Security record
JMHI
name pending profile ingest
18Tracked holders
0Δ holders
1.28MShares held
$64.55MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +6.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
“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): 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: Q2 2026 ·
Methodology ·
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