证券记录 · 已归档季度
JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
31被追踪持有人
-1Δ持有人
11.02M持有股份
$755.09M报告持仓市值
+4新建仓位
−5清仓
动量输入(同类管理人):
持有人广度 -3.1% ·
股份流向 -21.5% ·
净新建仓位 -3.2%
· 公式
广泛减持:持股数量下降,持有人数量减少
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 9.12M | -25.5% | $628.22M | 1.4% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 757.73K | +31.1% | $49.79M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 414.32K | +11.2% | $28.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cwm, Llc | 191.10K | +51.9% | $12.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Corient Private Wealth LP | 117.08K | -50.4% | $7.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 56.58K | +7.3% | $3.84M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Cetera Investment Advisers | 41.98K | +4.8% | $2.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 39.55K | +104.4% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | HighTower Advisors, LLC | 36.53K | -37.0% | $2.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 34.63K | -24.4% | $2.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Raymond James Financial Inc | 31.93K | +18.7% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | AQR Capital Management ✦ | 26.43K | +32.8% | $1.80M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Wealthfront Advisers LLC | 21.10K | +17.8% | $1.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 18.78K | -20.9% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Quantinno Capital Management LP | 16.66K | -13.2% | $1.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 15.21K | +10.3% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 13.92K | -2.5% | $945,250 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 7.73K | -5.4% | $525,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 7.36K | 新增 | $499,687 | 0.0% | New | 1 | SEC ↗ |
| 20 | Cerity Partners LLC | 7.28K | 新增 | $494,661 | 0.0% | New | 1 | SEC ↗ |
| 21 | Marshall Wace ✦ | 6.13K | 新增 | $416,281 | 0.0% | New | 1 | SEC ↗ ×2 |
| 22 | Morgan Stanley ✦ | 5.77K | -76.4% | $391,763 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 23 | Creative Planning | 5.65K | +0.5% | $384,024 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 4.78K | +44.0% | $324,490 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 25 | Mariner, LLC | 4.54K | -24.1% | $308,013 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 3.03K | 新增 | $205,866 | 0.0% | New | 1 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 3.00K | -0.7% | $203,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 1.93K | +139.8% | $131,086 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | National Bank Of Canada /Fi/ | 1.45K | 0.0% | $98,484 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 276 | -83.4% | $18,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Assetmark, Inc | 127 | 0.0% | $8,626 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Jane Street Group, Llc | $499,687 | 0.0% |
| Cerity Partners LLC | $494,661 | 0.0% |
| Marshall Wace | $416,281 | 0.0% |
| Goldman Sachs Group | $205,866 | 0.0% |
已清仓
| Two Sigma Investments | $4.12M | 曾为 0.0% |
| Citadel Advisors | $212,492 | 曾为 0.0% |
| BlackRock | $123,829 | 曾为 0.0% |
| Rockefeller Capital… | $9,086 | 曾为 0.0% |
| Jones Financial Companies Lllp | $7,224 | 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): 140 持有人, 19.72M 股份, $1.34B 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
持有该证券的受追踪机构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: Q1 2026 ·
方法论 ·
通过API获取此数据