JMHI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +6.0% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2026
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 18 | 0 | 1.28M | $64.55M | — | — |
| Q1 2026 | 18 | +1 | 1.20M | $59.90M | +2 | −1 |
| Q4 2025 | 17 | -2 | 1.30M | $65.28M | — | −2 |
| Q3 2025 | 4 | 0 | 372.24K | $18.79M | — | — |
| Q2 2025 | 2 | +1 | 15.38K | $765,368 | +1 | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Cetera Investment Advisers | 435.61K | -0.7% | $22.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | LPL Financial LLC | 186.75K | +30.5% | $9.46M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 109.03K | +14.7% | $5.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | UBS Group AG | 82.58K | +15.8% | $4.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Commonwealth Equity Services, Llc | 58.61K | -11.6% | $2.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 57.88K | +7.8% | $2.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 55.86K | -19.9% | $2.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 53.00K | -8.3% | $2.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Osaic Holdings, Inc. | 49.38K | +91.3% | $2.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 44.98K | +4.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 44.98K | +4.9% | $2.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 44.75K | +48.3% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Envestnet Asset Management Inc | 30.50K | +25.6% | $1.54M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Susquehanna International Group, Llp | 25.58K | +47.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Susquehanna International Group, Llp | 25.58K | +47.7% | $1.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 25.13K | -50.9% | $1.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Corient Private Wealth LP | 7.91K | 0.0% | $400,256 | 0.0% | Held | 3 | SEC ↗ |
| 18 | Citadel Advisors ✦ | 7.66K | +8.5% | $387,952 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Fifth Third Bancorp | 177 | +7.3% | $8,962 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | — | $27 | 0.0% | ▲ Add | 3 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 64 tenedores, 2.13M acciones, $104.96M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.