On this page, we present all of the funds holding JMSI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JMSI, with a link to that fund's top holdings. The next columns indicate the amount of JMSI stock held by each of the funds holding JMSI, followed by the JMSI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 34 funds holding JMSI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding JMSI), click the fund name in the "Holder" column of the funds-holding-JMSI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
JPMorgan Chase & Co. | 621,412 | $31,397 | 12/31/2023 |
JMSI | 621,412 | $31,397 | 12/31/2023 |
EP Wealth Advisors LLC | 246,509 | $12,455 | 12/31/2023 |
JMSI | 246,509 | $12,455 | 12/31/2023 |
Envestnet Asset Management Inc. | 224,686 | $11,352 | 12/31/2023 |
JMSI | 224,686 | $11,352 | 12/31/2023 |
The PNC Financial Services Group Inc. | 224,498 | $11,343 | 12/31/2023 |
JMSI | 224,498 | $11,343 | 12/31/2023 |
Mission Wealth Management LP | 182,939 | $9,243 | 12/31/2023 |
JMSI | 182,939 | $9,243 | 12/31/2023 |
Jane Street Group LLC | 120,850 | $6,106 | 12/31/2023 |
JMSI | 120,850 | $6,106 | 12/31/2023 |
First Ascent Asset Management LLC | 85,355 | $4,313 | 12/31/2023 |
JMSI | 85,355 | $4,313 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 81,674 | $4,116 | 03/31/2024 |
JMSI | 81,674 | $4,116 | 03/31/2024 |
Northwestern Mutual Wealth Management Co. | 78,659 | $3,974 | 12/31/2023 |
JMSI | 78,659 | $3,974 | 12/31/2023 |
Modera Wealth Management LLC | 74,031 | $3,740 | 12/31/2023 |
JMSI | 74,031 | $3,740 | 12/31/2023 |
Susquehanna International Group LLP | 34,680 | $1,752 | 12/31/2023 |
JMSI | 34,680 | $1,752 | 12/31/2023 |
GYL Financial Synergies LLC | 23,946 | $1,210 | 12/31/2023 |
JMSI | 23,946 | $1,210 | 12/31/2023 |
LPL Financial LLC | 18,261 | $923 | 12/31/2023 |
JMSI | 18,261 | $923 | 12/31/2023 |
Royal Bank of Canada | 18,185 | $919 | 12/31/2023 |
JMSI | 18,185 | $919 | 12/31/2023 |
Fiduciary Trust Co. | 16,672 | $842 | 12/31/2023 |
JMSI | 16,672 | $842 | 12/31/2023 |
Amarillo National Bank | 14,207 | $716 | 03/31/2024 |
JMSI | 14,207 | $716 | 03/31/2024 |
Mercer Global Advisors Inc. ADV | 13,216 | $668 | 12/31/2023 |
JMSI | 13,216 | $668 | 12/31/2023 |
Wealth Architects LLC | 11,122 | $562 | 12/31/2023 |
JMSI | 11,122 | $562 | 12/31/2023 |
Morgan Stanley | 11,066 | $559 | 12/31/2023 |
JMSI | 11,066 | $559 | 12/31/2023 |
MML Investors Services LLC | 10,359 | $523 | 12/31/2023 |
JMSI | 10,359 | $523 | 12/31/2023 |
GWM Advisors LLC | 8,066 | $408 | 12/31/2023 |
JMSI | 8,066 | $408 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 7,594 | $383 | 03/31/2024 |
JMSI | 7,594 | $383 | 03/31/2024 |
Altfest L J & Co. Inc. | 6,712 | $338 | 03/31/2024 |
JMSI | 6,712 | $338 | 03/31/2024 |
Argent Trust Co | 6,695 | $338 | 12/31/2023 |
JMSI | 6,695 | $338 | 12/31/2023 |
Ameriprise Financial Inc. | 5,729 | $289 | 12/31/2023 |
JMSI | 5,729 | $289 | 12/31/2023 |
Captrust Financial Advisors | 5,554 | $281 | 12/31/2023 |
JMSI | 5,554 | $281 | 12/31/2023 |
OLD Mission Capital LLC | 4,711 | $238 | 12/31/2023 |
JMSI | 4,711 | $238 | 12/31/2023 |
Legacy Financial Advisors Inc. | 4,285 | $216 | 12/31/2023 |
JMSI | 4,285 | $216 | 12/31/2023 |
Advisor Group Holdings Inc. | 3,807 | $193 | 12/31/2023 |
JMSI | 3,807 | $193 | 12/31/2023 |
M&R Capital Management Inc. | 3,229 | $163 | 03/31/2024 |
JMSI | 3,229 | $163 | 03/31/2024 |
UBS Group AG | 1,683 | $85 | 12/31/2023 |
JMSI | 1,683 | $85 | 12/31/2023 |
MeadowBrook Investment Advisors LLC | 653 | $33 | 12/31/2023 |
JMSI | 653 | $33 | 12/31/2023 |
CWM LLC | 255 | $13 | 03/31/2024 |
JMSI | 255 | $13 | 03/31/2024 |
Global Retirement Partners LLC | 15 | $1 | 03/31/2024 |
JMSI | 15 | $1 | 03/31/2024 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
JMSI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JMSI
See Details: Top 10 Hedge Funds Holding JMSI
Also See: JMSI Holdings Changes
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