JMTG
JPMorgan Mortgage-Backed Securities ETF · Financial Services · Asset Management - Bonds
Momentum-inputs (vergelijkbare managers):
breedte van houders +2.6% ·
aandelenstroom +3.7% ·
netto nieuwe posities +2.5%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 48.78M | +20.4% | $2.48B | 0.2% | ▲ Add | 3 | SEC ↗ ×11 |
| 2 | Bank Of America Corp /De/ | 14.32M | -1.9% | $730.40M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 5.56M | -14.7% | $283.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 4 | LPL Financial LLC | 4.78M | -4.8% | $243.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 5 | Ameriprise Financial Inc | 3.57M | -30.1% | $182.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Wealth Enhancement Advisory… | 1.86M | -37.4% | $94.72M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 7 | Captrust Financial Advisors | 1.02M | +3.1% | $51.83M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Hsbc Holdings Plc | 978.04K | -39.6% | $49.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 664.54K | -3.6% | $33.89M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Focus Partners Wealth | 545.47K | +8.1% | $27.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 528.19K | +9.3% | $26.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 12 | Envestnet Asset Management Inc | 499.77K | +59.6% | $25.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 351.61K | +12.8% | $17.93M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Mercer Global Advisors Inc /Adv | 297.28K | -69.3% | $15.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 260.30K | +14.3% | $13.15M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Stifel Financial Corp | 254.93K | +3.1% | $13.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 209.78K | -31.4% | $10.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 18 | UBS Group AG | 144.62K | -42.8% | $7.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 121.02K | +3.7% | $6.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 107.27K | Nieuw | $5.47M | 0.0% | New | 1 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 101.49K | -28.6% | $5.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 73.82K | -16.4% | $3.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 70.14K | +10.3% | $3.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 67.56K | +4.7% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Mariner, LLC | 57.27K | +1.9% | $2.92M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 26 | Truist Financial Corp | 36.97K | -2.2% | $1.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 31.94K | Nieuw | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 28 | Creative Planning | 16.42K | +1.2% | $837,388 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Us Bancorp \De\ | 9.24K | -20.3% | $471,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 8.60K | +1988.1% | $438,771 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 8.10K | -8.3% | $413,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (passief) | 5.87K | 0.0% | $299,141 | 0.0% | Held | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 5.76K | -33.2% | $293,613 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.43K | +101.8% | $123,804 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 2.04K | -43.7% | $104,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Rockefeller Capital Management L.P. | 791 | +210.2% | $40,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Citigroup Inc | 707 | -27.5% | $36,057 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Assetmark, Inc | 351 | -70.2% | $17,901 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Franklin Resources Inc | 189 | -14.1% | $9,639 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Cwm, Llc | 87 | -84.8% | $4,458 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $5.47M | 0.0% |
| Jane Street Group, Llc | $1.63M | 0.0% |
Verlaten
| Corient Private Wealth LP | $688,312 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 167 houders, 73.99M aandelen, $3.67B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.