JTAI
name pending profile ingest
Momentum inputs (comparable managers):
holder breadth -11.1% ·
share flow +30.0% ·
net new positions -12.5%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 5 | -2 | 31.98K | $260,276 | +4 | −6 |
| Q1 2026 | 8 | -1 | 1.28M | $107,547 | +1 | −2 |
| Q4 2025 | 10 | 0 | 108.99K | $63,865 | — | — |
| Q3 2025 | 3 | 0 | 64.68K | $217,954 | — | — |
| Q2 2025 | 2 | 0 | 25.95K | $94,734 | — | — |
| Q1 2025 | 1 | +1 | 11.03K | $46,121 | +1 | — |
| Q3 2024 | 1 | 0 | 72.05K | $7,780 | — | — |
| Q2 2024 | 1 | — | 32.33K | $10,929 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 646.78K | +1708.9% | $55,623 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (passive) | 568.12K | +2998.4% | $46,074 | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 3 | Goldman Sachs Group ✦ | 56.86K | New | $4,890 | 0.0% | New | 1 | SEC ↗ |
| 4 | LPL Financial LLC | 10.42K | 0.0% | $896 | 0.0% | Held | 2 | SEC ↗ |
| 5 | Citigroup Inc | 748 | +74700.0% | $64 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Cwm, Llc | 1 | 0.0% | $0 | 0.0% | Held | 2 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 3 | 0.0% | $0 | 0.0% | Held | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 3 | 0.0% | $0 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Goldman Sachs Group | $4,890 | 0.0% |
Exited
| Morgan Stanley | $850 | was 0.0% |
| Bank Of America Corp /De/ | $17 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 204.90K shares, $32 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.