Effectdossier · gearchiveerd kwartaal
JPME
naam in afwachting van profielverwerking
30Gevolgde houders
+6Δ houders
1.48MGehouden aandelen
$168.92MGerapporteerde waarde
+7Nieuwe posities
−1Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +25.0% ·
aandelenstroom +0.7% ·
netto nieuwe posities +20.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 25 | -4 | 1.64M | $203.85M | — | −4 |
| Q1 2026 | 30 | +6 | 1.48M | $168.92M | +7 | −1 |
| Q4 2025 | 24 | +1 | 1.47M | $159.35M | +2 | −1 |
| Q3 2025 | 5 | +1 | 462.90K | $50.20M | +1 | — |
| Q2 2025 | 1 | — | 957 | $99,244 | — | — |
| Q2 2024 | 1 | — | 5.28K | $502,267 | — | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 411.44K | -7.8% | $47.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 411.44K | -7.8% | $47.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 411.44K | -7.8% | $47.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 355.26K | +4.9% | $40.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 250.78K | +2.5% | $28.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 133.46K | +20.1% | $15.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Cerity Partners LLC | 92.47K | -2.1% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Cerity Partners LLC | 92.47K | -2.1% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Cerity Partners LLC | 92.47K | -2.1% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 54.60K | +2.0% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 54.60K | +2.0% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 34.34K | -10.1% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 34.34K | -10.1% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 29.63K | +61.3% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 29.63K | +61.3% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Raymond James Financial Inc | 19.67K | +3.1% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Raymond James Financial Inc | 19.67K | +3.1% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 17.88K | -24.5% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 15.68K | -30.0% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 9.84K | +10.7% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 8.60K | Nieuw | $984,958 | 0.0% | New | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 7.49K | +21.6% | $858,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 7.23K | -2.0% | $813,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 7.23K | -2.0% | $813,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 7.23K | -2.0% | $813,303 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Ameriprise Financial Inc | 6.87K | +159.5% | $794,240 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 6.79K | -52.7% | $777,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Susquehanna International Group, Llp | 4.68K | +2.2% | $535,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Jane Street Group, Llc | 3.83K | Nieuw | $438,306 | 0.0% | New | 1 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 1.80K | -14.6% | $206,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.28K | +12.8% | $147,176 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Us Bancorp \De\ | 1.03K | Nieuw | $118,539 | 0.0% | New | 1 | SEC ↗ |
| 33 | BlackRock ✦ (passief) | 1.02K | -0.1% | $116,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Citigroup Inc | 450 | 0.0% | $51,539 | 0.0% | Held | 2 | SEC ↗ |
| 35 | Fifth Third Bancorp | 286 | Nieuw | $32,756 | 0.0% | New | 1 | SEC ↗ |
| 36 | Cwm, Llc | 195 | Nieuw | $22,333 | 0.0% | New | 1 | SEC ↗ |
| 37 | UBS Group AG | 50 | Nieuw | $5,727 | 0.0% | New | 1 | SEC ↗ |
| 38 | Wells Fargo & Company/Mn | 49 | +4800.0% | $5,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Assetmark, Inc | 3 | -85.7% | $344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 2 | Nieuw | $229 | 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
| Goldman Sachs Group | $984,958 | 0.0% |
| Jane Street Group, Llc | $438,306 | 0.0% |
| Us Bancorp \De\ | $118,539 | 0.0% |
| Fifth Third Bancorp | $32,756 | 0.0% |
| Cwm, Llc | $22,333 | 0.0% |
| UBS Group AG | $5,727 | 0.0% |
| UBS AM, a distinct business… | $229 | 0.0% |
Verlaten
| Two Sigma Investments | $760,620 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 108 houders, 2.35M aandelen, $242.76M 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: Q1 2026 ·
Methodologie ·
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