证券记录 · 已归档季度
JPRE
名称等待档案录入
21被追踪持有人
-2Δ持有人
6.31M持有股份
$299.60M报告持仓市值
+1新建仓位
−3清仓
动量输入(同类管理人):
持有人广度 -8.7% ·
股份流向 +9.7% ·
净新建仓位 -9.5%
· 公式
集中增持:持股数量上升,持有人数量减少
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 | 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 | 新增 | $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 ↗ |
"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
| Citadel Advisors | $1.06M | 0.0% |
已清仓
| Bank Of America Corp /De/ | $849,422 | 曾为 0.0% |
| Rockefeller Capital… | $18,030 | 曾为 0.0% |
| Us Bancorp \De\ | $2,989 | 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): 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: Q1 2026 ·
方法论 ·
通过API获取此数据