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-Q1 13F filings (latest filed 2026-05-18). 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
The tracked-fund tape on JGH is one-sided between 2025-Q4 and 2026-Q1: 3 added or opened and 12 trimmed or exited — on balance reducing.
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 5.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.9pp 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 2025-Q4 and 2026-Q1, across 65 tracked filers holding JGH, 25 increased or opened the position and 33 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 2025-Q4 and 2026-Q1 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
- Penserra Capital Management LLC$6M
Full exits 4
- ABSOLUTE INVESTMENT ADVISERS, LLC$3M
- READYSTATE ASSET MANAGEMENT LP$1M
- Quarry LP$1M
- NewEdge Advisors, LLC$522K
Largest adds
- RAYMOND JAMES FINANCIAL INC$2M
- Advisors Asset Management, Inc.$296K
Largest trims
- Yakira Capital Management, Inc.$3M
- BALYASNY ASSET MANAGEMENT L.P.$1M
- McGowan Group Asset Management, Inc.$1M
- SIT INVESTMENT ASSOCIATES INC$1M
- MORGAN STANLEY$982K
- Logan Stone Capital, LLC$628K
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. added | 3,772,646 | $46M | 29.2% | 2026-Q1 |
| SIT INVESTMENT ASSOCIATES INC added | 2,908,822 | $36M | 22.5% | 2026-Q1 |
| MORGAN STANLEY trimmed | 703,113 | $9M | 5.4% | 2026-Q1 |
| Invesco Ltd. trimmed | 569,297 | $7M | 4.4% | 2026-Q1 |
| Yakira Capital Management, Inc. trimmed | 489,792 | $6M | 3.8% | 2026-Q1 |
| Penserra Capital Management LLC new | 471,372 | $6M | 3.6% | 2026-Q1 |
| COHEN & STEERS, INC. | 459,239 | $6M | 3.5% | 2026-Q1 |
| LPL Financial LLC added | 402,492 | $5M | 3.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 305,824 | $4M | 2.4% | 2026-Q1 |
| Pathstone Holdings, LLC added | 267,603 | $3M | 2.1% | 2026-Q1 |
| Shaker Financial Services, LLC trimmed | 208,561 | $3M | 1.6% | 2026-Q1 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 186,000 | $2M | 1.4% | 2026-Q1 |
| Advisors Asset Management, Inc. added | 178,009 | $2M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 158,689 | $2M | 1.2% | 2026-Q1 |
| Outlook Wealth Advisors, LLC trimmed | 90,365 | $1M | 0.7% | 2026-Q1 |
| Logan Stone Capital, LLC trimmed | 73,957 | $904K | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 72,947 | $891K | 0.6% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 62,077 | $759K | 0.5% | 2026-Q1 |
| RVW Wealth, LLC | 39,379 | $481K | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 32,805 | $401K | 0.3% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 32,677 | $399K | 0.3% | 2026-Q1 |
| Independent Wealth Network Inc. added | 30,188 | $369K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 29,025 | $355K | 0.2% | 2026-Q1 |
| CSS LLC/IL | 28,832 | $352K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 28,210 | $345K | 0.2% | 2026-Q1 |
| Calamos Advisors LLC added | 28,104 | $343K | 0.2% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC trimmed | 26,874 | $328K | 0.2% | 2026-Q1 |
| Hamrick Investment Counsel, llc new | 24,748 | $305K | 0.2% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 24,621 | $301K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 23,226 | $284K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 22,700 | $277K | 0.2% | 2026-Q1 |
| Thrivent Financial for Lutherans | 19,104 | $233K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 17,809 | $218K | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 16,347 | $200K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 16,149 | $197K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 15,622 | $191K | 0.1% | 2026-Q1 |
| Kovack Advisors, Inc. added | 15,317 | $188K | 0.1% | 2026-Q1 |
| Closed-End Fund Advisors, Inc. added | 14,893 | $182K | 0.1% | 2026-Q1 |
| Clarion Wealth Managment Partners, LLC | 14,871 | $182K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC | 14,551 | $178K | 0.1% | 2026-Q1 |
| BALYASNY ASSET MANAGEMENT L.P. trimmed | 14,305 | $175K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 14,313 | $170K | 0.1% | 2026-Q1 |
