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Institutional Ownership · SEC Form 13F

Who owns JMOM (JMOM)


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

141
Institutional holders
20,477,704
Shares held (tracked funds)

How the tape is positioned

32 tracked funds added or opened JMOM while 15 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

JMOM’s largest tracked holder by dollar value, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, sizes it at 1.4% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JMOM 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 141 tracked filers holding JMOM, 88 increased or opened the position and 49 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 JMOM 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 9

  • Skyline Advisors, Inc.$3M
  • EP Wealth Advisors, LLC$3M
  • WIN ADVISORS, INC$2M
  • Hershey Financial Advisers, LLC$2M
  • SILVER OAK SECURITIES, INCORPORATED$2M
  • Integrated Wealth Concepts LLC$949K

Full exits 5

  • TWO SIGMA INVESTMENTS, LP$4M
  • Atria Investments, Inc$3M
  • IFG Advisory, LLC$1M
  • Pinnacle Financial Partners, Inc.$667K
  • CENTAURUS FINANCIAL, INC.$602K

Largest adds

  • Equitable Holdings, Inc.$10M
  • JPMORGAN CHASE & CO$10M
  • MAGNOLIA CAPITAL ADVISORS LLC$7M
  • Nova R Wealth, Inc.$6M
  • West Wealth Group, LLC$5M
  • Blue Trust, Inc.$5M

Largest trims

  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$232M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$34M
  • Klaas Financial Asset Advisors, LLC$27M
  • First Heartland Consultants, Inc.$3M
  • HighTower Advisors, LLC$1M
  • MORGAN STANLEY$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).

