JPEF
nom en attente d'intégration au profil
Données momentum (gérants comparables) :
étendue des détenteurs -8.0% ·
flux d'actions +1.3% ·
nouvelles positions nettes -8.7%
— formule
Accumulation concentrée — hausse des parts chez un moins grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q2 2026
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.82M | -5.3% | $146.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 1.82M | -5.3% | $146.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 1.82M | -5.3% | $146.46M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 1.43M | +8.9% | $115.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 1.34M | +25.0% | $107.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 6 | Mml Investors Services, Llc | 617.65K | -8.2% | $49.62M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 600.50K | 0.0% | $48.24M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 563.23K | +1.2% | $45.24M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 552.31K | +6.8% | $43.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 438.38K | -2.8% | $35.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 298.80K | +20.2% | $24.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 298.80K | +20.2% | $24.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 236.47K | -8.9% | $19.00M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 226.96K | +6.2% | $18.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 226.96K | +6.2% | $18.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 226.96K | +6.2% | $18.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 226.96K | +6.2% | $18.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 226.96K | +6.2% | $18.09M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 71.94K | -41.4% | $5.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 55.31K | -31.0% | $4.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 21.89K | -25.6% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 21.89K | -25.6% | $1.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Stifel Financial Corp | 18.50K | -49.9% | $1.49M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 8.28K | +12.2% | $665,237 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Qube Research & Technologies Ltd | 6.70K | +5437.2% | $538,212 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 4.60K | +955.3% | $369,600 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | Ameriprise Financial Inc | 4.26K | -26.9% | $342,528 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Brown Advisory Inc | 4.25K | 0.0% | $341,243 | 0.0% | Held | 3 | SEC ↗ |
| 29 | Fifth Third Bancorp | 3.85K | 0.0% | $309,593 | 0.0% | Held | 3 | SEC ↗ |
| 30 | Bank Of America Corp /De/ | 3.25K | Nouveau | $261,313 | 0.0% | New | 1 | SEC ↗ |
| 31 | D. E. Shaw & Co. ✦ | 3.14K | Nouveau | $251,996 | 0.0% | New | 1 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Bank Of America Corp /De/ | $261,313 | 0.0% |
| D. E. Shaw & Co. | $251,996 | 0.0% |
Sorti(e)
| Mariner, LLC | $4.86M | était 0.0% |
| Hrt Financial Lp | $2.68M | était 0.0% |
| Kayne Anderson Rudnick… | $51,286 | était 0.0% |
| Russell Investments Group… | $11,402 | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 122 détenteurs, 13.41M actions, $946.24M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.