Who owns JHMB
Which tracked institutional funds hold JHMB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHMB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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
10 tracked funds added or opened JHMB while 9 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
JHMB’s largest tracked holder by dollar value, HighTower Advisors, LLC, sizes it at 4.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JHMB 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 32 tracked filers holding JHMB, 17 increased or opened the position and 19 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 JHMB 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 2
- RAYMOND JAMES FINANCIAL INC$2M
- GOLDMAN SACHS GROUP INC$911K
Full exits 4
- HighTower Advisors, LLC$41M
- JOURNEY STRATEGIC WEALTH LLC$12M
- GREAT VALLEY ADVISOR GROUP, INC.$3M
- J. R. Prunier Capital Management LLC$2M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$1M
- FIDELITY D & D BANCORP INC$770K
- FLAGSHIP HARBOR ADVISORS, LLC$594K
- Gladstone Institutional Advisory LLC$536K
- COMMONWEALTH EQUITY SERVICES, LLC$506K
- JANE STREET GROUP, LLC$315K
Largest trims
- LPL Financial LLC$7M
- Private Advisor Group, LLC$6M
- FFG RETIREMENT ADVISORS LLC$3M
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$3M
- Kestra Advisory Services, LLC$992K
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 1,349,904 | $30M | 15.4% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 758,492 | $17M | 8.7% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC trimmed | 688,349 | $15M | 7.9% | 2026-Q2 |
| FIDELITY D & D BANCORP INC added | 450,540 | $10M | 5.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 436,320 | $10M | 5.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 335,668 | $7M | 3.8% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC trimmed | 321,016 | $7M | 3.7% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 266,812 | $6M | 3.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 223,128 | $5M | 2.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 193,101 | $4M | 2.2% | 2026-Q2 |
| Peak Wealth Management LLC added | 178,328 | $4M | 2.0% | 2026-Q2 |
| Gladstone Institutional Advisory LLC added | 153,869 | $3M | 1.8% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 147,419 | $3M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC new | 109,485 | $2M | 1.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 41,496 | $911K | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 34,846 | $765K | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 25,108 | $551K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,089 | $441K | 0.2% | 2026-Q2 |
| Legacy Capital Wealth Partners, LLC | 18,113 | $397K | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 17,672 | $388K | 0.2% | 2026-Q2 |
| Arax Advisory Partners new | 16,384 | $360K | 0.2% | 2026-Q2 |
| Cadence Wealth Management LLC added | 15,184 | $333K | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC | 8,160 | $179K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 3,414 | $75K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 2,928 | $65K | 0.0% | 2026-Q2 |
| Triumph Capital Management | 1,996 | $44K | 0.0% | 2026-Q2 |
| MORGAN STANLEY | 1,009 | $22K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,000 | $22K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 700 | $15K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 680 | $15K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC new | 411 | $9K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC | 250 | $5K | 0.0% | 2026-Q2 |
| HighTower Advisors, LLC added | 1,849,845 | $41M | 21.2% | 2026-Q1 stale (1 quarter behind) |
| JOURNEY STRATEGIC WEALTH LLC added | 524,652 | $12M | 6.0% | 2026-Q1 stale (1 quarter behind) |
| GREAT VALLEY ADVISOR GROUP, INC. added | 148,829 | $3M | 1.7% | 2026-Q1 stale (1 quarter behind) |
| J. R. Prunier Capital Management LLC added | 78,499 | $2M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 21,956 | $483K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC added | 16,536 | $364K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| U.S. Capital Wealth Advisors, LLC | 16,384 | $361K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| CITADEL ADVISORS LLC trimmed | 14,040 | $309K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MML INVESTORS SERVICES, LLC new | 9,351 | $206K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 141 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 137 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 55 | $2K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| GPS Wealth Strategies Group, LLC added | 1,159 | $26K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MGO ONE SEVEN LLC added | 221,718 | $5M | 2.5% | 2025-Q2 stale (4 quarters behind) |
| High Falls Advisors, Inc new | 9,528 | $208K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG added | 2,408 | $53K | 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.