Security record · archived quarter
JPSE
name pending profile ingest
31Tracked holders
+1Δ holders
3.79MShares held
$189.79MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.3% ·
share flow +0.4% ·
net new positions +3.2%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 3 | -1 | 316.45K | $15.76M | — | −1 |
| Q2 2025 | 2 | 0 | 12.86K | $584,779 | — | — |
| 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 | — | — |
| Q2 2024 | 1 | — | 40.17K | $1.75M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 900.10K | — | $45.07M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Raymond James Financial Inc | 748.03K | — | $37.46M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 748.03K | — | $37.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 585.27K | — | $29.31M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 585.27K | — | $29.31M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 585.27K | — | $29.31M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Royal Bank Of Canada | 308.21K | — | $15.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Royal Bank Of Canada | 308.21K | — | $15.43M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 290.79K | +10.5% | $14.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 290.79K | +10.5% | $14.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 290.79K | +10.5% | $14.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 207.64K | — | $10.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 194.85K | — | $9.76M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Truist Financial Corp | 124.53K | — | $6.24M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 109.47K | — | $5.48M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 59.05K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Stifel Financial Corp | 59.05K | — | $2.96M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 52.37K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 42.72K | — | $2.14M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 26.10K | -49.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 26.10K | -49.8% | $1.31M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Financial Engines Advisors L.L.C. | 24.34K | — | $1.22M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Ameriprise Financial Inc | 19.93K | — | $997,705 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 14.80K | — | $741,293 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 12.48K | — | $625,118 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 12.44K | — | $623,136 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 12.44K | — | $623,136 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 11.89K | New | $595,380 | 0.0% | New | 1 | SEC ↗ |
| 29 | HighTower Advisors, LLC | 9.59K | — | $480,009 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Focus Partners Wealth | 8.03K | — | $402,244 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 7.73K | — | $386,872 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Wealth Enhancement Advisory… | 6.04K | — | $312,423 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mariner, LLC | 5.82K | — | $291,325 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Jane Street Group, Llc | 5.27K | — | $264,040 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 1.23K | +1.1% | $61,478 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Cwm, Llc | 525 | — | $26,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 436 | — | $21,832 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Russell Investments Group, Ltd. | 188 | — | $9,414 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 72 | — | $3,605 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Wells Fargo & Company/Mn | 1 | — | $34 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $595,380 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 111 holders, 7.83M shares, $397.86M 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: Q4 2025 ·
Methodology ·
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