证券记录 · 已归档季度
JMTG
JPMorgan Mortgage-Backed Securities ETF · Financial Services · Asset Management - Bonds
39被追踪持有人
-1Δ持有人
82.28M持有股份
$4.20B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.5% ·
股份流向 -29.3% ·
净新建仓位 -2.6%
· 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 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 40.51M | -46.0% | $2.07B | 0.1% | ▼ Trim | 2 | SEC ↗ ×11 |
| 2 | Bank Of America Corp /De/ | 14.60M | n/a | $745.30M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 6.52M | +7.2% | $332.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Ameriprise Financial Inc | 5.11M | n/a | $260.99M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | LPL Financial LLC | 5.01M | n/a | $256.06M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Wealth Enhancement Advisory… | 2.97M | n/a | $151.86M | 0.2% | n/c | 1 | SEC ↗ |
| 7 | Hsbc Holdings Plc | 1.62M | n/a | $82.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Captrust Financial Advisors | 985.75K | n/a | $50.33M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Mercer Global Advisors Inc /Adv | 967.87K | n/a | $49.42M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 689.32K | n/a | $35.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Focus Partners Wealth | 504.67K | n/a | $25.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 483.34K | n/a | $24.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Envestnet Asset Management Inc | 313.08K | n/a | $15.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank of New York Mellon Corp | 311.72K | n/a | $15.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Bank Of Montreal /Can/ | 305.57K | n/a | $15.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | UBS Group AG | 253.00K | n/a | $12.92M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 247.16K | n/a | $12.62M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 227.68K | n/a | $11.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 142.07K | n/a | $7.26M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 116.75K | n/a | $5.96M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 88.31K | n/a | $4.51M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 64.56K | n/a | $3.30M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 63.59K | n/a | $3.25M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 56.21K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 25 | Truist Financial Corp | 37.80K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Creative Planning | 16.23K | n/a | $828,594 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 13.42K | n/a | $688,312 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Us Bancorp \De\ | 11.60K | n/a | $592,245 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 8.83K | n/a | $451,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Mml Investors Services, Llc | 8.62K | n/a | $439,982 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | BlackRock ✦ (被动) | 5.87K | +6.9% | $299,492 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 3.62K | n/a | $185,093 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.20K | +170.9% | $61,425 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 1.18K | n/a | $60,149 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Citigroup Inc | 975 | n/a | $49,784 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 572 | n/a | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fifth Third Bancorp | 412 | n/a | $21,037 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 255 | n/a | $13,020 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Franklin Resources Inc | 220 | n/a | $11,233 | 0.0% | n/c | 1 | 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
| 本季度无新增被追踪买入方。 |
已清仓
| Citadel Advisors | $3.07M | 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): 167 持有人, 73.99M 股份, $3.67B 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: Q4 2025 ·
方法论 ·
通过API获取此数据