证券记录 · 已归档季度
JPME
名称等待档案录入
30被追踪持有人
+6Δ持有人
1.48M持有股份
$168.92M报告持仓市值
+7新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 +25.0% ·
股份流向 +0.7% ·
净新建仓位 +20.0%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 411.44K | -7.8% | $47.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 2 | HighTower Advisors, LLC | 355.26K | +4.9% | $40.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 250.78K | +2.5% | $28.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Jones Financial Companies Lllp | 133.46K | +20.1% | $15.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cerity Partners LLC | 92.47K | -2.1% | $10.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 54.60K | +2.0% | $6.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Bank Of America Corp /De/ | 34.34K | -10.1% | $3.93M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 29.63K | +61.3% | $3.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Raymond James Financial Inc | 19.67K | +3.1% | $2.25M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Commonwealth Equity Services, Llc | 17.88K | -24.5% | $2.05M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Stifel Financial Corp | 15.68K | -30.0% | $1.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 9.84K | +10.7% | $1.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 8.60K | 新增 | $984,958 | 0.0% | New | 1 | SEC ↗ |
| 14 | Cetera Investment Advisers | 7.49K | +21.6% | $858,217 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 7.23K | -2.0% | $813,303 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 16 | Ameriprise Financial Inc | 6.87K | +159.5% | $794,240 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 6.79K | -52.7% | $777,430 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 4.68K | +2.2% | $535,657 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Jane Street Group, Llc | 3.83K | 新增 | $438,306 | 0.0% | New | 1 | SEC ↗ |
| 20 | Envestnet Asset Management Inc | 1.80K | -14.6% | $206,684 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 1.28K | +12.8% | $147,176 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Us Bancorp \De\ | 1.03K | 新增 | $118,539 | 0.0% | New | 1 | SEC ↗ |
| 23 | BlackRock ✦ (被动) | 1.02K | -0.1% | $116,738 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | Citigroup Inc | 450 | 0.0% | $51,539 | 0.0% | Held | 2 | SEC ↗ |
| 25 | Fifth Third Bancorp | 286 | 新增 | $32,756 | 0.0% | New | 1 | SEC ↗ |
| 26 | Cwm, Llc | 195 | 新增 | $22,333 | 0.0% | New | 1 | SEC ↗ |
| 27 | UBS Group AG | 50 | 新增 | $5,727 | 0.0% | New | 1 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 49 | +4800.0% | $5,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Assetmark, Inc | 3 | -85.7% | $344 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | UBS AM, a distinct business unit of… | 2 | 新增 | $229 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Two Sigma Investments | $760,620 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 108 持有人, 2.35M 股份, $242.76M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据