Who owns 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-Q2 13F filings (latest filed 2026-09-02). 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
81 tracked funds added or opened JMBS while 59 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 0.5% of theirs — a 0.5pp 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 2026-Q1 and 2026-Q2, across 260 tracked filers holding JMBS, 174 increased or opened the position and 115 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 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 9
- CYPRESS FINANCIAL PLANNING LLC$19M
- ARQ WEALTH ADVISORS, LLC$11M
- Jupiter Topco LLC$7M
- JANE STREET GROUP, LLC$3M
- Global Retirement Partners, LLC$2M
- Almanack Investment Partners, LLC.$2M
Full exits 25
- FOSTER & MOTLEY INC$88M
- Leo Wealth, LLC$27M
- HighTower Advisors, LLC$22M
- Moment Partners, LLC$21M
- Insight Wealth Strategies, LLC$20M
- Janney Montgomery Scott LLC$15M
Largest adds
- MORGAN STANLEY$84M
- Corient Private Wealth LP$56M
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$20M
- Medallion Wealth Advisors, LLC$15M
- Gradient Investments LLC$15M
- Haverford Trust Co$13M
Largest trims
- Modern Wealth Management, LLC$61M
- KWB Wealth$9M
- Kestra Investment Management, LLC$6M
- Madison Asset Management, LLC$4M
- Bank of New York Mellon Corp$3M
- FLP Wealth Management, LLC$2M
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 |
|---|---|---|---|---|
| MORGAN STANLEY added | 30,547,370 | $1.4B | 23.5% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 22,369,778 | $1.0B | 17.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 9,888,964 | $445M | 7.6% | 2026-Q2 |
| Haverford Trust Co added | 3,993,467 | $180M | 3.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 3,410,091 | $153M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 3,363,367 | $151M | 2.6% | 2026-Q2 |
| Corient Private Wealth LP added | 3,321,491 | $150M | 2.6% | 2026-Q2 |
| Focus Partners Wealth added | 2,825,037 | $127M | 2.2% | 2026-Q2 |
| Gradient Investments LLC added | 2,688,767 | $121M | 2.1% | 2026-Q2 |
| UBS Group AG added | 2,597,488 | $117M | 2.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,420,928 | $109M | 1.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,206,955 | $99M | 1.7% | 2026-Q2 |
| Hamilton Capital, LLC trimmed | 2,035,111 | $92M | 1.6% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 1,989,959 | $90M | 1.5% | 2026-Q2 |
| LPL Financial LLC added | 1,846,020 | $83M | 1.4% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 1,835,337 | $83M | 1.4% | 2026-Q2 |
| Advance Capital Management, Inc. added | 1,789,564 | $81M | 1.4% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 1,638,165 | $74M | 1.3% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 1,179,100 | $53M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,163,322 | $52M | 0.9% | 2026-Q2 |
| Madison Asset Management, LLC trimmed | 1,106,482 | $50M | 0.9% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 1,068,068 | $48M | 0.8% | 2026-Q2 |
| CAPITAL ADVISORS INC/OK trimmed | 1,047,135 | $47M | 0.8% | 2026-Q2 |
| INSPIRION WEALTH ADVISORS, LLC added | 850,946 | $38M | 0.7% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 803,929 | $36M | 0.6% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 775,881 | $35M | 0.6% | 2026-Q2 |
| CGN Advisors LLC added | 739,199 | $33M | 0.6% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 716,333 | $32M | 0.6% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT added | 676,034 | $30M | 0.5% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 666,521 | $30M | 0.5% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 653,740 | $29M | 0.5% | 2026-Q2 |
| ARVEST INVESTMENTS, INC. added | 643,610 | $29M | 0.5% | 2026-Q2 |
| Towneley Capital Management, Inc / DE added | 624,815 | $28M | 0.5% | 2026-Q2 |
| Cetera Investment Advisers added | 606,920 | $27M | 0.5% | 2026-Q2 |
| Legacy Private Trust Co. added | 602,038 | $27M | 0.5% | 2026-Q2 |
| Pictet North America Advisors SA trimmed | 584,021 | $26M | 0.4% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 573,031 | $26M | 0.4% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 510,655 | $23M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 501,234 | $23M | 0.4% | 2026-Q2 |
| AllGen Financial Advisors, Inc. added | 496,674 | $22M | 0.4% | 2026-Q2 |
