JMSI — Détenteurs institutionnels (13F)

72 déclarants · $187.4M total · Au 30 juin 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
JPMORGAN CHASE & CO $51 470 017 1 020 016 27,46% Actions
EP Wealth Advisors, LLC $22 645 711 448 963 12,08% Actions
PNC Financial Services Group, Inc. $11 226 391 222 569 5,99% Actions
ENVESTNET ASSET MANAGEMENT INC $9 329 287 184 958 4,98% Actions
SEEDS INVESTOR LLC $8 945 682 177 353 4,77% Actions
Ellevest, Inc. $8 505 782 168 729 4,54% Actions
FMR LLC $7 886 495 156 354 4,21% Actions
RAYMOND JAMES FINANCIAL INC $7 638 835 151 444 4,08% Actions
MISSION WEALTH MANAGEMENT, LP $5 503 740 109 115 2,94% Actions
Integrated Wealth Concepts LLC $5 302 967 105 134 2,83% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4 765 618 94 481 2,54% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3 753 476 75 010 2,00% Actions
Modera Wealth Management, LLC $3 121 329 61 882 1,67% Actions
LPL Financial LLC $2 526 053 50 080 1,35% Actions
JONES FINANCIAL COMPANIES LLLP $2 526 040 50 140 1,35% Actions
Fiduciary Trust Co $2 435 899 48 293 1,30% Actions
ORG Partners LLC $2 215 619 43 978 1,18% Actions
5T Wealth, LLC $2 091 798 41 471 1,12% Actions
GeoWealth Management, LLC $2 011 273 39 875 1,07% Actions
GOLDMAN SACHS GROUP INC $1 899 671 37 662 1,01% Actions
Focus Partners Wealth $1 875 671 37 186 1,00% Actions
Farther Finance Advisors, LLC $1 538 117 30 494 0,82% Actions
CPC Advisors, LLC $1 511 838 29 973 0,81% Actions
Elequin Capital, LP $1 429 570 28 342 0,76% Actions
Fairway Wealth LLC $1 417 492 28 103 0,76% Actions
Perigon Wealth Management, LLC $1 276 939 25 316 0,68% Actions
Wealth Architects, LLC $1 119 919 22 203 0,60% Actions
MERCER GLOBAL ADVISORS INC /ADV $979 155 19 412 0,52% Actions
NewEdge Advisors, LLC $967 288 19 177 0,52% Actions
MML INVESTORS SERVICES, LLC $788 777 15 638 0,42% Actions
AMARILLO NATIONAL BANK $716 602 14 207 0,38% Actions
PFG Investments, LLC $542 641 10 758 0,29% Actions
CITADEL ADVISORS LLC $496 733 9 848 0,27% Actions
COMMONWEALTH EQUITY SERVICES, LLC $491 473 9 744 0,26% Actions
McNamara Financial Services, Inc. $458 046 9 081 0,24% Actions
FLAGSHIP HARBOR ADVISORS, LLC $434 781 8 620 0,23% Actions
Allworth Financial LP $418 732 8 302 0,22% Actions
First Affirmative Financial Network $408 453 8 210 0,22% Actions
JANE STREET GROUP, LLC $406 597 8 061 0,22% Actions
Benchmark Wealth Management, LLC $375 551 7 599 0,20% Actions
Ally Invest Advisors Inc. $311 945 6 184 0,17% Actions
Prime Capital Investment Advisors, LLC $310 610 6 158 0,17% Actions
Xena Financial Planning, LLC $303 397 6 015 0,16% Actions
WealthPlan Investment Management, LLC $289 173 5 733 0,15% Actions
WINCAP FINANCIAL LLC $264 810 5 250 0,14% Actions
TBH Global Asset Management, LLC $263 278 5 220 0,14% Actions
Merit Financial Group, LLC $248 669 4 930 0,13% Actions
FIFTH THIRD BANCORP $242 465 4 807 0,13% Actions
COMERICA BANK $242 178 4 807 0,13% Actions
GGM Financial LLC $231 607 4 592 0,12% Actions
IFP Advisors, Inc $206 098 4 086 0,11% Actions
Apollon Wealth Management, LLC $203 601 4 036 0,11% Actions
MORGAN STANLEY $187 082 3 709 0,10% Actions
AdvisorNet Financial, Inc $185 619 3 680 0,10% Actions
Betterment LLC $100 096 1 984 457 0,05% Actions
Aptus Capital Advisors, LLC $89 581 1 776 0,05% Actions
Triumph Capital Management $63 807 1 265 0,03% Actions
Rossby Financial, LCC $59 721 1 184 0,03% Actions
Financial Network Wealth Advisors LLC $54 825 1 087 0,03% Actions
Global Retirement Partners, LLC $32 787 650 0,02% Actions
OSAIC HOLDINGS, INC. $28 197 559 0,02% Actions
MASECO LLP $26 176 519 0,01% Actions
Steward Partners Investment Advisory, LLC $7 869 156 0,00% Actions
US BANCORP \DE\ $4 035 80 0,00% Actions
BLUELINE ADVISORS LLC $3 966 79 0,00% Actions
ASSETMARK, INC $2 623 52 0,00% Actions
JPL Wealth Management, LLC $2 169 43 0,00% Actions
Transamerica Financial Advisors, LLC $2 080 41 0,00% Actions
CWM, LLC $1 393 28 0,00% Actions
Silver Grove Financial Group, Inc. $398 8 0,00% Actions
Russell Investments Group, Ltd. $50 1 0,00% Actions
HANTZ FINANCIAL SERVICES, INC. $5 101 0,00% Actions