سجل الورقة المالية
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
44الحاملون المتتبعون
+4Δ المساهمون
56.97Mالأسهم المحتفظ بها
$2.62Bالقيمة المُبلَّغ عنها
+6المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +10.0% ·
تدفق الأسهم +21.2% ·
المراكز الجديدة الصافية +9.1%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 8.27M | +23.5% | $381.37M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 7.31M | +2.4% | $336.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 6.29M | +8.7% | $289.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 6.29M | +8.7% | $289.44M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 4.13M | +14.2% | $190.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 4.13M | +14.2% | $190.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 4.13M | +14.2% | $190.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 2.63M | +1.2% | $121.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 2.07M | +187.2% | $95.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 2.01M | +16.0% | $92.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 2.01M | +16.0% | $92.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 2.01M | +16.0% | $92.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Royal Bank Of Canada | 1.89M | -17.2% | $87.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 1.89M | -17.2% | $87.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 1.89M | -17.2% | $87.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.73M | +5.0% | $79.50M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 966.94K | +9.2% | $44.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Truist Financial Corp | 879.72K | +8.6% | $40.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cetera Investment Advisers | 810.80K | +10.5% | $37.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 610.19K | +50.9% | $28.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Stifel Financial Corp | 574.84K | +3.4% | $26.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Stifel Financial Corp | 574.84K | +3.4% | $26.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Jane Street Group, Llc | 450.79K | جديد | $20.76M | 0.0% | New | 1 | SEC ↗ |
| 32 | HighTower Advisors, LLC | 401.90K | +13.6% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Commonwealth Equity Services, Llc | 397.95K | -37.5% | $18.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Mml Investors Services, Llc | 222.70K | +31.2% | $10.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Focus Partners Wealth | 183.11K | +1.6% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Northwestern Mutual Wealth… | 172.79K | -1.6% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Wealth Enhancement Advisory… | 169.79K | -9.6% | $7.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mariner, LLC | 152.84K | +12.3% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Renaissance Technologies ✦ | 132.19K | جديد | $6.09M | 0.0% | New | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 125.78K | +43.7% | $5.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Us Bancorp \De\ | 116.67K | -2.9% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Us Bancorp \De\ | 116.67K | -2.9% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Creative Planning | 111.66K | -3.5% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 101.88K | 0.0% | $4.69M | 0.0% | Held | 2 | SEC ↗ |
| 49 | Brown Advisory Inc | 89.36K | جديد | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 50 | Baird Financial Group, Inc. | 83.03K | -2.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 83.03K | -2.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Citadel Advisors ✦ | 58.27K | جديد | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 53 | Ameriprise Financial Inc | 35.35K | -0.3% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Fifth Third Bancorp | 31.58K | -7.3% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | TD Waterhouse Canada Inc. | 14.36K | +459.2% | $658,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Lido Advisors, LLC | 13.72K | +59.9% | $631,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | UBS Group AG | 8.59K | +71.6% | $395,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | UBS Group AG | 8.59K | +71.6% | $395,616 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 7.74K | 0.0% | $356,494 | 0.0% | Held | 2 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 7.74K | 0.0% | $356,494 | 0.0% | Held | 2 | SEC ↗ |
| 64 | Cibc World Market Inc. | 4.85K | جديد | $223,204 | 0.0% | New | 1 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 4.26K | +1758.5% | $195,966 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Franklin Resources Inc | 1.01K | جديد | $46,649 | 0.0% | New | 1 | SEC ↗ |
| 67 | BlackRock ✦ (سلبي) | 191 | 0.0% | $8,796 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Assetmark, Inc | 15 | 0.0% | $691 | 0.0% | Held | 3 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| 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% |
تم الخروج
| Cerity Partners LLC | $299,086 | كان 0.0% |
| Northern Trust Corp | $270,984 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 436 المالكون, 105.19M الأسهم, $4.72B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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