JPMB
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.8% ·
share flow -17.9% ·
net new positions -13.3%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 15 | -2 | 669.15K | $26.98M | — | −2 |
| Q1 2026 | 18 | +5 | 815.84K | $32.00M | +6 | −1 |
| Q4 2025 | 13 | +1 | 534.72K | $21.58M | +1 | — |
| Q3 2025 | 1 | — | 21.50K | $867,823 | — | — |
| Q2 2024 | 1 | — | 16.79K | $649,358 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 268.67K | +3.7% | $10.83M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 195.25K | -4.7% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 195.25K | -4.7% | $7.87M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 61.56K | +6.0% | $2.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Hsbc Holdings Plc | 55.75K | +49.6% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 52.38K | -41.9% | $2.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 7 | Jane Street Group, Llc | 13.33K | -90.0% | $537,505 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 11.09K | +115.8% | $447,081 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | UBS Group AG | 6.41K | +1.3% | $258,292 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Osaic Holdings, Inc. | 3.31K | +3.8% | $133,201 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Osaic Holdings, Inc. | 3.31K | +3.8% | $133,201 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Royal Bank Of Canada | 799 | -68.7% | $32,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Rockefeller Capital Management L.P. | 370 | 0.0% | $14,916 | 0.0% | Held | 3 | SEC ↗ |
| 14 | Bank Of Montreal /Can/ | 107 | 0.0% | $4,314 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Fifth Third Bancorp | 82 | 0.0% | $3,305 | 0.0% | Held | 2 | SEC ↗ |
| 16 | UBS AM, a distinct business unit of… | 50 | 0.0% | $2,016 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 1 | — | $26 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $588,088 | was 0.0% |
| Assetmark, Inc | $79 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 39 holders, 1.26M shares, $49.49M 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.