Who owns JHMM
Which tracked institutional funds hold JHMM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHMM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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 JHMM is one-sided between 2026-Q1 and 2026-Q2: 105 added or opened and 24 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
JHMM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.1pp gap the other way — the median holder sizes JHMM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JHMM 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 280 tracked filers holding JHMM, 146 increased or opened the position and 120 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 JHMM 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 11
- DWM Financial Group, Inc.$13M
- Global Retirement Partners, LLC$6M
- FFG RETIREMENT ADVISORS LLC$3M
- Arete Wealth Advisors, LLC$3M
- NewEdge Advisors, LLC$2M
- Gilliland Jeter Wealth Management LLC$1M
Full exits 14
- Granite Bay Wealth Management, LLC$45M
- Thrivent Financial for Lutherans$34M
- Cambridge Investment Research Advisors, Inc.$17M
- Integrated Wealth Concepts LLC$13M
- J. R. Prunier Capital Management LLC$12M
- NATIXIS ADVISORS, LLC$4M
Largest adds
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$120M
- MORGAN STANLEY$59M
- JONES FINANCIAL COMPANIES LLLP$49M
- WELLS FARGO & COMPANY/MN$48M
- LPL Financial LLC$47M
- AMERIPRISE FINANCIAL INC$45M
Largest trims
- Mariner, LLC$5M
- Rockefeller Capital Management L.P.$4M
- Patriot Financial Group Insurance Agency, LLC$3M
- Henderson Brothers Financial Partners, LLC$2M
- Kestra Advisory Services, LLC$1M
- PFG Advisors$737K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 5,014,123 | $376M | 9.6% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 5,000,962 | $375M | 9.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 4,073,547 | $305M | 7.8% | 2026-Q2 |
| MORGAN STANLEY added | 3,805,245 | $285M | 7.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 3,771,131 | $283M | 7.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,203,414 | $240M | 6.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,457,335 | $182M | 4.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 2,173,659 | $163M | 4.2% | 2026-Q2 |
| UBS Group AG trimmed | 2,101,722 | $158M | 4.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,748,863 | $131M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,429,049 | $107M | 2.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,189,588 | $89M | 2.3% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 1,040,771 | $78M | 2.0% | 2026-Q2 |
| Gilbert & Cook, Inc. added | 1,007,790 | $76M | 1.9% | 2026-Q2 |
| Private Advisor Group, LLC added | 910,954 | $68M | 1.8% | 2026-Q2 |
| Financial Management Professionals, Inc. trimmed | 808,540 | $61M | 1.6% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 685,861 | $51M | 1.3% | 2026-Q2 |
| Focus Partners Wealth trimmed | 630,958 | $47M | 1.2% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC added | 572,359 | $43M | 1.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 502,751 | $38M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 435,756 | $33M | 0.8% | 2026-Q2 |
| Nvest Wealth Strategies, Inc. added | 423,460 | $32M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 418,494 | $31M | 0.8% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 347,933 | $26M | 0.7% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 344,277 | $26M | 0.7% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 294,316 | $22M | 0.6% | 2026-Q2 |
| Graney & King, LLC added | 282,568 | $21M | 0.5% | 2026-Q2 |
| KPP Advisory Services LLC added | 269,833 | $20M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 247,563 | $19M | 0.5% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 240,881 | $18M | 0.5% | 2026-Q2 |
| MCF Advisors LLC added | 234,236 | $18M | 0.5% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 230,283 | $17M | 0.4% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC trimmed | 212,619 | $16M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 212,600 | $16M | 0.4% | 2026-Q2 |
| DWM Financial Group, Inc. new | 204,728 | $13M | 0.3% | 2026-Q2 |
| Choice Wealth Advisors LLC added | 201,271 | $15M | 0.4% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 190,400 | $14M | 0.4% | 2026-Q2 |
| Baker Ellis Asset Management LLC trimmed | 189,511 | $14M | 0.4% | 2026-Q2 |
