Scheda del titolo · trimestre archiviato
JGRO
JPMorgan Active Growth ETF · Financial Services · Asset Management
49Holder monitorati
+4Δ titolari
52.07MQuote detenute
$4.35BValore dichiarato
+5Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori +8.9% ·
flusso azionario +6.9% ·
nuove posizioni nette +8.2%
· formula
Accumulo ampio: azioni in aumento tra un numero crescente di titolari
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q1 2026
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 639.27K | $57.64M | n/a | −1 |
| Q2 2026 | 49 | +2 | 51.21M | $5.01B | +4 | −3 |
| Q1 2026 | 49 | +4 | 52.07M | $4.35B | +5 | −1 |
| Q4 2025 | 45 | 0 | 48.73M | $4.52B | +1 | −1 |
| Q3 2025 | 9 | -1 | 21.76M | $2.04B | n/a | −1 |
| Q2 2025 | 8 | +3 | 600.19K | $51.66M | +3 | n/a |
| Q1 2025 | 3 | +1 | 41.49K | $3.06M | +2 | −1 |
| Q4 2024 | 2 | -2 | 121.90K | $9.88M | +1 | −3 |
| Q3 2024 | 4 | +1 | 729.92K | $56.12M | +1 | n/a |
| Q2 2024 | 3 | n/a | 21.64K | $1.63M | n/a | n/a |
Chi lo detiene · Q1 2026
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 13.13M | +1.4% | $1.07B | 0.1% | ▲ Add | 3 | SEC ↗ ×9 |
| 2 | LPL Financial LLC | 7.30M | +5.5% | $617.16M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 4.67M | +0.6% | $394.52M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Captrust Financial Advisors | 4.29M | +9.6% | $362.78M | 0.6% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 3.33M | +44.2% | $281.10M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Jones Financial Companies Lllp | 2.93M | +18.0% | $240.34M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 2.23M | +14.0% | $188.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Commonwealth Equity Services, Llc | 1.57M | +8.8% | $132.64M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 1.41M | -3.2% | $118.77M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 1.35M | +6.5% | $113.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | UBS Group AG | 1.27M | -1.7% | $107.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 1.23M | +11.3% | $104.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cetera Investment Advisers | 1.20M | +123.2% | $101.10M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 909.71K | +70.9% | $76.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Wealth Enhancement Advisory… | 813.17K | -5.6% | $65.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 722.21K | -6.0% | $61.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Focus Partners Wealth | 669.41K | +0.3% | $56.58M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Stifel Financial Corp | 522.00K | +1.8% | $44.12M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank of New York Mellon Corp | 408.56K | -12.9% | $34.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Fidelity (FMR) ✦ | 389.61K | +1.9% | $32.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 369.43K | +3.1% | $31.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 296.24K | -9.3% | $25.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Mml Investors Services, Llc | 263.07K | -21.4% | $22.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 215.65K | +9.3% | $18.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Rockefeller Capital Management L.P. | 200.50K | -21.5% | $16.95M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | UBS AM, a distinct business unit of… | 124.02K | Nuovo | $10.48M | 0.0% | New | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 64.98K | -42.9% | $5.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 28.90K | -93.0% | $2.44M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 27.14K | -16.8% | $2.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Truist Financial Corp | 25.29K | -8.8% | $2.14M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 17.06K | Nuovo | $1.44M | 0.0% | New | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 14.59K | +19.1% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 12.43K | -10.9% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 34 | Gotham Asset Management ✦ | 10.44K | +148.8% | $882,389 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 10.43K | Nuovo | $881,544 | 0.0% | New | 1 | SEC ↗ |
| 36 | Lido Advisors, LLC | 9.45K | +173.9% | $798,714 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Hrt Financial Lp | 8.71K | Nuovo | $736,000 | 0.0% | New | 1 | SEC ↗ |
| 38 | Renaissance Technologies ✦ | 6.50K | -67.2% | $549,380 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 39 | Morgan Stanley ✦ | 6.48K | -90.5% | $547,864 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Fifth Third Bancorp | 6.06K | +2479.6% | $512,390 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 5.50K | -88.2% | $464,775 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Creative Planning | 5.29K | -5.1% | $446,649 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 4.83K | +54.2% | $407,961 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Quantinno Capital Management LP | 3.31K | +42.4% | $279,555 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passivo) | 1.45K | +541.6% | $122,554 | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 46 | Bank Of Montreal /Can/ | 776 | -96.9% | $65,588 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 463 | 0.0% | $39,133 | 0.0% | Held | 2 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 292 | +734.3% | $24,919 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Us Bancorp \De\ | 134 | Nuovo | $11,326 | 0.0% | New | 1 | SEC ↗ |
"Il loro peso" = quota della posizione sul valore azionario 13F dichiarato da quel manager: la misura della convinzione. ✦ = manager selezionato.
Nuovi acquirenti
| UBS AM, a distinct business… | $10.48M | 0.0% |
| Jane Street Group, Llc | $1.44M | 0.0% |
| Northern Trust Corp | $881,544 | 0.0% |
| Hrt Financial Lp | $736,000 | 0.0% |
| Us Bancorp \De\ | $11,326 | 0.0% |
Uscito
| Citadel Advisors | $301,507 | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 350 detentori, 59.28M azioni, $4.84B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri detentori tracciati di questo titolo: conteggi di co-detenzione, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q1 2026 ·
Metodologia ·
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