Wertpapierdatensatz · archiviertes Quartal
JPSE
Name ausstehend – Profil wird eingelesen
30Erfasste Halter
0Δ Inhaber
3.55MGehaltene Aktien
$213.22MGemeldeter Wert
+2Neue Positionen
−2Ausstiege
Momentum-Eingaben (vergleichbare Manager): Halterbreite 0.0% · Aktienfluss -8.1% · neue Nettopositionen 0.0% — Formel
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 866.30K | -4.5% | $52.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Raymond James Financial Inc | 475.29K | -35.6% | $28.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Raymond James Financial Inc | 475.29K | -35.6% | $28.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 415.70K | -31.9% | $25.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 415.70K | -31.9% | $25.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 309.89K | +13.7% | $18.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 309.89K | +13.7% | $18.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Royal Bank Of Canada | 294.43K | -1.7% | $17.71M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Northwestern Mutual Wealth… | 219.14K | +2.6% | $13.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 194.65K | +25.2% | $11.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 194.65K | +25.2% | $11.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 194.65K | +25.2% | $11.67M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 13 | Truist Financial Corp | 182.40K | +35.3% | $10.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Envestnet Asset Management Inc | 165.57K | +28.7% | $9.96M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 161.89K | +19.8% | $9.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Cetera Investment Advisers | 53.53K | -0.1% | $3.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Susquehanna International Group, Llp | 44.84K | +230.9% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Susquehanna International Group, Llp | 44.84K | +230.9% | $2.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 43.45K | +3.2% | $2.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Financial Engines Advisors L.L.C. | 23.53K | +1.4% | $1.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 14.29K | -0.2% | $859,457 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 13.27K | +44.4% | $798,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 13.27K | +44.4% | $798,465 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Two Sigma Investments ✦ | 11.30K | -69.0% | $679,865 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mml Investors Services, Llc | 11.16K | +22.9% | $671,238 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 8.57K | -6.0% | $515,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Stifel Financial Corp | 8.55K | +0.2% | $514,170 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Focus Partners Wealth | 7.44K | -7.4% | $447,628 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 5.32K | -0.1% | $316,719 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Creative Planning | 4.50K | 0.0% | $270,597 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 4.38K | -45.4% | $263,724 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 3.43K | Neu | $206,486 | 0.0% | New | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 2.12K | +6.4% | $127,579 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Russell Investments Group, Ltd. | 155 | +0.7% | $9,326 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 72 | 0.0% | $4,332 | 0.0% | Held | 3 | SEC ↗ |
| 36 | UBS Group AG | 8 | Neu | $481 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 7 | -73.1% | $446 | 0.0% | ▼ Trim | 3 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Citadel Advisors | $206,486 | 0.0% |
| UBS Group AG | $481 | 0.0% |
Ausgestiegen
| Jane Street Group, Llc | $334,870 | war 0.0% |
| Mariner, LLC | $300,747 | war 0.0% |
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.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q2 2026 ·
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