Who owns JHMD (JHMD)
Which tracked institutional funds hold JHMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHMD 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
22 tracked funds added or opened JHMD while 11 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
JHMD’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JHMD 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 83 tracked filers holding JHMD, 40 increased or opened the position and 35 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 JHMD 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 5
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- CITADEL ADVISORS LLC$3M
- FLOW TRADERS U.S. LLC$1M
- Keystone Financial Group$871K
- LexAurum Advisors, LLC$652K
Full exits 2
- CITIGROUP INC$896K
- IFG Advisory, LLC$539K
Largest adds
- MORGAN STANLEY$16M
- JONES FINANCIAL COMPANIES LLLP$12M
- LPL Financial LLC$10M
- AMERIPRISE FINANCIAL INC$8M
- WELLS FARGO & COMPANY/MN$5M
- RAYMOND JAMES FINANCIAL INC$4M
Largest trims
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$40M
- Thrivent Financial for Lutherans$3M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- Evensky & Katz LLC$2M
- BANK OF AMERICA CORP /DE/$1M
- COMMONWEALTH EQUITY SERVICES, 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 |
|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 7,386,289 | $313M | 39.3% | 2026-Q1 |
| MORGAN STANLEY added | 1,347,690 | $57M | 7.2% | 2026-Q1 |
| LPL Financial LLC added | 1,209,935 | $51M | 6.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,118,422 | $47M | 6.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 907,122 | $38M | 4.8% | 2026-Q1 |
| Evensky & Katz LLC trimmed | 794,282 | $34M | 4.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 817,498 | $34M | 4.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 673,397 | $29M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 561,168 | $24M | 3.0% | 2026-Q1 |
| Magnus Financial Group LLC added | 329,651 | $14M | 1.8% | 2026-Q1 |
| Simplicity Wealth,LLC added | 316,683 | $13M | 1.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 310,930 | $13M | 1.7% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC added | 279,863 | $12M | 1.5% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 242,018 | $10M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 200,313 | $8M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 198,106 | $8M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 154,267 | $7M | 0.8% | 2026-Q1 |
| CoreCap Advisors, LLC added | 117,887 | $5M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 108,032 | $5M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 101,130 | $4M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 84,038 | $4M | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 81,774 | $3M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 78,529 | $3M | 0.4% | 2026-Q1 |
| Cooper Financial Group added | 73,698 | $3M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 72,549 | $3M | 0.4% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC added | 70,109 | $3M | 0.4% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 58,389 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 57,699 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 53,980 | $2M | 0.3% | 2026-Q1 |
| UBS Group AG trimmed | 52,695 | $2M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 46,140 | $2M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 43,783 | $2M | 0.2% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 39,296 | $2M | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC added | 37,452 | $2M | 0.2% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 30,796 | $1M | 0.2% | 2026-Q1 |
| Northwest Financial Advisors added | 30,027 | $1M | 0.2% | 2026-Q1 |
| Financially in Tune, LLC trimmed | 27,285 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 25,336 | $1M | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 21,962 | $931K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 21,915 | $929K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 21,578 | $914K | 0.1% | 2026-Q1 |
| Keystone Financial Group new | 20,568 | $871K | 0.1% | 2026-Q1 |
| SigFig Wealth Management, LLC trimmed | 18,970 | $804K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 18,209 | $772K | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 17,460 | $740K | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC | 16,960 | $719K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. | 16,749 | $710K | 0.1% | 2026-Q1 |
| LexAurum Advisors, LLC added | 15,387 | $652K | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 12,844 | $544K | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 12,240 | $503K | 0.1% | 2026-Q1 |
| CWM, LLC | 10,964 | $465K | 0.1% | 2026-Q1 |
| Triton Financial Group Inc added | 10,876 | $456K | 0.1% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI | 10,516 | $446K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 10,403 | $441K | 0.1% | 2026-Q1 |
| World Investment Advisors new | 9,874 | $418K | 0.1% | 2026-Q1 |
| Balboa Wealth Partners trimmed | 7,064 | $299K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 6,907 | $293K | 0.0% | 2026-Q1 |
| FMR LLC added | 6,195 | $263K | 0.0% | 2026-Q1 |
| Sun Financial Inc | 5,651 | $254K | 0.0% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 5,769 | $244K | 0.0% | 2026-Q1 |
| CLG LLC added | 5,692 | $241K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 5,660 | $240K | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 5,424 | $230K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 5,202 | $220K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 3,702 | $157K | 0.0% | 2026-Q1 |
| Rialto Wealth Management, LLC | 2,552 | $108K | 0.0% | 2026-Q1 |
| SALEM INVESTMENT COUNSELORS INC new | 2,109 | $89K | 0.0% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 2,050 | $87K | 0.0% | 2026-Q1 |
| US BANCORP \DE\ trimmed | 1,711 | $72K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 1,378 | $58K | 0.0% | 2026-Q1 |
| ASSETMARK, INC | 1,160 | $49K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 981 | $42K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 659 | $28K | 0.0% | 2026-Q1 |
| Tidemark, LLC | 536 | $23K | 0.0% | 2026-Q1 |
| Birchwood Financial Partners, Inc. | 530 | $22K | 0.0% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC | 510 | $22K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 332 | $14K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 302 | $13K | 0.0% | 2026-Q1 |
| MAI Capital Management | 160 | $7K | 0.0% | 2026-Q1 |
| Westside Investment Management, Inc. | 142 | $6K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 106 | $5K | 0.0% | 2026-Q1 |
| Orion Portfolio Solutions, LLC trimmed | 154,267 | $5M | 0.7% | 2025-Q1 stale |
| Crossmark Global Holdings, Inc. trimmed | 56,044 | $2M | 0.3% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 36,858 | $1M | 0.2% | 2025-Q2 stale |
| Institute for Wealth Management, LLC. | 22,668 | $906K | 0.1% | 2025-Q3 stale |
| CITIGROUP INC added | 21,579 | $896K | 0.1% | 2025-Q4 stale |
| IFG Advisory, LLC new | 12,976 | $539K | 0.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC | 11,697 | $468K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC added | 8,057 | $335K | 0.0% | 2025-Q4 stale |
| ORG Partners LLC trimmed | 7,220 | $300K | 0.0% | 2025-Q4 stale |
| AQR CAPITAL MANAGEMENT LLC trimmed | 5,898 | $245K | 0.0% | 2025-Q4 stale |
| ZACKS INVESTMENT MANAGEMENT | 6,126 | $245K | 0.0% | 2025-Q3 stale |
| Strategic Blueprint, LLC | 6,126 | $245K | 0.0% | 2025-Q3 stale |
| COMERICA BANK added | 3,137 | $130K | 0.0% | 2025-Q4 stale |
| AMERIFLEX GROUP, INC. added | 3,375 | $128K | 0.0% | 2025-Q2 stale |
| PRINCIPAL SECURITIES, INC. | 2,400 | $96K | 0.0% | 2025-Q3 stale |
| BOK Financial Private Wealth, Inc. new | 212 | $8K | 0.0% | 2025-Q2 stale |
| TUCKER ASSET MANAGEMENT LLC new | 166 | $7K | 0.0% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 150 | $6K | 0.0% | 2025-Q4 stale |
| Ameritas Advisory Services, LLC new | 78 | $3K | 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.