JAGG
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +12.5% ·
aandelenstroom -23.0% ·
netto nieuwe posities +11.1%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 4.87M | +1.2% | $224.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 4.87M | +1.2% | $224.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 4.87M | +1.2% | $224.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 4.87M | +1.2% | $224.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 4.87M | +1.2% | $224.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | LPL Financial LLC | 744.33K | -66.2% | $34.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 332.33K | +33.3% | $15.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 332.33K | +33.3% | $15.27M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 229.35K | -74.5% | $10.54M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | HighTower Advisors, LLC | 164.90K | -2.4% | $7.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 131.34K | -40.6% | $6.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 110.94K | +201.6% | $5.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 78.49K | +6.1% | $3.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 55.92K | +0.7% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 55.92K | +0.7% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Susquehanna International Group, Llp | 33.89K | +553.0% | $1.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 22.63K | Nieuw | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 19.89K | -19.5% | $914,172 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Raymond James Financial Inc | 19.89K | -19.5% | $914,172 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 14.20K | -0.4% | $652,640 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | National Bank Of Canada /Fi/ | 9.71K | -43.1% | $449,323 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 8.03K | -74.9% | $368,854 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Jane Street Group, Llc | 7.27K | -89.9% | $334,102 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Fifth Third Bancorp | 6.13K | +7.6% | $281,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Hrt Financial Lp | 5.92K | Nieuw | $272,000 | 0.0% | New | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 2.19K | 0.0% | $100,401 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 442 | -18.4% | $20,310 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | UBS Group AG | 385 | 0.0% | $17,691 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Bank Of Montreal /Can/ | 237 | 0.0% | $10,890 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 136 | +46.2% | $6,249 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Royal Bank Of Canada | 74 | -96.6% | $3,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Wells Fargo & Company/Mn | 65 | +195.4% | $2,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 65 | +195.4% | $2,992 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 18 | -87.6% | $827 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Russell Investments Group, Ltd. | 3 | Nieuw | $138 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.04M | 0.0% |
| Hrt Financial Lp | $272,000 | 0.0% |
| Russell Investments Group… | $138 | 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 verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.