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-Q1 13F filings (latest filed 2026-05-18). 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
67 tracked funds added or opened JHMM while 32 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
JHMM’s largest tracked holder by dollar value, AMERIPRISE FINANCIAL INC, 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 2025-Q4 and 2026-Q1, across 277 tracked filers holding JHMM, 119 increased or opened the position and 123 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 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 8
- Baird Financial Group, Inc.$20M
- Henderson Brothers Financial Partners, LLC$5M
- Independent Advisor Alliance$2M
- Strategic Financial Concepts, LLC$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Dickmeyer Boyce Financial Management, Inc.$1M
Full exits 8
- Pine Valley Investments Ltd Liability Co$10M
- CAPTRUST FINANCIAL ADVISORS$5M
- NewEdge Advisors, LLC$3M
- Global Retirement Partners, LLC$3M
- COMERICA BANK$2M
- Vantage Financial Partners, LLC$967K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$123M
- LPL Financial LLC$48M
- MORGAN STANLEY$35M
- JONES FINANCIAL COMPANIES LLLP$22M
- AMERIPRISE FINANCIAL INC$20M
- RAYMOND JAMES FINANCIAL INC$18M
Largest trims
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$6M
- ROYAL BANK OF CANADA$4M
- WELLS FARGO & COMPANY/MN$3M
- PFG Advisors$2M
- Rockefeller Capital Management L.P.$2M
- ENZI WEALTH$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 |
|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC added | 4,915,678 | $330M | 9.8% | 2026-Q1 |
| LPL Financial LLC added | 4,893,076 | $328M | 9.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,491,789 | $234M | 6.9% | 2026-Q1 |
| MORGAN STANLEY added | 3,366,141 | $226M | 6.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 3,050,156 | $205M | 6.1% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 2,764,278 | $186M | 5.5% | 2026-Q1 |
| UBS Group AG added | 2,120,865 | $142M | 4.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,019,351 | $133M | 3.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,873,043 | $126M | 3.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,742,004 | $117M | 3.5% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,311,410 | $88M | 2.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,265,480 | $85M | 2.5% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 1,084,810 | $73M | 2.2% | 2026-Q1 |
| Gilbert & Cook, Inc. added | 1,001,204 | $67M | 2.0% | 2026-Q1 |
| Financial Management Professionals, Inc. added | 892,828 | $60M | 1.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 818,029 | $55M | 1.6% | 2026-Q1 |
| Granite Bay Wealth Management, LLC added | 676,992 | $45M | 1.3% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 670,909 | $45M | 1.3% | 2026-Q1 |
| Focus Partners Wealth trimmed | 649,956 | $44M | 1.3% | 2026-Q1 |
| Garrett Wealth Advisory Group, LLC added | 562,825 | $38M | 1.1% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 500,619 | $34M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 496,702 | $33M | 1.0% | 2026-Q1 |
| Nvest Wealth Strategies, Inc. trimmed | 416,595 | $28M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 405,898 | $27M | 0.8% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 335,988 | $23M | 0.7% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 318,989 | $21M | 0.6% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 305,427 | $21M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. new | 297,509 | $20M | 0.6% | 2026-Q1 |
| KPP Advisory Services LLC trimmed | 266,845 | $18M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 250,050 | $17M | 0.5% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 241,151 | $16M | 0.5% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 233,466 | $16M | 0.5% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 233,406 | $16M | 0.5% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 222,449 | $15M | 0.4% | 2026-Q1 |
| Graney & King, LLC added | 211,453 | $14M | 0.4% | 2026-Q1 |
| Choice Wealth Advisors LLC added | 201,138 | $14M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 194,305 | $13M | 0.4% | 2026-Q1 |
| Baker Ellis Asset Management LLC added | 190,546 | $13M | 0.4% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. trimmed | 185,100 | $12M | 0.4% | 2026-Q1 |
