证券记录
JPIE
JPMorgan Income ETF · Financial Services · Asset Management
44被追踪持有人
+4Δ持有人
56.97M持有股份
$2.62B报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +10.0% ·
股份流向 +21.2% ·
净新建仓位 +9.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $20.76M | 0.0% | New | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 401.90K | +13.6% | $18.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 397.95K | -37.5% | $18.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 306.18K | +22.1% | $14.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Mml Investors Services, Llc | 222.70K | +31.2% | $10.26M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Focus Partners Wealth | 183.11K | +1.6% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 172.79K | -1.6% | $7.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 169.79K | -9.6% | $7.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mariner, LLC | 152.84K | +12.3% | $7.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Renaissance Technologies ✦ | 132.19K | 新增 | $6.09M | 0.0% | New | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 125.78K | +43.7% | $5.79M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Us Bancorp \De\ | 116.67K | -2.9% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 28 | Creative Planning | 111.66K | -3.5% | $5.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | UBS AM, a distinct business unit of… | 101.88K | 0.0% | $4.69M | 0.0% | Held | 2 | SEC ↗ |
| 30 | Brown Advisory Inc | 89.36K | 新增 | $4.12M | 0.0% | New | 1 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 83.03K | -2.0% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Citadel Advisors ✦ | 58.27K | 新增 | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 35.35K | -0.3% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Fifth Third Bancorp | 31.58K | -7.3% | $1.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | TD Waterhouse Canada Inc. | 14.36K | +459.2% | $658,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Lido Advisors, LLC | 13.72K | +59.9% | $631,862 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 10.77K | -2.8% | $495,866 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 38 | UBS Group AG | 8.59K | +71.6% | $395,616 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | AQR Capital Management ✦ | 7.74K | 0.0% | $356,494 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 40 | Cibc World Market Inc. | 4.85K | 新增 | $223,204 | 0.0% | New | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 4.26K | +1758.5% | $195,966 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 42 | Franklin Resources Inc | 1.01K | 新增 | $46,649 | 0.0% | New | 1 | SEC ↗ |
| 43 | BlackRock ✦ (被动) | 191 | 0.0% | $8,796 | 0.0% | Held | 2 | SEC ↗ |
| 44 | Assetmark, Inc | 15 | 0.0% | $691 | 0.0% | Held | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Cerity Partners LLC | $299,086 | 曾为 0.0% |
| Northern Trust Corp | $270,984 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 436 持有人, 105.19M 股份, $4.72B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据