JPIE
JPMorgan Income ETF · Financial Services · Asset Management
Momentum girdileri (karşılaştırılabilir yöneticiler):
hissedar genişliği -2.6% ·
pay akışı -15.5% ·
net yeni pozisyonlar -2.7%
· formül
Geniş dağılım: azalan hisseler ve daha az hissedar
Tüm sahiplik rakamları: yalnızca izlenen 13F yöneticileri, adi hisse senedi pozisyonları, raporlama dönemi Q4 2025
| Çeyrek | Hissedarlar | Δ | Hisseler | Raporlanan değer | Yeni | Çıkışlar |
|---|---|---|---|---|---|---|
| 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 |
| # | Yönetici | Hisseler | Δ hisseler | Değer | Ağırlıkları | Tutulan | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"Yöneticinin ağırlığı" = pozisyonun, yöneticinin raporlanan 13F hisse senedi değeri içindeki payı: kanaat ölçüsü. ✦ = seçilmiş yönetici.
Yeni alıcılar
| Bu çeyrekte takip edilen yeni alıcı yok. |
Çıkıldı
| Goldman Sachs Group | $7.39M | idi 0.0% |
Tam piyasa bağlamı: TÜM 13F filers'ları genelinde (SEC yapılandırılmış veri, Q1 2026): 436 sahipler, 105.19M hisseler, $4.72B raporlanan. Bu, yukarıdaki takip edilen evren rakamlarından farklı, daha eski bir döneme aittir ve ikisi hiçbir zaman birbirine karıştırılmaz.
Bu menkul kıymetin takip edilen sahiplerinin en sık birlikte tuttuğu diğer varlıklar: ortak sahiplik sayıları, temel ilişkiler değil.