证券记录 · 已归档季度
JMSI
名称等待档案录入
26被追踪持有人
+4Δ持有人
1.98M持有股份
$98.60M报告持仓市值
+6新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +18.2% ·
股份流向 +10.0% ·
净新建仓位 +15.4%
· 公式
广泛增持：持股数量上升，持有人数量增加
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 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 | 新增 | $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 | 新增 | $284,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 4.81K | 新增 | $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 | 新增 | $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 | 新增 | $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 | 新增 | $50 | 0.0% | New | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 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% |
已清仓
| Goldman Sachs Group | $225,552 | 曾为 0.0% |
| Citadel Advisors | $204,896 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 74 持有人, 4.12M 股份, $120.06M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据