FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,167.79-0.13%
XLE56.960.33%
STOXX50E5,860.32-0.39%
XLF51.810.76%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
GSPC7,173.910.12%
Temp27°C
UV0
Feels29.4°C
Humidity72%
Wind10.8 km/h
Air QualityAQI 1
Cloud Cover19%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time7:45 PM
13F QoQ Ownership Changes

JMSB Institutional Holders

Period 2025-12-31 · prior 2025-09-30 · 10 new · 19 added · 43 reduced · 3 exited

New Positions(10)

ManagerSharesΔ SharesValueΔ Value% Δ
RENAISSANCE TECHNOLOGIES LLC25,900+25,900$517.7K+$517.7K
AQR CAPITAL MANAGEMENT LLC20,713+20,713$414.1K+$414.1K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC16,529+16,529$324.3K+$324.3K
Quantinno Capital Management LP16,220+16,220$324.2K+$324.2K
Hingham Institution for Savings5,000+5,000$100.0K+$100.0K
IFP Advisors, Inc14+14$279+$279
GSA CAPITAL PARTNERS LLP11,910+11,910$238+$238
ACADIAN ASSET MANAGEMENT LLC3,717+3,717$73+$73
Allworth Financial LP3+3$60+$60
ROTHSCHILD INVESTMENT LLC1+1$20+$20

Added To(19)

ManagerSharesΔ SharesValueΔ Value% Δ
Rhino Investment Partners, Inc94,840+54,119$1.9M+$1.1M132.9%
VANGUARD GROUP INC692,614+42,947$13.8M+$969.0K6.6%
CITADEL ADVISORS LLC31,260+10,922$624.9K+$221.8K53.7%
GOLDMAN SACHS GROUP INC22,749+8,302$454.8K+$168.4K57.5%
Fourthstone LLC111,874+7,233$2.2M+$162.4K6.9%
BlackRock, Inc.871,630+571$17.4M+$159.5K0.1%
Advisory Services Network, LLC24,350+7,493$486.8K+$152.7K44.5%
WELLS FARGO & COMPANY/MN16,311+4,481$326.1K+$91.6K37.9%
MORGAN STANLEY20,153+4,224$402.9K+$87.1K26.5%
GEODE CAPITAL MANAGEMENT, LLC295,356+1,663$5.9M+$83.1K0.6%
STATE STREET CORP213,201+323$4.3M+$42.6K0.1%
MAI Capital Management198,114+3$4.0M+$33.7K0.0%
Mariner, LLC16,568+64$331.2K+$4.1K0.4%
Versant Capital Management, Inc432+176$8.6K+$3.6K68.8%
CITIGROUP INC298+151$6.0K+$3.0K102.7%
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.5,884+11$117.6K+$1.2K0.2%
Arax Advisory Partners47+11$940+$22630.6%
CWM, LLC348+26$7+$18.1%
AMALGAMATED BANK397+2$8$00.5%

Reduced(43)

ManagerSharesΔ SharesValueΔ Value% Δ
Royal Bank of Canada21,519-22,984$430.0K-$349.0K-51.6%
FJ Capital Management LLC412,945-16,963$8.3M-$266.0K-3.9%
TOTH FINANCIAL ADVISORY CORP374,479-16,268$7.5M-$258.8K-4.2%
BANK OF AMERICA CORP /DE/244,105-10,185$4.9M-$160.4K-4.0%
MILLENNIUM MANAGEMENT LLC13,117-7,550$262.2K-$147.4K-36.5%
JANE STREET GROUP, LLC12,890-6,822$257.7K-$133.0K-34.6%
Meridian Financial Partners LLC57,6190$1.2M+$130.8K0.0%
NORTHERN TRUST CORP95,950-5,106$1.9M-$84.9K-5.0%
JPMORGAN CHASE & CO7,953-3,595$159.0K-$69.9K-31.1%
EVERMAY WEALTH MANAGEMENT LLC348,4240$7.0M+$59.2K0.0%
UBS Group AG10,215-2,872$204.2K-$55.2K-21.9%
RHUMBLINE ADVISERS16,843-2,079$336.7K-$38.3K-11.0%
Police & Firemen's Retirement System of New Jersey2,480-1,846$49.6K-$36.2K-42.7%
BARCLAYS PLC21,148-199$391.9K-$31.2K-0.9%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC34,657-1,683$692.8K-$27.5K-4.6%
BROWN ADVISORY INC108,3420$2.2M+$18.4K0.0%
Elizabeth Park Capital Advisors, Ltd.105,3390$2.1M+$17.9K0.0%
Cresset Asset Management, LLC102,9500$2.1M+$17.5K0.0%
NISA INVESTMENT ADVISORS, LLC331-369$6.6K-$7.3K-52.7%
Nuveen, LLC28,3040$565.8K+$4.8K0.0%
Snowden Capital Advisors LLC21,0170$420.1K+$3.6K0.0%
Sterling Capital Management LLC729-143$14.6K-$2.7K-16.4%
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM775-133$15.5K-$2.5K-14.6%
Tower Research Capital LLC (TRC)543-125$10.9K-$2.4K-18.7%
OSAIC HOLDINGS, INC.10,4110$208.1K+$1.8K0.0%
MetLife Investment Management, LLC7,2450$144.8K+$1.2K0.0%
DEUTSCHE BANK AG\7,0540$141.0K+$1.2K0.0%
NEW YORK STATE COMMON RETIREMENT FUND4,6670$93.3K+$7930.0%
T. Rowe Price Investment Management, Inc.1,962,672-52,140$39.2K-$700-2.6%
Atlantic Union Bankshares Corp3,3750$67.5K+$5740.0%
STRS OHIO1,6000$32.0K+$2720.0%
EverSource Wealth Advisors, LLC92-13$1.8K-$242-12.4%
Ameritas Investment Partners, Inc.1,2600$25.2K+$2140.0%
Legal & General Group Plc1,1650$23.3K+$1980.0%
Russell Investments Group, Ltd.1,0470$20.9K+$1780.0%
FMR LLC66-8$1.3K-$148-10.8%
GAMMA Investing LLC2350$4.7K+$400.0%
Optiver Holding B.V.1980$4.0K+$340.0%
Bank of New York Mellon Corp32,458-278$648.8K+$9-0.8%
Sunbelt Securities, Inc.10$20$00.0%
Covestor Ltd89-7$2$0-7.3%
HARBOR CAPITAL ADVISORS, INC.121-2$2$0-1.6%
True Wealth Design, LLC10$20$00.0%

Sold Out(3)

ManagerSharesΔ SharesValueΔ Value% Δ
NewEdge Advisors, LLC0-11,530$0-$228.5K
Wealthspire Advisors, LLC0-6,802$0-$134.8K
Ameritas Advisory Services, LLC0-2,452$0-$48.6K