证券记录 · 已归档季度
JMST
JPMorgan Ultra-Short Municipal Income ETF · Financial Services · Asset Management
47被追踪持有人
+8Δ持有人
28.36M持有股份
$1.45B报告持仓市值
+9新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +20.5% ·
股份流向 -0.9% ·
净新建仓位 +17.0%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
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
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 628.93K | $31.81M | n/a | n/a |
| Q2 2026 | 46 | 0 | 28.68M | $1.46B | +2 | −2 |
| Q1 2026 | 47 | +8 | 28.36M | $1.45B | +9 | −1 |
| Q4 2025 | 39 | 0 | 28.63M | $1.46B | n/a | n/a |
| Q3 2025 | 4 | -2 | 3.82M | $194.91M | n/a | −2 |
| Q2 2025 | 3 | -1 | 2.28M | $116.33M | n/a | −1 |
| Q1 2025 | 3 | +1 | 941.06K | $47.85M | +1 | n/a |
| Q4 2024 | 2 | -1 | 777.35K | $39.42M | n/a | −1 |
| Q3 2024 | 3 | +2 | 961.06K | $48.96M | +2 | n/a |
| Q2 2024 | 1 | n/a | 589.20K | $29.90M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 4.18M | +5.8% | $213.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | Northwestern Mutual Wealth… | 3.88M | -2.5% | $197.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 3.08M | +1.8% | $156.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.55M | +4.7% | $79.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Fidelity (FMR) ✦ | 1.38M | 0.0% | $70.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 1.26M | +14.7% | $64.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | UBS Group AG | 1.04M | -1.2% | $52.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 985.11K | -26.4% | $50.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 9 | Raymond James Financial Inc | 942.82K | +5.5% | $48.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Mariner, LLC | 888.00K | -0.1% | $45.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Corient Private Wealth LP | 883.84K | -50.5% | $45.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cwm, Llc | 781.69K | +121.1% | $39.85M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Osaic Holdings, Inc. | 720.78K | +9.6% | $36.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 14 | Royal Bank Of Canada | 644.32K | +8.9% | $32.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Cerity Partners LLC | 642.61K | +22.4% | $32.76M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | HighTower Advisors, LLC | 532.31K | +14.1% | $27.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 507.10K | 新增 | $25.85M | 0.0% | New | 1 | SEC ↗ |
| 18 | Focus Partners Wealth | 453.81K | -8.1% | $23.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Jones Financial Companies Lllp | 420.65K | +30.5% | $21.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 412.27K | +5.0% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Franklin Resources Inc | 394.69K | +23.4% | $20.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | Wealth Enhancement Advisory… | 393.84K | -69.0% | $20.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Captrust Financial Advisors | 382.50K | +4.4% | $19.50M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 361.25K | +7.0% | $18.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 329.73K | +53.0% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Lido Advisors, LLC | 279.35K | -1.6% | $14.24M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 253.10K | -35.2% | $12.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 249.21K | +11.0% | $12.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Mercer Global Advisors Inc /Adv | 116.63K | -30.9% | $5.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 79.28K | -29.2% | $4.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Truist Financial Corp | 75.72K | -5.3% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Assetmark, Inc | 47.72K | +25.8% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 39.66K | +21.2% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 35.16K | +5.7% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Morgan Stanley ✦ | 29.92K | +18.9% | $1.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 28.54K | 新增 | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 17.65K | 新增 | $899,695 | 0.0% | New | 1 | SEC ↗ |
| 38 | First Manhattan Co. Llc. | 17.52K | 新增 | $893,170 | 0.0% | New | 1 | SEC ↗ |
| 39 | Fifth Third Bancorp | 14.01K | 新增 | $714,382 | 0.0% | New | 1 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 10.92K | 新增 | $556,498 | 0.0% | New | 1 | SEC ↗ |
| 41 | Blair William & Co/Il | 9.92K | +18.4% | $505,664 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 4.48K | 新增 | $228,543 | 0.0% | New | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 4.02K | 新增 | $205,042 | 0.0% | New | 1 | SEC ↗ |
| 44 | Us Bancorp \De\ | 1.15K | 0.0% | $58,780 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Allspring Global Investments… | 701 | 新增 | $35,664 | 0.0% | New | 1 | SEC ↗ |
| 46 | Bnp Paribas Financial Markets | 39 | -56.2% | $1,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank Of Montreal /Can/ | 26 | 0.0% | $1,325 | 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
| Citadel Advisors | $25.85M | 0.0% |
| AQR Capital Management | $1.46M | 0.0% |
| Financial Engines Advisors… | $899,695 | 0.0% |
| First Manhattan Co. Llc. | $893,170 | 0.0% |
| Fifth Third Bancorp | $714,382 | 0.0% |
| Quantinno Capital Management… | $556,498 | 0.0% |
| Susquehanna International… | $228,543 | 0.0% |
| Northern Trust Corp | $205,042 | 0.0% |
| Allspring Global Investments… | $35,664 | 0.0% |
已清仓
| Goldman Sachs Group | $2.25M | 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): 546 持有人, 68.22M 股份, $3.34B 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