Who owns JHML (JHML)
Which tracked institutional funds hold JHML, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHML 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
16 tracked funds added or opened JHML while 16 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
JHML’s largest tracked holder by dollar value, GRIMES & Co WEALTH MANAGEMENT, LLC, sizes it at 3.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JHML 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 108 tracked filers holding JHML, 47 increased or opened the position and 42 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 JHML 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 4
- Kingsview Wealth Management, LLC$7M
- WIN ADVISORS, INC$2M
- Elevation Capital Advisory, LLC$1M
- VestGen Advisors, LLC$851K
Full exits 2
- CITADEL ADVISORS LLC$1M
- NewEdge Advisors, LLC$619K
Largest adds
- Vestmark Advisory Solutions, Inc.$8M
- ELEVATION POINT WEALTH PARTNERS, LLC$8M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- RAYMOND JAMES FINANCIAL INC$3M
- Simplicity Wealth,LLC$3M
- PMG Wealth Management, Inc.$3M
Largest trims
- WELLS FARGO & COMPANY/MN$10M
- LPL Financial LLC$7M
- UBS Group AG$6M
- GRIMES & Co WEALTH MANAGEMENT, LLC$5M
- AMERIPRISE FINANCIAL INC$2M
- ENVESTNET ASSET MANAGEMENT INC$971K
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 |
|---|---|---|---|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 1,556,167 | $122M | 14.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,358,818 | $106M | 12.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 990,829 | $78M | 9.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 830,638 | $65M | 7.9% | 2026-Q1 |
| Sanchez Wealth Management Group added | 503,947 | $39M | 4.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 487,276 | $38M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 468,453 | $37M | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 422,853 | $33M | 4.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 344,776 | $27M | 3.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 299,982 | $23M | 2.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 281,897 | $22M | 2.7% | 2026-Q1 |
| Cetera Investment Advisers added | 255,102 | $20M | 2.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 190,487 | $15M | 1.8% | 2026-Q1 |
| Simplicity Wealth,LLC added | 168,408 | $13M | 1.6% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 164,836 | $13M | 1.6% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 164,774 | $13M | 1.6% | 2026-Q1 |
| IAM Advisory, LLC trimmed | 161,529 | $13M | 1.5% | 2026-Q1 |
| Cooper Financial Group added | 141,443 | $11M | 1.3% | 2026-Q1 |
| ERn Financial, LLC added | 132,924 | $10M | 1.3% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 95,339 | $7M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 94,500 | $7M | 0.9% | 2026-Q1 |
| PMG Wealth Management, Inc. added | 78,077 | $6M | 0.7% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP trimmed | 65,873 | $5M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 63,441 | $5M | 0.6% | 2026-Q1 |
| Capital Investment Advisory Services, LLC added | 63,093 | $5M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 62,420 | $5M | 0.6% | 2026-Q1 |
| CoreCap Advisors, LLC added | 61,842 | $5M | 0.6% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 45,322 | $4M | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 41,068 | $3M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 40,958 | $3M | 0.4% | 2026-Q1 |
| FCA CORP /TX added | 36,127 | $3M | 0.3% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 33,230 | $3M | 0.3% | 2026-Q1 |
| WIN ADVISORS, INC trimmed | 26,767 | $2M | 0.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 24,043 | $2M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 23,938 | $2M | 0.2% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC trimmed | 23,445 | $2M | 0.2% | 2026-Q1 |
| Rossmore Private Capital trimmed | 22,050 | $2M | 0.2% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 20,463 | $2M | 0.2% | 2026-Q1 |
| Foundry Financial Group, Inc. trimmed | 19,219 | $2M | 0.2% | 2026-Q1 |
| Elevation Capital Advisory, LLC trimmed | 16,954 | $1M | 0.2% | 2026-Q1 |
| SigFig Wealth Management, LLC trimmed | 16,512 | $1M | 0.2% | 2026-Q1 |
