Wertpapierdatensatz · archiviertes Quartal
JPC
Name ausstehend – Profil wird eingelesen
41Erfasste Halter
-1Δ Inhaber
40.42MGehaltene Aktien
$327.88MGemeldeter Wert
+0Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -2.4% ·
Aktienfluss -1.5% ·
neue Nettopositionen -2.4%
— Formel
Breite Distribution — sinkende Anteile und weniger Halter
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 39 | -5 | 42.45M | $334.56M | +1 | −7 |
| Q1 2026 | 46 | +5 | 41.80M | $315.26M | +6 | −1 |
| Q4 2025 | 41 | -1 | 40.42M | $327.88M | — | −1 |
| Q3 2025 | 4 | +1 | 7.58M | $62.15M | +1 | — |
| Q2 2025 | 1 | 0 | 14.57K | $116,885 | — | — |
| Q1 2025 | 1 | -1 | 13.84K | $110,168 | +1 | −2 |
| Q4 2024 | 2 | 0 | 41.19K | $323,730 | — | — |
| Q3 2024 | 2 | +1 | 133.56K | $1.08M | +1 | — |
| Q2 2024 | 1 | — | 37.71K | $281,724 | — | — |
Wer es hält · Q4 2025
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.92M | -7.1% | $56.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 4.52M | — | $36.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 4.40M | — | $35.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 4.31M | — | $34.99M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 3.82M | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Invesco Ltd. | 3.15M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 2.25M | — | $18.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 1.24M | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 1.21M | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.19M | — | $9.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 1.13M | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cerity Partners LLC | 1.03M | — | $8.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 787.91K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Ameriprise Financial Inc | 757.99K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 733.31K | — | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 480.15K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Lido Advisors, LLC | 454.54K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 437.63K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 353.60K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 318.90K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | First Trust Advisors Lp | 237.86K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 146.74K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 85.79K | — | $695,792 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 55.83K | — | $452,788 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 52.81K | -52.7% | $428,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Rockefeller Capital Management L.P. | 52.21K | — | $423,421 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 40.89K | — | $331,599 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 35.02K | — | $283,981 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 34.64K | — | $281,176 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Susquehanna International Group, Llp | 33.85K | — | $274,524 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 33.40K | — | $270,842 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 29.56K | — | $239,763 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 18.43K | — | $149,441 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | Quantinno Capital Management LP | 17.64K | — | $143,061 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 14.02K | — | $113,710 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 9.88K | — | $80,127 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 8.80K | — | $71,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.15K | — | $25,578 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Assetmark, Inc | 1.71K | — | $13,892 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 976 | — | $7,915 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 359 | -50.0% | $2,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Fisher Asset Management | $181,464 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 319 Inhaber, 64.53M Anteile, $466.80M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q4 2025 ·
Methodik ·
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