证券记录 · 已归档季度
JPLD
JPMorgan Limited Duration Bond ETF · Financial Services · Asset Management - Bonds
35被追踪持有人
+2Δ持有人
53.17M持有股份
$2.78B报告持仓市值
+3新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +6.1% ·
股份流向 +24.9% ·
净新建仓位 +5.7%
— 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 Q1 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 | 30 | -4 | 53.12M | $2.77B | +1 | −5 |
| 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 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 45.33M | +20.8% | $2.37B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 45.33M | +20.8% | $2.37B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 45.33M | +20.8% | $2.37B | 0.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Captrust Financial Advisors | 1.63M | +5335.8% | $84.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.44M | +6.6% | $75.35M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.15M | +40.6% | $60.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Allspring Global Investments… | 875.69K | +217192.3% | $45.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Allspring Global Investments… | 875.69K | +217192.3% | $45.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 835.21K | -20.3% | $43.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 402.82K | +3.5% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 402.82K | +3.5% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 402.82K | +3.5% | $21.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 256.57K | +90.3% | $13.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 238.07K | +6.3% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 238.07K | +6.3% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 238.07K | +6.3% | $12.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Jane Street Group, Llc | 233.53K | +103.0% | $12.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | HighTower Advisors, LLC | 209.66K | -27.2% | $10.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 123.69K | +83.4% | $6.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 120.55K | -14.0% | $6.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 86.47K | +12.4% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 86.47K | +12.4% | $4.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 40.25K | +8.9% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 31.64K | -34.8% | $1.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 21.97K | -3.2% | $1.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Stifel Financial Corp | 18.90K | +8.9% | $986,548 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Fifth Third Bancorp | 18.08K | +96.6% | $943,478 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 17.20K | -0.4% | $897,553 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Hrt Financial Lp | 17.19K | 新增 | $896,000 | 0.0% | New | 1 | SEC ↗ |
| 30 | Susquehanna International Group, Llp | 10.09K | -80.8% | $526,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 10.09K | -80.8% | $526,701 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Cerity Partners LLC | 9.78K | +2.0% | $510,218 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Creative Planning | 9.25K | +12.3% | $482,715 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 8.95K | -3.0% | $467,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 8.95K | -3.0% | $467,301 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 8.23K | +8.8% | $430,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Cibc World Market Inc. | 8.22K | +94.2% | $429,158 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 4.69K | +353.7% | $244,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 4.37K | -95.4% | $228,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 2.11K | +0.9% | $110,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Bank Of Montreal /Can/ | 2.11K | +0.9% | $110,027 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 1.34K | 新增 | $69,830 | 0.0% | New | 1 | SEC ↗ |
| 43 | Wells Fargo & Company/Mn | 862 | -75.8% | $44,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 862 | -75.8% | $44,988 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Us Bancorp \De\ | 659 | 新增 | $34,393 | 0.0% | New | 1 | SEC ↗ |
| 46 | Cwm, Llc | 244 | 0.0% | $12,734 | 0.0% | Held | 2 | SEC ↗ |
| 47 | Assetmark, Inc | 182 | 0.0% | $9,499 | 0.0% | Held | 2 | 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
| Hrt Financial Lp | $896,000 | 0.0% |
| Rockefeller Capital… | $69,830 | 0.0% |
| Us Bancorp \De\ | $34,393 | 0.0% |
已清仓
| Pnc Financial Services Group… | $13,975 | 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
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: Q1 2026 ·
方法论 ·
通过API获取此数据