Wertpapierdatensatz · archiviertes Quartal
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
43Erfasste Halter
+4Δ Inhaber
56.57MGehaltene Aktien
$2.61BGemeldeter Wert
+6Neue Positionen
−3Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +10.3% ·
Aktienfluss +21.2% ·
neue Nettopositionen +7.0%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 364.50K | $16.33M | n/a | n/a |
| 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 |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Charles Schwab Investment… | 13.38M | +54.1% | $616.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 3 | Morgan Stanley ✦ | 7.31M | +2.4% | $336.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 6.29M | +8.7% | $289.44M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 4.13M | +14.2% | $190.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Envestnet Asset Management Inc | 2.63M | +1.2% | $121.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | LPL Financial LLC | 2.07M | +187.2% | $95.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 2.01M | +16.0% | $92.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 1.89M | -17.2% | $87.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 11 | Rockefeller Capital Management L.P. | 966.94K | +9.2% | $44.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Truist Financial Corp | 879.72K | +8.6% | $40.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Cetera Investment Advisers | 810.80K | +10.5% | $37.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Jones Financial Companies Lllp | 610.19K | +50.9% | $28.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 574.84K | +3.4% | $26.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 450.79K | Neu | $20.76M | 0.0% | New | 1 | SEC ↗ |
| 17 | Commonwealth Equity Services, Llc | 397.95K | -37.5% | $18.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 19 | Mml Investors Services, Llc | 222.70K | +31.2% | $10.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Focus Partners Wealth | 183.11K | +1.6% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 172.79K | -1.6% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wealth Enhancement Advisory… | 169.79K | -9.6% | $7.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mariner, LLC | 152.84K | +12.3% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 132.19K | Neu | $6.09M | 0.0% | New | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 125.78K | +43.7% | $5.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 116.67K | -2.9% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 27 | Creative Planning | 111.66K | -3.5% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | UBS AM, a distinct business unit of… | 101.88K | 0.0% | $4.69M | 0.0% | Held | 2 | SEC ↗ |
| 29 | Brown Advisory Inc | 89.36K | Neu | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 30 | Baird Financial Group, Inc. | 83.03K | -2.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Citadel Advisors ✦ | 58.27K | Neu | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 35.35K | -0.3% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Fifth Third Bancorp | 31.58K | -7.3% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | TD Waterhouse Canada Inc. | 14.36K | +459.2% | $658,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 13.72K | +59.9% | $631,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 37 | UBS Group AG | 8.59K | +71.6% | $395,616 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | AQR Capital Management ✦ | 7.74K | 0.0% | $356,494 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 39 | Cibc World Market Inc. | 4.85K | Neu | $223,204 | 0.0% | New | 1 | SEC ↗ |
| 40 | Fidelity (FMR) ✦ | 4.26K | +1758.5% | $195,966 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 41 | Franklin Resources Inc | 1.01K | Neu | $46,649 | 0.0% | New | 1 | SEC ↗ |
| 42 | BlackRock ✦ (passiv) | 191 | 0.0% | $8,796 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 15 | 0.0% | $691 | 0.0% | Held | 3 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Jane Street Group, Llc | $20.76M | 0.0% |
| Renaissance Technologies | $6.09M | 0.0% |
| Brown Advisory Inc | $4.12M | 0.0% |
| Citadel Advisors | $2.68M | 0.0% |
| Cibc World Market Inc. | $223,204 | 0.0% |
| Franklin Resources Inc | $46,649 | 0.0% |
Ausgestiegen
| HighTower Advisors, LLC | $16.30M | war 0.0% |
| Cerity Partners LLC | $299,086 | war 0.0% |
| Northern Trust Corp | $270,984 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 436 Inhaber, 105.19M Anteile, $4.72B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q2 2026 ·
Methodik ·
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