JFLX
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +4.3% ·
Aktienfluss -17.1% ·
neue Nettopositionen +4.2%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | 0 | 8.14M | $410.14M | +3 | −3 |
| Q1 2026 | 24 | 0 | 7.74M | $384.05M | +2 | −2 |
| Q4 2025 | 24 | +1 | 7.33M | $368.14M | +1 | — |
| Q3 2025 | 2 | — | 4.68M | $235.12M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.14M | -32.9% | $157.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 3.14M | -32.9% | $157.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 3.14M | -32.9% | $157.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 3.14M | -32.9% | $157.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 3.14M | -32.9% | $157.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.14M | -32.9% | $157.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 1.10M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.10M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.10M | — | $55.33M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Assetmark, Inc | 639.59K | — | $32.12M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | LPL Financial LLC | 453.25K | — | $22.76M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 380.44K | — | $19.11M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Raymond James Financial Inc | 315.06K | — | $15.82M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 315.06K | — | $15.82M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 273.14K | — | $13.72M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 250.75K | — | $12.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 169.63K | — | $8.52M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Truist Financial Corp | 120.49K | — | $6.05M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 84.90K | — | $4.26M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Focus Partners Wealth | 74.63K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 63.83K | — | $3.21M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Jones Financial Companies Lllp | 51.80K | — | $2.60M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 46.63K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 46.63K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 41.13K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 35.01K | — | $1.76M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 32.49K | Neu | $1.63M | 0.0% | New | 1 | SEC ↗ |
| 28 | UBS Group AG | 31.61K | — | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 14.61K | — | $733,583 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 5.90K | — | $296,348 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 2.64K | -20.0% | $132,782 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Royal Bank Of Canada | 778 | — | $39,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 778 | — | $39,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Cwm, Llc | 335 | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $1.63M | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 78 Inhaber, 13.24M Anteile, $654.35M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.