证券记录 · 已归档季度
JMTG
JPMorgan Mortgage-Backed Securities ETF · Financial Services · Asset Management - Bonds
40被追踪持有人
+1Δ持有人
85.36M持有股份
$4.35B报告持仓市值
+2新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +2.6% ·
股份流向 +3.7% ·
净新建仓位 +2.5%
— 公式
广泛积累 — 持股数量上升且持有人增多
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 41 | +2 | 83.75M | $4.25B | +3 | −1 |
| Q1 2026 | 40 | +1 | 85.36M | $4.35B | +2 | −1 |
| Q4 2025 | 39 | -1 | 82.28M | $4.20B | — | −1 |
| Q3 2025 | 5 | +2 | 81.10M | $4.14B | +2 | — |
| Q2 2025 | 1 | — | 444 | $22,284 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 14.32M | -1.9% | $730.40M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 14.32M | -1.9% | $730.40M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 14.32M | -1.9% | $730.40M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 5.56M | -14.7% | $283.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 5.56M | -14.7% | $283.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 5.56M | -14.7% | $283.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | LPL Financial LLC | 4.78M | -4.8% | $243.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 3.57M | -30.1% | $182.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 3.57M | -30.1% | $182.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 3.57M | -30.1% | $182.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Ameriprise Financial Inc | 3.57M | -30.1% | $182.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 1.86M | -37.4% | $94.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 24 | Captrust Financial Advisors | 1.02M | +3.1% | $51.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | Hsbc Holdings Plc | 978.04K | -39.6% | $49.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 664.54K | -3.6% | $33.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 664.54K | -3.6% | $33.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 664.54K | -3.6% | $33.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Focus Partners Wealth | 545.47K | +8.1% | $27.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Wells Fargo & Company/Mn | 528.19K | +9.3% | $26.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 528.19K | +9.3% | $26.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 528.19K | +9.3% | $26.94M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 499.77K | +59.6% | $25.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 351.61K | +12.8% | $17.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 351.61K | +12.8% | $17.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bank of New York Mellon Corp | 351.61K | +12.8% | $17.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 351.61K | +12.8% | $17.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 297.28K | -69.3% | $15.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Jones Financial Companies Lllp | 260.30K | +14.3% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Jones Financial Companies Lllp | 260.30K | +14.3% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Stifel Financial Corp | 254.93K | +3.1% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Bank Of Montreal /Can/ | 209.78K | -31.4% | $10.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Bank Of Montreal /Can/ | 209.78K | -31.4% | $10.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | UBS Group AG | 144.62K | -42.8% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | UBS Group AG | 144.62K | -42.8% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Cetera Investment Advisers | 121.02K | +3.7% | $6.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 107.27K | 新增 | $5.47M | 0.0% | New | 1 | SEC ↗ |
| 48 | Osaic Holdings, Inc. | 101.49K | -28.6% | $5.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 73.82K | -16.4% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Northwestern Mutual Wealth… | 70.14K | +10.3% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 67.56K | +4.7% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Mariner, LLC | 57.27K | +1.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Mariner, LLC | 57.27K | +1.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Truist Financial Corp | 36.97K | -2.2% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Jane Street Group, Llc | 31.94K | 新增 | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 56 | Creative Planning | 16.42K | +1.2% | $837,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Us Bancorp \De\ | 9.24K | -20.3% | $471,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Fifth Third Bancorp | 8.60K | +1988.1% | $438,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Royal Bank Of Canada | 8.10K | -8.3% | $413,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | BlackRock ✦ (被动) | 5.87K | 0.0% | $299,141 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Mml Investors Services, Llc | 5.76K | -33.2% | $293,613 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 2.43K | +101.8% | $123,804 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 2.04K | -43.7% | $104,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 791 | +210.2% | $40,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Citigroup Inc | 707 | -27.5% | $36,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Assetmark, Inc | 351 | -70.2% | $17,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Franklin Resources Inc | 189 | -14.1% | $9,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Cwm, Llc | 87 | -84.8% | $4,458 | 0.0% | ▼ Trim | 2 | 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
| Susquehanna International… | $5.47M | 0.0% |
| Jane Street Group, Llc | $1.63M | 0.0% |
已清仓
| Corient Private Wealth LP | $688,312 | 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
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: Q1 2026 ·
方法论 ·
通过API获取此数据