JPIE
JPMorgan Income ETF · Financial Services · Asset Management
Données momentum (gérants comparables) :
étendue des détenteurs -2.6% ·
flux d'actions -15.5% ·
nouvelles positions nettes -2.7%
— formule
Distribution large — baisse des parts et moins de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | +4 | 56.57M | $2.61B | +6 | −3 |
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 7.73M | -48.0% | $357.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 6.79M | +25.8% | $314.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 3 | Wells Fargo & Company/Mn | 3.76M | — | $174.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 3.10M | — | $143.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 2.54M | — | $117.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 2.16M | — | $100.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 1.48M | — | $68.54M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 1.47M | — | $68.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Rockefeller Capital Management L.P. | 1.13M | — | $52.40M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 835.82K | — | $38.69M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 652.66K | — | $30.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 576.78K | — | $26.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 551.42K | — | $25.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 537.26K | — | $24.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Wealth Enhancement Advisory… | 287.19K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 256.00K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Renaissance Technologies ✦ | 206.99K | -70.8% | $9.58M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 18 | Focus Partners Wealth | 196.97K | — | $9.12M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 195.16K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Mml Investors Services, Llc | 184.47K | — | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 172.21K | — | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 118.23K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 86.03K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 79.57K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 49.23K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Cwm, Llc | 47.39K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 43.59K | -62.5% | $2.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 32.22K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 30.56K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 18.95K | — | $877,295 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 11.31K | — | $524,906 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 10.07K | — | $466,140 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Cerity Partners LLC | 6.49K | — | $300,515 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northern Trust Corp | 5.88K | — | $272,278 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 270 | — | $12,498 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 28 | — | $1,296 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 5 | -28.6% | $25 | 0.0% | ▼ Trim | 3 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Aucun nouvel acheteur suivi ce trimestre. |
Sorti(e)
| Goldman Sachs Group | $7.39M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 436 détenteurs, 105.19M actions, $4.72B déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.