JAGG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.0% ·
aandelenstroom -30.0% ·
netto nieuwe posities +3.8%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +3 | 6.85M | $315.49M | +3 | n/a |
| Q1 2026 | 25 | -1 | 9.03M | $416.10M | +1 | −2 |
| Q4 2025 | 26 | +1 | 9.13M | $423.93M | +1 | n/a |
| Q3 2025 | 4 | -1 | 10.24M | $477.75M | n/a | −1 |
| Q2 2025 | 2 | 0 | 107.54K | $4.96M | n/a | n/a |
| Q1 2025 | 1 | 0 | 77.08K | $3.55M | n/a | n/a |
| Q4 2024 | 1 | 0 | 92.86K | $4.20M | n/a | n/a |
| Q3 2024 | 1 | 0 | 40.99K | $1.94M | n/a | n/a |
| Q2 2024 | 1 | n/a | 56.73K | $2.58M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.59M | -53.4% | $213.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | LPL Financial LLC | 2.12M | n/a | $98.23M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 850.67K | n/a | $39.49M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Jane Street Group, Llc | 412.91K | n/a | $19.17M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 227.11K | -26.7% | $10.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Cetera Investment Advisers | 224.79K | n/a | $10.43M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 168.99K | n/a | $7.84M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Cwm, Llc | 121.80K | n/a | $5.65M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 75.40K | n/a | $3.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Osaic Holdings, Inc. | 65.03K | n/a | $3.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Citadel Advisors ✦ | 63.73K | Nieuw | $2.96M | 0.0% | New | 1 | SEC ↗ |
| 12 | Goldman Sachs Group ✦ | 62.31K | -11.5% | $2.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 50.09K | n/a | $2.33M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 43.70K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 26.33K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Commonwealth Equity Services, Llc | 15.70K | n/a | $728,600 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 7.49K | n/a | $347,454 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 2.25K | n/a | $104,445 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Us Bancorp \De\ | 2.19K | n/a | $101,428 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | National Bank Of Canada /Fi/ | 1.34K | n/a | $62,196 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 313 | -1.9% | $14,536 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Bank Of Montreal /Can/ | 237 | n/a | $11,002 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Assetmark, Inc | 145 | n/a | $6,731 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Northwestern Mutual Wealth… | 93 | n/a | $4,317 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 74 | n/a | $3,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | UBS Group AG | 1 | n/a | $46 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $2.96M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 111 houders, 8.76M aandelen, $359.86M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.