有価証券レコード · アーカイブ済み四半期
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
37追跡対象保有者
-1Δ保有者数
35.36M保有株数
$1.64B報告済み評価額
+0新規ポジション
−1解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -2.6% ·
株式フロー -15.5% ·
新規ネットポジション数 -2.7%
· 計算式
広範な分配：株数の減少と保有者数の縮小
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Goldman Sachs Group | $7.39M | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 436 保有者, 105.19M 株式数, $4.72B 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。