JSCP
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -4.2% ·
share flow -26.8% ·
net new positions -4.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | -1 | 4.71M | $221.88M | — | −1 |
| Q1 2026 | 25 | +2 | 5.57M | $263.37M | +3 | −1 |
| Q4 2025 | 23 | -1 | 4.74M | $225.70M | — | −1 |
| Q3 2025 | 4 | +1 | 3.73M | $177.37M | +1 | — |
| Q1 2025 | 1 | 0 | 21.79K | $1.03M | — | — |
| Q4 2024 | 1 | 0 | 25.45K | $1.19M | — | — |
| Q3 2024 | 1 | +1 | 12.94K | $614,766 | +1 | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.79M | -48.4% | $85.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.79M | -48.4% | $85.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.79M | -48.4% | $85.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cwm, Llc | 897.40K | — | $42.68M | 0.1% | n/c | 1 | SEC ↗ |
| 5 | Osaic Holdings, Inc. | 336.06K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Osaic Holdings, Inc. | 336.06K | — | $15.98M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 317.39K | — | $15.09M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 281.86K | — | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 247.25K | — | $11.80M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 204.43K | — | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 204.43K | — | $9.72M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Citadel Advisors ✦ | 194.18K | +598.4% | $9.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | UBS Group AG | 129.85K | — | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 92.08K | — | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Captrust Financial Advisors | 75.97K | — | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 66.93K | — | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 29.80K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | LPL Financial LLC | 27.03K | — | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 20.65K | — | $982,241 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Stifel Financial Corp | 8.62K | — | $409,749 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Pnc Financial Services Group, Inc. | 5.31K | — | $252,534 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Cetera Investment Advisers | 5.09K | — | $242,247 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 4.33K | — | $206,112 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.90K | +290000.0% | $137,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.90K | +290000.0% | $137,972 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Northwestern Mutual Wealth… | 1.95K | — | $92,831 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Royal Bank Of Canada | 1.14K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 1.14K | — | $55,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Assetmark, Inc | 137 | — | $6,515 | 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
| No new tracked buyers this quarter. |
Exited
| Goldman Sachs Group | $10.46M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 121 holders, 13.42M shares, $630.42M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.