증권 기록 · 과거 분기 (아카이브)
JPST
JPMorgan Ultra-Short Income ETF · Financial Services · Asset Management - Bonds
59추적 보유자
-1Δ 보유자
306.89M보유 주식 수
$15.54B보고 가치
+1신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -1.7% ·
주식 흐름 -22.1% ·
순 신규 포지션 -1.7%
· 산식
광범위한 분산: 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | -3 | 309.28M | $15.64B | +2 | −6 |
| Q1 2026 | 66 | +6 | 304.67M | $15.41B | +10 | −4 |
| Q4 2025 | 59 | -1 | 306.89M | $15.54B | +1 | −2 |
| Q3 2025 | 9 | -1 | 266.53M | $13.52B | n/a | −1 |
| Q2 2025 | 7 | -1 | 14.00M | $709.40M | +1 | −2 |
| Q1 2025 | 6 | +1 | 2.86M | $144.84M | +1 | n/a |
| Q4 2024 | 5 | 0 | 2.46M | $123.71M | n/a | n/a |
| Q3 2024 | 5 | -1 | 1.88M | $95.50M | n/a | −1 |
| Q2 2024 | 6 | n/a | 2.24M | $113.17M | n/a | n/a |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 106.47M | -45.0% | $5.39B | 0.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 2 | Morgan Stanley ✦ | 61.47M | +2.4% | $3.11B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 19.62M | n/a | $992.62M | 0.3% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 16.18M | n/a | $818.31M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | Charles Schwab Investment… | 11.45M | n/a | $579.02M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Fidelity (FMR) ✦ | 10.75M | -8.8% | $543.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 9.61M | n/a | $486.02M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | UBS Group AG | 9.47M | n/a | $479.06M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 5.90M | n/a | $298.36M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 10 | Wealth Enhancement Advisory… | 5.70M | n/a | $288.31M | 0.4% | n/c | 1 | SEC ↗ |
| 11 | Cerity Partners LLC | 4.88M | n/a | $247.03M | 0.4% | n/c | 1 | SEC ↗ ×2 |
| 12 | Royal Bank Of Canada | 4.84M | n/a | $244.75M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 13 | Envestnet Asset Management Inc | 4.34M | n/a | $219.35M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 4.01M | n/a | $203.04M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 3.51M | n/a | $177.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Cetera Investment Advisers | 3.07M | n/a | $155.07M | 0.2% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 2.58M | n/a | $130.42M | 0.2% | n/c | 1 | SEC ↗ ×5 |
| 18 | Stifel Financial Corp | 1.82M | n/a | $91.92M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 19 | Jones Financial Companies Lllp | 1.77M | n/a | $89.78M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 20 | Commonwealth Equity Services, Llc | 1.77M | n/a | $89.57M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Fifth Third Bancorp | 1.69M | n/a | $85.27M | 0.3% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 1.52M | n/a | $77.02M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Focus Partners Wealth | 1.44M | n/a | $72.96M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Lido Advisors, LLC | 1.41M | n/a | $71.38M | 0.3% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 1.21M | n/a | $61.31M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 1.18M | n/a | $59.92M | 0.1% | n/c | 1 | SEC ↗ |
| 27 | Sei Investments Co | 1.14M | n/a | $57.88M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Cwm, Llc | 1.12M | n/a | $56.42M | 0.2% | n/c | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 1.06M | n/a | $53.75M | 0.1% | n/c | 1 | SEC ↗ |
| 30 | Corient Private Wealth LP | 938.73K | n/a | $47.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Rockefeller Capital Management L.P. | 760.46K | n/a | $38.47M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 32 | Franklin Resources Inc | 677.26K | n/a | $34.26M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 33 | Mariner, LLC | 619.75K | n/a | $31.35M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | Gotham Asset Management ✦ | 569.58K | +26.2% | $28.81M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 330.06K | n/a | $26.04M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 491.71K | n/a | $24.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Truist Financial Corp | 313.58K | n/a | $15.86M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | GAMCO Investors ✦ | 193.59K | +91.9% | $9.79M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 158.72K | n/a | $8.03M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Neuberger Berman Group LLC | 154.83K | n/a | $7.83M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 150.52K | n/a | $7.61M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | TD Waterhouse Canada Inc. | 119.16K | n/a | $6.03M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 88.95K | +36.6% | $4.50M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 44 | Financial Engines Advisors L.L.C. | 79.07K | n/a | $4.00M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Bank Of Montreal /Can/ | 53.72K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 46 | Wealthfront Advisers LLC | 51.90K | n/a | $2.63M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Creative Planning | 45.19K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Nuveen, LLC | 21.29K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mirae Asset Global Investments Co.… | 18.66K | n/a | $944,262 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Allspring Global Investments… | 18.45K | n/a | $933,335 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | National Bank Of Canada /Fi/ | 18.12K | n/a | $916,629 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Us Bancorp \De\ | 15.36K | n/a | $777,163 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Brown Advisory Inc | 7.63K | n/a | $385,799 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Cibc World Market Inc. | 7.27K | n/a | $367,992 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bnp Paribas Financial Markets | 5.25K | n/a | $265,749 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 4.82K | n/a | $243,609 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 57 | BlackRock ✦ (패시브) | 4.41K | +22.3% | $223,118 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 58 | Fisher Asset Management ✦ | 4.37K | 신규 | $221,078 | 0.0% | New | 1 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 9 | n/a | $471 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Fisher Asset Management | $221,078 | 0.0% |
청산됨
| Goldman Sachs Group | $16.90M | 이었음 0.0% |
| Citadel Advisors | $14.69M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,192 보유 기관, 393.98M 주식, $18.67B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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