증권 기록
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
44추적 보유자
+4Δ 보유자
56.97M보유 주식 수
$2.62B보고 가치
+6신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +10.0% ·
주식 흐름 +21.2% ·
순 신규 포지션 +9.1%
— 산식
광범위한 매집 — 더 많은 보유자에 걸쳐 주식 수 증가
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q2 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 44 | +4 | 56.97M | $2.62B | +6 | −2 |
| Q1 2026 | 41 | +4 | 47.03M | $2.17B | +6 | −2 |
| Q4 2025 | 37 | -1 | 35.36M | $1.64B | — | −1 |
| Q3 2025 | 6 | 0 | 21.24M | $985.70M | — | — |
| Q2 2025 | 3 | 0 | 873.85K | $40.48M | — | — |
| Q1 2025 | 2 | 0 | 536.06K | $24.70M | — | — |
| Q4 2024 | 2 | +1 | 114.33K | $5.22M | +1 | — |
| Q3 2024 | 1 | 0 | 38.90K | $1.80M | +1 | −1 |
| Q2 2024 | 1 | — | 13.97K | $635,076 | — | — |
보유 현황 · Q2 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 13.38M | +54.1% | $616.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 7.31M | +2.4% | $336.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 6.29M | +8.7% | $289.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 6.29M | +8.7% | $289.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 4.13M | +14.2% | $190.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 4.13M | +14.2% | $190.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.13M | +14.2% | $190.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 2.63M | +1.2% | $121.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 2.07M | +187.2% | $95.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 2.01M | +16.0% | $92.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 2.01M | +16.0% | $92.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 2.01M | +16.0% | $92.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.89M | -17.2% | $87.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.89M | -17.2% | $87.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.89M | -17.2% | $87.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 966.94K | +9.2% | $44.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 879.72K | +8.6% | $40.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 810.80K | +10.5% | $37.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 610.19K | +50.9% | $28.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 574.84K | +3.4% | $26.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 574.84K | +3.4% | $26.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 450.79K | 신규 | $20.76M | 0.0% | New | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 401.90K | +13.6% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 397.95K | -37.5% | $18.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 222.70K | +31.2% | $10.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 183.11K | +1.6% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 172.79K | -1.6% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 169.79K | -9.6% | $7.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mariner, LLC | 152.84K | +12.3% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Renaissance Technologies ✦ | 132.19K | 신규 | $6.09M | 0.0% | New | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 125.78K | +43.7% | $5.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 116.67K | -2.9% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 116.67K | -2.9% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Creative Planning | 111.66K | -3.5% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 101.88K | 0.0% | $4.69M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Brown Advisory Inc | 89.36K | 신규 | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 83.03K | -2.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 83.03K | -2.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 58.27K | 신규 | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 35.35K | -0.3% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 31.58K | -7.3% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 14.36K | +459.2% | $658,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Lido Advisors, LLC | 13.72K | +59.9% | $631,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | UBS Group AG | 8.59K | +71.6% | $395,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS Group AG | 8.59K | +71.6% | $395,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 7.74K | 0.0% | $356,494 | 0.0% | Held | 2 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 7.74K | 0.0% | $356,494 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Cibc World Market Inc. | 4.85K | 신규 | $223,204 | 0.0% | New | 1 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 4.26K | +1758.5% | $195,966 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Franklin Resources Inc | 1.01K | 신규 | $46,649 | 0.0% | New | 1 | SEC ↗ |
| 67 | BlackRock ✦ (패시브) | 191 | 0.0% | $8,796 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Assetmark, Inc | 15 | 0.0% | $691 | 0.0% | Held | 3 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Jane Street Group, Llc | $20.76M | 0.0% |
| Renaissance Technologies | $6.09M | 0.0% |
| Brown Advisory Inc | $4.12M | 0.0% |
| Citadel Advisors | $2.68M | 0.0% |
| Cibc World Market Inc. | $223,204 | 0.0% |
| Franklin Resources Inc | $46,649 | 0.0% |
청산됨
| Cerity Partners LLC | $299,086 | 이었음 0.0% |
| Northern Trust Corp | $270,984 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 436 보유 기관, 105.19M 주식, $4.72B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q2 2026 ·
방법론 ·
API를 통해 조회