JPIB
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -5.0% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 18.02K | $842,193 | +1 | n/a |
| Q2 2026 | 31 | 0 | 7.66M | $370.26M | +1 | −2 |
| Q1 2026 | 33 | +3 | 8.15M | $389.92M | +5 | −2 |
| Q4 2025 | 30 | 0 | 6.18M | $300.97M | n/a | n/a |
| Q3 2025 | 4 | 0 | 1.17M | $57.44M | n/a | n/a |
| Q2 2025 | 1 | 0 | 70.07K | $3.41M | n/a | n/a |
| Q1 2025 | 1 | +1 | 33.73K | $1.62M | +1 | n/a |
| Q2 2024 | 1 | n/a | 9.33K | $439,676 | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.43M | n/a | $69.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 866.91K | n/a | $42.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 745.08K | +58.7% | $36.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 587.16K | n/a | $28.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 534.51K | n/a | $26.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Bank Of America Corp /De/ | 310.53K | n/a | $15.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Northwestern Mutual Wealth… | 299.87K | n/a | $14.60M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Commonwealth Equity Services, Llc | 287.33K | n/a | $13.99M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jane Street Group, Llc | 179.74K | n/a | $8.75M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Baird Financial Group, Inc. | 171.66K | n/a | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 152.81K | n/a | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Royal Bank Of Canada | 135.29K | n/a | $6.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 13 | Envestnet Asset Management Inc | 100.48K | n/a | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 73.09K | n/a | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 72.26K | +11.8% | $3.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 67.05K | n/a | $3.27M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Rockefeller Capital Management L.P. | 55.36K | n/a | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 37.20K | n/a | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 24.95K | +122.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 20 | Stifel Financial Corp | 18.05K | n/a | $879,283 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Bank Of Montreal /Can/ | 6.76K | n/a | $321,959 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | National Bank Of Canada /Fi/ | 5.99K | n/a | $291,632 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Wealth Enhancement Advisory… | 5.92K | n/a | $289,482 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Pnc Financial Services Group, Inc. | 5.26K | n/a | $256,339 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 4.84K | -99.2% | $235,562 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Truist Financial Corp | 4.41K | n/a | $214,962 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Cwm, Llc | 980 | n/a | $48,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Us Bancorp \De\ | 585 | n/a | $28,490 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 372 | n/a | $18,139 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | Assetmark, Inc | 101 | n/a | $4,919 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 232 houders, 29.18M aandelen, $1.36B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.