JPME
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -13.8% ·
aandelenstroom +11.1% ·
netto nieuwe posities -16.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| 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 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 471.31K | +14.6% | $58.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 471.31K | +14.6% | $58.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 471.31K | +14.6% | $58.54M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 356.44K | +0.3% | $44.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | LPL Financial LLC | 261.93K | +4.5% | $32.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 159.65K | +19.6% | $19.91M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Cerity Partners LLC | 87.67K | -5.2% | $10.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Cerity Partners LLC | 87.67K | -5.2% | $10.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Cerity Partners LLC | 87.67K | -5.2% | $10.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 74.40K | +278.3% | $9.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 74.40K | +278.3% | $9.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 42.47K | -22.2% | $5.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 35.33K | +2.9% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 35.33K | +2.9% | $4.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Stifel Financial Corp | 32.48K | +107.2% | $4.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 32.29K | +9.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 32.29K | +9.0% | $4.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 19.90K | +11.3% | $2.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Citadel Advisors ✦ | 17.24K | +154.0% | $2.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 14.52K | +47.6% | $1.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 9.15K | +33.1% | $1.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Cetera Investment Advisers | 7.47K | -0.2% | $928,369 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | JPMorgan Chase ✦ | 6.79K | -6.0% | $848,385 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 24 | JPMorgan Chase ✦ | 6.79K | -6.0% | $848,385 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 6.79K | -6.0% | $848,385 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | BlackRock ✦ (passief) | 4.37K | +329.1% | $543,224 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Susquehanna International Group, Llp | 2.19K | -53.2% | $271,657 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Envestnet Asset Management Inc | 1.80K | -0.2% | $223,824 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 1.58K | +22.6% | $195,803 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | Us Bancorp \De\ | 1.03K | 0.0% | $128,562 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fifth Third Bancorp | 286 | 0.0% | $35,525 | 0.0% | Held | 2 | SEC ↗ |
| 32 | UBS Group AG | 50 | 0.0% | $6,211 | 0.0% | Held | 2 | SEC ↗ |
| 33 | Wells Fargo & Company/Mn | 50 | +2.0% | $6,206 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Assetmark, Inc | 3 | 0.0% | $373 | 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
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $984,958 | was 0.0% |
| Jane Street Group, Llc | $438,306 | was 0.0% |
| Citigroup Inc | $51,539 | was 0.0% |
| UBS AM, a distinct business… | $229 | 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.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.