Catatan efek · kuartal yang diarsipkan
JQUA
JPMorgan U.S. Quality Factor ETF · Financial Services · Asset Management
50Pemegang yang dilacak
-2Δ pemegang
21.21MSaham yang dipegang
$1.30BNilai yang dilaporkan
+4Posisi baru
−6Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -3.8% ·
aliran saham -13.3% ·
posisi baru bersih -4.0%
· formula
Distribusi luas: saham yang turun dan pemegang yang lebih sedikit
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | +1 | 449.21K | $33.85M | +1 | n/a |
| Q2 2026 | 53 | +4 | 21.36M | $1.54B | +6 | −2 |
| Q1 2026 | 50 | -2 | 21.21M | $1.30B | +4 | −6 |
| Q4 2025 | 51 | 0 | 24.46M | $1.55B | +2 | −2 |
| Q3 2025 | 9 | +2 | 7.21M | $453.58M | +2 | n/a |
| Q2 2025 | 4 | +2 | 293.51K | $17.63M | +2 | n/a |
| Q4 2024 | 1 | 0 | 22.00K | $1.26M | n/a | n/a |
| Q3 2024 | 1 | -1 | 46.20K | $2.61M | n/a | −1 |
| Q2 2024 | 2 | n/a | 14.49K | $767,457 | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 4.03M | -13.8% | $247.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 2 | Focus Partners Wealth | 2.05M | +50.0% | $125.90M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.85M | -37.4% | $113.70M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Raymond James Financial Inc | 1.64M | +4.9% | $100.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | JPMorgan Chase ✦ | 1.61M | -16.8% | $96.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | Bank Of America Corp /De/ | 1.39M | -6.7% | $84.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 7 | Northwestern Mutual Wealth… | 1.26M | -8.2% | $77.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 1.03M | +41.7% | $63.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 875.62K | -23.1% | $53.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 871.22K | -13.9% | $53.43M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 743.04K | -34.8% | $45.56M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 530.59K | -16.4% | $32.79M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 384.17K | +1.2% | $23.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 366.69K | -37.3% | $22.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 343.54K | +17.6% | $20.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 317.88K | -26.2% | $19.49M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Royal Bank Of Canada | 304.57K | -41.2% | $18.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 18 | Cerity Partners LLC | 285.19K | +4084.8% | $17.49M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Mml Investors Services, Llc | 239.64K | -57.1% | $14.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 186.43K | -1.5% | $11.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Mariner, LLC | 164.02K | +7.0% | $10.06M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 22 | Truist Financial Corp | 113.82K | -3.0% | $6.98M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 23 | Baird Financial Group, Inc. | 101.23K | +11.3% | $6.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Creative Planning | 77.72K | -3.0% | $4.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 45.22K | Baru | $2.77M | 0.0% | New | 1 | SEC ↗ |
| 26 | Hrt Financial Lp | 41.41K | Baru | $2.54M | 0.0% | New | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 39.89K | Baru | $2.45M | 0.0% | New | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 37.77K | +31.7% | $2.32M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | UBS Group AG | 37.46K | -9.3% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 30 | National Bank Of Canada /Fi/ | 30.07K | +1170.3% | $1.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 23.39K | -4.0% | $1.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 22.22K | +56.1% | $1.36M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealthfront Advisers LLC | 20.42K | -5.0% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Quantinno Capital Management LP | 19.13K | +80.6% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | CIBC Bancorp USA Inc. | 16.81K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Brown Advisory Inc | 15.54K | 0.0% | $952,851 | 0.0% | Held | 2 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 12.29K | +192.4% | $753,401 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Corient Private Wealth LP | 11.32K | -37.8% | $694,388 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 10.93K | -72.4% | $669,982 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Gotham Asset Management ✦ | 10.53K | 0.0% | $645,393 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Fisher Asset Management ✦ | 10.34K | Baru | $634,318 | 0.0% | New | 1 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 8.34K | 0.0% | $511,347 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Citigroup Inc | 8.21K | +21.9% | $503,253 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (pasif) | 6.83K | -32.2% | $419,061 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 45 | Us Bancorp \De\ | 3.90K | +2486.1% | $239,455 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Assetmark, Inc | 3.87K | +13.0% | $237,063 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 3.37K | -7.6% | $206,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 1.38K | -18.4% | $84,806 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Cwm, Llc | 1.29K | +118.3% | $79,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 181 | -2.2% | $11,119 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Fifth Third Bancorp | $2.77M | 0.0% |
| Hrt Financial Lp | $2.54M | 0.0% |
| Goldman Sachs Group | $2.45M | 0.0% |
| Fisher Asset Management | $634,318 | 0.0% |
Telah keluar
| Two Sigma Investments | $38.38M | adalah 0.1% |
| Bank of New York Mellon Corp | $9.26M | adalah 0.0% |
| Qube Research & Technologies… | $534,313 | adalah 0.0% |
| Renaissance Technologies | $347,490 | adalah 0.0% |
| D. E. Shaw & Co. | $319,817 | adalah 0.0% |
| Tudor Investment Corp Et Al | $268,325 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 453 pemegang, 74.19M saham, $4.38B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API