| Tyche Wealth Partners LLC added | 11,755 | $144K | 0.1% | 2026-Q1 |
| Johnson Financial Group, Inc. | 11,459 | $141K | 0.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC | 11,255 | $138K | 0.1% | 2026-Q1 |
| Pasadena Private Wealth, LLC trimmed | 10,500 | $128K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 8,128 | $99K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 2,583 | $32K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2,375 | $29K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 1,950 | $24K | 0.0% | 2026-Q1 |
| Wilmington Savings Fund Society, FSB | 1,794 | $22K | 0.0% | 2026-Q1 |
| MAI Capital Management trimmed | 1,610 | $20K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 1,600 | $20K | 0.0% | 2026-Q1 |
| Golden State Wealth Management, LLC | 1,150 | $14K | 0.0% | 2026-Q1 |
| Arax Advisory Partners trimmed | 621 | $8K | 0.0% | 2026-Q1 |
| Atlantic Union Bankshares Corp | 600 | $7K | 0.0% | 2026-Q1 |
| FNY Investment Advisers, LLC | 500 | $6K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 451 | $6K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 413 | $5K | 0.0% | 2026-Q1 |
| CWM, LLC | 321 | $4K | 0.0% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC | 250 | $3K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC new | 230 | $3K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 182 | $2K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 43 | $526 | 0.0% | 2026-Q1 |
| DHJJ Financial Advisors, Ltd. | 11 | $135 | 0.0% | 2026-Q1 |
| ABSOLUTE INVESTMENT ADVISERS, LLC new | 247,060 | $3M | 2.0% | 2025-Q4 stale |
| Allspring Global Investments Holdings, LLC | 107,724 | $1M | 0.9% | 2025-Q2 stale |
| READYSTATE ASSET MANAGEMENT LP added | 94,522 | $1M | 0.8% | 2025-Q4 stale |
| Quarry LP new | 90,216 | $1M | 0.7% | 2025-Q4 stale |
| Ausdal Financial Partners, Inc. added | 55,345 | $724K | 0.5% | 2025-Q1 stale |
| Summit X, LLC trimmed | 54,246 | $701K | 0.4% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 41,371 | $522K | 0.3% | 2025-Q4 stale |
| Blake Schutter Theil Wealth Advisors, LLC added | 28,828 | $377K | 0.2% | 2025-Q1 stale |
| Advisor Resource Council trimmed | 28,567 | $374K | 0.2% | 2025-Q1 stale |
| WNY Asset Management, LLC trimmed | 21,664 | $293K | 0.2% | 2025-Q3 stale |
| NOMURA HOLDINGS INC new | 21,000 | $265K | 0.2% | 2025-Q4 stale |
| HighTower Advisors, LLC new | 19,513 | $246K | 0.2% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 14,225 | $179K | 0.1% | 2025-Q4 stale |
| EverSource Wealth Advisors, LLC added | 12,765 | $167K | 0.1% | 2025-Q1 stale |
| Cambridge Investment Research Advisors, Inc. trimmed | 10,723 | $140K | 0.1% | 2025-Q1 stale |
| Keystone Financial Group added | 10,509 | $137K | 0.1% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC | 8,099 | $109K | 0.1% | 2025-Q3 stale |
| COMERICA BANK added | 7,938 | $100K | 0.1% | 2025-Q4 stale |
| Newbridge Financial Services Group, Inc. added | 6,061 | $82K | 0.1% | 2025-Q3 stale |
| Future Financial Wealth Managment LLC | 3,500 | $47K | 0.0% | 2025-Q3 stale |
| Kestra Advisory Services, LLC new | 2,710 | $34K | 0.0% | 2025-Q4 stale |
| Elequin Capital, LP added | 2,014 | $26K | 0.0% | 2025-Q2 stale |
| MeadowBrook Investment Advisors LLC | 1,905 | $25K | 0.0% | 2025-Q2 stale |
| Noble Wealth Management PBC new | 1,200 | $15K | 0.0% | 2025-Q4 stale |
| Spire Wealth Management | 1,045 | $14K | 0.0% | 2025-Q1 stale |
| CoreCap Advisors, LLC | 975 | $12K | 0.0% | 2025-Q4 stale |
| Wealth Preservation Advisors, LLC | 900 | $11K | 0.0% | 2025-Q4 stale |
| Stephens Consulting, LLC | 294 | $4K | 0.0% | 2025-Q1 stale |
| JONES FINANCIAL COMPANIES LLLP trimmed | 273 | $3K | 0.0% | 2025-Q4 stale |
| Global Retirement Partners, LLC | 66 | $832 | 0.0% | 2025-Q4 stale |
| WPG Advisers, LLC added | 58 | $784 | 0.0% | 2025-Q3 stale |
| COLDSTREAM CAPITAL MANAGEMENT INC new | 47 | $615 | 0.0% | 2025-Q1 stale |
| Pinnacle Wealth Planning Services, Inc. trimmed | 46 | $580 | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
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.