JMSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +4.8% ·
share flow -30.0% ·
net new positions +4.5%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 169.12K | $7.96M | n/a | n/a |
| Q2 2026 | 22 | -3 | 2.15M | $108.52M | +2 | −5 |
| Q1 2026 | 26 | +4 | 1.98M | $98.60M | +6 | −2 |
| Q4 2025 | 22 | +1 | 1.80M | $90.80M | +1 | n/a |
| Q3 2025 | 4 | +1 | 1.84M | $92.43M | +1 | n/a |
| Q2 2025 | 1 | n/a | 22.75K | $1.12M | n/a | n/a |
| Q3 2024 | 1 | 0 | 5.00K | $255,048 | n/a | n/a |
| Q2 2024 | 1 | n/a | 5.00K | $251,149 | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 897.07K | -50.3% | $45.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Pnc Financial Services Group, Inc. | 210.43K | n/a | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 188.21K | n/a | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 142.71K | n/a | $7.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 69.17K | n/a | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Jane Street Group, Llc | 50.32K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 41.01K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Wealth Enhancement Advisory… | 40.78K | n/a | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Focus Partners Wealth | 40.04K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 32.54K | +17.9% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | LPL Financial LLC | 32.30K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 19.37K | n/a | $976,034 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 14.83K | n/a | $747,046 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Commonwealth Equity Services, Llc | 7.43K | n/a | $374,578 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 4.48K | New | $225,552 | 0.0% | New | 1 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 4.07K | -24.3% | $204,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 3.84K | +3.4% | $193,258 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | UBS Group AG | 2.08K | n/a | $104,891 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 888 | n/a | $44,736 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Royal Bank Of Canada | 476 | n/a | $24,000 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Us Bancorp \De\ | 80 | n/a | $4,030 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Assetmark, Inc | 53 | n/a | $2,670 | 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
| Goldman Sachs Group | $225,552 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 74 holders, 4.12M shares, $120.06M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.