证券记录
JFLX
名称等待档案录入
23被追踪持有人
0Δ持有人
8.14M持有股份
$410.14M报告持仓市值
+3新建仓位
−3清仓
动量输入(同类管理人): 持有人广度 0.0% · 股份流向 +5.1% · 净新建仓位 0.0% — 公式
所有持股数据:仅限已追踪的 13F 管理人,普通股持仓,报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 3.17M | +4.8% | $159.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 3.17M | +4.8% | $159.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 3.17M | +4.8% | $159.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 3.17M | +4.8% | $159.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 3.17M | +4.8% | $159.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 3.17M | +4.8% | $159.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 3.17M | +4.8% | $159.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 1.38M | +8.7% | $69.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.38M | +8.7% | $69.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 1.38M | +8.7% | $69.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Assetmark, Inc | 619.51K | -1.7% | $31.22M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 562.84K | +43.2% | $28.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | LPL Financial LLC | 479.56K | +8.1% | $24.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 431.29K | +22.2% | $21.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 431.29K | +22.2% | $21.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Raymond James Financial Inc | 431.29K | +22.2% | $21.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 275.42K | -0.4% | $13.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 204.25K | +6.8% | $10.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 173.98K | -16.0% | $8.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Ameriprise Financial Inc | 173.98K | -16.0% | $8.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Envestnet Asset Management Inc | 146.47K | -12.2% | $7.38M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Royal Bank Of Canada | 128.94K | +34.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Royal Bank Of Canada | 128.94K | +34.2% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Truist Financial Corp | 112.14K | +0.2% | $5.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 103.74K | +13.0% | $5.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 75.57K | 新增 | $3.81M | 0.0% | New | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 71.50K | -1.7% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Citadel Advisors ✦ | 67.05K | +16.1% | $3.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 59.11K | -2.3% | $2.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Osaic Holdings, Inc. | 34.31K | +25.2% | $1.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | UBS Group AG | 30.66K | +289.3% | $1.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Stifel Financial Corp | 5.58K | 新增 | $280,980 | 0.0% | New | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 5.36K | -48.5% | $269,952 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Morgan Stanley ✦ | 2.64K | -98.2% | $133,258 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Fifth Third Bancorp | 82 | 新增 | $4,133 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $3.81M | 0.0% |
| Stifel Financial Corp | $280,980 | 0.0% |
| Fifth Third Bancorp | $4,133 | 0.0% |
已清仓
| HighTower Advisors, LLC | $3.11M | 曾为 0.0% |
| Jane Street Group, Llc | $1.65M | 曾为 0.0% |
| Hrt Financial Lp | $237,000 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构(SEC结构化数据, Q1 2026): 78 持有人, 13.24M 股份, $654.35M 已申报. 这是与上方被追踪全域数据不同的较早期间,两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数,而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓(被追踪范围,变动对比集);内部人行为来自Form 3/4/5;重大持股来自Schedule 13D/13G;所有文件均链接至SEC EDGAR原始申报。
报告期: Q2 2026 ·
方法论 ·
通过API获取此数据