Catatan efek
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF · Financial Services · Asset Management - Income
64Pemegang yang dilacak
+1Δ pemegang
140.09MSaham yang dipegang
$8.59BNilai yang dilaporkan
+3Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +1.6% ·
aliran saham +7.1% ·
posisi baru bersih 0.0%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 26.02M | +10.3% | $1.60B | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | JPMorgan Chase ✦ | 23.13M | +2.2% | $1.40B | 0.1% | ▲ Add | 4 | SEC ↗ ×9 |
| 3 | LPL Financial LLC | 18.59M | +10.2% | $1.14B | 0.3% | ▲ Add | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 14.55M | +4.8% | $894.30M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 9.69M | +6.8% | $595.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Ameriprise Financial Inc | 5.52M | +12.4% | $339.51M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 4.87M | +5.6% | $299.04M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 8 | Raymond James Financial Inc | 4.41M | +3.2% | $271.06M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 4.37M | +16.9% | $268.33M | 0.3% | ▲ Add | 3 | SEC ↗ ×5 |
| 10 | Envestnet Asset Management Inc | 4.34M | +8.2% | $266.55M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 3.41M | +12.2% | $209.27M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 3.29M | +5.4% | $202.24M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 13 | UBS Group AG | 3.20M | -8.3% | $196.76M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Jones Financial Companies Lllp | 2.61M | +21.0% | $154.83M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 1.65M | +38.8% | $101.33M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Stifel Financial Corp | 1.41M | +8.2% | $86.40M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 17 | Mariner, LLC | 882.07K | -21.5% | $54.21M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Rockefeller Capital Management L.P. | 798.91K | +4.3% | $49.10M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Baird Financial Group, Inc. | 688.74K | +0.1% | $42.33M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Pnc Financial Services Group, Inc. | 678.79K | +29.9% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 21 | IMC-Chicago, LLC | 655.65K | +440.6% | $40.30M | 0.4% | ▲ Add | 3 | SEC ↗ |
| 22 | Franklin Resources Inc | 617.36K | +4.3% | $37.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Truist Financial Corp | 613.91K | +2.4% | $37.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Focus Partners Wealth | 574.33K | +3.6% | $35.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 461.11K | +22.6% | $28.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 365.33K | +19.4% | $22.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Wealth Enhancement Advisory… | 358.66K | -5.8% | $21.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wealthfront Advisers LLC | 346.86K | +4.5% | $21.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 315.18K | +29.2% | $19.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Captrust Financial Advisors | 222.39K | +2.4% | $13.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Creative Planning | 166.08K | +13.2% | $10.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Fifth Third Bancorp | 152.72K | -2.9% | $9.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Assetmark, Inc | 120.82K | -5.7% | $7.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 118.40K | +15.4% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Two Sigma Investments ✦ | 108.20K | -90.1% | $6.65M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 99.59K | +26.3% | $6.12M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 37 | Susquehanna International Group, Llp | 85.63K | +300.1% | $5.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Blair William & Co/Il | 63.63K | +6.8% | $3.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 57.12K | +49.2% | $3.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 46.40K | +131.1% | $2.85M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Lido Advisors, LLC | 41.16K | +23.1% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Corient Private Wealth LP | 38.82K | +118.8% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Cibc World Market Inc. | 37.31K | +310.7% | $2.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | AQR Capital Management ✦ | 35.29K | +58.0% | $2.17M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 45 | Us Bancorp \De\ | 34.88K | +1.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Brown Advisory Inc | 34.36K | +54.1% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 32.90K | +11.0% | $2.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Mirae Asset Global Investments Co.… | 30.64K | +36.9% | $1.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Goldman Sachs Group ✦ | 27.59K | +173.3% | $1.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 50 | BlackRock ✦ (pasif) | 26.67K | +3067.7% | $1.64M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 51 | Bank Of Montreal /Can/ | 18.90K | -11.1% | $1.16M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 52 | Fidelity (FMR) ✦ | 18.79K | -19.1% | $1.15M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 53 | National Bank Of Canada /Fi/ | 8.30K | +1082.6% | $510,072 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Northern Trust Corp | 8.15K | -25.6% | $500,899 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Citigroup Inc | 8.11K | +280.2% | $498,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank Julius Baer & Co. Ltd, Zurich | 7.60K | Baru | $467,095 | 0.0% | New | 1 | SEC ↗ |
| 57 | Fisher Asset Management ✦ | 6.24K | -0.5% | $383,327 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 5.36K | +31.8% | $329,432 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | UBS AM, a distinct business unit of… | 4.79K | -3.7% | $294,209 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 4.86K | +4.3% | $292,412 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Neuberger Berman Group LLC | 4.70K | Baru | $288,555 | 0.0% | New | 1 | SEC ↗ |
| 62 | Millennium Management ✦ | 4.22K | Baru | $259,423 | 0.0% | New | 1 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 697 | -38.4% | $42,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Allspring Global Investments… | 250 | 0.0% | $14,880 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Bank Julius Baer & Co. Ltd… | $467,095 | 0.0% |
| Neuberger Berman Group LLC | $288,555 | 0.0% |
| Millennium Management | $259,423 | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $47.30M | adalah 0.1% |
| Hrt Financial Lp | $1.35M | adalah 0.0% |
| Qube Research & Technologies… | $9,938 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API