Security record · archived quarter
JPRE
name pending profile ingest
21Tracked holders
0Δ holders
6.14MShares held
$325.95MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.6% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 21 | 0 | 6.14M | $325.95M | +2 | −2 |
| Q1 2026 | 21 | -2 | 6.31M | $299.60M | +1 | −3 |
| Q4 2025 | 23 | +1 | 5.75M | $268.63M | +1 | — |
| Q3 2025 | 3 | — | 12.46M | $597.10M | — | — |
| Q3 2024 | 1 | +1 | 12.96K | $660,233 | +1 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 5.54M | -2.8% | $294.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 5.54M | -2.8% | $294.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 5.54M | -2.8% | $294.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 5.54M | -2.8% | $294.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 5.54M | -2.8% | $294.36M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Raymond James Financial Inc | 219.74K | +13.5% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 219.74K | +13.5% | $11.47M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 97.19K | -1.6% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 70.25K | +553.5% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 70.25K | +553.5% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Cetera Investment Advisers | 55.68K | -0.5% | $2.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Envestnet Asset Management Inc | 23.11K | -8.0% | $1.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 22.34K | -46.1% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 22.34K | -46.1% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 21.42K | +89.2% | $1.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 21.09K | -4.3% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Goldman Sachs Group ✦ | 16.26K | 0.0% | $848,499 | 0.0% | Held | 4 | SEC ↗ |
| 18 | Commonwealth Equity Services, Llc | 12.11K | +4.1% | $631,972 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 11.82K | +2.8% | $616,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 11.82K | +2.8% | $616,888 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 10.35K | +93.7% | $539,838 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Mml Investors Services, Llc | 8.94K | -8.0% | $466,283 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 6.53K | +0.1% | $340,788 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | Northern Trust Corp | 4.45K | 0.0% | $232,358 | 0.0% | Held | 3 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 1.82K | -0.4% | $95,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Assetmark, Inc | 1.79K | -1.3% | $93,298 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 457 | New | $23,865 | 0.0% | New | 1 | SEC ↗ |
| 28 | Jones Financial Companies Lllp | 150 | New | $8,019 | 0.0% | New | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 1 | 0.0% | $0 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Fidelity (FMR) | $23,865 | 0.0% |
| Jones Financial Companies Lllp | $8,019 | 0.0% |
Exited
| Two Sigma Investments | $3.71M | was 0.0% |
| Jane Street Group, Llc | $204,874 | 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.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API