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Security record · archived quarter

JMHI

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025
18Tracked holders
+1Δ holders
1.20MShares held
$59.90MReported value
+2New positions
−1Exits
Stable How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +5.9% · share flow -7.4% · net new positions +5.6% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 +1 245.32K $11.48M +1 n/a
Q2 2026 18 0 1.28M $64.55M n/a n/a
Q1 2026 18 +1 1.20M $59.90M +2 −1
Q4 2025 17 -2 1.30M $65.28M n/a −2
Q3 2025 4 0 372.24K $18.79M n/a n/a
Q2 2025 2 +1 15.38K $765,368 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Cetera Investment Advisers 438.87K +4.2% $21.87M 0.0% ▲ Add 2 SEC ↗
2 LPL Financial LLC 143.14K -1.9% $7.13M 0.0% ▼ Trim 2 SEC ↗
3 Jones Financial Companies Lllp 95.02K +32.5% $4.71M 0.0% ▲ Add 2 SEC ↗
4 UBS Group AG 71.33K +62.0% $3.55M 0.0% ▲ Add 2 SEC ↗ ×2
5 Northwestern Mutual Wealth… 69.75K -36.4% $3.48M 0.0% ▼ Trim 2 SEC ↗
6 Commonwealth Equity Services, Llc 66.32K +7.1% $3.30M 0.0% ▲ Add 2 SEC ↗
7 Royal Bank Of Canada 57.79K +439.2% $2.88M 0.0% ▲ Add 2 SEC ↗
8 JPMorgan Chase ✦ 53.68K -2.5% $2.67M 0.0% ▼ Trim 3 SEC ↗ ×2
9 Jane Street Group, Llc 51.17K +127.4% $2.55M 0.0% ▲ Add 2 SEC ↗
10 Raymond James Financial Inc 42.87K -3.1% $2.14M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Wealth Enhancement Advisory… 30.18K -38.2% $1.51M 0.0% ▼ Trim 2 SEC ↗
12 Osaic Holdings, Inc. 25.81K -86.9% $1.29M 0.0% ▼ Trim 2 SEC ↗
13 Envestnet Asset Management Inc 24.27K +7.3% $1.21M 0.0% ▲ Add 2 SEC ↗
14 Susquehanna International Group, Llp 17.32K -4.0% $863,305 0.0% ▼ Trim 2 SEC ↗ ×2
15 Corient Private Wealth LP 7.91K -50.0% $393,906 0.0% ▼ Trim 2 SEC ↗
16 Citadel Advisors ✦ 7.06K New $351,999 0.0% New 1 SEC ↗
17 Fifth Third Bancorp 165 New $8,222 0.0% New 1 SEC ↗
18 Wells Fargo & Company/Mn 0 n/a $8 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Citadel Advisors $351,999 0.0%
Fifth Third Bancorp $8,222 0.0%

Exited

BlackRock $482,400 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 64 holders, 2.13M shares, $104.96M 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: Q1 2026 · Methodology · Get this via the API