证券记录 · 已归档季度
JHMD
名称等待档案录入
28被追踪持有人
+1Δ持有人
15.35M持有股份
$649.30M报告持仓市值
+3新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +3.7% ·
股份流向 +1.1% ·
净新建仓位 +3.6%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 20.48K | $898,849 | n/a | n/a |
| Q2 2026 | 28 | +1 | 8.65M | $383.84M | +3 | −2 |
| Q1 2026 | 28 | +1 | 15.35M | $649.30M | +3 | −2 |
| Q4 2025 | 27 | -1 | 15.19M | $630.83M | n/a | −1 |
| Q3 2025 | 5 | +2 | 765.33K | $30.60M | +2 | n/a |
| Q2 2025 | 1 | -1 | 2.42K | $92,453 | n/a | −1 |
| Q1 2025 | 1 | +1 | 16.92K | $591,494 | +1 | n/a |
| Q3 2024 | 1 | 0 | 35.80K | $1.27M | n/a | n/a |
| Q2 2024 | 1 | n/a | 75.04K | $2.50M | n/a | n/a |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Manufacturers Life Insurance… | 7.39M | -13.2% | $312.96M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.35M | +35.4% | $57.10M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 1.21M | +21.2% | $51.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 1.12M | +6.5% | $47.39M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 907.12K | +13.7% | $38.44M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | Jones Financial Companies Lllp | 817.50K | +57.2% | $33.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 673.40K | -5.9% | $28.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 8 | Envestnet Asset Management Inc | 561.17K | +1.1% | $23.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Ameriprise Financial Inc | 310.93K | +139.8% | $13.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Royal Bank Of Canada | 200.31K | +35.3% | $8.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Jane Street Group, Llc | 198.11K | -0.9% | $8.39M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 154.27K | -16.0% | $6.54M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Susquehanna International Group, Llp | 81.77K | 新增 | $3.46M | 0.0% | New | 1 | SEC ↗ ×2 |
| 14 | Cetera Investment Advisers | 78.53K | -0.1% | $3.33M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 72.55K | 新增 | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 57.70K | +3.3% | $2.45M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Wealth Enhancement Advisory… | 53.98K | -51.3% | $2.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | UBS Group AG | 52.70K | -4.7% | $2.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 21.96K | -3.5% | $930,536 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 12.24K | -5.9% | $502,955 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 21 | Cwm, Llc | 10.96K | 0.0% | $464,558 | 0.0% | Held | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 6.91K | 新增 | $292,652 | 0.0% | New | 1 | SEC ↗ |
| 23 | Fidelity (FMR) ✦ | 6.20K | +135.3% | $262,505 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 24 | HighTower Advisors, LLC | 5.20K | -20.5% | $220,438 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 2.05K | 0.0% | $86,872 | 0.0% | Held | 2 | SEC ↗ |
| 26 | Us Bancorp \De\ | 1.71K | -3.3% | $72,496 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Assetmark, Inc | 1.16K | 0.0% | $49,150 | 0.0% | Held | 2 | SEC ↗ |
| 28 | Northwestern Mutual Wealth… | 332 | 0.0% | $14,067 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| Susquehanna International… | $3.46M | 0.0% |
| Citadel Advisors | $3.07M | 0.0% |
| Fifth Third Bancorp | $292,652 | 0.0% |
已清仓
| Citigroup Inc | $896,176 | 曾为 0.0% |
| AQR Capital Management | $244,940 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 82 持有人, 18.47M 股份, $730.44M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据