JGH
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.0% ·
aandelenstroom -3.2% ·
netto nieuwe posities -5.3%
— formule
Brede distributie — dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 19 | +1 | 2.19M | $27.84M | +3 | −2 |
| Q1 2026 | 19 | -1 | 2.39M | $29.24M | +3 | −4 |
| Q4 2025 | 20 | +1 | 2.47M | $31.17M | +1 | — |
| Q3 2025 | 1 | — | 776.78K | $10.50M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 703.11K | -7.4% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 703.11K | -7.4% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 703.11K | -7.4% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 703.11K | -7.4% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 703.11K | -7.4% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 703.11K | -7.4% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Invesco Ltd. | 569.30K | -0.3% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Invesco Ltd. | 569.30K | -0.3% | $6.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | LPL Financial LLC | 402.49K | +1.1% | $4.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 305.82K | +84.6% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 305.82K | +84.6% | $3.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 158.69K | 0.0% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 158.69K | 0.0% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | UBS Group AG | 72.95K | -7.0% | $891,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | UBS Group AG | 72.95K | -7.0% | $891,412 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 32.80K | -7.4% | $400,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 32.80K | -7.4% | $400,882 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 29.02K | -14.7% | $354,726 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 28.21K | 0.0% | $344,723 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 17.81K | +27.8% | $218,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Bank of New York Mellon Corp | 16.35K | Nieuw | $199,766 | 0.0% | New | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 16.15K | +52.5% | $197,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Balyasny Asset Management L.P. | 14.30K | -89.2% | $174,807 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 14.31K | -52.5% | $170,182 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 8.13K | Nieuw | $99,324 | 0.0% | New | 1 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 2.58K | Nieuw | $31,564 | 0.0% | New | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 413 | 0.0% | $5,047 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Cwm, Llc | 321 | 0.0% | $3,923 | 0.0% | Held | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 182 | 0.0% | $2,224 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Bank of New York Mellon Corp | $199,766 | 0.0% |
| Fifth Third Bancorp | $99,324 | 0.0% |
| Rockefeller Capital… | $31,564 | 0.0% |
Verlaten
| Nomura Holdings Inc | $264,810 | was 0.0% |
| HighTower Advisors, LLC | $246,057 | was 0.0% |
| Jane Street Group, Llc | $179,377 | was 0.0% |
| Jones Financial Companies Lllp | $3,438 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 11.98M aandelen, $99.33M 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.