证券记录
JMOM
JPMorgan U.S. Momentum Factor ETF · Financial Services · Asset Management
30被追踪持有人
0Δ持有人
11.83M持有股份
$991.07M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +9.2% · 净新建仓位 0.0% — 公式
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 | 30 | 0 | 11.83M | $991.07M | +2 | −2 |
| Q1 2026 | 31 | -1 | 11.02M | $755.09M | +4 | −5 |
| Q4 2025 | 32 | +1 | 14.03M | $981.97M | +1 | — |
| Q3 2025 | 6 | 0 | 1.09M | $73.94M | +1 | −1 |
| Q2 2025 | 4 | +2 | 25.06K | $1.61M | +2 | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 9.69M | +6.2% | $809.02M | 1.4% | ▲ Add | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 838.54K | +102.4% | $71.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 770.81K | +1.7% | $65.04M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Corient Private Wealth LP | 109.33K | -6.6% | $9.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 53.52K | -5.4% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 53.52K | -5.4% | $4.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 41.53K | -1.1% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 37.77K | +9.1% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 37.77K | +9.1% | $3.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 34.26K | -6.2% | $2.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 32.94K | +3.2% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 32.94K | +3.2% | $2.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 30.30K | +14.6% | $2.59M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 29.29K | +75.8% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 25.09K | +80.3% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 24.99K | +18.4% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 22.45K | +19.5% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 20.82K | -47.4% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 14.08K | -7.5% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 14.08K | -7.5% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Jane Street Group, Llc | 7.86K | +6.8% | $671,716 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 7.73K | 0.0% | $660,830 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 7.28K | 0.0% | $622,405 | 0.0% | Held | 2 | SEC ↗ |
| 27 | Creative Planning | 5.88K | +4.0% | $502,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 5.88K | +4.0% | $502,596 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 5.15K | -10.6% | $440,477 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 5.15K | -10.6% | $440,477 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 5.15K | -10.6% | $440,477 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 32 | Mariner, LLC | 4.52K | -0.4% | $386,004 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 4.36K | -8.7% | $372,874 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 34 | Mml Investors Services, Llc | 3.32K | 新增 | $283,451 | 0.0% | New | 1 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 2.46K | -18.1% | $209,975 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Wells Fargo & Company/Mn | 2.43K | +779.0% | $207,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 2.43K | +779.0% | $207,306 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 1.45K | 0.0% | $123,844 | 0.0% | Held | 3 | SEC ↗ |
| 39 | Fifth Third Bancorp | 1.12K | -41.7% | $96,143 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | UBS Group AG | 369 | 新增 | $31,535 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 248 | +95.3% | $21,194 | 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
| Mml Investors Services, Llc | $283,451 | 0.0% |
| UBS Group AG | $31,535 | 0.0% |
已清仓
| Marshall Wace | $416,281 | 曾为 0.0% |
| Goldman Sachs Group | $205,866 | 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
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