Who owns JGH
Which tracked institutional funds hold JGH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JGH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
7 tracked funds added or opened JGH while 10 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JGH’s largest tracked holder by dollar value, McGowan Group Asset Management, Inc., sizes it at 5.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JGH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 59 tracked filers holding JGH, 28 increased or opened the position and 30 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JGH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- FLAGSHIP HARBOR ADVISORS, LLC$3M
Full exits 6
- SIT INVESTMENT ASSOCIATES INC$36M
- Penserra Capital Management LLC$6M
- COHEN & STEERS, INC.$6M
- Pathstone Holdings, LLC$3M
- CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$2M
- WOLVERINE ASSET MANAGEMENT LLC$759K
Largest adds
- Advisors Asset Management, Inc.$2M
- McGowan Group Asset Management, Inc.$2M
- RAYMOND JAMES FINANCIAL INC$776K
- GUGGENHEIM CAPITAL LLC$748K
- Arax Advisory Partners$573K
- Invesco Ltd.$310K
Largest trims
- LPL Financial LLC$3M
- Yakira Capital Management, Inc.$3M
- Shaker Financial Services, LLC$2M
- Logan Stone Capital, LLC$524K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| McGowan Group Asset Management, Inc. trimmed | 3,752,935 | $48M | 30.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 692,892 | $9M | 5.6% | 2026-Q2 |
| Invesco Ltd. added | 570,811 | $7M | 4.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 354,511 | $5M | 2.8% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 325,401 | $4M | 2.6% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC new | 267,714 | $3M | 2.2% | 2026-Q2 |
| Yakira Capital Management, Inc. trimmed | 243,532 | $3M | 2.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 149,586 | $2M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 141,126 | $2M | 1.1% | 2026-Q2 |
| Outlook Wealth Advisors, LLC added | 90,840 | $1M | 0.7% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 84,530 | $1M | 0.7% | 2026-Q2 |
| UBS Group AG added | 78,494 | $999K | 0.6% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 59,775 | $763K | 0.5% | 2026-Q2 |
| Arax Advisory Partners added | 45,607 | $581K | 0.4% | 2026-Q2 |
| RVW Wealth, LLC | 39,379 | $501K | 0.3% | 2026-Q2 |
| Independent Wealth Network Inc. added | 36,321 | $462K | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 34,408 | $438K | 0.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 33,616 | $428K | 0.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 33,362 | $425K | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 32,886 | $419K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 32,768 | $417K | 0.3% | 2026-Q2 |
| Logan Stone Capital, LLC trimmed | 29,844 | $380K | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 28,226 | $359K | 0.2% | 2026-Q2 |
| CSS LLC/IL trimmed | 27,832 | $354K | 0.2% | 2026-Q2 |
| GOULD ASSET MANAGEMENT LLC /CA/ | 24,621 | $313K | 0.2% | 2026-Q2 |
| NWF Advisory Services Inc. | 22,700 | $289K | 0.2% | 2026-Q2 |
| Kovack Advisors, Inc. added | 17,759 | $226K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 17,288 | $220K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 16,798 | $214K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 16,636 | $212K | 0.1% | 2026-Q2 |
| NOMURA HOLDINGS INC trimmed | 16,000 | $204K | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 15,049 | $192K | 0.1% | 2026-Q2 |
| Clarion Wealth Managment Partners, LLC | 14,871 | $189K | 0.1% | 2026-Q2 |
| Closed-End Fund Advisors, Inc. trimmed | 14,842 | $189K | 0.1% | 2026-Q2 |
| Clear Street Group Inc. new | 14,581 | $186K | 0.1% | 2026-Q2 |
| Apollon Wealth Management, LLC | 14,551 | $185K | 0.1% | 2026-Q2 |
| &PARTNERS new | 13,779 | $175K | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 13,137 | $167K | 0.1% | 2026-Q2 |
| Tyche Wealth Partners LLC added | 12,008 | $153K | 0.1% | 2026-Q2 |
| Johnson Financial Group, Inc. | 11,459 | $147K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC | 11,255 | $143K | 0.1% | 2026-Q2 |
| Pasadena Private Wealth, LLC trimmed | 10,400 | $132K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 10,260 | $131K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 8,899 | $113K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 5,923 | $75K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 2,583 | $33K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,950 | $25K | 0.0% | 2026-Q2 |
| Wilmington Savings Fund Society, FSB | 1,794 | $23K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 1,600 | $20K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 903 | $11K | 0.0% | 2026-Q2 |
| ASSETMARK, INC added | 760 | $10K | 0.0% | 2026-Q2 |
| Atlantic Union Bankshares Corp | 600 | $8K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 413 | $5K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 400 | $5K | 0.0% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC | 250 | $3K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 230 | $3K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 66 | $840 | 0.0% | 2026-Q2 |
| Allworth Financial LP | 43 | $548 | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. | 11 | $141 | 0.0% | 2026-Q2 |
| SIT INVESTMENT ASSOCIATES INC added | 2,908,822 | $36M | 22.4% | 2026-Q1 stale (1 quarter behind) |
| Penserra Capital Management LLC new | 471,372 | $6M | 3.6% | 2026-Q1 stale (1 quarter behind) |
| COHEN & STEERS, INC. | 459,239 | $6M | 3.5% | 2026-Q1 stale (1 quarter behind) |
| Pathstone Holdings, LLC added | 267,603 | $3M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 186,000 | $2M | 1.4% | 2026-Q1 stale (1 quarter behind) |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 62,077 | $759K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Calamos Advisors LLC added | 28,104 | $343K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Hamrick Investment Counsel, llc new | 24,748 | $305K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Thrivent Financial for Lutherans | 19,104 | $233K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 14,305 | $175K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JPMORGAN CHASE & CO trimmed | 14,313 | $170K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management trimmed | 1,610 | $20K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Golden State Wealth Management, LLC | 1,150 | $14K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC | 500 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 451 | $6K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 321 | $4K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 247,060 | $3M | 2.0% | 2025-Q4 stale (2 quarters behind) |
| READYSTATE ASSET MANAGEMENT LP added | 94,522 | $1M | 0.8% | 2025-Q4 stale (2 quarters behind) |
| Quarry LP new | 90,216 | $1M | 0.7% | 2025-Q4 stale (2 quarters behind) |
| HighTower Advisors, LLC new | 19,513 | $246K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK added | 7,938 | $100K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,710 | $34K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Noble Wealth Management PBC new | 1,200 | $15K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CoreCap Advisors, LLC | 975 | $12K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Wealth Preservation Advisors, LLC | 900 | $11K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JONES FINANCIAL COMPANIES LLLP trimmed | 273 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Pinnacle Wealth Planning Services, Inc. new | 46 | $580 | 0.0% | 2025-Q4 stale (2 quarters behind) |
| WNY Asset Management, LLC trimmed | 21,664 | $293K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Newbridge Financial Services Group, Inc. added | 6,061 | $82K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| Future Financial Wealth Managment LLC | 3,500 | $47K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| WPG Advisers, LLC added | 58 | $784 | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Allspring Global Investments Holdings, LLC | 107,724 | $1M | 0.9% | 2025-Q2 stale (4 quarters behind) |
| Summit X, LLC trimmed | 54,246 | $701K | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP added | 2,014 | $26K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| MeadowBrook Investment Advisors LLC | 1,905 | $25K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.