Security record · archived quarter
JPC
name pending profile ingest
41Tracked holders
-1Δ holders
40.42MShares held
$327.88MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.4% ·
share flow -1.5% ·
net new positions -2.4%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 40 | -5 | 42.61M | $335.78M | +1 | −6 |
| 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 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.92M | -7.1% | $56.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 6.92M | -7.1% | $56.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 6.92M | -7.1% | $56.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 6.92M | -7.1% | $56.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 6.92M | -7.1% | $56.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.52M | — | $36.68M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 4.52M | — | $36.68M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 4.40M | — | $35.71M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.40M | — | $35.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 4.31M | — | $34.99M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | UBS Group AG | 4.31M | — | $34.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 4.31M | — | $34.99M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | UBS Group AG | 4.31M | — | $34.99M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Raymond James Financial Inc | 3.82M | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 3.82M | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 3.82M | — | $31.01M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Invesco Ltd. | 3.15M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 3.15M | — | $25.56M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | LPL Financial LLC | 2.25M | — | $18.27M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 1.24M | — | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Captrust Financial Advisors | 1.21M | — | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.19M | — | $9.65M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.19M | — | $9.65M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.19M | — | $9.65M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 1.13M | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Royal Bank Of Canada | 1.13M | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Cerity Partners LLC | 1.03M | — | $8.32M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Cerity Partners LLC | 1.03M | — | $8.32M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Truist Financial Corp | 787.91K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 787.91K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 787.91K | — | $6.39M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 757.99K | — | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cetera Investment Advisers | 733.31K | — | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Stifel Financial Corp | 480.15K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Stifel Financial Corp | 480.15K | — | $3.89M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Lido Advisors, LLC | 454.54K | — | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 437.63K | — | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 353.60K | — | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Jane Street Group, Llc | 318.90K | — | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | First Trust Advisors Lp | 237.86K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 146.74K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mariner, LLC | 85.79K | — | $695,792 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Mariner, LLC | 85.79K | — | $695,792 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 55.83K | — | $452,788 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Citadel Advisors ✦ | 52.81K | -52.7% | $428,297 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 52.21K | — | $423,421 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Northwestern Mutual Wealth… | 40.89K | — | $331,599 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mercer Global Advisors Inc /Adv | 35.02K | — | $283,981 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Corient Private Wealth LP | 34.64K | — | $281,176 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Corient Private Wealth LP | 34.64K | — | $281,176 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Susquehanna International Group, Llp | 33.85K | — | $274,524 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Baird Financial Group, Inc. | 33.40K | — | $270,842 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Creative Planning | 29.56K | — | $239,763 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 18.43K | — | $149,441 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 18.43K | — | $149,441 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 18.43K | — | $149,441 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 18.43K | — | $149,441 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | Quantinno Capital Management LP | 17.64K | — | $143,061 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Us Bancorp \De\ | 14.02K | — | $113,710 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Us Bancorp \De\ | 14.02K | — | $113,710 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Fifth Third Bancorp | 9.88K | — | $80,127 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cwm, Llc | 8.80K | — | $71,000 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 3.15K | — | $25,578 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 3.15K | — | $25,578 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Assetmark, Inc | 1.71K | — | $13,892 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 976 | — | $7,915 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | JPMorgan Chase ✦ | 359 | -50.0% | $2,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Fisher Asset Management | $181,464 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 319 holders, 64.53M shares, $466.80M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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