JHML
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -3.7% ·
flujo de acciones -0.7% ·
nuevas posiciones netas -3.8%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | +4 | 5.97M | $532.32M | +4 | −1 |
| Q1 2026 | 24 | -2 | 6.00M | $469.35M | n/a | −2 |
| Q4 2025 | 26 | -1 | 6.16M | $491.88M | n/a | −1 |
| Q3 2025 | 5 | 0 | 489.16K | $38.34M | n/a | n/a |
| Q2 2025 | 2 | 0 | 6.58K | $482,834 | n/a | n/a |
| Q1 2025 | 1 | +1 | 3.83K | $258,084 | +1 | n/a |
| Q2 2024 | 1 | n/a | 5.57K | $361,976 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.35M | n/a | $108.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 1.05M | n/a | $84.15M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 935.65K | n/a | $74.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Commonwealth Equity Services, Llc | 470.61K | n/a | $37.58M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 440.62K | n/a | $35.18M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Morgan Stanley ✦ | 421.66K | -4.7% | $33.67M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Envestnet Asset Management Inc | 350.12K | n/a | $27.96M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 281.44K | n/a | $22.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Cetera Investment Advisers | 247.22K | n/a | $19.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 170.78K | n/a | $13.64M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 162.73K | n/a | $12.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 63.53K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 44.94K | n/a | $3.59M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 41.57K | n/a | $3.32M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Rockefeller Capital Management L.P. | 36.66K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 25.28K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Citadel Advisors ✦ | 13.13K | +78.5% | $1.05M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Cwm, Llc | 12.65K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 10.84K | -58.4% | $865,413 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 20 | Mariner, LLC | 9.54K | n/a | $761,849 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Royal Bank Of Canada | 6.70K | n/a | $535,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Stifel Financial Corp | 3.41K | n/a | $272,208 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 2.30K | -4.3% | $183,454 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Blair William & Co/Il | 650 | n/a | $51,903 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Assetmark, Inc | 644 | n/a | $51,423 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Us Bancorp \De\ | 89 | n/a | $7,067 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Goldman Sachs Group | $841,851 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 107 tenedores, 10.20M acciones, $797.13M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.