证券记录
JMSI
名称等待档案录入
22被追踪持有人
-3Δ持有人
2.15M持有股份
$108.52M报告持仓市值
+2新建仓位
−5清仓
动量输入（同类管理人）：
持有人广度 -12.0% ·
股份流向 +8.5% ·
净新建仓位 -13.6%
— 公式
集中积累 — 持股数量上升但持有人减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.02M | +9.4% | $51.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 1.02M | +9.4% | $51.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.02M | +9.4% | $51.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.02M | +9.4% | $51.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.02M | +9.4% | $51.47M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Pnc Financial Services Group, Inc. | 222.57K | -2.6% | $11.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Envestnet Asset Management Inc | 184.96K | -6.2% | $9.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Fidelity (FMR) ✦ | 156.35K | +81.0% | $7.89M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | Raymond James Financial Inc | 151.44K | -2.4% | $7.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Raymond James Financial Inc | 151.44K | -2.4% | $7.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 151.44K | -2.4% | $7.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 94.48K | +10.6% | $4.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 13 | Wealth Enhancement Advisory… | 75.01K | +97.0% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | LPL Financial LLC | 50.08K | +48.2% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Jones Financial Companies Lllp | 50.14K | +13.0% | $2.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Goldman Sachs Group ✦ | 37.66K | 新增 | $1.90M | 0.0% | New | 1 | SEC ↗ |
| 17 | Focus Partners Wealth | 37.19K | -7.3% | $1.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mercer Global Advisors Inc /Adv | 19.41K | +0.1% | $979,155 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 15.64K | +5.2% | $788,777 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | Citadel Advisors ✦ | 9.85K | 新增 | $496,733 | 0.0% | New | 1 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 9.74K | -11.5% | $491,473 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Jane Street Group, Llc | 8.06K | -83.1% | $406,597 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Fifth Third Bancorp | 4.81K | 0.0% | $242,465 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 3.71K | 0.0% | $187,082 | 0.0% | Held | 4 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 559 | +2.0% | $28,197 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Us Bancorp \De\ | 80 | 0.0% | $4,035 | 0.0% | Held | 3 | SEC ↗ |
| 27 | Assetmark, Inc | 52 | 0.0% | $2,623 | 0.0% | Held | 3 | SEC ↗ |
| 28 | Russell Investments Group, Ltd. | 1 | 0.0% | $50 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Goldman Sachs Group | $1.90M | 0.0% |
| Citadel Advisors | $496,733 | 0.0% |
已清仓
| Susquehanna International… | $1.53M | 曾为 0.0% |
| Hrt Financial Lp | $284,000 | 曾为 0.0% |
| Royal Bank Of Canada | $120,000 | 曾为 0.0% |
| Bank Of Montreal /Can/ | $24,875 | 曾为 0.0% |
| UBS Group AG | $100 | 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
该证券的被追踪持有人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: Q2 2026 ·
方法论 ·
通过API获取此数据