JHSC
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones 0.0% · nuevas posiciones netas 0.0% · fórmula
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 | 25 | -1 | 9.04M | $438.88M | +1 | −3 |
| Q1 2026 | 28 | +2 | 9.93M | $425.78M | +3 | −1 |
| Q4 2025 | 26 | 0 | 9.81M | $412.10M | n/a | n/a |
| Q3 2025 | 3 | -1 | 347.86K | $14.56M | n/a | −1 |
| Q2 2025 | 2 | 0 | 15.32K | $598,096 | n/a | n/a |
| Q1 2025 | 1 | +1 | 48.30K | $1.80M | +1 | n/a |
| Q3 2024 | 1 | +1 | 14.91K | $598,487 | +1 | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 4.13M | n/a | $173.57M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 2.14M | n/a | $89.84M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Ameriprise Financial Inc | 696.56K | n/a | $29.24M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | LPL Financial LLC | 488.33K | n/a | $20.51M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 441.71K | n/a | $18.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | UBS Group AG | 365.43K | n/a | $15.34M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 351.20K | +1.1% | $14.75M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Commonwealth Equity Services, Llc | 209.66K | n/a | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cetera Investment Advisers | 204.77K | n/a | $8.60M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 157.84K | n/a | $6.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 147.65K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 130.82K | n/a | $5.49M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | HighTower Advisors, LLC | 106.14K | n/a | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 68.03K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 34.33K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Creative Planning | 33.86K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 32.00K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Raymond James Financial Inc | 31.31K | n/a | $1.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Osaic Holdings, Inc. | 18.55K | n/a | $779,173 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Wealth Enhancement Advisory… | 11.57K | n/a | $505,370 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 7.46K | n/a | $313,287 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cwm, Llc | 2.48K | n/a | $104,000 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 950 | +55.0% | $39,897 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Assetmark, Inc | 69 | n/a | $2,897 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 34 | n/a | $1,438 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 1 | -50.0% | $56 | 0.0% | ▼ Trim | 2 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 78 tenedores, 12.91M acciones, $550.12M 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.