Catatan efek · kuartal yang diarsipkan
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
41Pemegang yang dilacak
+4Δ pemegang
47.03MSaham yang dipegang
$2.17BNilai yang dilaporkan
+6Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +10.8% ·
aliran saham +30.0% ·
posisi baru bersih +9.8%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 8.68M | Baru | $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 | Truist Financial Corp | 809.99K | -3.1% | $37.32M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 733.69K | +33.0% | $33.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 721.31K | +10.5% | $33.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Commonwealth Equity Services, Llc | 637.19K | +10.5% | $29.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Stifel Financial Corp | 555.97K | +3.5% | $25.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | Jones Financial Companies Lllp | 404.37K | +58.0% | $18.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 353.90K | +1767.3% | $16.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 250.81K | +28.5% | $11.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Wealth Enhancement Advisory… | 187.82K | -34.6% | $8.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Focus Partners Wealth | 180.16K | -8.5% | $8.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 175.66K | +2.0% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 169.74K | -8.0% | $7.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 136.13K | +71.1% | $6.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Us Bancorp \De\ | 120.16K | +144.1% | $5.54M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Creative Planning | 115.65K | -2.2% | $5.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | UBS AM, a distinct business unit of… | 101.88K | Baru | $4.69M | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 87.52K | +186.4% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Baird Financial Group, Inc. | 84.71K | -1.5% | $3.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 28 | Ameriprise Financial Inc | 35.44K | +10.0% | $1.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 34.08K | Baru | $1.57M | 0.0% | New | 1 | SEC ↗ |
| 30 | Cwm, Llc | 16.62K | -64.9% | $765,504 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 11.08K | +10.0% | $510,409 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Lido Advisors, LLC | 8.58K | -24.1% | $395,356 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 7.74K | Baru | $356,649 | 0.0% | New | 1 | SEC ↗ ×2 |
| 34 | Cerity Partners LLC | 6.49K | 0.0% | $299,086 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Northern Trust Corp | 5.88K | 0.0% | $270,984 | 0.0% | Held | 2 | SEC ↗ |
| 36 | UBS Group AG | 5.01K | Baru | $230,626 | 0.0% | New | 1 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 229 | +4480.0% | $10,539 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 38 | Assetmark, Inc | 15 | -46.4% | $691 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Renaissance Technologies | $9.58M | adalah 0.0% |
| Citadel Advisors | $2.02M | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 436 pemegang, 105.19M saham, $4.72B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API