JPEF
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -3.1% ·
flujo de acciones -1.0% ·
nuevas posiciones netas -3.2%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -2 | 8.34M | $668.91M | +2 | −4 |
| Q1 2026 | 26 | -5 | 8.23M | $589.92M | +2 | −7 |
| Q4 2025 | 31 | -1 | 7.10M | $530.44M | n/a | −1 |
| Q3 2025 | 5 | +1 | 164.24K | $12.17M | +1 | n/a |
| Q2 2025 | 1 | -1 | 41 | $2,876 | n/a | −1 |
| Q1 2025 | 1 | 0 | 7.81K | $496,930 | n/a | n/a |
| Q4 2024 | 1 | 0 | 28.32K | $1.90M | n/a | n/a |
| Q3 2024 | 1 | 0 | 8.98K | $588,590 | n/a | n/a |
| Q2 2024 | 1 | n/a | 11.25K | $701,675 | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.22M | n/a | $165.80M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 2 | LPL Financial LLC | 1.20M | n/a | $89.91M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Mml Investors Services, Llc | 872.99K | n/a | $65.20M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 551.67K | n/a | $41.20M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 530.02K | n/a | $39.59M | 0.1% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 519.19K | n/a | $38.78M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 512.76K | n/a | $38.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Royal Bank Of Canada | 232.48K | n/a | $17.36M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 113.63K | n/a | $8.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 93.25K | n/a | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 79.09K | -44.5% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 12 | Stifel Financial Corp | 38.27K | n/a | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Truist Financial Corp | 32.64K | n/a | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 31.66K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Susquehanna International Group, Llp | 21.36K | n/a | $1.60M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 9.23K | +58.5% | $689,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Mercer Global Advisors Inc /Adv | 7.38K | n/a | $551,435 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Ameriprise Financial Inc | 5.22K | n/a | $390,165 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 4.61K | +2.6% | $343,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Brown Advisory Inc | 4.25K | n/a | $317,270 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 4.20K | n/a | $316,072 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Mariner, LLC | 4.14K | n/a | $309,111 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Cibc World Market Inc. | 2.87K | n/a | $214,659 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | UBS Group AG | 2.09K | n/a | $156,021 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of America Corp /De/ | 1.72K | n/a | $128,536 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 26 | Qube Research & Technologies Ltd | 933 | n/a | $69,683 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Us Bancorp \De\ | 804 | n/a | $60,069 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Kayne Anderson Rudnick Investment… | 714 | n/a | $53,294 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cwm, Llc | 700 | n/a | $52,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fifth Third Bancorp | 473 | n/a | $35,327 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 41 | 0.0% | $3,062 | 0.0% | Held | 3 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Goldman Sachs Group | $845,441 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 122 tenedores, 13.41M acciones, $946.24M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.