JPUS
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +3.8% ·
flujo de acciones -3.8% ·
nuevas posiciones netas +3.7%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 71.74K | $9.93M | n/a | n/a |
| Q2 2026 | 32 | +5 | 967.03K | $135.67M | +5 | −1 |
| Q1 2026 | 29 | +2 | 1.05M | $137.11M | +4 | −2 |
| Q4 2025 | 27 | +1 | 1.14M | $141.48M | +1 | n/a |
| Q3 2025 | 4 | 0 | 164.84K | $20.43M | n/a | n/a |
| Q2 2025 | 2 | -1 | 16.24K | $1.92M | n/a | −1 |
| Q1 2025 | 2 | +1 | 33.02K | $3.80M | +1 | n/a |
| Q4 2024 | 1 | 0 | 10.31K | $1.18M | n/a | n/a |
| Q3 2024 | 1 | -1 | 8.30K | $993,191 | n/a | −1 |
| Q2 2024 | 2 | n/a | 12.53K | $1.37M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 278.04K | n/a | $34.46M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | Captrust Financial Advisors | 224.87K | n/a | $27.87M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | UBS Group AG | 131.99K | n/a | $16.36M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 124.70K | n/a | $15.79M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | LPL Financial LLC | 69.31K | n/a | $8.59M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 50.83K | +9.3% | $6.30M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | JPMorgan Chase ✦ | 45.12K | -55.5% | $5.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 44.76K | n/a | $5.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Jones Financial Companies Lllp | 41.64K | n/a | $5.16M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 30.54K | n/a | $3.79M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 22.59K | n/a | $2.80M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 22.32K | n/a | $2.77M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 12.68K | +0.7% | $1.57M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 14 | Two Sigma Investments ✦ | 7.10K | Nuevo | $880,013 | 0.0% | New | 1 | SEC ↗ |
| 15 | Jane Street Group, Llc | 4.99K | n/a | $617,992 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Citigroup Inc | 4.56K | n/a | $565,687 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | HighTower Advisors, LLC | 3.77K | n/a | $466,995 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 3.62K | -17.8% | $448,905 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 3.41K | n/a | $422,438 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 2.83K | n/a | $350,766 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Ameriprise Financial Inc | 2.22K | n/a | $274,720 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Truist Financial Corp | 2.00K | n/a | $247,891 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 1.67K | n/a | $207,291 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.29K | n/a | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 948 | n/a | $117,500 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Cwm, Llc | 902 | n/a | $112,000 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Qube Research & Technologies Ltd | 84 | n/a | $10,411 | 0.0% | n/c | 1 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Two Sigma Investments | $880,013 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 90 tenedores, 2.07M acciones, $264.08M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.