Effectdossier
JPIB
naam in afwachting van profielverwerking
32Gevolgde houders
0Δ houders
8.65MGehouden aandelen
$418.21MGerapporteerde waarde
+1Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +6.1% · netto nieuwe posities 0.0% — formule
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 | 0 | 8.65M | $418.21M | +1 | −1 |
| Q1 2026 | 33 | +3 | 8.15M | $389.92M | +5 | −2 |
| Q4 2025 | 30 | 0 | 6.18M | $300.97M | — | — |
| Q3 2025 | 4 | 0 | 1.17M | $57.44M | — | — |
| Q2 2025 | 1 | 0 | 70.07K | $3.41M | — | — |
| Q1 2025 | 1 | +1 | 33.73K | $1.62M | +1 | — |
| Q2 2024 | 1 | — | 9.33K | $439,676 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.70M | +9.1% | $82.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 1.18M | +9.6% | $57.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 1.18M | +9.6% | $57.13M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 991.90K | +0.9% | $47.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Raymond James Financial Inc | 878.68K | +43.4% | $42.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 878.68K | +43.4% | $42.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cetera Investment Advisers | 808.93K | +6.8% | $39.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 569.47K | +16.3% | $27.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 569.47K | +16.3% | $27.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 567.75K | +27.6% | $27.45M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 456.58K | +24.0% | $22.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 325.00K | +4.6% | $15.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Royal Bank Of Canada | 206.28K | -42.3% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 206.28K | -42.3% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 206.28K | -42.3% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 206.28K | -42.3% | $9.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 175.14K | +2.5% | $8.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Captrust Financial Advisors | 157.49K | -24.8% | $7.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 142.63K | +65.5% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 142.63K | +65.5% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 142.63K | +65.5% | $6.91M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 113.12K | +9.3% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 113.12K | +9.3% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 113.12K | +9.3% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 113.12K | +9.3% | $5.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Cerity Partners LLC | 109.24K | -18.4% | $5.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jane Street Group, Llc | 66.52K | -71.5% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mariner, LLC | 51.54K | +38.6% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 51.54K | +38.6% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 39.48K | -41.0% | $1.91M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 20.11K | +31.7% | $967,890 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 19.66K | +164.2% | $950,644 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Cibc World Market Inc. | 15.36K | +0.3% | $742,801 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Susquehanna International Group, Llp | 14.32K | +6.1% | $692,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 8.87K | +53.3% | $429,034 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Lido Advisors, LLC | 7.10K | 0.0% | $343,382 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Bank Of Montreal /Can/ | 6.65K | 0.0% | $321,624 | 0.0% | Held | 3 | SEC ↗ |
| 38 | National Bank Of Canada /Fi/ | 5.99K | 0.0% | $289,507 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 5.99K | 0.0% | $289,507 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 4.89K | +4.6% | $236,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 4.89K | +4.6% | $236,479 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Truist Financial Corp | 4.47K | +1.2% | $216,366 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Truist Financial Corp | 4.47K | +1.2% | $216,366 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 1.26K | +23.6% | $60,728 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 1.26K | +23.6% | $60,728 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Fidelity (FMR) ✦ | 875 | Nieuw | $42,312 | 0.0% | New | 1 | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 463 | -99.1% | $22,386 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Assetmark, Inc | 18 | 0.0% | $870 | 0.0% | Held | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Fidelity (FMR) | $42,312 | 0.0% |
Verlaten
| Goldman Sachs Group | $730,020 | was 0.0% |
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.
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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