Jetai Inc.Preferred / convertible

13F holders, Q2 2024 (June 30)
11holders
1new positions
1sold out
$0.39avg. 13F price*

At the end of Q2 2024, 11 institutions reported holding Jetai Inc. in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were UBS Group AG ($572), Clearstead Advisors, LLC ($279) and Slocum, Gordon & Co LLP ($139).

Company
Jetai Inc.
CUSIP
47714H126
Latest filing quarter
Q2 2024

History

Number of 13F holders

051015 Q1 2024: 11Q1 2024Q2 2024: 11Q2 2024

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$572
Exits1$15

All 13F filers, Q1 2024 → Q2 2024: 1,448 shares bought and 33 shares sold, net +1,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 11 holders

UBS Group AG — New 1,348 $572
Clearstead Advisors, LLC — No change 657 $279
Slocum, Gordon & Co LLP — No change 328 $139
Carolina Wealth Advisors, LLC — No change 246 $104
Clear Street LLC — Add +833.3% 112 $47
Steward Partners Investment Advisory, LLC — No change 82 $35
Global Retirement Partners, LLC — No change 55 $23
Toth Financial Advisory Corp. — No change 49 $21
Allworth Financial LP — No change 33 $10
Frazier Financial Advisors, LLC — No change 16 $7
Cwm, LLC — No change 246 $0

"% of holder's portfolio" is JETAI INC's weight in each manager's 13F, not the share of Jetai Inc. the manager owns.