JPEM
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.1% ·
Aktienfluss -2.2% ·
neue Nettopositionen +6.7%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.64K | $295,330 | n/a | n/a |
| Q2 2026 | 32 | -2 | 2.68M | $168.34M | +1 | −3 |
| Q1 2026 | 35 | +5 | 2.52M | $156.16M | +6 | −1 |
| Q4 2025 | 30 | +2 | 2.65M | $160.81M | +2 | n/a |
| Q3 2025 | 4 | 0 | 498.38K | $29.40M | n/a | n/a |
| Q2 2025 | 2 | 0 | 87.86K | $4.96M | n/a | n/a |
| Q1 2025 | 1 | +1 | 4.50K | $237,399 | +1 | n/a |
| Q3 2024 | 1 | +1 | 7.63K | $432,019 | +1 | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 417.62K | n/a | $25.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 327.93K | n/a | $19.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Corient Private Wealth LP | 263.68K | n/a | $16.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 254.97K | +1.2% | $15.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Cetera Investment Advisers | 236.26K | n/a | $14.35M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Focus Partners Wealth | 156.27K | n/a | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Cerity Partners LLC | 132.84K | n/a | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 114.21K | n/a | $6.94M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Ameriprise Financial Inc | 111.42K | n/a | $6.76M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | Commonwealth Equity Services, Llc | 92.69K | n/a | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 91.24K | n/a | $5.54M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Marshall Wace ✦ | 87.74K | 0.0% | $5.33M | 0.0% | Held | 4 | SEC ↗ ×3 |
| 13 | JPMorgan Chase ✦ | 82.98K | -47.6% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Raymond James Financial Inc | 56.16K | n/a | $3.41M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Citigroup Inc | 51.52K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 44.80K | n/a | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 36.79K | n/a | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 24.05K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Wealth Enhancement Advisory… | 15.74K | n/a | $975,670 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 11.59K | Neu | $703,679 | 0.0% | New | 1 | SEC ↗ |
| 21 | UBS Group AG | 10.39K | n/a | $631,288 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Captrust Financial Advisors | 7.69K | n/a | $466,771 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 6.99K | n/a | $424,283 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Envestnet Asset Management Inc | 6.80K | n/a | $413,170 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 2.35K | n/a | $142,412 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | BlackRock ✦ (passiv) | 1.09K | Neu | $66,049 | 0.0% | New | 1 | SEC ↗ |
| 27 | Cwm, Llc | 966 | n/a | $59,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Fidelity (FMR) ✦ | 377 | +175.2% | $22,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 154 | n/a | $9,352 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Rockefeller Capital Management L.P. | 22 | n/a | $1,336 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Goldman Sachs Group | $703,679 | 0.0% |
| BlackRock | $66,049 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 124 Inhaber, 4.64M Anteile, $283.64M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.