JADE
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +30.0% ·
share flow -16.2% ·
net new positions +20.0%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 146.65K | -32.1% | $9.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 2 | National Bank Of Canada /Fi/ | 34.45K | New | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 3 | Assetmark, Inc | 32.08K | New | $2.13M | 0.0% | New | 1 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 9.46K | New | $627,089 | 0.0% | New | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 3.26K | -93.9% | $216,343 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 400 | -21.3% | $26,513 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 68 | +19.3% | $4,507 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Cwm, Llc | 9 | New | $597 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| National Bank Of Canada /Fi/ | $2.28M | 0.0% |
| Assetmark, Inc | $2.13M | 0.0% |
| Citadel Advisors | $627,089 | 0.0% |
| Cwm, Llc | $597 | 0.0% |
Exited
| UBS Group AG | $8,047 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 19 holders, 157.16K shares, $10.41M 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.