Registro do valor mobiliário · trimestre arquivado
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
41Detentores rastreados
+4Δ titulares
47.03MAções mantidas
$2.17BValor reportado
+6Novas posições
−2Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores +10.8% ·
fluxo de ações +30.0% ·
novas posições líquidas +9.8%
— fórmula
Acumulação ampla — aumento de ações entre um número maior de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| 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 | — | — |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 8.68M | Novo | $399.87M | 0.1% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.13M | +5.1% | $328.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 7.13M | +5.1% | $328.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 6.70M | -13.4% | $307.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 6.70M | -13.4% | $307.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 6.70M | -13.4% | $307.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 6.70M | -13.4% | $307.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 6.70M | -13.4% | $307.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 5.78M | +53.8% | $266.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 5.78M | +53.8% | $266.39M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 3.62M | +16.5% | $166.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 3.62M | +16.5% | $166.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 2.60M | +2.4% | $119.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 2.29M | +5.7% | $105.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 2.29M | +5.7% | $105.41M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 1.74M | +18.1% | $79.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 1.74M | +18.1% | $79.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 1.74M | +18.1% | $79.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.64M | +11.0% | $75.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 1.64M | +11.0% | $75.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.64M | +11.0% | $75.75M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 885.10K | -21.8% | $40.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Truist Financial Corp | 809.99K | -3.1% | $37.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cetera Investment Advisers | 733.69K | +33.0% | $33.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | LPL Financial LLC | 721.31K | +10.5% | $33.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 637.19K | +10.5% | $29.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Stifel Financial Corp | 555.97K | +3.5% | $25.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Stifel Financial Corp | 555.97K | +3.5% | $25.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 555.97K | +3.5% | $25.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 404.37K | +58.0% | $18.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 353.90K | +1767.3% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 250.81K | +28.5% | $11.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Pnc Financial Services Group, Inc. | 250.81K | +28.5% | $11.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 250.81K | +28.5% | $11.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 250.81K | +28.5% | $11.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Wealth Enhancement Advisory… | 187.82K | -34.6% | $8.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 180.16K | -8.5% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 175.66K | +2.0% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Mml Investors Services, Llc | 169.74K | -8.0% | $7.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mariner, LLC | 136.13K | +71.1% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Us Bancorp \De\ | 120.16K | +144.1% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Us Bancorp \De\ | 120.16K | +144.1% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Creative Planning | 115.65K | -2.2% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | UBS AM, a distinct business unit of… | 101.88K | Novo | $4.69M | 0.0% | New | 1 | SEC ↗ |
| 45 | Susquehanna International Group, Llp | 87.52K | +186.4% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 84.71K | -1.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Baird Financial Group, Inc. | 84.71K | -1.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Ameriprise Financial Inc | 35.44K | +10.0% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Fifth Third Bancorp | 34.08K | Novo | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 50 | Cwm, Llc | 16.62K | -64.9% | $765,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Bank Of Montreal /Can/ | 11.08K | +10.0% | $510,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 11.08K | +10.0% | $510,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank Of Montreal /Can/ | 11.08K | +10.0% | $510,409 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Lido Advisors, LLC | 8.58K | -24.1% | $395,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 7.74K | Novo | $356,649 | 0.0% | New | 1 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 7.74K | Novo | $356,649 | 0.0% | New | 1 | SEC ↗ |
| 57 | Cerity Partners LLC | 6.49K | 0.0% | $299,086 | 0.0% | Held | 2 | SEC ↗ |
| 58 | Northern Trust Corp | 5.88K | 0.0% | $270,984 | 0.0% | Held | 2 | SEC ↗ |
| 59 | UBS Group AG | 5.01K | Novo | $230,626 | 0.0% | New | 1 | SEC ↗ |
| 60 | TD Waterhouse Canada Inc. | 2.57K | +851.1% | $117,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Fidelity (FMR) ✦ | 229 | +4480.0% | $10,539 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | BlackRock ✦ (passivo) | 191 | Novo | $8,799 | 0.0% | New | 1 | SEC ↗ |
| 63 | Assetmark, Inc | 15 | -46.4% | $691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Peso do gestor" = a participação da posição no valor total de ações 13F reportado pelo gestor — a medida de convicção. ✦ = gestor curado.
Novos compradores
| Charles Schwab Investment… | $399.87M | 0.1% |
| UBS AM, a distinct business… | $4.69M | 0.0% |
| Fifth Third Bancorp | $1.57M | 0.0% |
| AQR Capital Management | $356,649 | 0.0% |
| AQR Capital Management | $356,649 | 0.0% |
| UBS Group AG | $230,626 | 0.0% |
| BlackRock | $8,799 | 0.0% |
Encerrado
| Renaissance Technologies | $9.58M | era 0.0% |
| Citadel Advisors | $2.02M | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 436 detentores, 105.19M ações, $4.72B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm — contagens de participação compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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