JHMD
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.7% ·
Aktienfluss +1.1% ·
neue Nettopositionen +3.6%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 19.32K | $847,403 | n/a | n/a |
| Q2 2026 | 27 | +1 | 8.64M | $383.60M | +3 | −3 |
| Q1 2026 | 28 | +1 | 15.35M | $649.30M | +3 | −2 |
| Q4 2025 | 27 | -1 | 15.19M | $630.83M | n/a | −1 |
| Q3 2025 | 5 | +2 | 765.33K | $30.60M | +2 | n/a |
| Q2 2025 | 1 | -1 | 2.42K | $92,453 | n/a | −1 |
| Q1 2025 | 1 | +1 | 16.92K | $591,494 | +1 | n/a |
| Q3 2024 | 1 | 0 | 35.80K | $1.27M | n/a | n/a |
| Q2 2024 | 1 | n/a | 75.04K | $2.50M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 7.39M | -13.2% | $312.96M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.35M | +35.4% | $57.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.21M | +21.2% | $51.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.12M | +6.5% | $47.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 907.12K | +13.7% | $38.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 817.50K | +57.2% | $33.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 673.40K | -5.9% | $28.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 561.17K | +1.1% | $23.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 310.93K | +139.8% | $13.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 200.31K | +35.3% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 198.11K | -0.9% | $8.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 154.27K | -16.0% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 81.77K | Neu | $3.46M | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 78.53K | -0.1% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 72.55K | Neu | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 57.70K | +3.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 53.98K | -51.3% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 52.70K | -4.7% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 21.96K | -3.5% | $930,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 12.24K | -5.9% | $502,955 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 10.96K | 0.0% | $464,558 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 6.91K | Neu | $292,652 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 6.20K | +135.3% | $262,505 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 5.20K | -20.5% | $220,438 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 2.05K | 0.0% | $86,872 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 1.71K | -3.3% | $72,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 1.16K | 0.0% | $49,150 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 332 | 0.0% | $14,067 | 0.0% | Held | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $3.46M | 0.0% |
| Citadel Advisors | $3.07M | 0.0% |
| Fifth Third Bancorp | $292,652 | 0.0% |
Ausgestiegen
| Citigroup Inc | $896,176 | war 0.0% |
| AQR Capital Management | $244,940 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 82 Inhaber, 18.47M Anteile, $730.44M 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: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.