JPRE
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +4.5% ·
aandelenstroom -30.0% ·
netto nieuwe posities +4.3%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 5.21M | -58.1% | $243.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 175.77K | n/a | $8.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 122.71K | n/a | $5.73M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Cetera Investment Advisers | 52.60K | n/a | $2.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Two Sigma Investments ✦ | 35.80K | Nieuw | $1.67M | 0.0% | New | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 23.59K | n/a | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 21.95K | n/a | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 18.18K | n/a | $849,422 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 16.26K | 0.0% | $759,551 | 0.0% | Held | 2 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 11.65K | n/a | $544,257 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Mml Investors Services, Llc | 9.82K | n/a | $458,841 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 8.82K | n/a | $411,983 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 7.65K | n/a | $357,285 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 7.50K | n/a | $350,138 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 7.00K | n/a | $326,842 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Morgan Stanley ✦ | 6.53K | +630.1% | $304,886 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Bank Of Montreal /Can/ | 5.33K | n/a | $249,187 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Northern Trust Corp | 4.45K | n/a | $208,000 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Assetmark, Inc | 1.81K | n/a | $84,592 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 1.66K | n/a | $77,626 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 386 | n/a | $18,030 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 64 | n/a | $2,989 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Royal Bank Of Canada | 1 | n/a | $0 | 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
| Two Sigma Investments | $1.67M | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 61 houders, 2.10M aandelen, $99.79M 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.