سجل الورقة المالية
JPC
الاسم في انتظار استيعاب الملف الشخصي
40الحاملون المتتبعون
-5Δ المساهمون
42.61Mالأسهم المحتفظ بها
$335.78Mالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−6الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -11.1% ·
تدفق الأسهم +2.0% ·
المراكز الجديدة الصافية -12.5%
— الصيغة
تراكم مركّز — ارتفاع الأسهم بين عدد أقل من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q2 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| 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 | — | — |
من يحمله · Q2 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 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 | جديد | $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 ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Corient Private Wealth LP | $140,075 | 0.0% |
تم الخروج
| Millennium Management | $749,122 | كان 0.0% |
| Susquehanna International… | $357,773 | كان 0.0% |
| Citadel Advisors | $150,415 | كان 0.0% |
| Goldman Sachs Group | $126,883 | كان 0.0% |
| BlackRock | $1,998 | كان 0.0% |
| Jones Financial Companies Lllp | $1,039 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 319 المالكون, 64.53M الأسهم, $466.80M مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q2 2026 ·
المنهجية ·
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