Catatan efek · kuartal yang diarsipkan
JPEF
nama menunggu ingest profil
26Pemegang yang dilacak
-5Δ pemegang
8.23MSaham yang dipegang
$589.92MNilai yang dilaporkan
+2Posisi baru
−7Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -16.1% ·
aliran saham +15.9% ·
posisi baru bersih -19.2%
— formula
Akumulasi terkonsentrasi — peningkatan saham di antara lebih sedikit pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — | — |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.93M | -13.2% | $138.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.93M | -13.2% | $138.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.93M | -13.2% | $138.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 1.32M | +9.3% | $94.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.08M | +94.9% | $77.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 673.13K | -22.9% | $48.34M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 600.34K | +12936.7% | $43.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 556.30K | +5.0% | $39.95M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 517.23K | +0.9% | $36.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 450.97K | -13.1% | $32.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 259.53K | +11.6% | $18.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 248.66K | +685.4% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 248.66K | +685.4% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 248.66K | +685.4% | $17.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 213.76K | +170.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 213.76K | +170.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 213.76K | +170.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 213.76K | +170.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 213.76K | +170.3% | $14.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 122.74K | +8.0% | $8.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 80.14K | -14.1% | $5.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Mariner, LLC | 67.66K | +1534.7% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Hrt Financial Lp | 37.30K | Baru | $2.68M | 0.0% | New | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 36.90K | -3.6% | $2.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 29.41K | +37.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 29.41K | +37.6% | $2.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Mercer Global Advisors Inc /Adv | 7.38K | 0.0% | $530,191 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Ameriprise Financial Inc | 5.83K | +11.6% | $418,578 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Brown Advisory Inc | 4.25K | 0.0% | $305,047 | 0.0% | Held | 2 | SEC ↗ |
| 30 | Fifth Third Bancorp | 3.85K | +714.8% | $276,755 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Kayne Anderson Rudnick Investment… | 714 | 0.0% | $51,286 | 0.0% | Held | 2 | SEC ↗ |
| 32 | Cwm, Llc | 700 | 0.0% | $50,267 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 436 | +963.4% | $31,307 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 159 | Baru | $11,402 | 0.0% | New | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 121 | -87.0% | $8,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Hrt Financial Lp | $2.68M | 0.0% |
| Russell Investments Group… | $11,402 | 0.0% |
Telah keluar
| Truist Financial Corp | $2.44M | adalah 0.0% |
| Citadel Advisors | $689,734 | adalah 0.0% |
| Wealth Enhancement Advisory… | $316,072 | adalah 0.0% |
| Cibc World Market Inc. | $214,659 | adalah 0.0% |
| UBS Group AG | $156,021 | adalah 0.0% |
| Bank Of America Corp /De/ | $128,536 | adalah 0.0% |
| Us Bancorp \De\ | $60,069 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 122 pemegang, 13.41M saham, $946.24M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API