证券记录 · 已归档季度
JPLD
JPMorgan Limited Duration Bond ETF · Financial Services · Asset Management - Bonds
33被追踪持有人
+1Δ持有人
42.57M持有股份
$2.23B报告持仓市值
+2新建仓位
−1清仓
动量输入(同类管理人):
持有人广度 +3.1% ·
股份流向 -30.0% ·
净新建仓位 +3.0%
· 公式
持有人分散化:持有人数增多,合计持仓比例缩小。
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | n/a | $54.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 821.30K | n/a | $42.99M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 389.12K | n/a | $20.37M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | HighTower Advisors, LLC | 288.14K | n/a | $15.08M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 224.06K | n/a | $11.73M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Cetera Investment Advisers | 140.12K | n/a | $7.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 134.82K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jane Street Group, Llc | 115.05K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Citadel Advisors ✦ | 94.10K | 新增 | $4.93M | 0.0% | New | 1 | SEC ↗ |
| 12 | Osaic Holdings, Inc. | 76.93K | n/a | $4.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Commonwealth Equity Services, Llc | 67.45K | n/a | $3.53M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 52.48K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 48.53K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 36.97K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 29.93K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 22.69K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Stifel Financial Corp | 17.35K | n/a | $908,284 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 17.26K | n/a | $903,435 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cerity Partners LLC | 9.58K | n/a | $501,534 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Bank of New York Mellon Corp | 9.23K | n/a | $482,977 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Fifth Third Bancorp | 9.20K | n/a | $481,253 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Creative Planning | 8.24K | n/a | $431,128 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 7.57K | n/a | $396,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cibc World Market Inc. | 4.23K | n/a | $221,608 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Wells Fargo & Company/Mn | 3.57K | n/a | $186,744 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 28 | Bank Of Montreal /Can/ | 2.09K | n/a | $109,392 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Fidelity (FMR) ✦ | 1.03K | 新增 | $54,140 | 0.0% | New | 1 | SEC ↗ |
| 30 | Allspring Global Investments… | 403 | n/a | $21,097 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 267 | n/a | $13,975 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 244 | n/a | $13,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Assetmark, Inc | 182 | n/a | $9,526 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例,即持仓信心指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $4.93M | 0.0% |
| Fidelity (FMR) | $54,140 | 0.0% |
已清仓
| Goldman Sachs Group | $3.42M | 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): 143 持有人, 15.49M 股份, $798.89M 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
持有该证券的受追踪机构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: Q4 2025 ·
方法论 ·
通过API获取此数据