Catatan efek · kuartal yang diarsipkan
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF · Financial Services · Asset Management - Income
65Pemegang yang dilacak
+3Δ pemegang
132.63MSaham yang dipegang
$7.32BNilai yang dilaporkan
+4Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +4.8% ·
aliran saham +7.1% ·
posisi baru bersih +4.6%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
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 · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 ✦ (pasif) | 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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Jane Street Group, Llc | $575,388 | 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: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API