Effectdossier · gearchiveerd kwartaal
JPEM
naam in afwachting van profielverwerking
30Gevolgde houders
+2Δ houders
2.65MGehouden aandelen
$160.81MGerapporteerde waarde
+2Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +7.1% ·
aandelenstroom -2.2% ·
netto nieuwe posities +6.7%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 4 | 0 | 498.38K | $29.40M | — | — |
| Q2 2025 | 2 | 0 | 87.86K | $4.96M | — | — |
| Q1 2025 | 1 | +1 | 4.50K | $237,399 | +1 | — |
| Q3 2024 | 1 | +1 | 7.63K | $432,019 | +1 | — |
Wie het bezit · Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 417.62K | — | $25.36M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 327.93K | — | $19.92M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 327.93K | — | $19.92M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 263.68K | — | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Corient Private Wealth LP | 263.68K | — | $16.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 254.97K | +1.2% | $15.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 254.97K | +1.2% | $15.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cetera Investment Advisers | 236.26K | — | $14.35M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 156.27K | — | $9.49M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cerity Partners LLC | 132.84K | — | $8.07M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 114.21K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 114.21K | — | $6.94M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 111.42K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Ameriprise Financial Inc | 111.42K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 111.42K | — | $6.76M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 92.69K | — | $5.63M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 91.24K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 91.24K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 91.24K | — | $5.54M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Marshall Wace ✦ | 87.74K | 0.0% | $5.33M | 0.0% | Held | 4 | SEC ↗ |
| 21 | Marshall Wace ✦ | 87.74K | 0.0% | $5.33M | 0.0% | Held | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 87.74K | 0.0% | $5.33M | 0.0% | Held | 4 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 82.98K | -47.6% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 82.98K | -47.6% | $5.04M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 56.16K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Raymond James Financial Inc | 56.16K | — | $3.41M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 51.52K | — | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 44.80K | — | $2.72M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 36.79K | — | $2.23M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Royal Bank Of Canada | 24.05K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Royal Bank Of Canada | 24.05K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 15.74K | — | $975,670 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 11.59K | Nieuw | $703,679 | 0.0% | New | 1 | SEC ↗ |
| 34 | UBS Group AG | 10.39K | — | $631,288 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Captrust Financial Advisors | 7.69K | — | $466,771 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Mml Investors Services, Llc | 6.99K | — | $424,283 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Envestnet Asset Management Inc | 6.80K | — | $413,170 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Pnc Financial Services Group, Inc. | 2.35K | — | $142,412 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 1.09K | Nieuw | $66,049 | 0.0% | New | 1 | SEC ↗ |
| 40 | Cwm, Llc | 966 | — | $59,000 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 377 | +175.2% | $22,909 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Northwestern Mutual Wealth… | 154 | — | $9,352 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Rockefeller Capital Management L.P. | 22 | — | $1,336 | 0.0% | n/c | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $703,679 | 0.0% |
| BlackRock | $66,049 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 124 houders, 4.64M aandelen, $283.64M 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: Q4 2025 ·
Methodologie ·
Verkrijg dit via de API