JMSI
Name ausstehend – Profil wird eingelesen
Momentum-Eingaben (vergleichbare Manager):
Halterbreite -12.0% ·
Aktienfluss +8.5% ·
neue Nettopositionen -13.6%
— Formel
Konzentrierte Akkumulation — steigende Anteile bei weniger Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q2 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Neu | $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 | Neu | $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 ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Goldman Sachs Group | $1.90M | 0.0% |
| Citadel Advisors | $496,733 | 0.0% |
Ausgestiegen
| Susquehanna International… | $1.53M | war 0.0% |
| Hrt Financial Lp | $284,000 | war 0.0% |
| Royal Bank Of Canada | $120,000 | war 0.0% |
| Bank Of Montreal /Can/ | $24,875 | war 0.0% |
| UBS Group AG | $100 | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 74 Inhaber, 4.12M Anteile, $120.06M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.