证券记录 · 已归档季度

JTEK

JPMorgan U.S. Tech Leaders ETF · Financial Services · Asset Management

98.57 +0.9% 市值 $4.52B 报价延迟（FMP） · 截至 Oct 25 03:59 UTC · 与下方申报数据相互独立

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025

37被追踪持有人

+3Δ持有人

8.14M持有股份

$629.56M报告持仓市值

+5新建仓位

−2清仓

Rising 确信度评分 61/100 4 被追踪股份持续上升的季度数 ●●●●○○ 计算方式说明 → 在研究台查询相关说明 →

动量输入（同类管理人）：持有人广度 +8.8% · 股份流向 +1.1% · 净新建仓位 +8.1% · 公式
广泛增持：持股数量上升，持有人数量增加

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
Q3 2026	3	+1	92.14K	$9.70M	+1	n/a
Q2 2026	37	+1	7.92M	$868.71M	+3	−2
Q1 2026	37	+3	8.14M	$629.56M	+5	−2
Q4 2025	34	+1	8.05M	$725.28M	+2	−1
Q3 2025	5	0	8.00M	$735.94M	n/a	n/a
Q2 2025	3	+1	46.97K	$3.97M	+1	n/a
Q1 2025	2	+2	9.55K	$642,000	+2	n/a

持有人数量

持有人 · Q1 2026

#	管理人	股份	Δ股份	价值	其权重		持有
1	JPMorgan Chase ✦	4.71M	+2.4%	$356.90M	0.0%	▲ Add	3	SEC ↗ ×9
2	Wells Fargo & Company/Mn	814.90K	+5.0%	$64.82M	0.0%	▲ Add	2	SEC ↗ ×4
3	LPL Financial LLC	538.59K	+0.1%	$42.84M	0.0%	▲ Add	2	SEC ↗
4	Royal Bank Of Canada	434.03K	+30.5%	$34.52M	0.0%	▲ Add	2	SEC ↗ ×5
5	UBS Group AG	357.70K	-18.5%	$28.45M	0.0%	▼ Trim	2	SEC ↗
6	Raymond James Financial Inc	219.35K	-4.9%	$17.45M	0.0%	▼ Trim	2	SEC ↗ ×2
7	Envestnet Asset Management Inc	166.13K	+17.6%	$13.21M	0.0%	▲ Add	2	SEC ↗
8	Mml Investors Services, Llc	131.04K	+4.0%	$10.42M	0.0%	▲ Add	2	SEC ↗
9	Commonwealth Equity Services, Llc	126.27K	+4.6%	$10.04M	0.0%	▲ Add	2	SEC ↗
10	Morgan Stanley ✦	108.77K	-38.5%	$8.65M	0.0%	▼ Trim	3	SEC ↗ ×2
11	Assetmark, Inc	104.50K	+8.6%	$8.31M	0.0%	▲ Add	2	SEC ↗
12	Jones Financial Companies Lllp	96.62K	+40.4%	$7.45M	0.0%	▲ Add	2	SEC ↗
13	Cetera Investment Advisers	76.39K	-39.0%	$6.08M	0.0%	▼ Trim	2	SEC ↗
14	Osaic Holdings, Inc.	41.39K	-19.7%	$3.29M	0.0%	▼ Trim	2	SEC ↗
15	Susquehanna International Group, Llp	28.50K	+389.8%	$2.27M	0.0%	▲ Add	2	SEC ↗ ×2
16	Mariner, LLC	28.30K	+24.9%	$2.25M	0.0%	▲ Add	2	SEC ↗ ×2
17	HighTower Advisors, LLC	23.59K	+4.2%	$1.88M	0.0%	▲ Add	2	SEC ↗
18	Citadel Advisors ✦	20.62K	新增	$1.64M	0.0%	New	1	SEC ↗
19	Fifth Third Bancorp	18.50K	+8.7%	$1.47M	0.0%	▲ Add	2	SEC ↗
20	Qube Research & Technologies Ltd	15.29K	-43.6%	$1.22M	0.0%	▼ Trim	2	SEC ↗
21	Wealth Enhancement Advisory…	12.62K	+1.6%	$1.02M	0.0%	▲ Add	2	SEC ↗
22	Stifel Financial Corp	10.80K	+10.2%	$859,351	0.0%	▲ Add	2	SEC ↗
23	Truist Financial Corp	7.91K	-21.7%	$629,320	0.0%	▼ Trim	2	SEC ↗
24	D. E. Shaw & Co. ✦	7.85K	-41.2%	$624,707	0.0%	▼ Trim	5	SEC ↗
25	Creative Planning	7.28K	+81.3%	$579,369	0.0%	▲ Add	2	SEC ↗
26	Quantinno Capital Management LP	7.03K	-0.7%	$558,848	0.0%	▼ Trim	2	SEC ↗
27	Focus Partners Wealth	6.49K	新增	$516,056	0.0%	New	1	SEC ↗
28	Principal Financial Group Inc	4.95K	0.0%	$394,041	0.0%	Held	2	SEC ↗
29	Bank Of America Corp /De/	4.76K	-69.7%	$378,610	0.0%	▼ Trim	2	SEC ↗
30	AQR Capital Management ✦	3.21K	+13.2%	$255,323	0.0%	▲ Add	2	SEC ↗
31	Cwm, Llc	2.81K	-63.5%	$223,428	0.0%	▼ Trim	2	SEC ↗
32	Renaissance Technologies ✦	2.60K	-79.8%	$206,804	0.0%	▼ Trim	4	SEC ↗
33	Northwestern Mutual Wealth…	884	新增	$70,313	0.0%	New	1	SEC ↗
34	Rockefeller Capital Management L.P.	500	新增	$39,770	0.0%	New	1	SEC ↗
35	Fidelity (FMR) ✦	388	+141.0%	$30,859	0.0%	▲ Add	2	SEC ↗
36	Bank Of Montreal /Can/	57	新增	$4,534	0.0%	New	1	SEC ↗
37	Russell Investments Group, Ltd.	46	+228.6%	$3,659	0.0%	▲ Add	2	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	$1.64M	0.0%
Focus Partners Wealth	$516,056	0.0%
Northwestern Mutual Wealth…	$70,313	0.0%
Rockefeller Capital…	$39,770	0.0%
Bank Of Montreal /Can/	$4,534	0.0%

已清仓

Hrt Financial Lp	$1.93M	曾为 0.0%
Jane Street Group, Llc	$1.23M	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): 168 持有人, 7.96M 股份, $603.11M 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。

XYL37共同持有人 CW37共同持有人 UPS37共同持有人 OVV37共同持有人 TXN37共同持有人

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

☆ JTEK

新增买入方

已清仓

JTEK