Security record · archived quarter
JPUS
name pending profile ingest
27Tracked holders
+1Δ holders
1.14MShares held
$141.48MReported value
+1New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +3.8% ·
share flow -3.8% ·
net new positions +3.7%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
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 | 33 | +5 | 970.47K | $136.15M | +5 | — |
| Q1 2026 | 29 | +2 | 1.05M | $137.11M | +4 | −2 |
| Q4 2025 | 27 | +1 | 1.14M | $141.48M | +1 | — |
| Q3 2025 | 4 | 0 | 164.84K | $20.43M | — | — |
| Q2 2025 | 2 | -1 | 16.24K | $1.92M | — | −1 |
| Q1 2025 | 2 | +1 | 33.02K | $3.80M | +1 | — |
| Q4 2024 | 1 | 0 | 10.31K | $1.18M | — | — |
| Q3 2024 | 1 | -1 | 8.30K | $993,191 | — | −1 |
| Q2 2024 | 2 | — | 12.53K | $1.37M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 278.04K | — | $34.46M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 278.04K | — | $34.46M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Captrust Financial Advisors | 224.87K | — | $27.87M | 0.1% | n/c | 1 | SEC ↗ |
| 4 | UBS Group AG | 131.99K | — | $16.36M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 124.70K | — | $15.79M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 69.31K | — | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 50.83K | +9.3% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 50.83K | +9.3% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 50.83K | +9.3% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 50.83K | +9.3% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 45.12K | -55.5% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 45.12K | -55.5% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 45.12K | -55.5% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Raymond James Financial Inc | 44.76K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 44.76K | — | $5.55M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 41.64K | — | $5.16M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 30.54K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 30.54K | — | $3.79M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 22.59K | — | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 22.32K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 22.32K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | AQR Capital Management ✦ | 12.68K | +0.7% | $1.57M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 23 | Two Sigma Investments ✦ | 7.10K | New | $880,013 | 0.0% | New | 1 | SEC ↗ |
| 24 | Jane Street Group, Llc | 4.99K | — | $617,992 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citigroup Inc | 4.56K | — | $565,687 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | HighTower Advisors, LLC | 3.77K | — | $466,995 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Fidelity (FMR) ✦ | 3.62K | -17.8% | $448,905 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 3.41K | — | $422,438 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Quantinno Capital Management LP | 2.83K | — | $350,766 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 2.22K | — | $274,720 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 2.00K | — | $247,891 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 1.67K | — | $207,291 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Royal Bank Of Canada | 1.29K | — | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Northwestern Mutual Wealth… | 948 | — | $117,500 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Cwm, Llc | 902 | — | $112,000 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Qube Research & Technologies Ltd | 84 | — | $10,411 | 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
| Two Sigma Investments | $880,013 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 90 holders, 2.07M shares, $264.08M 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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