Effectdossier · gearchiveerd kwartaal
JPC
naam in afwachting van profielverwerking
40Gevolgde houders
-5Δ houders
42.61MGehouden aandelen
$335.78MGerapporteerde waarde
+1Nieuwe posities
−6Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -11.1% ·
aandelenstroom +2.0% ·
netto nieuwe posities -12.5%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 5.66M | +3.9% | $44.57M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 5.04M | +5.5% | $39.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 5.04M | +5.5% | $39.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 4.69M | +0.9% | $36.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 4.69M | +0.9% | $36.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | UBS Group AG | 4.36M | -0.8% | $34.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | UBS Group AG | 4.36M | -0.8% | $34.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | UBS Group AG | 4.36M | -0.8% | $34.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Raymond James Financial Inc | 4.15M | +1.8% | $32.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Raymond James Financial Inc | 4.15M | +1.8% | $32.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Raymond James Financial Inc | 4.15M | +1.8% | $32.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 2.91M | +1.1% | $22.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Invesco Ltd. | 2.70M | +5.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Invesco Ltd. | 2.70M | +5.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Invesco Ltd. | 2.70M | +5.0% | $21.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 2.41M | +5.8% | $19.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Captrust Financial Advisors | 1.55M | +1.0% | $12.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 1.37M | +12.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.37M | +12.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.37M | +12.5% | $10.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 1.22M | +0.1% | $9.63M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 1.22M | +2.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cerity Partners LLC | 1.22M | +2.0% | $9.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Truist Financial Corp | 895.42K | +0.8% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Truist Financial Corp | 895.42K | +0.8% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Truist Financial Corp | 895.42K | +0.8% | $7.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Cetera Investment Advisers | 833.20K | +3.7% | $6.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 825.01K | +3.8% | $6.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 479.66K | +9.6% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Stifel Financial Corp | 479.66K | +9.6% | $3.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Lido Advisors, LLC | 454.54K | 0.0% | $3.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 391.17K | -2.3% | $3.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 378.62K | +8.0% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | First Trust Advisors Lp | 215.67K | -0.2% | $1.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Jane Street Group, Llc | 157.45K | -49.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Jane Street Group, Llc | 157.45K | -49.3% | $1.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | HighTower Advisors, LLC | 154.86K | -0.5% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Fifth Third Bancorp | 71.11K | +0.3% | $560,309 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Mariner, LLC | 67.07K | -21.6% | $528,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Mercer Global Advisors Inc /Adv | 63.12K | +6.3% | $497,384 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 54.01K | +8.0% | $425,598 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Mml Investors Services, Llc | 53.13K | -0.6% | $418,681 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Hrt Financial Lp | 45.59K | +21.0% | $359,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Northwestern Mutual Wealth… | 36.30K | -18.7% | $286,086 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Baird Financial Group, Inc. | 32.01K | 0.0% | $252,270 | 0.0% | Held | 3 | SEC ↗ |
| 50 | Creative Planning | 26.14K | -23.7% | $206,014 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Us Bancorp \De\ | 24.26K | +12.7% | $191,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Us Bancorp \De\ | 24.26K | +12.7% | $191,185 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Corient Private Wealth LP | 17.78K | Nieuw | $140,075 | 0.0% | New | 1 | SEC ↗ |
| 54 | Quantinno Capital Management LP | 15.72K | -17.1% | $123,876 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Focus Partners Wealth | 13.55K | +13.4% | $107,141 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 13.54K | -53.1% | $106,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bank of New York Mellon Corp | 13.54K | -53.1% | $106,696 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Russell Investments Group, Ltd. | 2.89K | +196.4% | $22,797 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Assetmark, Inc | 1.52K | +0.5% | $11,985 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 1.15K | 0.0% | $9,094 | 0.0% | Held | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 400 | +11.4% | $3,140 | 0.0% | ▲ Add | 4 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Corient Private Wealth LP | $140,075 | 0.0% |
Verlaten
| Millennium Management | $749,122 | was 0.0% |
| Susquehanna International… | $357,773 | was 0.0% |
| Citadel Advisors | $150,415 | was 0.0% |
| Goldman Sachs Group | $126,883 | was 0.0% |
| BlackRock | $1,998 | was 0.0% |
| Jones Financial Companies Lllp | $1,039 | 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 verder het vaakst 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: Q2 2026 ·
Methodologie ·
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