| OPPENHEIMER & CO INC added | 15,423 | $1M | 0.1% | 2026-Q1 |
| Goodman Advisory Group, LLC trimmed | 15,292 | $1M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 13,869 | $1M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 13,644 | $1M | 0.1% | 2026-Q1 |
| CWM, LLC added | 13,004 | $1M | 0.1% | 2026-Q1 |
| Financially in Tune, LLC trimmed | 12,447 | $974K | 0.1% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 12,390 | $970K | 0.1% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 11,750 | $920K | 0.1% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 10,935 | $856K | 0.1% | 2026-Q1 |
| VestGen Advisors, LLC added | 9,805 | $851K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 10,465 | $819K | 0.1% | 2026-Q1 |
| Perennial Investment Advisors, LLC trimmed | 10,253 | $802K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 8,901 | $697K | 0.1% | 2026-Q1 |
| COLUMBIA ADVISORY PARTNERS LLC trimmed | 7,933 | $621K | 0.1% | 2026-Q1 |
| Avant Capital LLC trimmed | 6,512 | $510K | 0.1% | 2026-Q1 |
| Venture Visionary Partners LLC | 6,500 | $509K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 6,479 | $507K | 0.1% | 2026-Q1 |
| Orion Porfolio Solutions, LLC | 6,278 | $491K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC new | 6,159 | $482K | 0.1% | 2026-Q1 |
| Sageworth Trust Co of South Dakota | 6,147 | $481K | 0.1% | 2026-Q1 |
| James J. Burns & Company, LLC | 6,040 | $473K | 0.1% | 2026-Q1 |
| Ebert Capital Management Inc. | 6,000 | $470K | 0.1% | 2026-Q1 |
| Beirne Wealth Consulting Services, LLC trimmed | 5,829 | $456K | 0.1% | 2026-Q1 |
| Kraft, Davis & Associates, LLC | 5,200 | $443K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 4,724 | $370K | 0.0% | 2026-Q1 |
| Independent Advisor Alliance added | 4,671 | $366K | 0.0% | 2026-Q1 |
| Capital Advisors, Ltd. LLC | 4,482 | $351K | 0.0% | 2026-Q1 |
| Thrivent Financial for Lutherans trimmed | 4,461 | $349K | 0.0% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,446 | $348K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 4,263 | $336K | 0.0% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC | 4,211 | $330K | 0.0% | 2026-Q1 |
| TRUST POINT INC. | 4,188 | $328K | 0.0% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 4,172 | $327K | 0.0% | 2026-Q1 |
| OneAscent Wealth Management LLC | 3,987 | $312K | 0.0% | 2026-Q1 |
| FMR LLC added | 3,537 | $277K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 3,469 | $272K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 3,407 | $267K | 0.0% | 2026-Q1 |
| Arlington Financial Advisors, LLC new | 3,268 | $256K | 0.0% | 2026-Q1 |
| HILL ISLAND FINANCIAL LLC trimmed | 3,265 | $256K | 0.0% | 2026-Q1 |
| OneAscent Family Office, LLC | 3,134 | $245K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 208,615 | $15M | 1.9% | 2025-Q2 stale |
| Hershey Financial Advisers, LLC added | 21,574 | $2M | 0.2% | 2025-Q3 stale |
| Moloney Securities Asset Management, LLC trimmed | 21,022 | $2M | 0.2% | 2025-Q3 stale |
| GTS SECURITIES LLC added | 16,899 | $1M | 0.1% | 2025-Q2 stale |
| Institute for Wealth Management, LLC. | 14,897 | $1M | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 13,129 | $1M | 0.1% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 12,720 | $933K | 0.1% | 2025-Q2 stale |
| Atria Investments, Inc trimmed | 11,714 | $859K | 0.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC trimmed | 10,742 | $842K | 0.1% | 2025-Q3 stale |
| TRANSCEND CAPITAL ADVISORS, LLC | 12,010 | $810K | 0.1% | 2025-Q1 stale |
| NewEdge Advisors, LLC added | 7,749 | $619K | 0.1% | 2025-Q4 stale |
| Orion Portfolio Solutions, LLC trimmed | 7,612 | $513K | 0.1% | 2025-Q1 stale |
| CW Advisors, LLC new | 6,857 | $462K | 0.1% | 2025-Q1 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 5,655 | $443K | 0.1% | 2025-Q3 stale |
| ORG Partners LLC trimmed | 4,909 | $392K | 0.0% | 2025-Q4 stale |
| Mayflower Financial Advisors, LLC | 3,412 | $267K | 0.0% | 2025-Q3 stale |
| Avidian Wealth Enterprises, LLC trimmed | 3,455 | $253K | 0.0% | 2025-Q2 stale |
| J.W. COLE ADVISORS, INC. trimmed | 3,008 | $236K | 0.0% | 2025-Q3 stale |
| Quantinno Capital Management LP trimmed | 3,450 | $233K | 0.0% | 2025-Q1 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.