JPIE
JPMorgan Income ETF · Financial Services · Asset Management
Input momentum (manajer yang sebanding):
keluasan pemegang -2.6% ·
aliran saham -15.5% ·
posisi baru bersih -2.7%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q4 2025
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 364.50K | $16.33M | n/a | −1 |
| 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 | n/a | −1 |
| Q3 2025 | 6 | 0 | 21.24M | $985.70M | n/a | n/a |
| Q2 2025 | 3 | 0 | 873.85K | $40.48M | n/a | n/a |
| Q1 2025 | 2 | 0 | 536.06K | $24.70M | n/a | n/a |
| Q4 2024 | 2 | +1 | 114.33K | $5.22M | +1 | n/a |
| Q3 2024 | 1 | 0 | 38.90K | $1.80M | +1 | −1 |
| Q2 2024 | 1 | n/a | 13.97K | $635,076 | n/a | n/a |
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | n/a | $174.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 3.10M | n/a | $143.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 2.54M | n/a | $117.64M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Royal Bank Of Canada | 2.16M | n/a | $100.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 1.48M | n/a | $68.54M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 1.47M | n/a | $68.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Rockefeller Capital Management L.P. | 1.13M | n/a | $52.40M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Truist Financial Corp | 835.82K | n/a | $38.69M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 652.66K | n/a | $30.21M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 576.78K | n/a | $26.70M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 551.42K | n/a | $25.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 537.26K | n/a | $24.87M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Wealth Enhancement Advisory… | 287.19K | n/a | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 256.00K | n/a | $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 | n/a | $9.12M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 195.16K | n/a | $9.03M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Mml Investors Services, Llc | 184.47K | n/a | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 172.21K | n/a | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 118.23K | n/a | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Baird Financial Group, Inc. | 86.03K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 79.57K | n/a | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 49.23K | n/a | $2.28M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Cwm, Llc | 47.39K | n/a | $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 | n/a | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 30.56K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 18.95K | n/a | $877,295 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 11.31K | n/a | $524,906 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 10.07K | n/a | $466,140 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | Cerity Partners LLC | 6.49K | n/a | $300,515 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northern Trust Corp | 5.88K | n/a | $272,278 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 270 | n/a | $12,498 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 28 | n/a | $1,296 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 5 | -28.6% | $25 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Tidak ada pembeli terlacak baru kuartal ini. |
Telah keluar
| Goldman Sachs Group | $7.39M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 436 pemegang, 105.19M saham, $4.72B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.