JSCP
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.7% ·
aandelenstroom +17.5% ·
netto nieuwe posities +8.0%
· formule
Brede accumulatie: stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 ✦ | 2.57M | +43.4% | $121.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 2 | Cwm, Llc | 927.43K | +3.4% | $43.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | HighTower Advisors, LLC | 387.19K | +22.0% | $18.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 336.24K | +0.1% | $15.91M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Raymond James Financial Inc | 298.20K | +45.9% | $14.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Focus Partners Wealth | 255.42K | +3.3% | $12.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 183.57K | +41.4% | $8.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 127.72K | -54.7% | $6.03M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 112.44K | +22.1% | $5.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Jones Financial Companies Lllp | 108.27K | +61.8% | $5.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Captrust Financial Advisors | 74.75K | -1.6% | $3.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | LPL Financial LLC | 29.62K | +9.6% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 28.85K | Nieuw | $1.36M | 0.0% | New | 1 | SEC ↗ |
| 14 | Stifel Financial Corp | 25.82K | +199.7% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Mml Investors Services, Llc | 22.80K | -23.5% | $1.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Cetera Investment Advisers | 17.81K | +249.6% | $842,385 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Envestnet Asset Management Inc | 16.40K | -20.6% | $775,668 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Northwestern Mutual Wealth… | 13.82K | +608.0% | $653,733 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 12.22K | Nieuw | $577,817 | 0.0% | New | 1 | SEC ↗ |
| 20 | Pnc Financial Services Group, Inc. | 8.90K | +67.7% | $421,118 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Citadel Advisors ✦ | 5.17K | -97.3% | $244,730 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 4.28K | -1.3% | $202,397 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.90K | 0.0% | $137,237 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 24 | Wells Fargo & Company/Mn | 605 | Nieuw | $28,617 | 0.0% | New | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 500 | -56.3% | $24,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Susquehanna International… | $1.36M | 0.0% |
| Goldman Sachs Group | $577,817 | 0.0% |
| Wells Fargo & Company/Mn | $28,617 | 0.0% |
Verlaten
| Assetmark, Inc | $6,515 | 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.