JMSI
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +4.8% ·
flujo de acciones -30.0% ·
nuevas posiciones netas +4.5%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 4 | +1 | 1.84M | $92.43M | +1 | — |
| Q2 2025 | 1 | — | 22.75K | $1.12M | — | — |
| Q3 2024 | 1 | 0 | 5.00K | $255,048 | — | — |
| Q2 2024 | 1 | — | 5.00K | $251,149 | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 897.07K | -50.3% | $45.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 897.07K | -50.3% | $45.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 897.07K | -50.3% | $45.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 897.07K | -50.3% | $45.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 897.07K | -50.3% | $45.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 210.43K | — | $10.60M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 188.21K | — | $9.48M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 142.71K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Raymond James Financial Inc | 142.71K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Raymond James Financial Inc | 142.71K | — | $7.19M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Northwestern Mutual Wealth… | 69.17K | — | $3.48M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 50.32K | — | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 41.01K | — | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Wealth Enhancement Advisory… | 40.78K | — | $2.06M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Focus Partners Wealth | 40.04K | — | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 32.54K | +17.9% | $1.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | LPL Financial LLC | 32.30K | — | $1.63M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 19.37K | — | $976,034 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 14.83K | — | $747,046 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 7.43K | — | $374,578 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Goldman Sachs Group ✦ | 4.48K | Nuevo | $225,552 | 0.0% | New | 1 | SEC ↗ |
| 22 | Citadel Advisors ✦ | 4.07K | -24.3% | $204,896 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 3.84K | +3.4% | $193,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.84K | +3.4% | $193,258 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | UBS Group AG | 2.08K | — | $104,891 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 888 | — | $44,736 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Osaic Holdings, Inc. | 888 | — | $44,736 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Royal Bank Of Canada | 476 | — | $24,000 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Us Bancorp \De\ | 80 | — | $4,030 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Assetmark, Inc | 53 | — | $2,670 | 0.0% | n/c | 1 | 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
| Goldman Sachs Group | $225,552 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 74 tenedores, 4.12M acciones, $120.06M 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.