سجل الورقة المالية
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF · Financial Services · Asset Management - Income
65الحاملون المتتبعون
+1Δ المساهمون
140.93Mالأسهم المحتفظ بها
$8.64Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +1.6% ·
تدفق الأسهم +7.0% ·
المراكز الجديدة الصافية +1.5%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 65 | +1 | 140.93M | $8.64B | +3 | −2 |
| 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 | — |
| Q4 2024 | 4 | +2 | 608.88K | $34.33M | +3 | −1 |
| Q3 2024 | 2 | -1 | 9.83K | $540,036 | — | −1 |
| Q2 2024 | 3 | — | 171.35K | $9.51M | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 26.02M | +10.3% | $1.60B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 26.02M | +10.3% | $1.60B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 26.02M | +10.3% | $1.60B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 26.02M | +10.3% | $1.60B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 26.02M | +10.3% | $1.60B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 15 | LPL Financial LLC | 18.59M | +10.2% | $1.14B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 14.55M | +4.8% | $894.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 14.55M | +4.8% | $894.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 14.55M | +4.8% | $894.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 14.55M | +4.8% | $894.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 14.55M | +4.8% | $894.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 9.69M | +6.8% | $595.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 9.69M | +6.8% | $595.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 9.69M | +6.8% | $595.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 9.69M | +6.8% | $595.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 5.52M | +12.4% | $339.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 5.52M | +12.4% | $339.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 5.52M | +12.4% | $339.51M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 4.41M | +3.2% | $271.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Raymond James Financial Inc | 4.41M | +3.2% | $271.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Raymond James Financial Inc | 4.41M | +3.2% | $271.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 4.37M | +16.9% | $268.33M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 4.37M | +16.9% | $268.33M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 40 | Osaic Holdings, Inc. | 4.37M | +16.9% | $268.33M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 41 | Osaic Holdings, Inc. | 4.37M | +16.9% | $268.33M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 42 | Osaic Holdings, Inc. | 4.37M | +16.9% | $268.33M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 43 | Envestnet Asset Management Inc | 4.34M | +8.2% | $266.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 44 | Cetera Investment Advisers | 3.41M | +12.2% | $209.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 45 | Commonwealth Equity Services, Llc | 3.29M | +5.4% | $202.24M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 46 | UBS Group AG | 3.20M | -8.3% | $196.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | UBS Group AG | 3.20M | -8.3% | $196.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS Group AG | 3.20M | -8.3% | $196.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Jones Financial Companies Lllp | 2.61M | +21.0% | $154.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | Mml Investors Services, Llc | 1.65M | +38.8% | $101.33M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 51 | Stifel Financial Corp | 1.41M | +8.2% | $86.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Stifel Financial Corp | 1.41M | +8.2% | $86.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | Stifel Financial Corp | 1.41M | +8.2% | $86.40M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Mariner, LLC | 882.07K | -21.5% | $54.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 55 | Mariner, LLC | 882.07K | -21.5% | $54.21M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 56 | HighTower Advisors, LLC | 840.88K | -1.3% | $51.68M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 57 | Rockefeller Capital Management L.P. | 798.91K | +4.3% | $49.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 58 | Rockefeller Capital Management L.P. | 798.91K | +4.3% | $49.10M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 59 | Baird Financial Group, Inc. | 688.74K | +0.1% | $42.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | Baird Financial Group, Inc. | 688.74K | +0.1% | $42.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | Pnc Financial Services Group, Inc. | 678.79K | +29.9% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Pnc Financial Services Group, Inc. | 678.79K | +29.9% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 678.79K | +29.9% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 678.79K | +29.9% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | IMC-Chicago, LLC | 655.65K | +440.6% | $40.30M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 66 | Franklin Resources Inc | 617.36K | +4.3% | $37.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Franklin Resources Inc | 617.36K | +4.3% | $37.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | Franklin Resources Inc | 617.36K | +4.3% | $37.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 69 | Franklin Resources Inc | 617.36K | +4.3% | $37.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Truist Financial Corp | 613.91K | +2.4% | $37.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 71 | Truist Financial Corp | 613.91K | +2.4% | $37.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Truist Financial Corp | 613.91K | +2.4% | $37.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Focus Partners Wealth | 574.33K | +3.6% | $35.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Northwestern Mutual Wealth… | 461.11K | +22.6% | $28.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Cerity Partners LLC | 365.33K | +19.4% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Cerity Partners LLC | 365.33K | +19.4% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | Cerity Partners LLC | 365.33K | +19.4% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | Wealth Enhancement Advisory… | 358.66K | -5.8% | $21.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Wealthfront Advisers LLC | 346.86K | +4.5% | $21.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | Citadel Advisors ✦ | 315.18K | +29.2% | $19.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Captrust Financial Advisors | 222.39K | +2.4% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Creative Planning | 166.08K | +13.2% | $10.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Fifth Third Bancorp | 152.72K | -2.9% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Assetmark, Inc | 120.82K | -5.7% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Renaissance Technologies ✦ | 118.40K | +15.4% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Two Sigma Investments ✦ | 108.20K | -90.1% | $6.65M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 87 | Bank of New York Mellon Corp | 99.59K | +26.3% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Bank of New York Mellon Corp | 99.59K | +26.3% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Bank of New York Mellon Corp | 99.59K | +26.3% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Bank of New York Mellon Corp | 99.59K | +26.3% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Susquehanna International Group, Llp | 85.63K | +300.1% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Blair William & Co/Il | 63.63K | +6.8% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Quantinno Capital Management LP | 57.12K | +49.2% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Gotham Asset Management ✦ | 46.40K | +131.1% | $2.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 95 | Lido Advisors, LLC | 41.16K | +23.1% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Corient Private Wealth LP | 38.82K | +118.8% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 97 | Cibc World Market Inc. | 37.31K | +310.7% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 98 | AQR Capital Management ✦ | 35.29K | +58.0% | $2.17M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 99 | Us Bancorp \De\ | 34.88K | +1.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Us Bancorp \De\ | 34.88K | +1.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| Hrt Financial Lp | $1.35M | كان 0.0% |
| Qube Research & Technologies… | $9,938 | 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 يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
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: Q2 2026 ·
المنهجية ·
احصل على هذا عبر API