Who owns 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-Q2 13F filings (latest filed 2026-08-24). 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
The tracked-fund tape on JMOM is one-sided between 2026-Q1 and 2026-Q2: 56 added or opened and 10 trimmed or exited — on balance accumulating.
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 2026-Q1 and 2026-Q2, across 151 tracked filers holding JMOM, 78 increased or opened the position and 72 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 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 4
- CABOT WEALTH MANAGEMENT INC$15M
- Fifth Third Wealth Advisors LLC$4M
- IFG Advisory, LLC$2M
- Elevation Capital Advisory, LLC$838K
Full exits 5
- CWM, LLC$13M
- HighTower Advisors, LLC$2M
- WIN ADVISORS, INC$2M
- Contango Wealth Management LLC$1M
- Cambridge Investment Research Advisors, Inc.$882K
Largest adds
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$181M
- Blue Trust, Inc.$87M
- LPL Financial LLC$44M
- Equitable Holdings, Inc.$35M
- EP Wealth Advisors, LLC$30M
- JPMORGAN CHASE & CO$15M
Largest trims
- Wealth Enhancement Trust Services, Inc.$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$907K
- Zhang Financial LLC$529K
- Orion Porfolio Solutions, LLC$516K
- First Heartland Consultants, Inc.$413K
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 |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 9,685,375 | $809M | 44.0% | 2026-Q2 |
| Blue Trust, Inc. added | 4,811,325 | $411M | 22.4% | 2026-Q2 |
| Equitable Holdings, Inc. added | 1,421,610 | $121M | 6.6% | 2026-Q2 |
| LPL Financial LLC added | 838,538 | $72M | 3.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 770,814 | $65M | 3.5% | 2026-Q2 |
| Shore Point Advisors, LLC added | 701,536 | $44M | 2.4% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 386,525 | $33M | 1.8% | 2026-Q2 |
| Nova R Wealth, Inc. added | 249,662 | $21M | 1.2% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC trimmed | 236,029 | $20M | 1.1% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC added | 206,445 | $17M | 0.9% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC new | 172,574 | $15M | 0.8% | 2026-Q2 |
| Vident Advisory, LLC added | 172,407 | $15M | 0.8% | 2026-Q2 |
| West Wealth Group, LLC trimmed | 141,345 | $12M | 0.7% | 2026-Q2 |
| Cassia Capital Partners, LLC trimmed | 137,154 | $12M | 0.6% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 109,331 | $9M | 0.5% | 2026-Q2 |
| Vise Technologies, Inc. added | 89,189 | $8M | 0.4% | 2026-Q2 |
| Savant Capital, LLC trimmed | 79,317 | $7M | 0.4% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 76,463 | $7M | 0.4% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 67,756 | $6M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 65,000 | $6M | 0.3% | 2026-Q2 |
| Kathmere Capital Management, LLC trimmed | 57,709 | $5M | 0.3% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 57,242 | $5M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 53,517 | $5M | 0.2% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 53,016 | $5M | 0.2% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 52,230 | $4M | 0.2% | 2026-Q2 |
| Delos Wealth Advisors, LLC added | 49,831 | $4M | 0.2% | 2026-Q2 |
| 3Chopt Investment Partners, LLC | 48,059 | $4M | 0.2% | 2026-Q2 |
| Skyline Advisors, Inc. added | 46,516 | $4M | 0.2% | 2026-Q2 |
| Strategic Financial Services, Inc. trimmed | 44,933 | $4M | 0.2% | 2026-Q2 |
| Fifth Third Wealth Advisors LLC new | 44,206 | $4M | 0.2% | 2026-Q2 |
| INTRUST BANK NA trimmed | 44,002 | $4M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 41,528 | $4M | 0.2% | 2026-Q2 |
| Centennial Bank/AR/ added | 38,890 | $3M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 37,766 | $3M | 0.2% | 2026-Q2 |
| Klaas Financial Asset Advisors, LLC trimmed | 35,647 | $3M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 32,942 | $3M | 0.2% | 2026-Q2 |
| NorthCrest Asset Manangement, LLC added | 32,236 | $3M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 30,299 | $3M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 29,288 | $3M | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 26,836 | $2M | 0.1% | 2026-Q2 |
