JPLD
JPMorgan Limited Duration Bond ETF · Financial Services · Asset Management - Bonds
Données momentum (gérants comparables) :
étendue des détenteurs +3.1% ·
flux d'actions -30.0% ·
nouvelles positions nettes +3.0%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q4 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | -4 | 52.91M | $2.76B | +1 | −6 |
| Q1 2026 | 35 | +2 | 53.17M | $2.78B | +3 | −1 |
| Q4 2025 | 33 | +1 | 42.57M | $2.23B | +2 | −1 |
| Q3 2025 | 3 | -1 | 78.08M | $4.10B | — | −1 |
| Q2 2025 | 1 | 0 | 41.11K | $2.15M | — | — |
| Q1 2025 | 1 | +1 | 37.79K | $1.96M | +1 | — |
| Q3 2024 | 1 | 0 | 17.31K | $902,560 | — | — |
| Q2 2024 | 1 | — | 18.93K | $969,165 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 37.53M | -51.2% | $1.96B | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 1.35M | +24.9% | $70.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 1.05M | — | $54.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 821.30K | — | $42.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 389.12K | — | $20.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 288.14K | — | $15.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 224.06K | — | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 140.12K | — | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 134.82K | — | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 115.05K | — | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 94.10K | Nouveau | $4.93M | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 76.93K | — | $4.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 67.45K | — | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 52.48K | — | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 48.53K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 36.97K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 29.93K | — | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 22.69K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 17.35K | — | $908,284 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 17.26K | — | $903,435 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 9.58K | — | $501,534 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 9.23K | — | $482,977 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 9.20K | — | $481,253 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 8.24K | — | $431,128 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.57K | — | $396,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cibc World Market Inc. | 4.23K | — | $221,608 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 3.57K | — | $186,744 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of Montreal /Can/ | 2.09K | — | $109,392 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 1.03K | Nouveau | $54,140 | 0.0% | New | 1 | SEC ↗ |
| 30 | Allspring Global Investments… | 403 | — | $21,097 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 267 | — | $13,975 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 244 | — | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 182 | — | $9,526 | 0.0% | n/c | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Citadel Advisors | $4.93M | 0.0% |
| Fidelity (FMR) | $54,140 | 0.0% |
Sorti(e)
| Goldman Sachs Group | $3.42M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 143 détenteurs, 15.49M actions, $798.89M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.