Ficha del valor · trimestre archivado
JHML
nombre pendiente de incorporación al perfil
27Tenedores rastreados
+4Δ titulares
6.04MAcciones mantenidas
$538.03MValor declarado
+4Nuevas posiciones
−0Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +17.4% ·
flujo de acciones +0.8% ·
nuevas posiciones netas +14.8%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +4 | 6.04M | $538.03M | +4 | — |
| Q1 2026 | 24 | -2 | 6.00M | $469.35M | — | −2 |
| Q4 2025 | 26 | -1 | 6.16M | $491.88M | — | −1 |
| Q3 2025 | 5 | 0 | 489.16K | $38.34M | — | — |
| Q2 2025 | 2 | 0 | 6.58K | $482,834 | — | — |
| Q1 2025 | 1 | +1 | 3.83K | $258,084 | +1 | — |
| Q2 2024 | 1 | — | 5.57K | $361,976 | — | — |
Quién lo tiene en cartera · Q2 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 1.34M | -1.7% | $119.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 1.34M | -1.7% | $119.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | LPL Financial LLC | 994.62K | +0.4% | $88.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 834.42K | +0.5% | $74.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 834.42K | +0.5% | $74.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Raymond James Financial Inc | 499.79K | +2.6% | $44.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Raymond James Financial Inc | 499.79K | +2.6% | $44.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | Raymond James Financial Inc | 499.79K | +2.6% | $44.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 479.58K | +2.4% | $42.77M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 422.59K | -0.1% | $37.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 422.59K | -0.1% | $37.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 422.59K | -0.1% | $37.69M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 341.69K | -0.9% | $30.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 281.65K | -0.1% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 281.65K | -0.1% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 281.65K | -0.1% | $25.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Cetera Investment Advisers | 250.75K | -1.7% | $22.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Jones Financial Companies Lllp | 206.70K | +8.5% | $18.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | UBS Group AG | 92.41K | -2.2% | $8.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | HighTower Advisors, LLC | 64.12K | +2.7% | $5.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 62.77K | -1.1% | $5.60M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mercer Global Advisors Inc /Adv | 38.98K | -5.1% | $3.48M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 37.19K | +11.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Rockefeller Capital Management L.P. | 37.19K | +11.9% | $3.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 26.83K | +11.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 26.83K | +11.6% | $2.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 20.71K | Nuevo | $1.85M | 0.0% | New | 1 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 15.77K | +15.6% | $1.40M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Mariner, LLC | 9.56K | +7.4% | $852,561 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 6.84K | +5.6% | $610,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 3.52K | -0.5% | $313,969 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Stifel Financial Corp | 3.41K | 0.0% | $303,835 | 0.0% | Held | 3 | SEC ↗ |
| 36 | Susquehanna International Group, Llp | 2.41K | Nuevo | $214,924 | 0.0% | New | 1 | SEC ↗ |
| 37 | Assetmark, Inc | 1.67K | +19.1% | $149,198 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 1.33K | Nuevo | $118,699 | 0.0% | New | 1 | SEC ↗ |
| 39 | Blair William & Co/Il | 650 | 0.0% | $57,967 | 0.0% | Held | 3 | SEC ↗ |
| 40 | Us Bancorp \De\ | 505 | Nuevo | $45,036 | 0.0% | New | 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
| Goldman Sachs Group | $1.85M | 0.0% |
| Susquehanna International… | $214,924 | 0.0% |
| Bank Of Montreal /Can/ | $118,699 | 0.0% |
| Us Bancorp \De\ | $45,036 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 107 tenedores, 10.20M acciones, $797.13M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q2 2026 ·
Metodología ·
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