سجل الورقة المالية · ربع مؤرشف
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF · Financial Services · Asset Management - Income
65الحاملون المتتبعون
+3Δ المساهمون
132.63Mالأسهم المحتفظ بها
$7.32Bالقيمة المُبلَّغ عنها
+4المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.8% ·
تدفق الأسهم +7.1% ·
المراكز الجديدة الصافية +4.6%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 23.59M | +4.8% | $1.31B | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | JPMorgan Chase ✦ | 22.64M | -4.4% | $1.22B | 0.1% | ▼ Trim | 3 | SEC ↗ ×8 |
| 3 | LPL Financial LLC | 16.88M | +13.4% | $937.01M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 13.88M | +8.9% | $770.49M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Wells Fargo & Company/Mn | 9.08M | +10.8% | $504.06M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 6 | Ameriprise Financial Inc | 4.92M | -2.5% | $272.88M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 4.61M | +12.7% | $255.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 8 | Raymond James Financial Inc | 4.27M | +8.5% | $237.27M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 4.01M | +18.3% | $222.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 3.73M | -3.6% | $207.34M | 0.3% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | UBS Group AG | 3.49M | +2.0% | $193.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Commonwealth Equity Services, Llc | 3.12M | +8.7% | $173.37M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 3.04M | +7.2% | $168.54M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 2.15M | +25.6% | $116.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 1.30M | +2.0% | $72.12M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Mml Investors Services, Llc | 1.19M | -11.6% | $65.95M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 17 | Mariner, LLC | 1.12M | +69.7% | $62.40M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Two Sigma Investments ✦ | 1.09M | +14039.0% | $60.44M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 19 | Cwm, Llc | 917.53K | +11.4% | $50.94M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 851.87K | +1.3% | $47.30M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 765.80K | +16.5% | $42.52M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Baird Financial Group, Inc. | 687.73K | +4.3% | $38.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 599.48K | +3.6% | $33.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 24 | Franklin Resources Inc | 591.88K | +0.5% | $32.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 25 | Focus Partners Wealth | 554.46K | +24.2% | $30.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Pnc Financial Services Group, Inc. | 522.73K | +47.8% | $29.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | Wealth Enhancement Advisory… | 380.83K | -36.7% | $21.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 376.06K | +11.3% | $20.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Wealthfront Advisers LLC | 332.01K | +13.2% | $18.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 305.89K | +10.7% | $16.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Citadel Advisors ✦ | 244.02K | جديد | $13.55M | 0.0% | New | 1 | SEC ↗ |
| 32 | Captrust Financial Advisors | 217.14K | +837.0% | $12.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Fifth Third Bancorp | 157.31K | +4254.1% | $8.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Creative Planning | 146.75K | +15.0% | $8.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Assetmark, Inc | 128.08K | +19.2% | $7.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | IMC-Chicago, LLC | 121.27K | +955.9% | $6.73M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 102.61K | جديد | $5.70M | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank of New York Mellon Corp | 78.84K | +50.7% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 39 | Blair William & Co/Il | 59.57K | -19.5% | $3.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 38.28K | -5.6% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 34.43K | +13.0% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Lido Advisors, LLC | 33.43K | -3.7% | $1.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 29.63K | -27.6% | $1.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Hrt Financial Lp | 24.28K | جديد | $1.35M | 0.0% | New | 1 | SEC ↗ |
| 45 | Fidelity (FMR) ✦ | 23.22K | +203.6% | $1.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mirae Asset Global Investments Co.… | 22.39K | +49.2% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 22.33K | -28.5% | $1.24M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 48 | Brown Advisory Inc | 22.29K | +5.6% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 21.40K | -88.3% | $1.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Bank Of Montreal /Can/ | 21.26K | +10.5% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 51 | Gotham Asset Management ✦ | 20.07K | 0.0% | $1.11M | 0.0% | Held | 4 | SEC ↗ |
| 52 | Corient Private Wealth LP | 17.74K | -51.9% | $984,980 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Northern Trust Corp | 10.96K | -22.4% | $608,499 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 54 | Goldman Sachs Group ✦ | 10.10K | +113.3% | $560,585 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Cibc World Market Inc. | 9.08K | -10.6% | $504,344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Fisher Asset Management ✦ | 6.27K | +42.3% | $348,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 4.97K | +49.6% | $276,045 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 4.66K | -66.9% | $258,495 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | CIBC Bancorp USA Inc. | 4.07K | n/a | $225,839 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Citigroup Inc | 2.13K | جديد | $118,369 | 0.0% | New | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 1.13K | +66.5% | $62,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | BlackRock ✦ (سلبي) | 842 | +0.1% | $46,741 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 63 | National Bank Of Canada /Fi/ | 702 | 0.0% | $38,958 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Allspring Global Investments… | 250 | 0.0% | $13,843 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Qube Research & Technologies Ltd | 179 | -89.8% | $9,938 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Citadel Advisors | $13.55M | 0.0% |
| Renaissance Technologies | $5.70M | 0.0% |
| Hrt Financial Lp | $1.35M | 0.0% |
| Citigroup Inc | $118,369 | 0.0% |
تم الخروج
| Jane Street Group, Llc | $575,388 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 951 المالكون, 163.20M الأسهم, $8.89B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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: Q1 2026 ·
المنهجية ·
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