JPRE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -8.7% ·
share flow +9.7% ·
net new positions -9.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 5.70M | +9.3% | $270.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Raymond James Financial Inc | 193.61K | +10.2% | $9.31M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 98.77K | -19.5% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 77.10K | +115.4% | $3.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Cetera Investment Advisers | 55.98K | +6.4% | $2.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Susquehanna International Group, Llp | 41.50K | +453.6% | $1.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 25.12K | +6.5% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Citadel Advisors ✦ | 22.03K | New | $1.06M | 0.0% | New | 1 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 16.26K | 0.0% | $781,666 | 0.0% | Held | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 11.64K | -0.1% | $559,401 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 11.50K | +64.3% | $552,654 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 11.32K | +28.3% | $544,057 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 10.75K | -51.0% | $516,705 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Mml Investors Services, Llc | 9.71K | -1.1% | $466,902 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 6.53K | 0.0% | $313,801 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 5.34K | +0.1% | $256,797 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Northern Trust Corp | 4.45K | 0.0% | $214,056 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 4.26K | -44.3% | $204,874 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Pnc Financial Services Group, Inc. | 1.83K | +10.2% | $88,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 1.81K | 0.0% | $87,055 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 1 | 0.0% | $0 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Citadel Advisors | $1.06M | 0.0% |
Exited
| Bank Of America Corp /De/ | $849,422 | was 0.0% |
| Rockefeller Capital… | $18,030 | was 0.0% |
| Us Bancorp \De\ | $2,989 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 61 holders, 2.10M shares, $99.79M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.