JVAL
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -3.4% ·
flujo de acciones -6.9% ·
nuevas posiciones netas -3.6%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 29 | +2 | 5.03M | $294.90M | +4 | −2 |
| Q1 2026 | 28 | -1 | 5.81M | $283.27M | +3 | −4 |
| Q4 2025 | 28 | -1 | 5.26M | $258.46M | — | −1 |
| Q3 2025 | 5 | 0 | 960.83K | $45.64M | — | — |
| Q2 2025 | 2 | 0 | 19.37K | $856,611 | — | — |
| Q1 2025 | 1 | 0 | 52.28K | $2.17M | — | — |
| Q4 2024 | 1 | 0 | 4.90K | $211,550 | — | — |
| Q3 2024 | 1 | 0 | 30.58K | $1.33M | — | — |
| Q2 2024 | 1 | — | 9.77K | $399,341 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Captrust Financial Advisors | 1.18M | — | $58.13M | 0.1% | n/c | 1 | SEC ↗ |
| 2 | Cwm, Llc | 797.21K | — | $39.13M | 0.1% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 653.17K | — | $32.06M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 537.76K | — | $26.39M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 537.76K | — | $26.39M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Cerity Partners LLC | 501.72K | — | $24.62M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 387.45K | -50.3% | $19.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 387.45K | -50.3% | $19.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 387.45K | -50.3% | $19.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 387.45K | -50.3% | $19.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 175.18K | — | $8.60M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Cetera Investment Advisers | 169.54K | — | $8.32M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mariner, LLC | 150.78K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mariner, LLC | 150.78K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Mariner, LLC | 150.78K | — | $7.40M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 144.30K | — | $7.08M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 144.30K | — | $7.08M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 128.04K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 128.04K | — | $6.28M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Northwestern Mutual Wealth… | 104.83K | — | $5.15M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 96.76K | -0.5% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 96.76K | -0.5% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 96.76K | -0.5% | $4.75M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 83.09K | +19.0% | $4.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wealth Enhancement Advisory… | 39.09K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Susquehanna International Group, Llp | 40.28K | — | $1.98M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | HighTower Advisors, LLC | 20.53K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 18.45K | — | $906,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Royal Bank Of Canada | 18.45K | — | $906,000 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Truist Financial Corp | 10.73K | — | $526,658 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Truist Financial Corp | 10.73K | — | $526,658 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Envestnet Asset Management Inc | 8.56K | — | $420,201 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 5.23K | — | $256,501 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 4.14K | +1123.7% | $202,982 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Qube Research & Technologies Ltd | 1.19K | — | $58,258 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Assetmark, Inc | 961 | — | $47,166 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | UBS Group AG | 933 | — | $45,792 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS Group AG | 933 | — | $45,792 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Wells Fargo & Company/Mn | 407 | — | $19,976 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Russell Investments Group, Ltd. | 18 | — | $883 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 1 | — | $49 | 0.0% | n/c | 1 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Citadel Advisors | $673,693 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 152 tenedores, 10.32M acciones, $481.51M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.