Effectdossier · gearchiveerd kwartaal
JPEM
naam in afwachting van profielverwerking
32Gevolgde houders
-2Δ houders
2.68MGehouden aandelen
$168.34MGerapporteerde waarde
+1Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -5.9% ·
aandelenstroom +6.5% ·
netto nieuwe posities -6.2%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
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 · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Bank Of America Corp /De/ | 338.15K | +3.0% | $21.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 233.93K | +8.2% | $14.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 233.93K | +8.2% | $14.69M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Cetera Investment Advisers | 206.14K | -2.0% | $12.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 180.91K | +7.4% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 180.91K | +7.4% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Focus Partners Wealth | 160.09K | +1.3% | $10.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 131.49K | +9.7% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 131.49K | +9.7% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 131.49K | +9.7% | $8.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Corient Private Wealth LP | 120.69K | +2113.8% | $7.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Cerity Partners LLC | 109.83K | -20.9% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Cerity Partners LLC | 109.83K | -20.9% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Cerity Partners LLC | 109.83K | -20.9% | $6.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | UBS Group AG | 105.32K | +0.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | UBS Group AG | 105.32K | +0.4% | $6.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 92.00K | +15.7% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 92.00K | +15.7% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 92.00K | +15.7% | $5.78M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Marshall Wace ✦ | 87.74K | 0.0% | $5.51M | 0.0% | Held | 6 | SEC ↗ |
| 23 | Marshall Wace ✦ | 87.74K | 0.0% | $5.51M | 0.0% | Held | 6 | SEC ↗ |
| 24 | Marshall Wace ✦ | 87.74K | 0.0% | $5.51M | 0.0% | Held | 6 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 78.05K | -7.0% | $4.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 78.05K | -7.0% | $4.90M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 76.59K | +68.2% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 76.59K | +68.2% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 70.78K | +5.2% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 64.10K | +1.3% | $4.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Raymond James Financial Inc | 58.13K | +1.0% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Raymond James Financial Inc | 58.13K | +1.0% | $3.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Citigroup Inc | 50.67K | -0.5% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 41.33K | -18.1% | $2.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 29.59K | +14.5% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Royal Bank Of Canada | 29.59K | +14.5% | $1.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Jane Street Group, Llc | 20.36K | -34.3% | $1.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Susquehanna International Group, Llp | 13.78K | -3.4% | $865,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Susquehanna International Group, Llp | 13.78K | -3.4% | $865,171 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Captrust Financial Advisors | 8.31K | +3.5% | $521,513 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Envestnet Asset Management Inc | 6.51K | -3.3% | $408,432 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 6.20K | +2.2% | $389,121 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 4.50K | -11.2% | $286,375 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Assetmark, Inc | 3.13K | 0.0% | $196,501 | 0.0% | Held | 2 | SEC ↗ |
| 45 | BlackRock ✦ (passief) | 1.75K | +57.9% | $110,147 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Northwestern Mutual Wealth… | 1.56K | +914.3% | $98,062 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 968 | 0.0% | $60,771 | 0.0% | Held | 2 | SEC ↗ |
| 48 | Fidelity (FMR) ✦ | 335 | 0.0% | $21,015 | 0.0% | Held | 5 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 34 | Nieuw | $2,135 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Russell Investments Group… | $2,135 | 0.0% |
Verlaten
| Mariner, LLC | $223,159 | was 0.0% |
| Truist Financial Corp | $202,036 | was 0.0% |
| Pnc Financial Services Group… | $145,687 | was 0.0% |
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: Q2 2026 ·
Methodologie ·
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