증권 기록 · 과거 분기 (아카이브)
JPST
JPMorgan Ultra-Short Income ETF · Financial Services · Asset Management - Bonds
66추적 보유자
+6Δ 보유자
304.67M보유 주식 수
$15.41B보고 가치
+10신규 편입 포지션
−4청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +10.0% ·
주식 흐름 -0.7% ·
순 신규 포지션 +9.1%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.86M | $193.90M | n/a | n/a |
| Q2 2026 | 62 | -3 | 311.27M | $15.74B | +2 | −5 |
| 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 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 100.30M | -5.8% | $5.07B | 0.3% | ▼ Trim | 3 | SEC ↗ ×8 |
| 2 | Morgan Stanley ✦ | 61.14M | -0.5% | $3.09B | 0.2% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 19.90M | +1.4% | $1.01B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 16.20M | +0.1% | $819.81M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 11.90M | +23.9% | $602.32M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Charles Schwab Investment… | 11.63M | +1.6% | $588.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 10.81M | +14.2% | $547.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Fidelity (FMR) ✦ | 8.57M | -20.3% | $433.58M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 9 | Raymond James Financial Inc | 6.67M | +13.1% | $337.61M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Envestnet Asset Management Inc | 5.55M | +28.0% | $280.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 5.37M | +11.1% | $271.92M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 12 | Cerity Partners LLC | 5.19M | +6.2% | $262.51M | 0.4% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Wealth Enhancement Advisory… | 3.64M | -36.0% | $183.80M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 3.40M | -15.2% | $172.20M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cetera Investment Advisers | 3.38M | +10.2% | $170.93M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 16 | Ameriprise Financial Inc | 2.70M | -23.2% | $136.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 17 | Osaic Holdings, Inc. | 2.42M | -6.3% | $122.28M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Jones Financial Companies Lllp | 2.20M | +23.8% | $111.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 2.16M | +28.0% | $109.23M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 1.84M | +1.1% | $93.00M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Commonwealth Equity Services, Llc | 1.81M | +2.4% | $91.79M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Focus Partners Wealth | 1.79M | +24.4% | $90.69M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 1.63M | +7.2% | $82.56M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 24 | Lido Advisors, LLC | 1.61M | +14.1% | $81.47M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | Cwm, Llc | 1.60M | +43.7% | $81.13M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 1.33M | +24.8% | $67.09M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 27 | Sei Investments Co | 1.16M | +1.2% | $58.61M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Captrust Financial Advisors | 1.06M | -10.2% | $53.83M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Gotham Asset Management ✦ | 943.70K | +65.7% | $47.76M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 30 | Mml Investors Services, Llc | 924.34K | -23.7% | $46.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 748.09K | -1.6% | $37.86M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Franklin Resources Inc | 695.10K | +2.6% | $35.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 33 | Mariner, LLC | 688.03K | +11.0% | $34.82M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | Corient Private Wealth LP | 463.02K | -50.7% | $23.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 387.77K | -21.1% | $19.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Truist Financial Corp | 352.08K | +12.3% | $17.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 324.99K | -1.5% | $16.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Neuberger Berman Group LLC | 305.88K | +97.6% | $15.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Citadel Advisors ✦ | 267.12K | 신규 | $13.52M | 0.0% | New | 1 | SEC ↗ |
| 40 | GAMCO Investors ✦ | 232.83K | +20.3% | $11.78M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 41 | Susquehanna International Group, Llp | 222.58K | 신규 | $11.26M | 0.0% | New | 1 | SEC ↗ |
| 42 | AQR Capital Management ✦ | 155.58K | +74.9% | $7.87M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 43 | Citigroup Inc | 127.13K | -15.5% | $6.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 125.63K | -20.9% | $6.36M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 45 | First Manhattan Co. Llc. | 109.28K | 신규 | $5.53M | 0.0% | New | 1 | SEC ↗ |
| 46 | TD Waterhouse Canada Inc. | 99.29K | -16.7% | $4.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Financial Engines Advisors L.L.C. | 70.35K | -11.0% | $3.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Voya Investment Management Llc | 68.51K | 신규 | $3.47M | 0.0% | New | 1 | SEC ↗ |
| 49 | Wealthfront Advisers LLC | 64.20K | +23.7% | $3.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Hrt Financial Lp | 56.68K | 신규 | $2.87M | 0.0% | New | 1 | SEC ↗ |
| 51 | Creative Planning | 56.54K | +25.1% | $2.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Bank Of Montreal /Can/ | 47.98K | -10.7% | $2.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 53 | Mirae Asset Global Investments Co.… | 42.09K | +125.5% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | National Bank Of Canada /Fi/ | 35.33K | +95.0% | $1.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 55 | Quantinno Capital Management LP | 30.07K | 신규 | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 56 | Allspring Global Investments… | 23.45K | +27.1% | $1.18M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 57 | Us Bancorp \De\ | 15.01K | -2.3% | $759,708 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | DZ BANK AG Deutsche Zentral… | 7.86K | 신규 | $397,896 | 0.0% | New | 1 | SEC ↗ |
| 59 | Cibc World Market Inc. | 7.17K | -1.5% | $362,772 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | CIBC Bancorp USA Inc. | 6.59K | n/a | $333,449 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Deutsche Bank Ag\ | 5.00K | 신규 | $253,050 | 0.0% | New | 1 | SEC ↗ |
| 62 | BlackRock ✦ (패시브) | 4.10K | -7.0% | $207,568 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 2.49K | -48.3% | $126,019 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 64 | UBS AM, a distinct business unit of… | 1.26K | 신규 | $63,920 | 0.0% | New | 1 | SEC ↗ |
| 65 | Barclays Plc | 668 | 신규 | $33,807 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 1 | -88.9% | $67 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Citadel Advisors | $13.52M | 0.0% |
| Susquehanna International… | $11.26M | 0.0% |
| First Manhattan Co. Llc. | $5.53M | 0.0% |
| Voya Investment Management Llc | $3.47M | 0.0% |
| Hrt Financial Lp | $2.87M | 0.0% |
| Quantinno Capital Management… | $1.52M | 0.0% |
| DZ BANK AG Deutsche Zentral… | $397,896 | 0.0% |
| Deutsche Bank Ag\ | $253,050 | 0.0% |
| UBS AM, a distinct business… | $63,920 | 0.0% |
| Barclays Plc | $33,807 | 0.0% |
청산됨
| Nuveen, LLC | $1.08M | 이었음 0.0% |
| Brown Advisory Inc | $385,799 | 이었음 0.0% |
| Bnp Paribas Financial Markets | $265,749 | 이었음 0.0% |
| Fisher Asset Management | $221,078 | 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: Q1 2026 ·
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