JMSI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth +18.2% ·
share flow +10.0% ·
net new positions +15.4%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 169.12K | $7.96M | n/a | −1 |
| 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 ✦ | 932.44K | +3.9% | $46.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Pnc Financial Services Group, Inc. | 228.61K | +8.6% | $11.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 197.27K | +4.8% | $9.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Raymond James Financial Inc | 155.12K | +8.7% | $7.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Fidelity (FMR) ✦ | 86.41K | +165.5% | $4.30M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 85.41K | +23.5% | $4.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 47.67K | -5.3% | $2.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 44.36K | +8.2% | $2.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 40.11K | +0.2% | $2.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Wealth Enhancement Advisory… | 38.07K | -6.6% | $1.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | LPL Financial LLC | 33.79K | +4.6% | $1.68M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 30.72K | New | $1.53M | 0.0% | New | 1 | SEC ↗ |
| 13 | Mercer Global Advisors Inc /Adv | 19.40K | +0.1% | $965,014 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 14.87K | +0.3% | $739,749 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 11.01K | +48.1% | $547,863 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Hrt Financial Lp | 5.73K | New | $284,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 4.81K | New | $239,148 | 0.0% | New | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 3.71K | -3.3% | $184,523 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Royal Bank Of Canada | 2.41K | +405.7% | $120,000 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 548 | -38.3% | $27,262 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Bank Of Montreal /Can/ | 500 | New | $24,875 | 0.0% | New | 1 | SEC ↗ |
| 22 | Us Bancorp \De\ | 80 | 0.0% | $3,980 | 0.0% | Held | 2 | SEC ↗ |
| 23 | Assetmark, Inc | 52 | -1.9% | $2,587 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Cwm, Llc | 28 | New | $1,393 | 0.0% | New | 1 | SEC ↗ |
| 25 | UBS Group AG | 2 | -99.9% | $100 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Russell Investments Group, Ltd. | 1 | New | $50 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $1.53M | 0.0% |
| Hrt Financial Lp | $284,000 | 0.0% |
| Fifth Third Bancorp | $239,148 | 0.0% |
| Bank Of Montreal /Can/ | $24,875 | 0.0% |
| Cwm, Llc | $1,393 | 0.0% |
| Russell Investments Group… | $50 | 0.0% |
Exited
| Goldman Sachs Group | $225,552 | was 0.0% |
| Citadel Advisors | $204,896 | was 0.0% |
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.