JMSI — 机构持有人 (13F)

72 家申报者 · $187.4M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
JPMORGAN CHASE & CO $51470017 1020016 27.46% 股份
EP Wealth Advisors, LLC $22645711 448963 12.08% 股份
PNC Financial Services Group, Inc. $11226391 222569 5.99% 股份
ENVESTNET ASSET MANAGEMENT INC $9329287 184958 4.98% 股份
SEEDS INVESTOR LLC $8945682 177353 4.77% 股份
Ellevest, Inc. $8505782 168729 4.54% 股份
FMR LLC $7886495 156354 4.21% 股份
RAYMOND JAMES FINANCIAL INC $7638835 151444 4.08% 股份
MISSION WEALTH MANAGEMENT, LP $5503740 109115 2.94% 股份
Integrated Wealth Concepts LLC $5302967 105134 2.83% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4765618 94481 2.54% 股份
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $3753476 75010 2.00% 股份
Modera Wealth Management, LLC $3121329 61882 1.67% 股份
LPL Financial LLC $2526053 50080 1.35% 股份
JONES FINANCIAL COMPANIES LLLP $2526040 50140 1.35% 股份
Fiduciary Trust Co $2435899 48293 1.30% 股份
ORG Partners LLC $2215619 43978 1.18% 股份
5T Wealth, LLC $2091798 41471 1.12% 股份
GeoWealth Management, LLC $2011273 39875 1.07% 股份
GOLDMAN SACHS GROUP INC $1899671 37662 1.01% 股份
Focus Partners Wealth $1875671 37186 1.00% 股份
Farther Finance Advisors, LLC $1538117 30494 0.82% 股份
CPC Advisors, LLC $1511838 29973 0.81% 股份
Elequin Capital, LP $1429570 28342 0.76% 股份
Fairway Wealth LLC $1417492 28103 0.76% 股份
Perigon Wealth Management, LLC $1276939 25316 0.68% 股份
Wealth Architects, LLC $1119919 22203 0.60% 股份
MERCER GLOBAL ADVISORS INC /ADV $979155 19412 0.52% 股份
NewEdge Advisors, LLC $967288 19177 0.52% 股份
MML INVESTORS SERVICES, LLC $788777 15638 0.42% 股份
AMARILLO NATIONAL BANK $716602 14207 0.38% 股份
PFG Investments, LLC $542641 10758 0.29% 股份
CITADEL ADVISORS LLC $496733 9848 0.27% 股份
COMMONWEALTH EQUITY SERVICES, LLC $491473 9744 0.26% 股份
McNamara Financial Services, Inc. $458046 9081 0.24% 股份
FLAGSHIP HARBOR ADVISORS, LLC $434781 8620 0.23% 股份
Allworth Financial LP $418732 8302 0.22% 股份
First Affirmative Financial Network $408453 8210 0.22% 股份
JANE STREET GROUP, LLC $406597 8061 0.22% 股份
Benchmark Wealth Management, LLC $375551 7599 0.20% 股份
Ally Invest Advisors Inc. $311945 6184 0.17% 股份
Prime Capital Investment Advisors, LLC $310610 6158 0.17% 股份
Xena Financial Planning, LLC $303397 6015 0.16% 股份
WealthPlan Investment Management, LLC $289173 5733 0.15% 股份
WINCAP FINANCIAL LLC $264810 5250 0.14% 股份
TBH Global Asset Management, LLC $263278 5220 0.14% 股份
Merit Financial Group, LLC $248669 4930 0.13% 股份
FIFTH THIRD BANCORP $242465 4807 0.13% 股份
COMERICA BANK $242178 4807 0.13% 股份
GGM Financial LLC $231607 4592 0.12% 股份
IFP Advisors, Inc $206098 4086 0.11% 股份
Apollon Wealth Management, LLC $203601 4036 0.11% 股份
MORGAN STANLEY $187082 3709 0.10% 股份
AdvisorNet Financial, Inc $185619 3680 0.10% 股份
Betterment LLC $100096 1984457 0.05% 股份
Aptus Capital Advisors, LLC $89581 1776 0.05% 股份
Triumph Capital Management $63807 1265 0.03% 股份
Rossby Financial, LCC $59721 1184 0.03% 股份
Financial Network Wealth Advisors LLC $54825 1087 0.03% 股份
Global Retirement Partners, LLC $32787 650 0.02% 股份
OSAIC HOLDINGS, INC. $28197 559 0.02% 股份
MASECO LLP $26176 519 0.01% 股份
Steward Partners Investment Advisory, LLC $7869 156 0.00% 股份
US BANCORP \DE\ $4035 80 0.00% 股份
BLUELINE ADVISORS LLC $3966 79 0.00% 股份
ASSETMARK, INC $2623 52 0.00% 股份
JPL Wealth Management, LLC $2169 43 0.00% 股份
Transamerica Financial Advisors, LLC $2080 41 0.00% 股份
CWM, LLC $1393 28 0.00% 股份
Silver Grove Financial Group, Inc. $398 8 0.00% 股份
Russell Investments Group, Ltd. $50 1 0.00% 股份
HANTZ FINANCIAL SERVICES, INC. $5 101 0.00% 股份