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Security record · archived quarter

JXI

name pending profile ingest

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025
29Tracked holders
-2Δ holders
650.67KShares held
$56.17MReported value
+2New positions
−4Exits
Rising 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -6.5% · share flow +16.0% · net new positions -6.9% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 567 $43,529 n/a n/a
Q2 2026 31 +3 685.93K $58.29M +5 −2
Q1 2026 29 -2 650.67K $56.17M +2 −4
Q4 2025 31 +2 560.88K $42.45M +2 n/a
Q3 2025 2 0 89.93K $6.98M n/a n/a
Q2 2025 1 -1 1.05K $77,249 n/a −1
Q1 2025 1 +1 4.75K $328,453 +1 n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Morgan Stanley ✦ 141.30K +30.0% $12.20M 0.0% ▲ Add 3 SEC ↗ ×2
2 LPL Financial LLC 131.39K +8.8% $11.34M 0.0% ▲ Add 2 SEC ↗
3 Ameriprise Financial Inc 112.98K +295.4% $9.76M 0.0% ▲ Add 2 SEC ↗
4 Raymond James Financial Inc 51.54K +74.2% $4.45M 0.0% ▲ Add 2 SEC ↗ ×2
5 Cetera Investment Advisers 33.01K -1.4% $2.85M 0.0% ▼ Trim 2 SEC ↗
6 Bank Of Nova Scotia 30.88K +3.4% $2.67M 0.0% ▲ Add 2 SEC ↗
7 Jane Street Group, Llc 22.76K +150.3% $1.97M 0.0% ▲ Add 2 SEC ↗
8 UBS Group AG 20.16K +16.7% $1.74M 0.0% ▲ Add 2 SEC ↗ ×3
9 Wells Fargo & Company/Mn 19.95K +21.6% $1.72M 0.0% ▲ Add 2 SEC ↗ ×2
10 Bank Of America Corp /De/ 18.94K -23.8% $1.64M 0.0% ▼ Trim 2 SEC ↗ ×2
11 Royal Bank Of Canada 16.30K -16.2% $1.41M 0.0% ▼ Trim 2 SEC ↗ ×3
12 Osaic Holdings, Inc. 11.25K +66.8% $971,364 0.0% ▲ Add 2 SEC ↗ ×2
13 Envestnet Asset Management Inc 7.74K +10.6% $668,318 0.0% ▲ Add 2 SEC ↗
14 Commonwealth Equity Services, Llc 7.54K -19.3% $650,770 0.0% ▼ Trim 2 SEC ↗
15 Jones Financial Companies Lllp 7.03K +24.4% $594,527 0.0% ▲ Add 2 SEC ↗
16 Creative Planning 3.75K 0.0% $323,417 0.0% Held 2 SEC ↗
17 Truist Financial Corp 3.62K -0.1% $312,551 0.0% ▼ Trim 2 SEC ↗
18 Mirae Asset Global Investments Co.… 1.80K New $155,412 0.0% New 1 SEC ↗
19 Rockefeller Capital Management L.P. 1.79K 0.0% $154,607 0.0% Held 2 SEC ↗
20 Northwestern Mutual Wealth… 1.48K -75.8% $127,980 0.0% ▼ Trim 2 SEC ↗
21 Kayne Anderson Rudnick Investment… 1.40K 0.0% $121,020 0.0% Held 2 SEC ↗
22 Fidelity (FMR) ✦ 1.23K +0.5% $106,026 0.0% ▲ Add 4 SEC ↗
23 Fifth Third Bancorp 979 +248.4% $84,527 0.0% ▲ Add 2 SEC ↗
24 TD Waterhouse Canada Inc. 567 0.0% $49,369 0.0% Held 2 SEC ↗
25 Blair William & Co/Il 385 0.0% $33,215 0.0% Held 2 SEC ↗
26 Cwm, Llc 315 0.0% $27,239 0.0% Held 2 SEC ↗
27 National Bank Of Canada /Fi/ 303 +203.0% $26,161 0.0% ▲ Add 2 SEC ↗
28 JPMorgan Chase ✦ 268 +21.8% $22,992 0.0% ▲ Add 2 SEC ↗
29 Simplex Trading, Llc 8 New $690 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Exited

Susquehanna International… $1.62M was 0.0%
Citadel Advisors $1.59M was 0.0%
Hrt Financial Lp $918,000 was 0.0%
Corient Private Wealth LP $36,493 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 78 holders, 1.34M shares, $113.10M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API