JMSI — 기관 투자자 (13F)

72개의 제출자 · $187.4M 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 가치 주식 % 추적된 13F 중 유형
JPMORGAN CHASE & CO $51,470,017 1,020,016 27.46% 주식
EP Wealth Advisors, LLC $22,645,711 448,963 12.08% 주식
PNC Financial Services Group, Inc. $11,226,391 222,569 5.99% 주식
ENVESTNET ASSET MANAGEMENT INC $9,329,287 184,958 4.98% 주식
SEEDS INVESTOR LLC $8,945,682 177,353 4.77% 주식
Ellevest, Inc. $8,505,782 168,729 4.54% 주식
FMR LLC $7,886,495 156,354 4.21% 주식
RAYMOND JAMES FINANCIAL INC $7,638,835 151,444 4.08% 주식
MISSION WEALTH MANAGEMENT, LP $5,503,740 109,115 2.94% 주식
Integrated Wealth Concepts LLC $5,302,967 105,134 2.83% 주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,765,618 94,481 2.54% 주식
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3,753,476 75,010 2.00% 주식
Modera Wealth Management, LLC $3,121,329 61,882 1.67% 주식
LPL Financial LLC $2,526,053 50,080 1.35% 주식
JONES FINANCIAL COMPANIES LLLP $2,526,040 50,140 1.35% 주식
Fiduciary Trust Co $2,435,899 48,293 1.30% 주식
ORG Partners LLC $2,215,619 43,978 1.18% 주식
5T Wealth, LLC $2,091,798 41,471 1.12% 주식
GeoWealth Management, LLC $2,011,273 39,875 1.07% 주식
GOLDMAN SACHS GROUP INC $1,899,671 37,662 1.01% 주식
Focus Partners Wealth $1,875,671 37,186 1.00% 주식
Farther Finance Advisors, LLC $1,538,117 30,494 0.82% 주식
CPC Advisors, LLC $1,511,838 29,973 0.81% 주식
Elequin Capital, LP $1,429,570 28,342 0.76% 주식
Fairway Wealth LLC $1,417,492 28,103 0.76% 주식
Perigon Wealth Management, LLC $1,276,939 25,316 0.68% 주식
Wealth Architects, LLC $1,119,919 22,203 0.60% 주식
MERCER GLOBAL ADVISORS INC /ADV $979,155 19,412 0.52% 주식
NewEdge Advisors, LLC $967,288 19,177 0.52% 주식
MML INVESTORS SERVICES, LLC $788,777 15,638 0.42% 주식
AMARILLO NATIONAL BANK $716,602 14,207 0.38% 주식
PFG Investments, LLC $542,641 10,758 0.29% 주식
CITADEL ADVISORS LLC $496,733 9,848 0.27% 주식
COMMONWEALTH EQUITY SERVICES, LLC $491,473 9,744 0.26% 주식
McNamara Financial Services, Inc. $458,046 9,081 0.24% 주식
FLAGSHIP HARBOR ADVISORS, LLC $434,781 8,620 0.23% 주식
Allworth Financial LP $418,732 8,302 0.22% 주식
First Affirmative Financial Network $408,453 8,210 0.22% 주식
JANE STREET GROUP, LLC $406,597 8,061 0.22% 주식
Benchmark Wealth Management, LLC $375,551 7,599 0.20% 주식
Ally Invest Advisors Inc. $311,945 6,184 0.17% 주식
Prime Capital Investment Advisors, LLC $310,610 6,158 0.17% 주식
Xena Financial Planning, LLC $303,397 6,015 0.16% 주식
WealthPlan Investment Management, LLC $289,173 5,733 0.15% 주식
WINCAP FINANCIAL LLC $264,810 5,250 0.14% 주식
TBH Global Asset Management, LLC $263,278 5,220 0.14% 주식
Merit Financial Group, LLC $248,669 4,930 0.13% 주식
FIFTH THIRD BANCORP $242,465 4,807 0.13% 주식
COMERICA BANK $242,178 4,807 0.13% 주식
GGM Financial LLC $231,607 4,592 0.12% 주식
IFP Advisors, Inc $206,098 4,086 0.11% 주식
Apollon Wealth Management, LLC $203,601 4,036 0.11% 주식
MORGAN STANLEY $187,082 3,709 0.10% 주식
AdvisorNet Financial, Inc $185,619 3,680 0.10% 주식
Betterment LLC $100,096 1,984,457 0.05% 주식
Aptus Capital Advisors, LLC $89,581 1,776 0.05% 주식
Triumph Capital Management $63,807 1,265 0.03% 주식
Rossby Financial, LCC $59,721 1,184 0.03% 주식
Financial Network Wealth Advisors LLC $54,825 1,087 0.03% 주식
Global Retirement Partners, LLC $32,787 650 0.02% 주식
OSAIC HOLDINGS, INC. $28,197 559 0.02% 주식
MASECO LLP $26,176 519 0.01% 주식
Steward Partners Investment Advisory, LLC $7,869 156 0.00% 주식
US BANCORP \DE\ $4,035 80 0.00% 주식
BLUELINE ADVISORS LLC $3,966 79 0.00% 주식
ASSETMARK, INC $2,623 52 0.00% 주식
JPL Wealth Management, LLC $2,169 43 0.00% 주식
Transamerica Financial Advisors, LLC $2,080 41 0.00% 주식
CWM, LLC $1,393 28 0.00% 주식
Silver Grove Financial Group, Inc. $398 8 0.00% 주식
Russell Investments Group, Ltd. $50 1 0.00% 주식
HANTZ FINANCIAL SERVICES, INC. $5 101 0.00% 주식