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JMG Financial Group, Ltd.

JMG Financial Group, Ltd.
Branche unbekannt
Ticker–Börse–
ISIN–CIK0001314404
Keine Kursdaten verfügbar.

Stammdaten

Unternehmen & Branche

NameJMG Financial Group, Ltd.
Ticker–
CIK0001314404

Wertpapier & Kennzahlen

CUSIP–
ISIN–
Typ–

Sitz & Kontakt

Sitz (Inkorporation)DE
Geschäftsadresse2001 BUTTERFIELD ROAD, SUITE 1400, 60515 DOWNERS GROVE, IL
Telefon630-573-6942
EIN (IRS)36-3275370

Listing & Historie

Fiskaljahr-Ende31.12.

Externe Quelle: SEC EDGAR »

Insider-Transaktionen (12 Monate) ⓘ

DatumInsiderRolleTypStückzahlKursWert (USD)ΔTrend
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.

Fondsaktivität (Vorquartalsvergleich) ⓘ

⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.

FondsAktuell (Stk)Vorquartal (Stk)Veränderung (Stk)Wert (USD)StatusΔTrend
BROWN BROTHERS HARRIMAN & CO11.994.065011.994.065633.886.335Neu+100,0%
Financial Engines Advisors L.L.C.5.317.27905.317.279281.018.219Neu+100,0%
AlTi Global, Inc.3.127.63303.127.633165.295.430Neu+100,0%
FRANKLIN RESOURCES INC2.143.43402.143.434113.280.487Neu+100,0%
LPL Financial LLC1.907.60601.907.606100.816.968Neu+100,0%
Mesirow Financial Investment Management, Inc.1.347.351797.393549.95871.665.557Aufgestockt+69,0%
BROWN ADVISORY INC1.219.00401.219.00464.424.334Neu+100,0%
BANK OF AMERICA CORP /DE/1.161.41301.161.41361.380.677Neu+100,0%
Chemistry Wealth Management LLC921.681892.01729.66449.024.212Aufgestockt+3,3%
OSAIC HOLDINGS, INC.850.8060850.80644.964.701Neu+100,0%
Montis Financial, LLC807.9980807.99842.702.675Neu+100,0%
Ascension Capital Advisors, Inc.682.811684.610-1.79936.318.717Reduziert-0,3%
RAYMOND JAMES FINANCIAL INC609.8880609.88832.232.581Neu+100,0%
Corient Private Wealth LLC567.9910567.99130.018.345Neu+100,0%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC530.243523.3826.86129.237.610Aufgestockt+1,3%
WELLS FARGO & COMPANY/MN524.3630524.36327.712.585Neu+100,0%
ASSETMARK, INC517.4030517.40327.344.749Neu+100,0%
UBS Group AG506.7060506.70626.779.412Neu+100,0%
Urban Financial Advisory Corp478.4990478.49925.288.677Neu+100,0%
Parisi Gray Wealth Management402.474470.807-68.33321.407.582Reduziert-14,5%
HighTower Advisors, LLC404.5250404.52521.379.087Neu+100,0%
Waverly Advisors, LLC402.8530402.85321.290.781Neu+100,0%
Mariner, LLC374.0320374.03219.767.577Neu+100,0%
Affiance Financial, LLC370.045372.314-2.26919.682.694Reduziert-0,6%
Ironwood Investment Counsel, LLC348.7400348.74018.430.926Neu+100,0%
Basepoint Wealth LLC335.5210335.52117.732.289Neu+100,0%
Focus Partners Wealth308.2280308.22816.289.894Neu+100,0%
ROYAL BANK OF CANADA301.7070301.70715.945.000Neu+100,0%
New England Private Wealth Advisors LLC296.6180296.61815.676.242Neu+100,0%
Cross Staff Investments Inc290.646291.935-1.28915.459.461Reduziert-0,4%
UNITED CAPITAL FINANCIAL ADVISORS, LLC290.0080290.00815.329.767Neu+100,0%
Composition Wealth, LLC277.535344.645-67.11014.762.109Reduziert-19,5%
Cresset Asset Management, LLC272.5880272.58814.406.267Neu+100,0%
Stratos Wealth Partners, LTD.267.7780267.77814.152.067Neu+100,0%
MORGAN STANLEY238.6690238.66912.613.656Neu+100,0%
FMR LLC230.1080230.10812.161.186Neu+100,0%
Cetera Investment Advisers228.6700228.67012.085.195Neu+100,0%
Focus Financial Network, Inc.226.843391.859-165.01612.065.780Reduziert-42,1%
Fiduciary Group, LLC220.7160220.71611.664.841Neu+100,0%
COMMONWEALTH EQUITY SERVICES, LLC219.177257.248-38.07111.658.023Reduziert-14,8%
EQUITABLE TRUST CO208.625110.35698.26911.096.764Aufgestockt+89,0%
Cerity Partners LLC203.2220203.22210.739.910Neu+100,0%
Allworth Financial LP201.3440201.34410.641.031Neu+100,0%
MERCER GLOBAL ADVISORS INC /ADV197.2230197.22310.423.236Neu+100,0%
CARY STREET PARTNERS FINANCIAL LLC178.950178.6223289.518.350Aufgestockt+0,2%
SUSQUEHANNA INTERNATIONAL GROUP, LLP176.3790176.3799.321.630Neu+100,0%
Lido Advisors, LLC164.4190164.4198.689.544Neu+100,0%
Arete Wealth Advisors, LLC163.5250163.5258.627.605Neu+100,0%
Compton Wealth Advisory Group, LLC152.654152.65408.264.688Unverändert0,0%
Montz Harcus Wealth Management LLC150.1650150.1657.936.220Neu+100,0%

Top-Fondshalter (Stand: 30.06.2026) ⓘ

⚠ Vorläufige Daten: Erst 3189 von typischerweise 8405 Fonds (38 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".