| Sanchez Wealth Management Group added | 185,722 | $14M | 0.4% | 2026-Q2 |
| ENZI WEALTH trimmed | 177,127 | $13M | 0.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 166,685 | $12M | 0.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 159,268 | $12M | 0.3% | 2026-Q2 |
| &PARTNERS added | 154,341 | $12M | 0.3% | 2026-Q2 |
| Hixon Zuercher, LLC added | 152,829 | $11M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 151,432 | $11M | 0.3% | 2026-Q2 |
| 46 Peaks LLC added | 149,917 | $11M | 0.3% | 2026-Q2 |
| BankPlus Trust Department added | 147,337 | $11M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 136,734 | $10M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 130,867 | $10M | 0.3% | 2026-Q2 |
| Corient Private Wealth LP added | 130,068 | $10M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 128,751 | $10M | 0.2% | 2026-Q2 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 127,601 | $10M | 0.2% | 2026-Q2 |
| Newman Dignan & Sheerar, Inc. added | 119,708 | $9M | 0.2% | 2026-Q2 |
| Linscomb Wealth, Inc. added | 104,079 | $8M | 0.2% | 2026-Q2 |
| Simplicity Wealth,LLC added | 98,814 | $7M | 0.2% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 96,922 | $7M | 0.2% | 2026-Q2 |
| Forge Financial Services LLC trimmed | 94,501 | $7M | 0.2% | 2026-Q2 |
| Fragasso Financial Advisors Inc trimmed | 90,020 | $7M | 0.2% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 87,187 | $7M | 0.2% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 87,105 | $7M | 0.2% | 2026-Q2 |
| Patriot Financial Group Insurance Agency, LLC trimmed | 83,224 | $6M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 81,930 | $6M | 0.2% | 2026-Q2 |
| FMA Wealth Management, LLC trimmed | 81,410 | $6M | 0.2% | 2026-Q2 |
| GRIMES & Co WEALTH MANAGEMENT, LLC added | 77,710 | $6M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 76,376 | $6M | 0.1% | 2026-Q2 |
| Summit Financial, LLC added | 75,786 | $6M | 0.1% | 2026-Q2 |
| WETZEL INVESTMENT ADVISORS, INC. added | 68,521 | $5M | 0.1% | 2026-Q2 |
| ADVISORTRUST PARTNERS, LLC added | 67,359 | $5M | 0.1% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 65,173 | $5M | 0.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 63,526 | $5M | 0.1% | 2026-Q2 |
| Frederick Financial Consultants, LLC added | 63,355 | $5M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 61,165 | $5M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 60,112 | $5M | 0.1% | 2026-Q2 |
| Atlas Wealth LLC trimmed | 59,863 | $4M | 0.1% | 2026-Q2 |
| ERn Financial, LLC added | 58,812 | $4M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 58,738 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 56,895 | $4M | 0.1% | 2026-Q2 |
| DORVAL Corp added | 50,610 | $4M | 0.1% | 2026-Q2 |
| IAMS WEALTH MANAGEMENT, LLC added | 49,580 | $4M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 47,101 | $4M | 0.1% | 2026-Q2 |
| IAG Wealth Partners, LLC added | 46,094 | $3M | 0.1% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 45,753 | $3M | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 43,923 | $3M | 0.1% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC new | 42,824 | $3M | 0.1% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 41,953 | $3M | 0.1% | 2026-Q2 |
| WPG Advisers, LLC trimmed | 41,235 | $3M | 0.1% | 2026-Q2 |
| Keystone Financial Services, LLC trimmed | 41,038 | $3M | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC new | 40,512 | $3M | 0.1% | 2026-Q2 |
| Interchange Capital Partners, LLC added | 37,997 | $3M | 0.1% | 2026-Q2 |
| Henderson Brothers Financial Partners, LLC trimmed | 36,565 | $3M | 0.1% | 2026-Q2 |
| FLAGSTAR SECURITIES, INC added | 36,491 | $3M | 0.1% | 2026-Q2 |
| SUMMIT WEALTH GROUP LLC / CO added | 35,500 | $3M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC added | 33,387 | $3M | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 33,226 | $2M | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI added | 32,952 | $2M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 32,836 | $2M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 32,400 | $2M | 0.1% | 2026-Q2 |
| BankPlus Wealth Management LLC trimmed | 30,511 | $2M | 0.1% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 29,890 | $2M | 0.1% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 29,857 | $2M | 0.1% | 2026-Q2 |
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.