Wertpapierdatensatz · archiviertes Quartal
JAVA
JPMorgan Active Value ETF · Financial Services · Asset Management
39Erfasste Halter
+3Δ Inhaber
45.21MGehaltene Aktien
$3.23BGemeldeter Wert
+4Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +8.3% ·
Aktienfluss +9.1% ·
neue Nettopositionen +7.7%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 57.33K | $4.65M | n/a | n/a |
| Q2 2026 | 43 | +5 | 43.51M | $3.46B | +6 | −1 |
| Q1 2026 | 39 | +3 | 45.21M | $3.23B | +4 | −1 |
| Q4 2025 | 36 | +2 | 41.45M | $2.97B | +2 | n/a |
| Q3 2025 | 3 | -1 | 33.57M | $2.32B | n/a | −1 |
| Q2 2025 | 2 | +1 | 33.36K | $2.19M | +1 | n/a |
| Q1 2025 | 1 | 0 | 267 | $16,965 | n/a | n/a |
| Q4 2024 | 1 | -1 | 32.51K | $2.06M | n/a | −1 |
| Q3 2024 | 2 | +1 | 958.44K | $61.41M | +1 | n/a |
| Q2 2024 | 1 | n/a | 18.66K | $1.11M | n/a | n/a |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 21.58M | +5.8% | $1.53B | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 2 | LPL Financial LLC | 6.69M | +6.8% | $479.82M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 2.74M | +4.0% | $196.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | Morgan Stanley ✦ | 1.87M | +4.3% | $134.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.79M | +29.1% | $128.31M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 1.77M | +117.0% | $127.12M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Royal Bank Of Canada | 1.20M | +83.6% | $86.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 8 | Envestnet Asset Management Inc | 1.20M | -1.9% | $86.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Pnc Financial Services Group, Inc. | 973.67K | -6.0% | $69.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 10 | Jones Financial Companies Lllp | 884.67K | +24.8% | $62.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 837.05K | -17.3% | $60.06M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 543.98K | +13.4% | $39.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Focus Partners Wealth | 432.76K | +2.1% | $31.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 409.34K | -6.3% | $29.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | Stifel Financial Corp | 394.38K | -7.3% | $28.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 341.96K | +871.1% | $24.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | UBS Group AG | 307.67K | -59.3% | $22.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cwm, Llc | 245.01K | -6.1% | $17.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 231.97K | +5.8% | $16.64M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | UBS AM, a distinct business unit of… | 142.74K | Neu | $10.24M | 0.0% | New | 1 | SEC ↗ |
| 21 | Mml Investors Services, Llc | 115.20K | -3.9% | $8.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 109.42K | +11.5% | $7.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 95.43K | +208.9% | $6.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mariner, LLC | 90.36K | +257.1% | $6.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | HighTower Advisors, LLC | 71.13K | +2.7% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 64.05K | -2.1% | $4.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 22.18K | +111.8% | $1.59M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Cibc World Market Inc. | 17.55K | +384.2% | $1.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Fifth Third Bancorp | 8.83K | Neu | $633,481 | 0.0% | New | 1 | SEC ↗ |
| 30 | Gotham Asset Management ✦ | 5.66K | Neu | $406,033 | 0.0% | New | 1 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 5.37K | +77.8% | $385,585 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 5.12K | -3.6% | $367,217 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 4.87K | +66.2% | $349,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 4.60K | +2.6% | $329,978 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 3.84K | -63.1% | $275,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Renaissance Technologies ✦ | 3.60K | -67.0% | $258,300 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 37 | BlackRock ✦ (passiv) | 1.24K | Neu | $89,114 | 0.0% | New | 1 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 737 | 0.0% | $52,880 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 39 | Assetmark, Inc | 39 | 0.0% | $2,798 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| UBS AM, a distinct business… | $10.24M | 0.0% |
| Fifth Third Bancorp | $633,481 | 0.0% |
| Gotham Asset Management | $406,033 | 0.0% |
| BlackRock | $89,114 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $2.02M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 259 Inhaber, 56.91M Anteile, $4.04B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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