| SeaBridge Investment Advisors LLC added | 446,615 | $20M | 0.3% | 2026-Q2 |
| Financial Enhancement Group LLC added | 439,049 | $20M | 0.3% | 2026-Q2 |
| STANSBERRY ASSET MANAGEMENT, LLC added | 426,966 | $19M | 0.3% | 2026-Q2 |
| KWB Wealth trimmed | 420,361 | $19M | 0.3% | 2026-Q2 |
| CYPRESS FINANCIAL PLANNING LLC new | 415,201 | $19M | 0.3% | 2026-Q2 |
| Blue Edge Capital, LLC added | 387,864 | $17M | 0.3% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 377,860 | $17M | 0.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 356,418 | $16M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 353,394 | $16M | 0.3% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 351,290 | $16M | 0.3% | 2026-Q2 |
| Focused Wealth Management, Inc added | 347,476 | $16M | 0.3% | 2026-Q2 |
| Asio Capital, LLC trimmed | 345,999 | $16M | 0.3% | 2026-Q2 |
| Secure Asset Management, LLC added | 327,232 | $15M | 0.3% | 2026-Q2 |
| Allen Capital Group, LLC added | 324,391 | $15M | 0.2% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 321,613 | $16M | 0.3% | 2026-Q2 |
| Goelzer Investment Management, Inc. trimmed | 320,242 | $14M | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 306,485 | $14M | 0.2% | 2026-Q2 |
| WESPAC Advisors SoCal, LLC added | 279,670 | $13M | 0.2% | 2026-Q2 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA added | 276,850 | $12M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 273,130 | $12M | 0.2% | 2026-Q2 |
| Sage Advisory Services, Ltd.Co. added | 256,374 | $12M | 0.2% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 243,493 | $11M | 0.2% | 2026-Q2 |
| Fourth Dimension Wealth, LLC trimmed | 232,467 | $10M | 0.2% | 2026-Q2 |
| Englebert Financial Advisers, LLC added | 227,013 | $10M | 0.2% | 2026-Q2 |
| True North Advisors, LLC trimmed | 221,276 | $10M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 211,641 | $10M | 0.2% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 210,440 | $9M | 0.2% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 181,144 | $8M | 0.1% | 2026-Q2 |
| GENESIS PRIVATE WEALTH, LLC added | 177,437 | $8M | 0.1% | 2026-Q2 |
| Meridian Wealth Management, LLC added | 172,231 | $8M | 0.1% | 2026-Q2 |
| Seed Wealth Management, Inc. trimmed | 170,917 | $8M | 0.1% | 2026-Q2 |
| Symphony Financial Services, Inc. added | 168,168 | $8M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Group, LLC added | 162,759 | $7M | 0.1% | 2026-Q2 |
| IVC Wealth Advisors LLC added | 156,958 | $7M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 153,652 | $7M | 0.1% | 2026-Q2 |
| Prasad Wealth Partners, LLC added | 152,257 | $7M | 0.1% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 151,505 | $7M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 147,096 | $7M | 0.1% | 2026-Q2 |
| Unique Wealth Strategies, LLC added | 134,410 | $6M | 0.1% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 127,188 | $6M | 0.1% | 2026-Q2 |
| HEADINVEST, LLC added | 126,321 | $6M | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 125,774 | $6M | 0.1% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 120,289 | $5M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 118,097 | $5M | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC added | 115,390 | $5M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 113,200 | $5M | 0.1% | 2026-Q2 |
| WEALTH ALLIANCE, LLC added | 113,013 | $5M | 0.1% | 2026-Q2 |
| BAILARD, INC. added | 99,510 | $4M | 0.1% | 2026-Q2 |
| Brown Financial Advisors added | 97,579 | $4M | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 93,887 | $4M | 0.1% | 2026-Q2 |
| Transamerica Financial Advisors, LLC trimmed | 91,949 | $4M | 0.1% | 2026-Q2 |
| Paladin Wealth, LLC added | 91,858 | $4M | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC added | 91,818 | $4M | 0.1% | 2026-Q2 |
| Destiny Wealth Partners, LLC added | 91,197 | $4M | 0.1% | 2026-Q2 |
| Lionshead Wealth Management, LLC added | 89,288 | $4M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 83,541 | $4M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 81,990 | $4M | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC added | 80,948 | $4M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 77,684 | $3M | 0.1% | 2026-Q2 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 71,141 | $3M | 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.