证券记录 · 已归档季度
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
37被追踪持有人
-1Δ持有人
35.36M持有股份
$1.64B报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -2.6% ·
股份流向 -15.5% ·
净新建仓位 -2.7%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 364.51K | $16.33M | n/a | n/a |
| 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 | 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 |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| Goldman Sachs Group | $7.39M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 436 持有人, 105.19M 股份, $4.72B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据