JPUS
Name ausstehend, Profil-Einspeisung läuft
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +7.4% ·
Aktienfluss -7.5% ·
neue Nettopositionen +6.9%
· Formel
Eigentümerfragmentierung: mehr Halter, kleinere aggregierte Beteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 230.20K | -17.2% | $29.97M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Captrust Financial Advisors | 228.11K | +1.4% | $29.70M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | UBS Group AG | 131.80K | -0.1% | $17.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wealth Enhancement Advisory… | 77.08K | -38.2% | $10.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | LPL Financial LLC | 73.88K | +6.6% | $9.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 52.45K | +3.2% | $6.83M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Jones Financial Companies Lllp | 51.85K | +24.5% | $6.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 45.30K | +1.2% | $5.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | JPMorgan Chase ✦ | 40.77K | -9.7% | $5.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 10 | Osaic Holdings, Inc. | 32.34K | +5.9% | $4.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Commonwealth Equity Services, Llc | 23.27K | +3.0% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 22.37K | +0.2% | $2.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 11.19K | -11.7% | $1.46M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 14 | Citigroup Inc | 4.47K | -2.0% | $582,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 3.76K | Neu | $489,199 | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 3.59K | -0.9% | $467,587 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Ameriprise Financial Inc | 3.59K | +61.9% | $466,830 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 3.55K | +4.2% | $462,442 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | HighTower Advisors, LLC | 3.41K | -9.6% | $443,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Quantinno Capital Management LP | 2.48K | -12.5% | $322,400 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Truist Financial Corp | 2.00K | 0.0% | $260,420 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 1.68K | +0.4% | $218,670 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 1.21K | Neu | $157,294 | 0.0% | New | 1 | SEC ↗ |
| 24 | Royal Bank Of Canada | 1.10K | -14.5% | $143,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 948 | 0.0% | $123,439 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Cwm, Llc | 892 | -1.1% | $116,093 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 140 | Neu | $18,229 | 0.0% | New | 1 | SEC ↗ |
| 28 | Fifth Third Bancorp | 121 | Neu | $15,755 | 0.0% | New | 1 | SEC ↗ |
| 29 | Qube Research & Technologies Ltd | 69 | -17.9% | $8,984 | 0.0% | ▼ Trim | 2 | SEC ↗ |
„Ihr Gewicht" = Anteil der Position am gemeldeten 13F-Aktienwert des Managers: das Überzeugungsmaß. ✦ = kuratorisch betreuter Manager.
Neue Käufer
| Susquehanna International… | $489,199 | 0.0% |
| UBS AM, a distinct business… | $157,294 | 0.0% |
| Assetmark, Inc | $18,229 | 0.0% |
| Fifth Third Bancorp | $15,755 | 0.0% |
Ausgestiegen
| Two Sigma Investments | $880,013 | war 0.0% |
| Jane Street Group, Llc | $617,992 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 90 Inhaber, 2.07M Anteile, $264.08M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten: gemeinsame Eigentümerzahlen, keine fundamentalen Beziehungen.