Security record · archived quarter
JIGB
name pending profile ingest
12Tracked holders
0Δ holders
236.03KShares held
$10.81MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -8.6% · 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 | 12 | 0 | 300.73K | $13.64M | n/a | n/a |
| Q1 2026 | 12 | 0 | 283.64K | $12.85M | +1 | −1 |
| Q4 2025 | 12 | 0 | 236.03K | $10.81M | n/a | n/a |
| Q3 2025 | 2 | n/a | 132.28K | $6.12M | n/a | n/a |
| Q1 2025 | 1 | 0 | 22.14K | $1.01M | n/a | n/a |
| Q4 2024 | 1 | 0 | 31.77K | $1.42M | n/a | n/a |
| Q3 2024 | 1 | 0 | 45.16K | $2.12M | n/a | n/a |
| Q2 2024 | 1 | n/a | 24.25K | $1.09M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 73.06K | +21.9% | $3.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 62.81K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 36.88K | -49.0% | $1.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Cerity Partners LLC | 20.67K | n/a | $946,909 | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Jane Street Group, Llc | 18.70K | n/a | $856,780 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 9.85K | n/a | $451,294 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 7.89K | n/a | $361,640 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 8 | Cetera Investment Advisers | 5.95K | n/a | $272,653 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 137 | n/a | $6,276 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 54 | n/a | $2,474 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 20 | n/a | $916 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 0 | n/a | $8 | 0.0% | n/c | 1 | 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): 28 holders, 527.90K shares, $21.71M 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.
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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