Wertpapierdatensatz · archiviertes Quartal
JPEM
Name ausstehend – Profil wird eingelesen
35Erfasste Halter
+5Δ Inhaber
2.52MGehaltene Aktien
$156.16MGemeldeter Wert
+6Neue Positionen
−1Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +16.7% ·
Aktienfluss -4.9% ·
neue Nettopositionen +14.3%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 368.51K | -11.8% | $22.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 328.41K | +0.1% | $20.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 328.41K | +0.1% | $20.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 216.22K | -15.2% | $13.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Cetera Investment Advisers | 210.35K | -11.0% | $13.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wells Fargo & Company/Mn | 168.38K | +47.4% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 168.38K | +47.4% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Focus Partners Wealth | 158.00K | +1.1% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 138.86K | +4.5% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Cerity Partners LLC | 138.86K | +4.5% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 119.89K | +7.6% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 119.89K | +7.6% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 119.89K | +7.6% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 104.86K | +908.7% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 104.86K | +908.7% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Marshall Wace ✦ | 87.74K | 0.0% | $5.45M | 0.0% | Held | 5 | SEC ↗ |
| 17 | Marshall Wace ✦ | 87.74K | 0.0% | $5.45M | 0.0% | Held | 5 | SEC ↗ |
| 18 | Marshall Wace ✦ | 87.74K | 0.0% | $5.45M | 0.0% | Held | 5 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 83.92K | +1.1% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 83.92K | +1.1% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 79.53K | -12.8% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 79.53K | -12.8% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 79.53K | -12.8% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 67.27K | +50.2% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 63.26K | -31.8% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 57.54K | +2.5% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 57.54K | +2.5% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Citigroup Inc | 50.91K | -1.2% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Citadel Advisors ✦ | 50.49K | Neu | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 45.53K | +292.9% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Jane Street Group, Llc | 30.98K | Neu | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 32 | Royal Bank Of Canada | 25.85K | +7.5% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 25.85K | +7.5% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 14.26K | -61.2% | $885,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Captrust Financial Advisors | 8.03K | +4.4% | $498,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Envestnet Asset Management Inc | 6.73K | -1.1% | $418,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Mml Investors Services, Llc | 6.06K | -13.2% | $376,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Corient Private Wealth LP | 5.45K | -97.9% | $338,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 5.07K | -67.8% | $315,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Mariner, LLC | 3.59K | Neu | $223,159 | 0.0% | New | 1 | SEC ↗ |
| 41 | Truist Financial Corp | 3.25K | Neu | $202,036 | 0.0% | New | 1 | SEC ↗ |
| 42 | Truist Financial Corp | 3.25K | Neu | $202,036 | 0.0% | New | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 3.13K | Neu | $194,456 | 0.0% | New | 1 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 2.35K | 0.0% | $145,687 | 0.0% | Held | 2 | SEC ↗ |
| 45 | Cwm, Llc | 1.21K | +25.1% | $75,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | BlackRock ✦ (passiv) | 1.11K | +2.1% | $69,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 968 | Neu | $60,139 | 0.0% | New | 1 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 335 | -11.1% | $20,796 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 49 | Northwestern Mutual Wealth… | 154 | 0.0% | $9,568 | 0.0% | Held | 2 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $3.14M | 0.0% |
| Jane Street Group, Llc | $1.92M | 0.0% |
| Mariner, LLC | $223,159 | 0.0% |
| Truist Financial Corp | $202,036 | 0.0% |
| Truist Financial Corp | $202,036 | 0.0% |
| Assetmark, Inc | $194,456 | 0.0% |
| UBS AM, a distinct business… | $60,139 | 0.0% |
Ausgestiegen
| Rockefeller Capital… | $1,336 | war 0.0% |
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.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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