JAGG
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.0% ·
share flow -30.0% ·
net new positions +3.8%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 6.85M | $315.49M | +3 | — |
| Q1 2026 | 25 | -1 | 9.03M | $416.10M | +1 | −2 |
| Q4 2025 | 26 | +1 | 9.13M | $423.93M | +1 | — |
| Q3 2025 | 4 | -1 | 10.24M | $477.75M | — | −1 |
| Q2 2025 | 2 | 0 | 107.54K | $4.96M | — | — |
| Q1 2025 | 1 | 0 | 77.08K | $3.55M | — | — |
| Q4 2024 | 1 | 0 | 92.86K | $4.20M | — | — |
| Q3 2024 | 1 | 0 | 40.99K | $1.94M | — | — |
| Q2 2024 | 1 | — | 56.73K | $2.58M | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.59M | -53.4% | $213.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 4.59M | -53.4% | $213.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 4.59M | -53.4% | $213.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 4.59M | -53.4% | $213.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 4.59M | -53.4% | $213.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | LPL Financial LLC | 2.12M | — | $98.23M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 850.67K | — | $39.49M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 412.91K | — | $19.17M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 227.11K | -26.7% | $10.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 224.79K | — | $10.43M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 168.99K | — | $7.84M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cwm, Llc | 121.80K | — | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 75.40K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 75.40K | — | $3.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 65.03K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 65.03K | — | $3.02M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 63.73K | New | $2.96M | 0.0% | New | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 62.31K | -11.5% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Susquehanna International Group, Llp | 50.09K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 50.09K | — | $2.33M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 43.70K | — | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Raymond James Financial Inc | 26.33K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Raymond James Financial Inc | 26.33K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 15.70K | — | $728,600 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mercer Global Advisors Inc /Adv | 7.49K | — | $347,454 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wells Fargo & Company/Mn | 2.25K | — | $104,445 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 2.19K | — | $101,428 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | National Bank Of Canada /Fi/ | 1.34K | — | $62,196 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 313 | -1.9% | $14,536 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 237 | — | $11,002 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Assetmark, Inc | 145 | — | $6,731 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Northwestern Mutual Wealth… | 93 | — | $4,317 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 74 | — | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 1 | — | $46 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $2.96M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 8.76M shares, $359.86M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.