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-Q1 13F filings. 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 JHMB is one-sided between 2025-Q4 and 2026-Q1: 10 added or opened and 3 trimmed or exited — on balance accumulating.
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 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2025-Q4 and 2026-Q1, across 35 tracked filers holding JHMB, 23 increased or opened the position and 9 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 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
- Gladstone Institutional Advisory LLC$3M
Full exits 1
- GOLDMAN SACHS GROUP INC$3M
Largest adds
- HighTower Advisors, LLC$17M
- LPL Financial LLC$7M
- FFG RETIREMENT ADVISORS LLC$3M
- FLAGSHIP HARBOR ADVISORS, LLC$2M
- JONES FINANCIAL COMPANIES LLLP$1M
- COMMONWEALTH EQUITY SERVICES, LLC$740K
Largest trims
- Kestra Advisory Services, LLC$8M
- Private Advisor Group, LLC$1M
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 |
|---|---|---|---|---|
| HighTower Advisors, LLC added | 1,849,845 | $41M | 19.8% | 2026-Q1 |
| LPL Financial LLC added | 1,641,682 | $36M | 17.6% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 1,042,175 | $23M | 11.2% | 2026-Q1 |
| CABOT WEALTH MANAGEMENT INC added | 694,444 | $15M | 7.4% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 524,652 | $12M | 5.6% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC added | 463,251 | $10M | 5.0% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 414,145 | $9M | 4.4% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 407,997 | $9M | 4.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 402,262 | $9M | 4.3% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 311,621 | $7M | 3.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 267,510 | $6M | 2.9% | 2026-Q1 |
| Peak Wealth Management LLC added | 165,282 | $4M | 1.8% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 148,829 | $3M | 1.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 139,456 | $3M | 1.5% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 133,286 | $3M | 1.4% | 2026-Q1 |
| Gladstone Institutional Advisory LLC new | 129,046 | $3M | 1.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 21,956 | $483K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 20,408 | $449K | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 20,064 | $442K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 18,763 | $413K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 18,436 | $406K | 0.2% | 2026-Q1 |
| Legacy Capital Wealth Partners, LLC | 18,113 | $399K | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 16,536 | $364K | 0.2% | 2026-Q1 |
| U.S. Capital Wealth Advisors, LLC | 16,384 | $361K | 0.2% | 2026-Q1 |
| Cadence Wealth Management LLC added | 14,529 | $320K | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 14,040 | $309K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC new | 9,351 | $206K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 3,436 | $76K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 3,270 | $72K | 0.0% | 2026-Q1 |
| Triumph Capital Management | 1,996 | $44K | 0.0% | 2026-Q1 |
| MORGAN STANLEY | 1,009 | $22K | 0.0% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,000 | $22K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA | 700 | $15K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC | 250 | $6K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 141 | $3K | 0.0% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 221,718 | $5M | 2.4% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 153,916 | $3M | 1.7% | 2025-Q4 stale |
| BENJAMIN EDWARDS INC new | 14,500 | $317K | 0.2% | 2025-Q1 stale |
| High Falls Advisors, Inc new | 9,528 | $208K | 0.1% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 8,160 | $181K | 0.1% | 2025-Q4 stale |
| UBS Group AG added | 2,408 | $53K | 0.0% | 2025-Q2 stale |
| GPS Wealth Strategies Group, LLC added | 1,159 | $26K | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC trimmed | 666 | $15K | 0.0% | 2025-Q4 stale |
| Sound Income Strategies, LLC | 137 | $3K | 0.0% | 2025-Q4 stale |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 55 | $2K | 0.0% | 2025-Q4 stale |
| FMR LLC | 24 | $512 | 0.0% | 2025-Q1 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.