| CFS Investment Advisory Services, LLC trimmed | 26,761 | $2M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 25,090 | $2M | 0.1% | 2026-Q2 |
| Wealthfront Advisers LLC added | 24,992 | $2M | 0.1% | 2026-Q2 |
| Hershey Financial Advisers, LLC trimmed | 23,514 | $2M | 0.1% | 2026-Q2 |
| Professional Financial Advisors, LLC trimmed | 23,303 | $2M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 22,445 | $2M | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 21,891 | $2M | 0.1% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 21,440 | $2M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 20,818 | $2M | 0.1% | 2026-Q2 |
| J HAGAN CAPITAL, INC. trimmed | 20,677 | $2M | 0.1% | 2026-Q2 |
| Palumbo Wealth Management LLC added | 20,041 | $2M | 0.1% | 2026-Q2 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 19,866 | $2M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC trimmed | 18,951 | $2M | 0.1% | 2026-Q2 |
| 17 CAPITAL PARTNERS, LLC added | 15,669 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 14,560 | $1M | 0.1% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 14,220 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 14,080 | $1M | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 13,348 | $1M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 12,887 | $1M | 0.1% | 2026-Q2 |
| TSA Wealth Managment LLC trimmed | 12,714 | $1M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 12,038 | $1M | 0.1% | 2026-Q2 |
| First Heartland Consultants, Inc. trimmed | 11,562 | $988K | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 11,049 | $753K | 0.0% | 2026-Q2 |
| Gallacher Capital Management LLC trimmed | 10,834 | $926K | 0.1% | 2026-Q2 |
| Triumph Capital Management added | 10,784 | $922K | 0.1% | 2026-Q2 |
| Linscomb Wealth, Inc. added | 10,085 | $862K | 0.0% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 9,996 | $854K | 0.0% | 2026-Q2 |
| Elevation Capital Advisory, LLC trimmed | 9,802 | $838K | 0.0% | 2026-Q2 |
| GTS SECURITIES LLC added | 9,567 | $818K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 8,946 | $765K | 0.0% | 2026-Q2 |
| One Wealth Advisors, LLC trimmed | 8,520 | $728K | 0.0% | 2026-Q2 |
| Patten Group, Inc. | 8,335 | $712K | 0.0% | 2026-Q2 |
| Asempa Wealth Advisors added | 8,127 | $695K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 7,860 | $672K | 0.0% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 7,750 | $662K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 7,733 | $661K | 0.0% | 2026-Q2 |
| Prospera Financial Services Inc trimmed | 7,417 | $635K | 0.0% | 2026-Q2 |
| Brookwood Investment Group LLC trimmed | 7,407 | $633K | 0.0% | 2026-Q2 |
| Cerity Partners LLC | 7,283 | $622K | 0.0% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC | 7,058 | $603K | 0.0% | 2026-Q2 |
| Brightwater Advisory LLC | 7,010 | $599K | 0.0% | 2026-Q2 |
| Mayflower Financial Advisors, LLC trimmed | 6,722 | $574K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 6,485 | $554K | 0.0% | 2026-Q2 |
| Midwest Trust Co | 6,286 | $537K | 0.0% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 6,045 | $517K | 0.0% | 2026-Q2 |
| Creative Planning added | 5,881 | $503K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 5,744 | $491K | 0.0% | 2026-Q2 |
| Castleview Partners, LLC added | 5,174 | $442K | 0.0% | 2026-Q2 |
| MORGAN STANLEY trimmed | 5,154 | $440K | 0.0% | 2026-Q2 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,034 | $430K | 0.0% | 2026-Q2 |
| Able Wealth Management LLC trimmed | 5,030 | $430K | 0.0% | 2026-Q2 |
| TBH Global Asset Management, LLC added | 5,010 | $428K | 0.0% | 2026-Q2 |
| Cypress Wealth Services, LLC trimmed | 4,980 | $426K | 0.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 4,864 | $416K | 0.0% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC | 4,577 | $391K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 4,517 | $386K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 4,409 | $377K | 0.0% | 2026-Q2 |
| FMR LLC trimmed | 4,363 | $373K | 0.0% | 2026-Q2 |
| FLORIDA FINANCIAL ADVISORS, LLC added | 4,287 | $366K | 0.0% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 3,912 | $334K | 0.0% | 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.