Catatan efek
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
44Pemegang yang dilacak
+4Δ pemegang
56.97MSaham yang dipegang
$2.62BNilai yang dilaporkan
+6Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +10.0% ·
aliran saham +21.2% ·
posisi baru bersih +9.1%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $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 | Baru | $46,649 | 0.0% | New | 1 | SEC ↗ |
| 67 | BlackRock ✦ (pasif) | 191 | 0.0% | $8,796 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Assetmark, Inc | 15 | 0.0% | $691 | 0.0% | Held | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Cerity Partners LLC | $299,086 | adalah 0.0% |
| Northern Trust Corp | $270,984 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
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