증권 기록
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF · Financial Services · Asset Management - Income
64추적 보유자
+1Δ 보유자
140.09M보유 주식 수
$8.59B보고 가치
+3신규 편입 포지션
−3청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +1.6% ·
주식 흐름 +7.1% ·
순 신규 포지션 0.0%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| 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 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (패시브) | 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 | 신규 | $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 | 신규 | $288,555 | 0.0% | New | 1 | SEC ↗ |
| 62 | Millennium Management ✦ | 4.22K | 신규 | $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 ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Bank Julius Baer & Co. Ltd… | $467,095 | 0.0% |
| Neuberger Berman Group LLC | $288,555 | 0.0% |
| Millennium Management | $259,423 | 0.0% |
청산됨
| HighTower Advisors, LLC | $47.30M | 이었음 0.1% |
| Hrt Financial Lp | $1.35M | 이었음 0.0% |
| Qube Research & Technologies… | $9,938 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 951 보유 기관, 163.20M 주식, $8.89B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
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