Scheda del titolo · trimestre archiviato
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
37Holder monitorati
-1Δ titolari
35.36MQuote detenute
$1.64BValore dichiarato
+0Nuove posizioni
−1Uscite
Input di momentum (manager comparabili):
ampiezza dei detentori -2.6% ·
flusso azionario -15.5% ·
nuove posizioni nette -2.7%
— formula
Distribuzione diffusa — azioni in calo e minor numero di detentori
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
Proprietà nel tempo
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
Chi lo detiene · Q4 2025
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 7.73M | -48.0% | $357.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 7.73M | -48.0% | $357.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 7.73M | -48.0% | $357.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 7.73M | -48.0% | $357.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 7.73M | -48.0% | $357.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 6.79M | +25.8% | $314.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 6.79M | +25.8% | $314.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 6.79M | +25.8% | $314.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 6.79M | +25.8% | $314.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 3.76M | — | $174.01M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 3.76M | — | $174.01M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 3.10M | — | $143.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 3.10M | — | $143.65M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 2.54M | — | $117.64M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.16M | — | $100.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.16M | — | $100.20M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.16M | — | $100.20M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.48M | — | $68.54M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.48M | — | $68.54M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.48M | — | $68.54M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Raymond James Financial Inc | 1.47M | — | $68.01M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 1.47M | — | $68.01M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 1.47M | — | $68.01M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 1.13M | — | $52.40M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Truist Financial Corp | 835.82K | — | $38.69M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | LPL Financial LLC | 652.66K | — | $30.21M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 576.78K | — | $26.70M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cetera Investment Advisers | 551.42K | — | $25.53M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Stifel Financial Corp | 537.26K | — | $24.87M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 537.26K | — | $24.87M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Stifel Financial Corp | 537.26K | — | $24.87M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 287.19K | — | $13.31M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jones Financial Companies Lllp | 256.00K | — | $11.85M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Renaissance Technologies ✦ | 206.99K | -70.8% | $9.58M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 35 | Focus Partners Wealth | 196.97K | — | $9.12M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 195.16K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 195.16K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 195.16K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 195.16K | — | $9.03M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Mml Investors Services, Llc | 184.47K | — | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Northwestern Mutual Wealth… | 172.21K | — | $7.97M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Creative Planning | 118.23K | — | $5.47M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Baird Financial Group, Inc. | 86.03K | — | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mariner, LLC | 79.57K | — | $3.68M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Us Bancorp \De\ | 49.23K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Us Bancorp \De\ | 49.23K | — | $2.28M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Cwm, Llc | 47.39K | — | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Citadel Advisors ✦ | 43.59K | -62.5% | $2.02M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 49 | Ameriprise Financial Inc | 32.22K | — | $1.49M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Susquehanna International Group, Llp | 30.56K | — | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 18.95K | — | $877,295 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Lido Advisors, LLC | 11.31K | — | $524,906 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 10.07K | — | $466,140 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 10.07K | — | $466,140 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank Of Montreal /Can/ | 10.07K | — | $466,140 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Cerity Partners LLC | 6.49K | — | $300,515 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Northern Trust Corp | 5.88K | — | $272,278 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | TD Waterhouse Canada Inc. | 270 | — | $12,498 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Assetmark, Inc | 28 | — | $1,296 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Fidelity (FMR) ✦ | 5 | -28.6% | $25 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Nessun nuovo acquirente tracciato questo trimestre. |
Uscito
| Goldman Sachs Group | $7.39M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 436 detentori, 105.19M azioni, $4.72B dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Frequentemente co-detenuti
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.
Provenienza: Proprietà ricavata dalle posizioni in azioni ordinarie 13F analizzate (universo monitorato, set comparabili per le variazioni); righe insider dai Moduli 3/4/5; partecipazioni dagli Schedule 13D/13G; ogni filing rimanda all'originale su SEC EDGAR.
Periodo di rendicontazione: Q4 2025 ·
Metodologia ·
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