Effectdossier
JPUS
naam in afwachting van profielverwerking
33Gevolgde houders
+5Δ houders
970.47KGehouden aandelen
$136.15MGerapporteerde waarde
+5Nieuwe posities
−0Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +17.9% ·
aandelenstroom -7.8% ·
netto nieuwe posities +15.2%
— formule
Versnippering van eigendom — meer houders, kleinere totale positie
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 234.67K | +2.9% | $32.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 2 | UBS Group AG | 133.86K | +1.6% | $18.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Wealth Enhancement Advisory… | 76.91K | -0.2% | $10.82M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | LPL Financial LLC | 73.33K | -0.7% | $10.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Jones Financial Companies Lllp | 64.22K | +23.9% | $9.02M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Ameriprise Financial Inc | 63.64K | +1674.3% | $8.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 52.99K | +1.0% | $7.43M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Raymond James Financial Inc | 49.07K | +8.3% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 49.07K | +8.3% | $6.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 43.80K | +7.4% | $6.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 43.80K | +7.4% | $6.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 43.80K | +7.4% | $6.16M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 35.54K | -84.6% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 35.54K | -84.6% | $4.98M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 27.94K | -13.6% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 27.94K | -13.6% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 23.56K | +1.2% | $3.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 22.29K | -0.3% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 22.29K | -0.3% | $3.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 16.80K | Nieuw | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 11.19K | 0.0% | $1.57M | 0.0% | Held | 9 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 6.82K | +81.4% | $955,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 6.82K | +81.4% | $955,805 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Cetera Investment Advisers | 5.62K | +58.3% | $788,659 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Citigroup Inc | 4.56K | +1.9% | $639,307 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Fidelity (FMR) ✦ | 3.53K | -1.8% | $494,586 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 30 | HighTower Advisors, LLC | 3.43K | +0.8% | $481,504 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Quantinno Capital Management LP | 3.27K | +32.0% | $458,411 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Mml Investors Services, Llc | 2.26K | Nieuw | $316,519 | 0.0% | New | 1 | SEC ↗ |
| 33 | Two Sigma Investments ✦ | 2.20K | Nieuw | $308,505 | 0.0% | New | 1 | SEC ↗ |
| 34 | Truist Financial Corp | 2.00K | 0.0% | $280,459 | 0.0% | Held | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 1.69K | +0.5% | $236,642 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 1.52K | Nieuw | $213,710 | 0.0% | New | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 1.10K | 0.0% | $154,000 | 0.0% | Held | 3 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 948 | 0.0% | $132,938 | 0.0% | Held | 3 | SEC ↗ |
| 39 | BlackRock ✦ (passief) | 880 | Nieuw | $123,402 | 0.0% | New | 1 | SEC ↗ |
| 40 | UBS AM, a distinct business unit of… | 565 | -53.2% | $79,230 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | Assetmark, Inc | 140 | 0.0% | $19,632 | 0.0% | Held | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 121 | 0.0% | $16,968 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Qube Research & Technologies Ltd | 1 | -98.5% | $140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Citadel Advisors | $2.36M | 0.0% |
| Mml Investors Services, Llc | $316,519 | 0.0% |
| Two Sigma Investments | $308,505 | 0.0% |
| Mercer Global Advisors Inc… | $213,710 | 0.0% |
| BlackRock | $123,402 | 0.0% |
Verlaten
| Geen bijgehouden uitstappen dit kwartaal. |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 90 houders, 2.07M aandelen, $264.08M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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