JMSI
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -12.0% ·
aandelenstroom +8.5% ·
netto nieuwe posities -13.6%
· formule
Geconcentreerde accumulatie: stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| 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 | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.02M | +9.4% | $51.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Pnc Financial Services Group, Inc. | 222.57K | -2.6% | $11.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 184.96K | -6.2% | $9.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 156.35K | +81.0% | $7.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | Raymond James Financial Inc | 151.44K | -2.4% | $7.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 6 | Northwestern Mutual Wealth… | 94.48K | +10.6% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wealth Enhancement Advisory… | 75.01K | +97.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 8 | LPL Financial LLC | 50.08K | +48.2% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 50.14K | +13.0% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 37.66K | Nieuw | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 11 | Focus Partners Wealth | 37.19K | -7.3% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Mercer Global Advisors Inc /Adv | 19.41K | +0.1% | $979,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 15.64K | +5.2% | $788,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 9.85K | Nieuw | $496,733 | 0.0% | New | 1 | SEC ↗ |
| 15 | Commonwealth Equity Services, Llc | 9.74K | -11.5% | $491,473 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Jane Street Group, Llc | 8.06K | -83.1% | $406,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fifth Third Bancorp | 4.81K | 0.0% | $242,465 | 0.0% | Held | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 3.71K | 0.0% | $187,082 | 0.0% | Held | 4 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 559 | +2.0% | $28,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Us Bancorp \De\ | 80 | 0.0% | $4,035 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Assetmark, Inc | 52 | 0.0% | $2,623 | 0.0% | Held | 3 | SEC ↗ |
| 22 | Russell Investments Group, Ltd. | 1 | 0.0% | $50 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Goldman Sachs Group | $1.90M | 0.0% |
| Citadel Advisors | $496,733 | 0.0% |
Verlaten
| Susquehanna International… | $1.53M | was 0.0% |
| Hrt Financial Lp | $284,000 | was 0.0% |
| Royal Bank Of Canada | $120,000 | was 0.0% |
| Bank Of Montreal /Can/ | $24,875 | was 0.0% |
| UBS Group AG | $100 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 74 houders, 4.12M aandelen, $120.06M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.