JPIN
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +3.2% ·
aandelenstroom -3.7% ·
netto nieuwe posities +3.1%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 279.69K | $20.38M | n/a | n/a |
| Q2 2026 | 32 | -1 | 2.45M | $177.67M | n/a | −1 |
| Q1 2026 | 34 | +2 | 2.64M | $187.66M | +2 | n/a |
| Q4 2025 | 32 | +1 | 2.90M | $198.16M | +1 | n/a |
| Q3 2025 | 5 | 0 | 561.59K | $37.41M | n/a | n/a |
| Q2 2025 | 3 | 0 | 17.56K | $1.13M | n/a | n/a |
| Q1 2025 | 2 | 0 | 145.10K | $8.29M | n/a | n/a |
| Q4 2024 | 2 | +1 | 46.89K | $2.51M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.33K | $260,086 | +1 | −1 |
| Q2 2024 | 1 | n/a | 64.20K | $3.55M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 470.17K | n/a | $32.64M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | UBS Group AG | 476.75K | n/a | $32.49M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 301.20K | -1.2% | $20.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 210.61K | n/a | $14.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cerity Partners LLC | 206.04K | n/a | $14.04M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Royal Bank Of Canada | 178.13K | n/a | $12.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Captrust Financial Advisors | 163.05K | n/a | $11.11M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | LPL Financial LLC | 145.62K | n/a | $9.92M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 127.01K | n/a | $8.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Focus Partners Wealth | 121.67K | n/a | $8.29M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 103.56K | -55.9% | $7.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Osaic Holdings, Inc. | 91.44K | n/a | $6.23M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Susquehanna International Group, Llp | 65.80K | n/a | $4.48M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wells Fargo & Company/Mn | 45.10K | n/a | $3.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Rockefeller Capital Management L.P. | 29.62K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 26.06K | n/a | $1.78M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 22.73K | +129.8% | $1.55M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 18 | Jane Street Group, Llc | 22.30K | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 15.92K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 11.92K | n/a | $812,468 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 10.82K | n/a | $737,400 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 10.48K | -1.9% | $714,030 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | BlackRock ✦ (passief) | 10.26K | Nieuw | $699,116 | 0.0% | New | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 9.89K | n/a | $673,978 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 6.17K | n/a | $420,676 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Commonwealth Equity Services, Llc | 5.65K | n/a | $384,970 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Citigroup Inc | 3.84K | n/a | $261,385 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 3.05K | n/a | $207,963 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 2.87K | n/a | $195,630 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 1.20K | -8.4% | $81,886 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Cwm, Llc | 230 | n/a | $16,000 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Qube Research & Technologies Ltd | 83 | n/a | $5,656 | 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
| BlackRock | $699,116 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 113 houders, 3.40M aandelen, $236.63M 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.