证券记录
JPSE
名称等待档案录入
30被追踪持有人
0Δ持有人
3.55M持有股份
$213.22M报告持仓市值
+2新建仓位
−2清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -8.1% · 净新建仓位 0.0% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $481 | 0.0% | New | 1 | SEC ↗ |
| 37 | Wells Fargo & Company/Mn | 7 | -73.1% | $446 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $206,486 | 0.0% |
| UBS Group AG | $481 | 0.0% |
已清仓
| Jane Street Group, Llc | $334,870 | 曾为 0.0% |
| Mariner, LLC | $300,747 | 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): 111 持有人, 7.83M 股份, $397.86M 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据