JMSI — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | $51,470,017 | 1,020,016 | 27.46% | Shares |
| EP Wealth Advisors, LLC | $22,645,711 | 448,963 | 12.08% | Shares |
| PNC Financial Services Group, Inc. | $11,226,391 | 222,569 | 5.99% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $9,329,287 | 184,958 | 4.98% | Shares |
| SEEDS INVESTOR LLC | $8,945,682 | 177,353 | 4.77% | Shares |
| Ellevest, Inc. | $8,505,782 | 168,729 | 4.54% | Shares |
| FMR LLC | $7,886,495 | 156,354 | 4.21% | Shares |
| RAYMOND JAMES FINANCIAL INC | $7,638,835 | 151,444 | 4.08% | Shares |
| MISSION WEALTH MANAGEMENT, LP | $5,503,740 | 109,115 | 2.94% | Shares |
| Integrated Wealth Concepts LLC | $5,302,967 | 105,134 | 2.83% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $4,765,618 | 94,481 | 2.54% | Shares |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3,753,476 | 75,010 | 2.00% | Shares |
| Modera Wealth Management, LLC | $3,121,329 | 61,882 | 1.67% | Shares |
| LPL Financial LLC | $2,526,053 | 50,080 | 1.35% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $2,526,040 | 50,140 | 1.35% | Shares |
| Fiduciary Trust Co | $2,435,899 | 48,293 | 1.30% | Shares |
| ORG Partners LLC | $2,215,619 | 43,978 | 1.18% | Shares |
| 5T Wealth, LLC | $2,091,798 | 41,471 | 1.12% | Shares |
| GeoWealth Management, LLC | $2,011,273 | 39,875 | 1.07% | Shares |
| GOLDMAN SACHS GROUP INC | $1,899,671 | 37,662 | 1.01% | Shares |
| Focus Partners Wealth | $1,875,671 | 37,186 | 1.00% | Shares |
| Farther Finance Advisors, LLC | $1,538,117 | 30,494 | 0.82% | Shares |
| CPC Advisors, LLC | $1,511,838 | 29,973 | 0.81% | Shares |
| Elequin Capital, LP | $1,429,570 | 28,342 | 0.76% | Shares |
| Fairway Wealth LLC | $1,417,492 | 28,103 | 0.76% | Shares |
| Perigon Wealth Management, LLC | $1,276,939 | 25,316 | 0.68% | Shares |
| Wealth Architects, LLC | $1,119,919 | 22,203 | 0.60% | Shares |
| MERCER GLOBAL ADVISORS INC /ADV | $979,155 | 19,412 | 0.52% | Shares |
| NewEdge Advisors, LLC | $967,288 | 19,177 | 0.52% | Shares |
| MML INVESTORS SERVICES, LLC | $788,777 | 15,638 | 0.42% | Shares |
| AMARILLO NATIONAL BANK | $716,602 | 14,207 | 0.38% | Shares |
| PFG Investments, LLC | $542,641 | 10,758 | 0.29% | Shares |
| CITADEL ADVISORS LLC | $496,733 | 9,848 | 0.27% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $491,473 | 9,744 | 0.26% | Shares |
| McNamara Financial Services, Inc. | $458,046 | 9,081 | 0.24% | Shares |
| FLAGSHIP HARBOR ADVISORS, LLC | $434,781 | 8,620 | 0.23% | Shares |
| Allworth Financial LP | $418,732 | 8,302 | 0.22% | Shares |
| First Affirmative Financial Network | $408,453 | 8,210 | 0.22% | Shares |
| JANE STREET GROUP, LLC | $406,597 | 8,061 | 0.22% | Shares |
| Benchmark Wealth Management, LLC | $375,551 | 7,599 | 0.20% | Shares |
| Ally Invest Advisors Inc. | $311,945 | 6,184 | 0.17% | Shares |
| Prime Capital Investment Advisors, LLC | $310,610 | 6,158 | 0.17% | Shares |
| Xena Financial Planning, LLC | $303,397 | 6,015 | 0.16% | Shares |
| WealthPlan Investment Management, LLC | $289,173 | 5,733 | 0.15% | Shares |
| WINCAP FINANCIAL LLC | $264,810 | 5,250 | 0.14% | Shares |
| TBH Global Asset Management, LLC | $263,278 | 5,220 | 0.14% | Shares |
| Merit Financial Group, LLC | $248,669 | 4,930 | 0.13% | Shares |
| FIFTH THIRD BANCORP | $242,465 | 4,807 | 0.13% | Shares |
| COMERICA BANK | $242,178 | 4,807 | 0.13% | Shares |
| GGM Financial LLC | $231,607 | 4,592 | 0.12% | Shares |
| IFP Advisors, Inc | $206,098 | 4,086 | 0.11% | Shares |
| Apollon Wealth Management, LLC | $203,601 | 4,036 | 0.11% | Shares |
| MORGAN STANLEY | $187,082 | 3,709 | 0.10% | Shares |
| AdvisorNet Financial, Inc | $185,619 | 3,680 | 0.10% | Shares |
| Betterment LLC | $100,096 | 1,984,457 | 0.05% | Shares |
| Aptus Capital Advisors, LLC | $89,581 | 1,776 | 0.05% | Shares |
| Triumph Capital Management | $63,807 | 1,265 | 0.03% | Shares |
| Rossby Financial, LCC | $59,721 | 1,184 | 0.03% | Shares |
| Financial Network Wealth Advisors LLC | $54,825 | 1,087 | 0.03% | Shares |
| Global Retirement Partners, LLC | $32,787 | 650 | 0.02% | Shares |
| OSAIC HOLDINGS, INC. | $28,197 | 559 | 0.02% | Shares |
| MASECO LLP | $26,176 | 519 | 0.01% | Shares |
| Steward Partners Investment Advisory, LLC | $7,869 | 156 | 0.00% | Shares |
| US BANCORP \DE\ | $4,035 | 80 | 0.00% | Shares |
| BLUELINE ADVISORS LLC | $3,966 | 79 | 0.00% | Shares |
| ASSETMARK, INC | $2,623 | 52 | 0.00% | Shares |
| JPL Wealth Management, LLC | $2,169 | 43 | 0.00% | Shares |
| Transamerica Financial Advisors, LLC | $2,080 | 41 | 0.00% | Shares |
| CWM, LLC | $1,393 | 28 | 0.00% | Shares |
| Silver Grove Financial Group, Inc. | $398 | 8 | 0.00% | Shares |
| Russell Investments Group, Ltd. | $50 | 1 | 0.00% | Shares |
| HANTZ FINANCIAL SERVICES, INC. | $5 | 101 | 0.00% | Shares |