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Institutional Ownership · SEC Form 13F

Who owns JMBS (JMBS)


Which tracked institutional funds hold JMBS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JMBS 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.

265
Institutional holders
130,049,929
Shares held (tracked funds)

How the tape is positioned

84 tracked funds added or opened JMBS while 64 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

JMBS’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 0.7pp gap the other way — the median holder sizes JMBS more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JMBS 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 265 tracked filers holding JMBS, 166 increased or opened the position and 121 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 JMBS 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 23

  • EP Wealth Advisors, LLC$46M
  • Moment Partners, LLC$21M
  • NewEdge Wealth, LLC$7M
  • FDx Advisors, Inc.$4M
  • FLP Wealth Management, LLC$4M
  • CITADEL ADVISORS LLC$4M

Full exits 16

  • Divergent Planning, LLC$42M
  • AllGen Financial Advisors, Inc.$21M
  • Blue Edge Capital, LLC$15M
  • Pine Valley Investments Ltd Liability Co$13M
  • SEVEN MILE ADVISORY$13M
  • COMERICA BANK$3M

Largest adds

  • MORGAN STANLEY$129M
  • Advance Capital Management, Inc.$79M
  • AMERIPRISE FINANCIAL INC$73M
  • Corient Private Wealth LLC$65M
  • HighTower Advisors, LLC$22M
  • Haverford Trust Co$20M

Largest trims

  • Richard Bernstein Advisors LLC$404M
  • BANK OF AMERICA CORP /DE/$397M
  • Parallel Advisors, LLC$51M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$38M
  • ENVESTNET ASSET MANAGEMENT INC$31M
  • Madison Asset Management, LLC$16M

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).

