Security record · archived quarter
PCQ
name pending profile ingest
24Tracked holders
0Δ holders
2.06MShares held
$18.00MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -2.7% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 20 | -1 | 3.26M | $29.20M | +2 | −3 |
| Q1 2026 | 22 | -2 | 3.01M | $25.84M | +2 | −4 |
| Q4 2025 | 24 | 0 | 2.06M | $18.00M | — | — |
| Q3 2025 | 2 | -1 | 534.84K | $4.66M | — | −1 |
| Q2 2025 | 1 | 0 | 16.20K | $139,132 | — | — |
| Q1 2025 | 1 | 0 | 24.68K | $218,427 | — | — |
| Q4 2024 | 1 | +1 | 27.98K | $252,984 | +1 | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 476.39K | -10.7% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 476.39K | -10.7% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 476.39K | -10.7% | $4.16M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 283.24K | — | $2.47M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Bank of New York Mellon Corp | 246.04K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Bank of New York Mellon Corp | 246.04K | — | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 140.91K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 140.91K | — | $1.23M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Rockefeller Capital Management L.P. | 136.50K | — | $1.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 107.62K | — | $939,548 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 107.62K | — | $939,548 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 96.76K | — | $844,750 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jane Street Group, Llc | 96.76K | — | $844,750 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | UBS Group AG | 74.79K | — | $652,900 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 74.79K | — | $652,900 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Capstone Investment Advisors, Llc | 71.58K | — | $624,885 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 67.25K | — | $587,093 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Raymond James Financial Inc | 56.55K | — | $493,647 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 56.55K | — | $493,647 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Royal Bank Of Canada | 38.82K | — | $339,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Susquehanna International Group, Llp | 36.92K | — | $322,347 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 34.17K | — | $298,288 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 34.17K | — | $298,288 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Cetera Investment Advisers | 33.27K | — | $290,423 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Hrt Financial Lp | 32.91K | — | $287,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 29.24K | — | $257,640 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Bank Of Montreal /Can/ | 25.59K | — | $223,392 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Commonwealth Equity Services, Llc | 25.57K | — | $223,188 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Nomura Holdings Inc | 20.62K | — | $180,039 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 13.38K | — | $116,799 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 10.56K | — | $92,160 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Cwm, Llc | 2.00K | — | $17,000 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | JPMorgan Chase ✦ | 701 | -50.0% | $6,120 | 0.0% | ▼ Trim | 2 | 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
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 87 holders, 18.58M shares, $155.02M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Aug 25
SC 13G/A — JPMorgan Chase Bank, N.A.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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