有価証券レコード · アーカイブ済み四半期
JPEF
プロファイル取り込み待ち（名称未確定）
31追跡対象保有者
-1Δ保有者数
7.10M保有株数
$530.44M報告済み評価額
+0新規ポジション
−1解消銘柄
モメンタム指標（同類マネージャー）：
保有者の広がり -3.1% ·
株式フロー -1.0% ·
新規ネットポジション数 -3.2%
— 計算式
幅広い売り распределение — 株式数の減少と保有者数の縮小
すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q4 2025
保有状況の推移
| 四半期 | 保有者 | Δ | 株数 | 報告済み評価額 | 新規 | 解消銘柄 |
|---|---|---|---|---|---|---|
| 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 | — | −1 |
| Q3 2025 | 5 | +1 | 164.24K | $12.17M | +1 | — |
| Q2 2025 | 1 | -1 | 41 | $2,876 | — | −1 |
| Q1 2025 | 1 | 0 | 7.81K | $496,930 | — | — |
| Q4 2024 | 1 | 0 | 28.32K | $1.90M | — | — |
| Q3 2024 | 1 | 0 | 8.98K | $588,590 | — | — |
| Q2 2024 | 1 | — | 11.25K | $701,675 | — | — |
保有者情報 · Q4 2025
| # | 運用会社 | 株数 | Δ株式数 | 時価 | そのウェイト | 保有中 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 2.22M | — | $165.80M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 2.22M | — | $165.80M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 2.22M | — | $165.80M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 1.20M | — | $89.91M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Mml Investors Services, Llc | 872.99K | — | $65.20M | 0.2% | n/c | 1 | SEC ↗ |
| 6 | Cetera Investment Advisers | 551.67K | — | $41.20M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Commonwealth Equity Services, Llc | 530.02K | — | $39.59M | 0.1% | n/c | 1 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 519.19K | — | $38.78M | 0.1% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 512.76K | — | $38.30M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 512.76K | — | $38.30M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Royal Bank Of Canada | 232.48K | — | $17.36M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 113.63K | — | $8.49M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Northwestern Mutual Wealth… | 93.25K | — | $6.96M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 79.09K | -44.5% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 79.09K | -44.5% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 79.09K | -44.5% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 79.09K | -44.5% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 79.09K | -44.5% | $5.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 38.27K | — | $2.86M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Truist Financial Corp | 32.64K | — | $2.44M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 31.66K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 31.66K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 31.66K | — | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Susquehanna International Group, Llp | 21.36K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 21.36K | — | $1.60M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 9.23K | +58.5% | $689,734 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 7.38K | — | $551,435 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 5.22K | — | $390,165 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 4.61K | +2.6% | $343,934 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Brown Advisory Inc | 4.25K | — | $317,270 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 4.20K | — | $316,072 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mariner, LLC | 4.14K | — | $309,111 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Cibc World Market Inc. | 2.87K | — | $214,659 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | UBS Group AG | 2.09K | — | $156,021 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 1.72K | — | $128,536 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Bank Of America Corp /De/ | 1.72K | — | $128,536 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 933 | — | $69,683 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Us Bancorp \De\ | 804 | — | $60,069 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Kayne Anderson Rudnick Investment… | 714 | — | $53,294 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Cwm, Llc | 700 | — | $52,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fifth Third Bancorp | 473 | — | $35,327 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Fidelity (FMR) ✦ | 41 | 0.0% | $3,062 | 0.0% | Held | 3 | SEC ↗ |
「当該ウェイト」= そのマネージャーの報告済み13F株式評価額に占めるポジションの割合（確信度の指標）。✦ = キュレーション済みマネージャー。
新規買い手
| 今四半期は新規追跡買い手がいません。 |
ポジション解消済み
| Goldman Sachs Group | $845,441 | だった 0.0% |
市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 122 保有者, 13.41M 株式数, $946.24M 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。
共同保有が多い銘柄
この有価証券の追跡対象保有者が最も頻繁に保有する他の銘柄 — ファンダメンタルな関係ではなく、共同保有件数に基づきます。