FundSharesReported value% of valueQuarter
MORGAN STANLEY added28,558,480$1.3B21.1%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added21,835,366$987M16.2%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed9,747,198$440M7.2%2026-Q1
Haverford Trust Co added3,699,020$167M2.7%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed3,263,290$147M2.4%2026-Q1
OSAIC HOLDINGS, INC. added3,120,282$141M2.3%2026-Q1
Focus Partners Wealth added2,824,503$128M2.1%2026-Q1
UBS Group AG added2,513,744$114M1.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed2,375,089$107M1.8%2026-Q1
Gradient Investments LLC added2,346,915$106M1.7%2026-Q1
Corient Private Wealth LLC added2,106,756$93M1.5%2026-Q1
Hamilton Capital, LLC added2,041,354$92M1.5%2026-Q1
Modern Wealth Management, LLC added1,996,621$90M1.5%2026-Q1
AMERIPRISE FINANCIAL INC added1,991,036$90M1.5%2026-Q1
FOSTER & MOTLEY INC added1,949,409$88M1.4%2026-Q1
WELLS FARGO & COMPANY/MN trimmed1,872,770$85M1.4%2026-Q1
Advance Capital Management, Inc. added1,762,883$80M1.3%2026-Q1
ROYAL BANK OF CANADA trimmed1,755,988$79M1.3%2026-Q1
LPL Financial LLC added1,635,035$74M1.2%2026-Q1
Pallas Capital Advisors LLC trimmed1,533,817$69M1.1%2026-Q1
Bank of New York Mellon Corp added1,232,072$56M0.9%2026-Q1
Madison Asset Management, LLC trimmed1,189,356$54M0.9%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,073,162$49M0.8%2026-Q1
CAPITAL ADVISORS INC/OK trimmed1,065,273$48M0.8%2026-Q1
EP Wealth Advisors, LLC new1,025,837$46M0.8%2026-Q1
AlphaCore Capital LLC trimmed803,461$36M0.6%2026-Q1
INSPIRION WEALTH ADVISORS, LLC added766,123$35M0.6%2026-Q1
TRUIST FINANCIAL CORP added738,847$33M0.5%2026-Q1
CGN Advisors LLC trimmed712,479$32M0.5%2026-Q1
Kestra Investment Management, LLC added696,640$31M0.5%2026-Q1
GUGGENHEIM CAPITAL LLC added685,210$31M0.5%2026-Q1
ALBION FINANCIAL GROUP /UT added644,876$29M0.5%2026-Q1
KWB Wealth trimmed620,188$28M0.5%2026-Q1
Towneley Capital Management, Inc / DE added615,498$28M0.5%2026-Q1
Pictet North America Advisors SA added614,104$28M0.5%2026-Q1
Sage Mountain Advisors LLC added612,346$28M0.5%2026-Q1
ARVEST INVESTMENTS, INC. trimmed604,333$27M0.4%2026-Q1
Leo Wealth, LLC added594,085$27M0.4%2026-Q1
Cetera Investment Advisers trimmed583,130$26M0.4%2026-Q1
Legacy Private Trust Co. added575,274$26M0.4%2026-Q1
Rockefeller Capital Management L.P. added519,221$23M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. trimmed496,311$22M0.4%2026-Q1
HighTower Advisors, LLC added488,873$22M0.4%2026-Q1
Moment Partners, LLC added454,702$21M0.3%2026-Q1
Insight Wealth Strategies, LLC added453,389$20M0.3%2026-Q1
Financial Enhancement Group LLC added427,984$20M0.3%2026-Q1
SeaBridge Investment Advisors LLC added418,001$19M0.3%2026-Q1
Horizon Investments, LLC trimmed419,377$19M0.3%2026-Q1
Parallel Advisors, LLC trimmed393,378$18M0.3%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC trimmed385,080$17M0.3%2026-Q1
Asio Capital, LLC added355,955$16M0.3%2026-Q1
Goelzer Investment Management, Inc. added332,955$15M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed322,170$15M0.2%2026-Q1
Focused Wealth Management, Inc added309,085$14M0.2%2026-Q1
Secure Asset Management, LLC added305,601$14M0.2%2026-Q1
Allen Capital Group, LLC added302,550$14M0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed302,480$14M0.2%2026-Q1
Fourth Dimension Wealth, LLC added271,035$12M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed258,569$12M0.2%2026-Q1
Rosenblum Silverman Sutton S F Inc /ca added250,615$11M0.2%2026-Q1
Sage Advisory Services, Ltd.Co. added237,532$11M0.2%2026-Q1
VERUS CAPITAL PARTNERS, LLC added231,737$10M0.2%2026-Q1
True North Advisors, LLC added226,739$10M0.2%2026-Q1
Englebert Financial Advisers, LLC added211,241$10M0.2%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. added208,017$9M0.2%2026-Q1
WESPAC Advisors SoCal, LLC added197,015$9M0.1%2026-Q1
Seed Wealth Management, Inc. trimmed171,079$8M0.1%2026-Q1
GENESIS PRIVATE WEALTH, LLC added168,172$8M0.1%2026-Q1
Symphony Financial Services, Inc. trimmed168,065$8M0.1%2026-Q1
NewEdge Wealth, LLC new165,104$7M0.1%2026-Q1
Cornerstone Wealth Group, LLC added158,383$7M0.1%2026-Q1
Meridian Wealth Management, LLC added153,802$7M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added151,732$7M0.1%2026-Q1
Prasad Wealth Partners, LLC added144,355$7M0.1%2026-Q1
IVC Wealth Advisors LLC added142,840$6M0.1%2026-Q1
MONECO ADVISORS, LLC trimmed139,226$6M0.1%2026-Q1
Ancora Advisors LLC trimmed138,682$6M0.1%2026-Q1
JANUS HENDERSON GROUP PLC trimmed138,124$6M0.1%2026-Q1
Rothschild Wealth LLC added113,440$5M0.1%2026-Q1
HEADINVEST, LLC added100,576$5M0.1%2026-Q1
Kestra Advisory Services, LLC added99,574$4M0.1%2026-Q1
BAILARD, INC. added98,520$4M0.1%2026-Q1
FDx Advisors, Inc. trimmed96,493$4M0.1%2026-Q1
OLD MISSION CAPITAL LLC added95,994$4M0.1%2026-Q1
FLP Wealth Management, LLC new1,039$4M0.1%2026-Q1
Transamerica Financial Advisors, LLC trimmed92,729$4M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added91,775$4M0.1%2026-Q1
Brown Financial Advisors trimmed91,583$4M0.1%2026-Q1
Destiny Wealth Partners, LLC added88,289$4M0.1%2026-Q1
CW Advisors, LLC added2,631,676$119M1.9%2025-Q2 stale
Kovitz Investment Group Partners, LLC added2,594,064$118M1.9%2025-Q3 stale
Divergent Planning, LLC added918,067$42M0.7%2025-Q4 stale
SPC Financial, Inc. added832,692$38M0.6%2025-Q3 stale
AllGen Financial Advisors, Inc. added449,678$21M0.3%2025-Q4 stale
Transform Wealth, LLC added334,255$15M0.2%2025-Q1 stale
Blue Edge Capital, LLC added325,450$15M0.2%2025-Q4 stale
Pine Valley Investments Ltd Liability Co added280,807$13M0.2%2025-Q4 stale
Brookstone Capital Management trimmed278,166$13M0.2%2025-Q3 stale
SEVEN MILE ADVISORY added275,386$13M0.2%2025-Q4 stale
TRANSCEND CAPITAL ADVISORS, LLC added141,505$6M0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership