Wertpapierdatensatz · archiviertes Quartal
JPC
Name ausstehend – Profil wird eingelesen
46Erfasste Halter
+5Δ Inhaber
41.80MGehaltene Aktien
$315.26MGemeldeter Wert
+6Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +12.2% ·
Aktienfluss +3.4% ·
neue Nettopositionen +10.9%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.44M | -21.3% | $41.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.44M | -21.3% | $41.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.44M | -21.3% | $41.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.44M | -21.3% | $41.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.44M | -21.3% | $41.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 4.78M | +5.6% | $36.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 4.78M | +5.6% | $36.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 4.65M | +5.6% | $35.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.65M | +5.6% | $35.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 4.40M | +1.9% | $33.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | UBS Group AG | 4.40M | +1.9% | $33.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 4.40M | +1.9% | $33.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.07M | +6.5% | $30.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 4.07M | +6.5% | $30.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 4.07M | +6.5% | $30.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.88M | +154.9% | $21.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Royal Bank Of Canada | 2.88M | +154.9% | $21.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Invesco Ltd. | 2.57M | -18.3% | $19.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Invesco Ltd. | 2.57M | -18.3% | $19.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 2.28M | +1.2% | $17.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Captrust Financial Advisors | 1.54M | +26.9% | $11.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 1.22M | -1.1% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.21M | +2.0% | $9.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.21M | +2.0% | $9.15M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Cerity Partners LLC | 1.19M | +16.4% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Cerity Partners LLC | 1.19M | +16.4% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Truist Financial Corp | 888.22K | +12.7% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Truist Financial Corp | 888.22K | +12.7% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Truist Financial Corp | 888.22K | +12.7% | $6.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 803.34K | +9.6% | $6.06M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 794.99K | +4.9% | $5.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Lido Advisors, LLC | 454.74K | 0.0% | $3.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Stifel Financial Corp | 437.60K | -8.9% | $3.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Envestnet Asset Management Inc | 400.40K | -8.5% | $3.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Wealth Enhancement Advisory… | 350.57K | -0.9% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Jane Street Group, Llc | 310.48K | -2.6% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Jane Street Group, Llc | 310.48K | -2.6% | $2.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | First Trust Advisors Lp | 216.03K | -9.2% | $1.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 155.62K | +6.1% | $1.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Millennium Management ✦ | 99.35K | Neu | $749,122 | 0.0% | New | 1 | SEC ↗ |
| 41 | Mariner, LLC | 85.58K | -0.2% | $644,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Mariner, LLC | 85.58K | -0.2% | $644,480 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Fifth Third Bancorp | 70.86K | +617.2% | $534,286 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 59.40K | +69.6% | $447,895 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Mml Investors Services, Llc | 53.45K | -4.3% | $403,029 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 50.01K | -4.2% | $377,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 47.45K | +40.2% | $357,773 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 44.64K | +9.2% | $336,615 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Hrt Financial Lp | 37.69K | Neu | $284,000 | 0.0% | New | 1 | SEC ↗ |
| 50 | Creative Planning | 34.28K | +15.9% | $258,448 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 32.01K | -4.1% | $241,386 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 28.88K | +56.7% | $217,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 28.88K | +56.7% | $217,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 28.88K | +56.7% | $217,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 28.88K | +56.7% | $217,769 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Us Bancorp \De\ | 21.52K | +53.5% | $162,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Us Bancorp \De\ | 21.52K | +53.5% | $162,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Citadel Advisors ✦ | 19.95K | -62.2% | $150,415 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 18.95K | +7.5% | $142,921 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Goldman Sachs Group ✦ | 16.83K | Neu | $126,883 | 0.0% | New | 1 | SEC ↗ |
| 61 | Focus Partners Wealth | 11.95K | Neu | $90,422 | 0.0% | New | 1 | SEC ↗ |
| 62 | Cwm, Llc | 11.35K | +28.9% | $85,542 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Assetmark, Inc | 1.51K | -11.7% | $11,408 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.15K | -63.4% | $8,700 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Russell Investments Group, Ltd. | 976 | 0.0% | $7,359 | 0.0% | Held | 2 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 359 | 0.0% | $2,603 | 0.0% | Held | 3 | SEC ↗ |
| 67 | BlackRock ✦ (passiv) | 265 | Neu | $1,998 | 0.0% | New | 1 | SEC ↗ |
| 68 | Jones Financial Companies Lllp | 140 | Neu | $1,039 | 0.0% | New | 1 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Millennium Management | $749,122 | 0.0% |
| Hrt Financial Lp | $284,000 | 0.0% |
| Goldman Sachs Group | $126,883 | 0.0% |
| Focus Partners Wealth | $90,422 | 0.0% |
| BlackRock | $1,998 | 0.0% |
| Jones Financial Companies Lllp | $1,039 | 0.0% |
Ausgestiegen
| Corient Private Wealth LP | $281,176 | 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: Q1 2026 ·
Methodik ·
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