FundSharesReported value% of valueQuarter
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed9,124,355$628M44.4%2026-Q1
Blue Trust, Inc. added4,767,446$324M22.9%2026-Q1
Equitable Holdings, Inc. added1,261,920$86M6.1%2026-Q1
JPMORGAN CHASE & CO added757,727$50M3.5%2026-Q1
Shore Point Advisors, LLC added657,113$35M2.4%2026-Q1
LPL Financial LLC added414,316$28M2.0%2026-Q1
Nova R Wealth, Inc. added242,989$17M1.2%2026-Q1
MAGNOLIA CAPITAL ADVISORS LLC added238,948$16M1.1%2026-Q1
CWM, LLC added191,103$13M0.9%2026-Q1
ARQ WEALTH ADVISORS, LLC added188,864$13M0.9%2026-Q1
West Wealth Group, LLC added180,372$12M0.9%2026-Q1
Vident Advisory, LLC added168,597$11M0.8%2026-Q1
Cassia Capital Partners, LLC added141,476$10M0.7%2026-Q1
Corient Private Wealth LLC trimmed117,081$8M0.6%2026-Q1
Orion Porfolio Solutions, LLC added89,381$6M0.4%2026-Q1
Savant Capital, LLC added79,886$5M0.4%2026-Q1
5T Wealth, LLC added76,527$5M0.4%2026-Q1
Kingsview Wealth Management, LLC added65,480$4M0.3%2026-Q1
Fifth Third Securities, Inc. trimmed61,603$4M0.3%2026-Q1
Kathmere Capital Management, LLC trimmed60,248$4M0.3%2026-Q1
BANK OF AMERICA CORP /DE/ added56,584$4M0.3%2026-Q1
KELLY FINANCIAL GROUP LLC added53,942$4M0.3%2026-Q1
Vise Technologies, Inc.53,358$4M0.3%2026-Q1
Delos Wealth Advisors, LLC added48,912$3M0.2%2026-Q1
Strategic Financial Services, Inc. trimmed48,587$3M0.2%2026-Q1
3Chopt Investment Partners, LLC48,059$3M0.2%2026-Q1
INTRUST BANK NA trimmed45,825$3M0.2%2026-Q1
Wealth Enhancement Trust Services, Inc. added45,092$3M0.2%2026-Q1
Skyline Advisors, Inc. new43,418$3M0.2%2026-Q1
Cetera Investment Advisers added41,980$3M0.2%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added39,545$3M0.2%2026-Q1
Klaas Financial Asset Advisors, LLC trimmed38,770$3M0.2%2026-Q1
Centennial Bank/AR/ added38,575$3M0.2%2026-Q1
EP Wealth Advisors, LLC new37,728$3M0.2%2026-Q1
HighTower Advisors, LLC trimmed36,529$2M0.2%2026-Q1
WIN ADVISORS, INC added35,103$2M0.2%2026-Q1
ROYAL BANK OF CANADA trimmed34,631$2M0.2%2026-Q1
CFS Investment Advisory Services, LLC added29,905$2M0.2%2026-Q1
NorthCrest Asset Manangement, LLC added31,644$2M0.2%2026-Q1
Hershey Financial Advisers, LLC added31,956$2M0.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added31,932$2M0.2%2026-Q1
AQR CAPITAL MANAGEMENT LLC added26,434$2M0.1%2026-Q1
Professional Financial Advisors, LLC added24,532$2M0.1%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed22,907$2M0.1%2026-Q1
SILVER OAK SECURITIES, INCORPORATED trimmed22,761$2M0.1%2026-Q1
Composition Wealth, LLC trimmed22,542$2M0.1%2026-Q1
Belpointe Asset Management LLC added22,290$2M0.1%2026-Q1
Wealthfront Advisers LLC added21,103$1M0.1%2026-Q1
J HAGAN CAPITAL, INC. added20,680$1M0.1%2026-Q1
First Heartland Consultants, Inc. trimmed20,623$1M0.1%2026-Q1
Palumbo Wealth Management LLC19,949$1M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed18,780$1M0.1%2026-Q1
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added17,677$1M0.1%2026-Q1
Quantinno Capital Management LP trimmed16,659$1M0.1%2026-Q1
TSA Wealth Managment LLC added16,359$1M0.1%2026-Q1
OSAIC HOLDINGS, INC. added15,214$1M0.1%2026-Q1
Advisory Services Network, LLC added14,635$994K0.1%2026-Q1
MN Wealth Advisors, LLC added14,444$981K0.1%2026-Q1
17 CAPITAL PARTNERS, LLC added14,114$959K0.1%2026-Q1
Integrated Wealth Concepts LLC trimmed13,967$949K0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed13,917$945K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added12,981$882K0.1%2026-Q1
Gallacher Capital Management LLC trimmed12,702$863K0.1%2026-Q1
AE Wealth Management LLC added12,631$858K0.1%2026-Q1
Zhang Financial LLC new12,345$838K0.1%2026-Q1
Private Advisor Group, LLC trimmed11,001$747K0.1%2026-Q1
KICKSTAND VENTURES, LLC. added10,650$723K0.1%2026-Q1
One Wealth Advisors, LLC trimmed9,820$667K0.0%2026-Q1
GTS SECURITIES LLC trimmed9,304$632K0.0%2026-Q1
Brookwood Investment Group LLC added8,917$606K0.0%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC added8,698$591K0.0%2026-Q1
Mayflower Financial Advisors, LLC trimmed8,665$589K0.0%2026-Q1
Patten Group, Inc. added8,335$566K0.0%2026-Q1
Asempa Wealth Advisors added8,003$551K0.0%2026-Q1
Prospera Financial Services Inc added7,945$540K0.0%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed7,731$525K0.0%2026-Q1
Linscomb Wealth, Inc. new7,420$504K0.0%2026-Q1
JANE STREET GROUP, LLC trimmed7,357$500K0.0%2026-Q1
Cerity Partners LLC new7,283$495K0.0%2026-Q1
Able Wealth Management LLC added7,216$490K0.0%2026-Q1
DAYMARK WEALTH PARTNERS, LLC7,058$479K0.0%2026-Q1
Brightwater Advisory LLC trimmed7,010$476K0.0%2026-Q1
Midwest Trust Co new6,286$427K0.0%2026-Q1
Cypress Wealth Services, LLC trimmed6,138$417K0.0%2026-Q1
Cornerstone Wealth Management, LLC trimmed147,929$10M0.7%2025-Q2 stale
TWO SIGMA INVESTMENTS, LP added60,400$4M0.3%2025-Q4 stale
Systelligence, LLC trimmed59,886$4M0.3%2025-Q3 stale
Orion Portfolio Solutions, LLC trimmed63,541$4M0.3%2025-Q1 stale
Atria Investments, Inc added41,504$3M0.2%2025-Q4 stale
Elevation Capital Advisory, LLC new36,993$3M0.2%2025-Q3 stale
Crossmark Global Holdings, Inc.35,865$2M0.2%2025-Q3 stale
Blue Oak Capital, LLC added23,787$2M0.1%2025-Q2 stale
IFG Advisory, LLC added21,573$1M0.1%2025-Q4 stale
Compound Planning, Inc. new11,698$752K0.1%2025-Q2 stale
SYNOVUS FINANCIAL CORP added9,976$678K0.0%2025-Q3 stale
Pinnacle Financial Partners, Inc. new9,777$667K0.0%2025-Q4 stale
Duncan Williams Asset Management, LLC new10,080$648K0.0%2025-Q2 stale
Clear Creek Financial Management, LLC new10,981$619K0.0%2025-Q1 stale
CENTAURUS FINANCIAL, INC. added8,828$602K0.0%2025-Q4 stale
Fort Point Capital Partners LLC added8,444$543K0.0%2025-Q2 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