证券记录 · 已归档季度
JPRE
名称等待档案录入
23被追踪持有人
+1Δ持有人
5.75M持有股份
$268.63M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +4.5% ·
股份流向 -30.0% ·
净新建仓位 +4.3%
· 公式
持有人分散化：持有人数增多，合计持仓比例缩小。
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 ↗ |
"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
| Two Sigma Investments | $1.67M | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 61 持有人, 2.10M 股份, $99.79M 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: Q4 2025 ·
方法论 ·
通过API获取此数据