Effectdossier · gearchiveerd kwartaal
JPEF
naam in afwachting van profielverwerking
26Gevolgde houders
-5Δ houders
8.23MGehouden aandelen
$589.92MGerapporteerde waarde
+2Nieuwe posities
−7Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -16.1% ·
aandelenstroom +15.9% ·
netto nieuwe posities -19.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $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 | Nieuw | $11,402 | 0.0% | New | 1 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 121 | -87.0% | $8,689 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Hrt Financial Lp | $2.68M | 0.0% |
| Russell Investments Group… | $11,402 | 0.0% |
Verlaten
| Truist Financial Corp | $2.44M | was 0.0% |
| Citadel Advisors | $689,734 | was 0.0% |
| Wealth Enhancement Advisory… | $316,072 | was 0.0% |
| Cibc World Market Inc. | $214,659 | was 0.0% |
| UBS Group AG | $156,021 | was 0.0% |
| Bank Of America Corp /De/ | $128,536 | was 0.0% |
| Us Bancorp \De\ | $60,069 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 122 houders, 13.41M aandelen, $946.24M 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: Q1 2026 ·
Methodologie ·
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