Catatan efek · kuartal yang diarsipkan
JPEM
nama menunggu ingest profil
35Pemegang yang dilacak
+5Δ pemegang
2.52MSaham yang dipegang
$156.16MNilai yang dilaporkan
+6Posisi baru
−1Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +16.7% ·
aliran saham -4.9% ·
posisi baru bersih +14.3%
· formula
Fragmentasi kepemilikan: lebih banyak pemegang, kepemilikan agregat yang lebih kecil.
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 4.64K | $295,330 | n/a | −1 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ ×2 |
| 3 | Morgan Stanley ✦ | 216.22K | -15.2% | $13.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Cetera Investment Advisers | 210.35K | -11.0% | $13.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 168.38K | +47.4% | $10.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 158.00K | +1.1% | $9.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 138.86K | +4.5% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 119.89K | +7.6% | $7.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | UBS Group AG | 104.86K | +908.7% | $6.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Marshall Wace ✦ | 87.74K | 0.0% | $5.45M | 0.0% | Held | 5 | SEC ↗ ×3 |
| 11 | JPMorgan Chase ✦ | 83.92K | +1.1% | $5.06M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 79.53K | -12.8% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Jones Financial Companies Lllp | 67.27K | +50.2% | $4.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 63.26K | -31.8% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Raymond James Financial Inc | 57.54K | +2.5% | $3.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | Citigroup Inc | 50.91K | -1.2% | $3.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 50.49K | Baru | $3.14M | 0.0% | New | 1 | SEC ↗ |
| 18 | Goldman Sachs Group ✦ | 45.53K | +292.9% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 30.98K | Baru | $1.92M | 0.0% | New | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 25.85K | +7.5% | $1.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Susquehanna International Group, Llp | 14.26K | -61.2% | $885,801 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Captrust Financial Advisors | 8.03K | +4.4% | $498,628 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Envestnet Asset Management Inc | 6.73K | -1.1% | $418,023 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 6.06K | -13.2% | $376,744 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Corient Private Wealth LP | 5.45K | -97.9% | $338,714 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 5.07K | -67.8% | $315,560 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Mariner, LLC | 3.59K | Baru | $223,159 | 0.0% | New | 1 | SEC ↗ |
| 28 | Truist Financial Corp | 3.25K | Baru | $202,036 | 0.0% | New | 1 | SEC ↗ ×2 |
| 29 | Assetmark, Inc | 3.13K | Baru | $194,456 | 0.0% | New | 1 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 2.35K | 0.0% | $145,687 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Cwm, Llc | 1.21K | +25.1% | $75,049 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | BlackRock ✦ (pasif) | 1.11K | +2.1% | $69,011 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 968 | Baru | $60,139 | 0.0% | New | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 335 | -11.1% | $20,796 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Northwestern Mutual Wealth… | 154 | 0.0% | $9,568 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
| Assetmark, Inc | $194,456 | 0.0% |
| UBS AM, a distinct business… | $60,139 | 0.0% |
Telah keluar
| Rockefeller Capital… | $1,336 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 124 pemegang, 4.64M saham, $283.64M dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API