JPLD
JPMorgan Limited Duration Bond ETF · Financial Services · Asset Management - Bonds
Input di momentum (manager comparabili):
ampiezza dei detentori +3.1% ·
flusso azionario -30.0% ·
nuove posizioni nette +3.0%
— formula
Frammentazione della proprietà — più detentori, quota aggregata minore
Tutte le cifre di proprietà: solo gestori 13F monitorati, posizioni in azioni ordinarie, periodo di riferimento Q4 2025
| Trimestre | Detentori | Δ | Quote | Valore dichiarato | Nuovo | Uscite |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gestore | Quote | Δ azioni | Valore | Il loro peso | Detenuto | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nuovo | $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 | Nuovo | $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 ↗ |
"Il loro peso" = la quota della posizione sul valore azionario 13F dichiarato da quel gestore — la misura di convinzione. ✦ = gestore selezionato.
Nuovi acquirenti
| Citadel Advisors | $4.93M | 0.0% |
| Fidelity (FMR) | $54,140 | 0.0% |
Uscito
| Goldman Sachs Group | $3.42M | era 0.0% |
Contesto di mercato completo: su TUTTI i filer 13F (dati strutturati SEC, Q1 2026): 143 detentori, 15.49M azioni, $798.89M dichiarato. Questo è un periodo diverso e più vecchio rispetto ai dati dell'universo monitorato riportati sopra e i due non vengono mai combinati.
Cosa detengono più spesso gli altri holder monitorati di questo titolo — conteggi di proprietà condivisa, non relazioni fondamentali.