JMHI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.9% ·
aandelenstroom -7.4% ·
netto nieuwe posities +5.6%
· formule
Fragmentatie van eigendom: meer houders, kleiner totaalbelang
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Nieuw | $351,999 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 165 | Nieuw | $8,222 | 0.0% | New | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 0 | n/a | $8 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $351,999 | 0.0% |
| Fifth Third Bancorp | $8,222 | 0.0% |
Verlaten
| BlackRock | $482,400 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 64 houders, 2.13M aandelen, $104.96M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.