| ENZI WEALTH trimmed | 183,499 | $12M | 0.4% | 2026-Q1 |
| Sanchez Wealth Management Group trimmed | 180,817 | $12M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 163,533 | $11M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 155,344 | $10M | 0.3% | 2026-Q1 |
| Cerity Partners LLC trimmed | 152,638 | $10M | 0.3% | 2026-Q1 |
| Hixon Zuercher, LLC added | 147,589 | $10M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 146,023 | $10M | 0.3% | 2026-Q1 |
| 46 Peaks LLC added | 145,555 | $10M | 0.3% | 2026-Q1 |
| Patriot Financial Group Insurance Agency, LLC added | 143,298 | $10M | 0.3% | 2026-Q1 |
| BankPlus Trust Department added | 141,275 | $9M | 0.3% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC added | 130,657 | $9M | 0.3% | 2026-Q1 |
| Newman Dignan & Sheerar, Inc. added | 116,560 | $8M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 104,881 | $7M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 98,804 | $7M | 0.2% | 2026-Q1 |
| Forge Financial Services LLC trimmed | 96,407 | $6M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 95,970 | $6M | 0.2% | 2026-Q1 |
| Linscomb Wealth, Inc. added | 94,122 | $6M | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 93,471 | $6M | 0.2% | 2026-Q1 |
| Fragasso Financial Advisors Inc trimmed | 91,996 | $6M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 88,198 | $6M | 0.2% | 2026-Q1 |
| Simplicity Wealth,LLC added | 87,127 | $6M | 0.2% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 86,428 | $6M | 0.2% | 2026-Q1 |
| FMA Wealth Management, LLC trimmed | 83,281 | $6M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 82,150 | $6M | 0.2% | 2026-Q1 |
| GRIMES & Co WEALTH MANAGEMENT, LLC trimmed | 77,698 | $5M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 63,817 | $5M | 0.1% | 2026-Q1 |
| Henderson Brothers Financial Partners, LLC added | 67,952 | $5M | 0.1% | 2026-Q1 |
| Frederick Financial Consultants, LLC added | 63,048 | $4M | 0.1% | 2026-Q1 |
| Atlas Wealth LLC added | 59,944 | $4M | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors added | 59,913 | $4M | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 59,214 | $4M | 0.1% | 2026-Q1 |
| ERn Financial, LLC added | 58,619 | $4M | 0.1% | 2026-Q1 |
| WETZEL INVESTMENT ADVISORS, INC. added | 58,378 | $4M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 56,547 | $4M | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 56,346 | $4M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 55,354 | $4M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 49,897 | $3M | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 48,075 | $3M | 0.1% | 2026-Q1 |
| DORVAL Corp added | 47,563 | $3M | 0.1% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 47,211 | $3M | 0.1% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 46,766 | $3M | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 46,476 | $3M | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC trimmed | 44,320 | $3M | 0.1% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 44,233 | $3M | 0.1% | 2026-Q1 |
| Summit Financial, LLC added | 43,056 | $3M | 0.1% | 2026-Q1 |
| Keystone Financial Services, LLC added | 42,268 | $3M | 0.1% | 2026-Q1 |
| WPG Advisers, LLC trimmed | 41,904 | $3M | 0.1% | 2026-Q1 |
| IAMS WEALTH MANAGEMENT, LLC added | 40,644 | $3M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 39,897 | $3M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 36,096 | $2M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance trimmed | 36,010 | $2M | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 579,175 | $35M | 1.0% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP trimmed | 241,189 | $16M | 0.5% | 2025-Q3 stale |
| Pine Valley Investments Ltd Liability Co added | 157,014 | $10M | 0.3% | 2025-Q4 stale |
| BNP PARIBAS FINANCIAL MARKETS added | 150,000 | $10M | 0.3% | 2025-Q3 stale |
| PALO ALTO WEALTH ADVISORS, LLC trimmed | 115,901 | $8M | 0.2% | 2025-Q3 stale |
| Atria Wealth Solutions, Inc. added | 87,275 | $5M | 0.2% | 2025-Q2 stale |
| CAPTRUST FINANCIAL ADVISORS trimmed | 72,772 | $5M | 0.1% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 39,338 | $3M | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 38,362 | $3M | 0.1% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC | 37,833 | $2M | 0.1% | 2025-Q3 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.