证券记录
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF · Financial Services · Asset Management - Income
65被追踪持有人
+1Δ持有人
140.93M持有股份
$8.64B报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +1.6% ·
股份流向 +7.0% ·
净新建仓位 +1.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Hrt Financial Lp | $1.35M | 曾为 0.0% |
| Qube Research & Technologies… | $9,938 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 951 持有人, 163.20M 股份, $8.89B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据