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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 28,558,480 | $1.3B | 21.1% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 21,835,366 | $987M | 16.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 9,747,198 | $440M | 7.2% | 2026-Q1 |
| Haverford Trust Co added | 3,699,020 | $167M | 2.7% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,263,290 | $147M | 2.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 3,120,282 | $141M | 2.3% | 2026-Q1 |
| Focus Partners Wealth added | 2,824,503 | $128M | 2.1% | 2026-Q1 |
| UBS Group AG added | 2,513,744 | $114M | 1.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 2,375,089 | $107M | 1.8% | 2026-Q1 |
| Gradient Investments LLC added | 2,346,915 | $106M | 1.7% | 2026-Q1 |
| Corient Private Wealth LLC added | 2,106,756 | $93M | 1.5% | 2026-Q1 |
| Hamilton Capital, LLC added | 2,041,354 | $92M | 1.5% | 2026-Q1 |
| Modern Wealth Management, LLC added | 1,996,621 | $90M | 1.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,991,036 | $90M | 1.5% | 2026-Q1 |
| FOSTER & MOTLEY INC added | 1,949,409 | $88M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 1,872,770 | $85M | 1.4% | 2026-Q1 |
| Advance Capital Management, Inc. added | 1,762,883 | $80M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,755,988 | $79M | 1.3% | 2026-Q1 |
| LPL Financial LLC added | 1,635,035 | $74M | 1.2% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 1,533,817 | $69M | 1.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,232,072 | $56M | 0.9% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 1,189,356 | $54M | 0.9% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,073,162 | $49M | 0.8% | 2026-Q1 |
| CAPITAL ADVISORS INC/OK trimmed | 1,065,273 | $48M | 0.8% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 1,025,837 | $46M | 0.8% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 803,461 | $36M | 0.6% | 2026-Q1 |
| INSPIRION WEALTH ADVISORS, LLC added | 766,123 | $35M | 0.6% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 738,847 | $33M | 0.5% | 2026-Q1 |
| CGN Advisors LLC trimmed | 712,479 | $32M | 0.5% | 2026-Q1 |
| Kestra Investment Management, LLC added | 696,640 | $31M | 0.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 685,210 | $31M | 0.5% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT added | 644,876 | $29M | 0.5% | 2026-Q1 |
| KWB Wealth trimmed | 620,188 | $28M | 0.5% | 2026-Q1 |
| Towneley Capital Management, Inc / DE added | 615,498 | $28M | 0.5% | 2026-Q1 |
| Pictet North America Advisors SA added | 614,104 | $28M | 0.5% | 2026-Q1 |
| Sage Mountain Advisors LLC added | 612,346 | $28M | 0.5% | 2026-Q1 |
| ARVEST INVESTMENTS, INC. trimmed | 604,333 | $27M | 0.4% | 2026-Q1 |
| Leo Wealth, LLC added | 594,085 | $27M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 583,130 | $26M | 0.4% | 2026-Q1 |
| Legacy Private Trust Co. added | 575,274 | $26M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 519,221 | $23M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 496,311 | $22M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 488,873 | $22M | 0.4% | 2026-Q1 |
| Moment Partners, LLC added | 454,702 | $21M | 0.3% | 2026-Q1 |
| Insight Wealth Strategies, LLC added | 453,389 | $20M | 0.3% | 2026-Q1 |
| Financial Enhancement Group LLC added | 427,984 | $20M | 0.3% | 2026-Q1 |
| SeaBridge Investment Advisors LLC added | 418,001 | $19M | 0.3% | 2026-Q1 |
| Horizon Investments, LLC trimmed | 419,377 | $19M | 0.3% | 2026-Q1 |
| Parallel Advisors, LLC trimmed | 393,378 | $18M | 0.3% | 2026-Q1 |
| STANSBERRY ASSET MANAGEMENT, LLC trimmed | 385,080 | $17M | 0.3% | 2026-Q1 |