FondsAnteileVorquartal (Stk)ΔWert (USD)Anteil (%)StimmkontrolleVerlauf
Mesirow Financial Investment Management, Inc.1.347.351797.393+69,0%71.665.55715,54100 %3 Q
Chemistry Wealth Management LLC921.681892.017+3,3%49.024.21210,630 %2 Q
Ascension Capital Advisors, Inc.682.811684.610-0,3%36.318.7177,87100 %3 Q
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC530.243523.382+1,3%29.237.6106,340 %3 Q
Parisi Gray Wealth Management402.474470.807-14,5%21.407.5824,64100 %3 Q
Affiance Financial, LLC370.045372.314-0,6%19.682.6944,270 %3 Q
Cross Staff Investments Inc290.646291.935-0,4%15.459.4613,350 %3 Q
Composition Wealth, LLC277.535344.645-19,5%14.762.1093,20100 %3 Q
Focus Financial Network, Inc.226.843391.859-42,1%12.065.7802,620 %2 Q
COMMONWEALTH EQUITY SERVICES, LLC219.177257.248-14,8%11.658.0232,53–3 Q
EQUITABLE TRUST CO208.625110.356+89,0%11.096.7642,4199 %3 Q
CARY STREET PARTNERS FINANCIAL LLC178.950178.622+0,2%9.518.3502,0664 %3 Q
Compton Wealth Advisory Group, LLC152.654152.6540,0%8.264.6881,790 %3 Q
Lighthouse Wealth Management Inc.139.196159.964-13,0%7.403.8091,61100 %3 Q
Mendel Capital Management LLC128.936136.816-5,8%6.858.1061,490 %2 Q
Kestra Advisory Services, LLC113.233131.989-14,2%6.022.8631,31–3 Q
TRUIST FINANCIAL CORP105.954104.359+1,5%5.635.6931,2224 %3 Q
Aprio Wealth Management, LLC98.846246.329-59,9%5.257.6191,140 %3 Q
Private Advisor Group, LLC96.923165.226-41,3%5.155.3411,120 %3 Q
DAVENPORT & Co LLC95.29287.898+8,4%5.068.5701,1098 %3 Q

Halter-Trend (6 Quartale)

PeriodeStatusHalterAnteile (Mio)Wert (Mio $)
30.06.2026vorl.1859,7463
31.03.2026✓46054,02.783
31.12.2025✓46876,84.306
30.09.2025✓30,01
30.06.2025✓10,00
31.03.2025✓10,00

Top 10 Neueinsteiger

FondsAnteileWert (USD)
Chemistry Wealth Management LLC892.01747.143.098
Focus Financial Network, Inc.391.85920.709.748
Basepoint Wealth LLC335.52117.732.289
Lido Advisors, LLC164.4198.689.544
Perigon Wealth Management, LLC147.7527.808.693
Mendel Capital Management LLC136.8167.230.726
HB Wealth Management, LLC57.8143.055.470
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC55.6892.943.164
Calamos Advisors LLC44.3022.341.361
Value Investment Professionals, LLC37.4011.976.643

Top 10 Aufstocker

FondsAnteileΔ AnteileΔ %Wert (USD)
Financial Engines Advisors L.L.C.5.317.279544.410+11.4 %281.018.219
SUSQUEHANNA INTERNATIONAL GROUP, LLP176.379160.113+984.3 %9.321.630
MERCER GLOBAL ADVISORS INC /ADV197.223135.481+219.4 %10.423.236
GTS SECURITIES LLC124.634114.179+1092.1 %6.586.907
Ascension Capital Advisors, Inc.684.61073.116+12.0 %36.181.639
Cerity Partners LLC203.22267.802+50.1 %10.739.910
Mariner, LLC374.03256.285+17.7 %19.767.577
Quantinno Capital Management LP128.40142.406+49.3 %6.785.993
Urban Financial Advisory Corp478.49938.233+8.7 %25.288.677
FIFTH THIRD BANCORP19.42517.585+955.7 %1.026.611

Top 10 Verkäufer

FondsAnteileΔ AnteileΔ %Wert (USD)
BROWN BROTHERS HARRIMAN & CO11.994.065-3.731.314-23.7 %633.886.335
AlTi Global, Inc.3.127.633-2.777.241-47.0 %165.295.430
Mesirow Financial Investment Management, Inc.797.393-1.215.269-60.4 %42.142.219
FRANKLIN RESOURCES INC2.143.434-656.893-23.5 %113.280.487
RAYMOND JAMES FINANCIAL INC609.888-515.368-45.8 %32.232.581
BROWN ADVISORY INC1.219.004-423.999-25.8 %64.424.334
LPL Financial LLC1.907.606-401.083-17.4 %100.816.968
HighTower Advisors, LLC404.525-395.668-49.4 %21.379.087
OSAIC HOLDINGS, INC.850.806-394.240-31.7 %44.964.701
WELLS FARGO & COMPANY/MN524.363-345.393-39.7 %27.712.585

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