JSCP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -4.2% ·
aandelenstroom -26.8% ·
netto nieuwe posities -4.3%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 181.30K | $8.34M | n/a | n/a |
| Q2 2026 | 22 | -1 | 4.33M | $204.27M | n/a | −2 |
| Q1 2026 | 25 | +2 | 5.57M | $263.37M | +3 | −1 |
| Q4 2025 | 23 | -1 | 4.74M | $225.70M | n/a | −1 |
| Q3 2025 | 4 | +1 | 3.73M | $177.37M | +1 | n/a |
| Q1 2025 | 1 | 0 | 21.79K | $1.03M | n/a | n/a |
| Q4 2024 | 1 | 0 | 25.45K | $1.19M | n/a | n/a |
| Q3 2024 | 1 | +1 | 12.94K | $614,766 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.79M | -48.4% | $85.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 2 | Cwm, Llc | 897.40K | n/a | $42.68M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | Osaic Holdings, Inc. | 336.06K | n/a | $15.98M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | HighTower Advisors, LLC | 317.39K | n/a | $15.09M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Wealth Enhancement Advisory… | 281.86K | n/a | $13.41M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Focus Partners Wealth | 247.25K | n/a | $11.80M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Raymond James Financial Inc | 204.43K | n/a | $9.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Citadel Advisors ✦ | 194.18K | +598.4% | $9.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 129.85K | n/a | $6.18M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 92.08K | n/a | $4.38M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Captrust Financial Advisors | 75.97K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 66.93K | n/a | $3.18M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 29.80K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | LPL Financial LLC | 27.03K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Envestnet Asset Management Inc | 20.65K | n/a | $982,241 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 8.62K | n/a | $409,749 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Pnc Financial Services Group, Inc. | 5.31K | n/a | $252,534 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 5.09K | n/a | $242,247 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 4.33K | n/a | $206,112 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 2.90K | +290000.0% | $137,972 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Northwestern Mutual Wealth… | 1.95K | n/a | $92,831 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 1.14K | n/a | $55,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Assetmark, Inc | 137 | n/a | $6,515 | 0.0% | n/c | 1 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Geen nieuwe bijgehouden kopers dit kwartaal. |
Verlaten
| Goldman Sachs Group | $10.46M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 121 houders, 13.42M aandelen, $630.42M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.