JPSE
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +3.3% ·
Aktienfluss +0.4% ·
neue Nettopositionen +3.2%
· Formel
Breite Akkumulation: steigende Aktienanzahl bei mehr Inhabern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q4 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 9.14K | $522,444 | n/a | n/a |
| Q2 2026 | 30 | 0 | 3.55M | $213.22M | +2 | −2 |
| Q1 2026 | 31 | 0 | 3.86M | $201.93M | +2 | −2 |
| Q4 2025 | 31 | +1 | 3.79M | $189.79M | +1 | n/a |
| Q3 2025 | 3 | -1 | 316.45K | $15.76M | n/a | −1 |
| Q2 2025 | 2 | 0 | 12.86K | $584,779 | n/a | n/a |
| Q1 2025 | 1 | 0 | 39.58K | $1.73M | +1 | −1 |
| Q4 2024 | 1 | 0 | 4.90K | $229,363 | +1 | −1 |
| Q3 2024 | 1 | 0 | 14.09K | $676,743 | n/a | n/a |
| Q2 2024 | 1 | n/a | 40.17K | $1.75M | n/a | n/a |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 900.10K | n/a | $45.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 748.03K | n/a | $37.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 585.27K | n/a | $29.31M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Royal Bank Of Canada | 308.21K | n/a | $15.43M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Morgan Stanley ✦ | 290.79K | +10.5% | $14.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 207.64K | n/a | $10.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 194.85K | n/a | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Truist Financial Corp | 124.53K | n/a | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 109.47K | n/a | $5.48M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Stifel Financial Corp | 59.05K | n/a | $2.96M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Cetera Investment Advisers | 52.37K | n/a | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 42.72K | n/a | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 26.10K | -49.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Financial Engines Advisors L.L.C. | 24.34K | n/a | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Ameriprise Financial Inc | 19.93K | n/a | $997,705 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Mercer Global Advisors Inc /Adv | 14.80K | n/a | $741,293 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 12.48K | n/a | $625,118 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 12.44K | n/a | $623,136 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Goldman Sachs Group ✦ | 11.89K | Neu | $595,380 | 0.0% | New | 1 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 9.59K | n/a | $480,009 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Focus Partners Wealth | 8.03K | n/a | $402,244 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Susquehanna International Group, Llp | 7.73K | n/a | $386,872 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 6.04K | n/a | $312,423 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mariner, LLC | 5.82K | n/a | $291,325 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jane Street Group, Llc | 5.27K | n/a | $264,040 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Fidelity (FMR) ✦ | 1.23K | +1.1% | $61,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Cwm, Llc | 525 | n/a | $26,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | UBS Group AG | 436 | n/a | $21,832 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Russell Investments Group, Ltd. | 188 | n/a | $9,414 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Us Bancorp \De\ | 72 | n/a | $3,605 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Wells Fargo & Company/Mn | 1 | n/a | $34 | 0.0% | n/c | 1 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Goldman Sachs Group | $595,380 | 0.0% |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 111 Inhaber, 7.83M Anteile, $397.86M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.