JPEM
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -5.9% ·
share flow +6.5% ·
net new positions -6.2%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 378.37K | +2.7% | $23.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 338.15K | +3.0% | $21.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Morgan Stanley ✦ | 233.93K | +8.2% | $14.69M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 4 | Cetera Investment Advisers | 206.14K | -2.0% | $12.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 180.91K | +7.4% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 160.09K | +1.3% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Ameriprise Financial Inc | 131.49K | +9.7% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Corient Private Wealth LP | 120.69K | +2113.8% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 109.83K | -20.9% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | UBS Group AG | 105.32K | +0.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Osaic Holdings, Inc. | 92.00K | +15.7% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Marshall Wace ✦ | 87.74K | 0.0% | $5.51M | 0.0% | Held | 6 | SEC ↗ ×3 |
| 13 | JPMorgan Chase ✦ | 78.05K | -7.0% | $4.90M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 76.59K | +68.2% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 15 | Jones Financial Companies Lllp | 70.78K | +5.2% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 64.10K | +1.3% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Raymond James Financial Inc | 58.13K | +1.0% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Citigroup Inc | 50.67K | -0.5% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 41.33K | -18.1% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Royal Bank Of Canada | 29.59K | +14.5% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Jane Street Group, Llc | 20.36K | -34.3% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 13.78K | -3.4% | $865,171 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | Captrust Financial Advisors | 8.31K | +3.5% | $521,513 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 6.51K | -3.3% | $408,432 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 6.20K | +2.2% | $389,121 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 4.50K | -11.2% | $286,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 3.13K | 0.0% | $196,501 | 0.0% | Held | 2 | SEC ↗ |
| 28 | BlackRock ✦ (passive) | 1.75K | +57.9% | $110,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 1.56K | +914.3% | $98,062 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 968 | 0.0% | $60,771 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 335 | 0.0% | $21,015 | 0.0% | Held | 5 | SEC ↗ |
| 32 | Russell Investments Group, Ltd. | 34 | New | $2,135 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Russell Investments Group… | $2,135 | 0.0% |
Exited
| Mariner, LLC | $223,159 | was 0.0% |
| Truist Financial Corp | $202,036 | was 0.0% |
| Pnc Financial Services Group… | $145,687 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 124 holders, 4.64M shares, $283.64M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.