Effectdossier · gearchiveerd kwartaal
JPC
naam in afwachting van profielverwerking
41Gevolgde houders
-1Δ houders
40.42MGehouden aandelen
$327.88MGerapporteerde waarde
+0Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.4% ·
aandelenstroom -1.5% ·
netto nieuwe posities -2.4%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | n/a | −1 |
| Q3 2025 | 4 | +1 | 7.58M | $62.15M | +1 | n/a |
| Q2 2025 | 1 | 0 | 14.57K | $116,885 | n/a | n/a |
| Q1 2025 | 1 | -1 | 13.84K | $110,168 | +1 | −2 |
| Q4 2024 | 2 | 0 | 41.19K | $323,730 | n/a | n/a |
| Q3 2024 | 2 | +1 | 133.56K | $1.08M | +1 | n/a |
| Q2 2024 | 1 | n/a | 37.71K | $281,724 | n/a | n/a |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 6.92M | -7.1% | $56.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 4.52M | n/a | $36.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Wells Fargo & Company/Mn | 4.40M | n/a | $35.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | UBS Group AG | 4.31M | n/a | $34.99M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 5 | Raymond James Financial Inc | 3.82M | n/a | $31.01M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Invesco Ltd. | 3.15M | n/a | $25.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | LPL Financial LLC | 2.25M | n/a | $18.27M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 1.24M | n/a | $10.02M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Captrust Financial Advisors | 1.21M | n/a | $9.82M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 1.19M | n/a | $9.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Royal Bank Of Canada | 1.13M | n/a | $9.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Cerity Partners LLC | 1.03M | n/a | $8.32M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Truist Financial Corp | 787.91K | n/a | $6.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 14 | Ameriprise Financial Inc | 757.99K | n/a | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 733.31K | n/a | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 480.15K | n/a | $3.89M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Lido Advisors, LLC | 454.54K | n/a | $3.75M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 437.63K | n/a | $3.55M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Wealth Enhancement Advisory… | 353.60K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Jane Street Group, Llc | 318.90K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | First Trust Advisors Lp | 237.86K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | HighTower Advisors, LLC | 146.74K | n/a | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mariner, LLC | 85.79K | n/a | $695,792 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mml Investors Services, Llc | 55.83K | n/a | $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 | n/a | $423,421 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 40.89K | n/a | $331,599 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mercer Global Advisors Inc /Adv | 35.02K | n/a | $283,981 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Corient Private Wealth LP | 34.64K | n/a | $281,176 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Susquehanna International Group, Llp | 33.85K | n/a | $274,524 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Baird Financial Group, Inc. | 33.40K | n/a | $270,842 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Creative Planning | 29.56K | n/a | $239,763 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Bank of New York Mellon Corp | 18.43K | n/a | $149,441 | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 34 | Quantinno Capital Management LP | 17.64K | n/a | $143,061 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Us Bancorp \De\ | 14.02K | n/a | $113,710 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Fifth Third Bancorp | 9.88K | n/a | $80,127 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Cwm, Llc | 8.80K | n/a | $71,000 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 3.15K | n/a | $25,578 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Assetmark, Inc | 1.71K | n/a | $13,892 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 976 | n/a | $7,915 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | JPMorgan Chase ✦ | 359 | -50.0% | $2,911 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Fisher Asset Management | $181,464 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 319 houders, 64.53M aandelen, $466.80M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q4 2025 ·
Methodologie ·
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