Ficha del valor · trimestre archivado
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
41Tenedores rastreados
+4Δ titulares
47.03MAcciones mantenidas
$2.17BValor declarado
+6Nuevas posiciones
−2Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +10.8% ·
flujo de acciones +30.0% ·
nuevas posiciones netas +9.8%
· fórmula
Acumulación amplia: acciones en aumento entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 8.68M | Nuevo | $399.87M | 0.1% | New | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 7.13M | +5.1% | $328.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 6.70M | -13.4% | $307.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Wells Fargo & Company/Mn | 5.78M | +53.8% | $266.39M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 3.62M | +16.5% | $166.62M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Envestnet Asset Management Inc | 2.60M | +2.4% | $119.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Royal Bank Of Canada | 2.29M | +5.7% | $105.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Raymond James Financial Inc | 1.74M | +18.1% | $79.96M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Osaic Holdings, Inc. | 1.64M | +11.0% | $75.75M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Rockefeller Capital Management L.P. | 885.10K | -21.8% | $40.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Truist Financial Corp | 809.99K | -3.1% | $37.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Cetera Investment Advisers | 733.69K | +33.0% | $33.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | LPL Financial LLC | 721.31K | +10.5% | $33.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 637.19K | +10.5% | $29.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Stifel Financial Corp | 555.97K | +3.5% | $25.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 16 | Jones Financial Companies Lllp | 404.37K | +58.0% | $18.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 353.90K | +1767.3% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 250.81K | +28.5% | $11.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 19 | Wealth Enhancement Advisory… | 187.82K | -34.6% | $8.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 180.16K | -8.5% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 175.66K | +2.0% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 169.74K | -8.0% | $7.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 136.13K | +71.1% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Us Bancorp \De\ | 120.16K | +144.1% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Creative Planning | 115.65K | -2.2% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | UBS AM, a distinct business unit of… | 101.88K | Nuevo | $4.69M | 0.0% | New | 1 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 87.52K | +186.4% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Baird Financial Group, Inc. | 84.71K | -1.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 29 | Ameriprise Financial Inc | 35.44K | +10.0% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 34.08K | Nuevo | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 31 | Cwm, Llc | 16.62K | -64.9% | $765,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 11.08K | +10.0% | $510,409 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 33 | Lido Advisors, LLC | 8.58K | -24.1% | $395,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | AQR Capital Management ✦ | 7.74K | Nuevo | $356,649 | 0.0% | New | 1 | SEC ↗ ×2 |
| 35 | Cerity Partners LLC | 6.49K | 0.0% | $299,086 | 0.0% | Held | 2 | SEC ↗ |
| 36 | Northern Trust Corp | 5.88K | 0.0% | $270,984 | 0.0% | Held | 2 | SEC ↗ |
| 37 | UBS Group AG | 5.01K | Nuevo | $230,626 | 0.0% | New | 1 | SEC ↗ |
| 38 | TD Waterhouse Canada Inc. | 2.57K | +851.1% | $117,655 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 229 | +4480.0% | $10,539 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | BlackRock ✦ (pasivo) | 191 | Nuevo | $8,799 | 0.0% | New | 1 | SEC ↗ |
| 41 | Assetmark, Inc | 15 | -46.4% | $691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos 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% |
| UBS Group AG | $230,626 | 0.0% |
| BlackRock | $8,799 | 0.0% |
Posición cerrada
| Renaissance Technologies | $9.58M | era 0.0% |
| Citadel Advisors | $2.02M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 436 tenedores, 105.19M acciones, $4.72B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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