| Asio Capital, LLC added | 355,955 | $16M | 0.3% | 2026-Q1 |
| Goelzer Investment Management, Inc. added | 332,955 | $15M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 322,170 | $15M | 0.2% | 2026-Q1 |
| Focused Wealth Management, Inc added | 309,085 | $14M | 0.2% | 2026-Q1 |
| Secure Asset Management, LLC added | 305,601 | $14M | 0.2% | 2026-Q1 |
| Allen Capital Group, LLC added | 302,550 | $14M | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 302,480 | $14M | 0.2% | 2026-Q1 |
| Fourth Dimension Wealth, LLC added | 271,035 | $12M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 258,569 | $12M | 0.2% | 2026-Q1 |
| Rosenblum Silverman Sutton S F Inc /ca added | 250,615 | $11M | 0.2% | 2026-Q1 |
| Sage Advisory Services, Ltd.Co. added | 237,532 | $11M | 0.2% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 231,737 | $10M | 0.2% | 2026-Q1 |
| True North Advisors, LLC added | 226,739 | $10M | 0.2% | 2026-Q1 |
| Englebert Financial Advisers, LLC added | 211,241 | $10M | 0.2% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 208,017 | $9M | 0.2% | 2026-Q1 |
| WESPAC Advisors SoCal, LLC added | 197,015 | $9M | 0.1% | 2026-Q1 |
| Seed Wealth Management, Inc. trimmed | 171,079 | $8M | 0.1% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC added | 168,172 | $8M | 0.1% | 2026-Q1 |
| Symphony Financial Services, Inc. trimmed | 168,065 | $8M | 0.1% | 2026-Q1 |
| NewEdge Wealth, LLC new | 165,104 | $7M | 0.1% | 2026-Q1 |
| Cornerstone Wealth Group, LLC added | 158,383 | $7M | 0.1% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 153,802 | $7M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 151,732 | $7M | 0.1% | 2026-Q1 |
| Prasad Wealth Partners, LLC added | 144,355 | $7M | 0.1% | 2026-Q1 |
| IVC Wealth Advisors LLC added | 142,840 | $6M | 0.1% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 139,226 | $6M | 0.1% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 138,682 | $6M | 0.1% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 138,124 | $6M | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC added | 113,440 | $5M | 0.1% | 2026-Q1 |
| HEADINVEST, LLC added | 100,576 | $5M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 99,574 | $4M | 0.1% | 2026-Q1 |
| BAILARD, INC. added | 98,520 | $4M | 0.1% | 2026-Q1 |
| FDx Advisors, Inc. trimmed | 96,493 | $4M | 0.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 95,994 | $4M | 0.1% | 2026-Q1 |
| FLP Wealth Management, LLC new | 1,039 | $4M | 0.1% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 92,729 | $4M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 91,775 | $4M | 0.1% | 2026-Q1 |
| Brown Financial Advisors trimmed | 91,583 | $4M | 0.1% | 2026-Q1 |
| Destiny Wealth Partners, LLC added | 88,289 | $4M | 0.1% | 2026-Q1 |
| CW Advisors, LLC added | 2,631,676 | $119M | 1.9% | 2025-Q2 stale |
| Kovitz Investment Group Partners, LLC added | 2,594,064 | $118M | 1.9% | 2025-Q3 stale |
| Divergent Planning, LLC added | 918,067 | $42M | 0.7% | 2025-Q4 stale |
| SPC Financial, Inc. added | 832,692 | $38M | 0.6% | 2025-Q3 stale |
| AllGen Financial Advisors, Inc. added | 449,678 | $21M | 0.3% | 2025-Q4 stale |
| Transform Wealth, LLC added | 334,255 | $15M | 0.2% | 2025-Q1 stale |
| Blue Edge Capital, LLC added | 325,450 | $15M | 0.2% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 280,807 | $13M | 0.2% | 2025-Q4 stale |
| Brookstone Capital Management trimmed | 278,166 | $13M | 0.2% | 2025-Q3 stale |
| SEVEN MILE ADVISORY added | 275,386 | $13M | 0.2% | 2025-Q4 stale |
| TRANSCEND CAPITAL ADVISORS, LLC added | 141,505 | $6M | 0.1% | 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.
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.