34M | n/a | $78.09M | 0.2% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 1.27M | n/a | $73.98M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 17 | HighTower Advisors, LLC | 840.62K | n/a | $48.86M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Cwm, Llc | 823.75K | n/a | $47.88M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Mariner, LLC | 662.31K | n/a | $38.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 20 | Baird Financial Group, Inc. | 659.37K | n/a | $38.32M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 21 | Rockefeller Capital Management L.P. | 657.15K | n/a | $38.21M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 601.26K | n/a | $35.40M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Franklin Resources Inc | 588.94K | n/a | $34.23M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 24 | Truist Financial Corp | 578.40K | n/a | $33.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | Focus Partners Wealth | 446.57K | n/a | $26.01M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 353.77K | n/a | $20.56M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Northwestern Mutual Wealth… | 337.82K | n/a | $19.63M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 293.23K | n/a | $17.04M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cerity Partners LLC | 276.32K | n/a | $16.06M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 30 | Susquehanna International Group, Llp | 182.96K | n/a | $10.63M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Creative Planning | 127.60K | n/a | $7.42M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Assetmark, Inc | 107.41K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Blair William & Co/Il | 73.98K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 52.31K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 35 | Mercer Global Advisors Inc /Adv | 40.92K | n/a | $2.38M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 40.55K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Corient Private Wealth LP | 36.86K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 38 | Lido Advisors, LLC | 34.71K | n/a | $2.00M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | AQR Capital Management ✦ | 31.22K | +121.7% | $1.81M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 40 | Us Bancorp \De\ | 30.48K | n/a | $1.77M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 41 | Captrust Financial Advisors | 23.17K | n/a | $1.35M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Brown Advisory Inc | 21.12K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 20.07K | +55.8% | $1.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 19.25K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 45 | Mirae Asset Global Investments Co.… | 15.00K | n/a | $871,800 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Northern Trust Corp | 14.12K | n/a | $820,655 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | TD Waterhouse Canada Inc. | 14.06K | n/a | $816,910 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | IMC-Chicago, LLC | 11.48K | n/a | $667,508 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Cibc World Market Inc. | 10.16K | n/a | $590,615 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Jane Street Group, Llc | 9.90K | n/a | $575,388 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Two Sigma Investments ✦ | 7.70K | -95.7% | $447,524 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 52 | Fidelity (FMR) ✦ | 7.65K | +1187.7% | $444,574 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 53 | Goldman Sachs Group ✦ | 4.73K | -79.0% | $275,082 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Fisher Asset Management ✦ | 4.41K | Baru | $256,029 | 0.0% | New | 1 | SEC ↗ |
| 55 | Fifth Third Bancorp | 3.61K | n/a | $209,988 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 3.32K | n/a | $193,191 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Qube Research & Technologies Ltd | 1.75K | n/a | $101,536 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | BlackRock ✦ (pasif) | 841 | -73.7% | $48,879 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | National Bank Of Canada /Fi/ | 702 | n/a | $40,792 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 680 | n/a | $39,532 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Allspring Global Investments… | 250 | n/a | $14,660 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fisher Asset Management | $256,029 | 0.0% |
Telah keluar
| Millennium Management | $907,781 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 951 pemegang, 163.20M saham, $8.89B 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 sekuritas ini yang dilacak: 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: Q4 2025 ·
Metodologi ·
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