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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 9,124,355 | $628M | 44.4% | 2026-Q1 |
| Blue Trust, Inc. added | 4,767,446 | $324M | 22.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 1,261,920 | $86M | 6.1% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 757,727 | $50M | 3.5% | 2026-Q1 |
| Shore Point Advisors, LLC added | 657,113 | $35M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 414,316 | $28M | 2.0% | 2026-Q1 |
| Nova R Wealth, Inc. added | 242,989 | $17M | 1.2% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 238,948 | $16M | 1.1% | 2026-Q1 |
| CWM, LLC added | 191,103 | $13M | 0.9% | 2026-Q1 |
| ARQ WEALTH ADVISORS, LLC added | 188,864 | $13M | 0.9% | 2026-Q1 |
| West Wealth Group, LLC added | 180,372 | $12M | 0.9% | 2026-Q1 |
| Vident Advisory, LLC added | 168,597 | $11M | 0.8% | 2026-Q1 |
| Cassia Capital Partners, LLC added | 141,476 | $10M | 0.7% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 117,081 | $8M | 0.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 89,381 | $6M | 0.4% | 2026-Q1 |
| Savant Capital, LLC added | 79,886 | $5M | 0.4% | 2026-Q1 |
| 5T Wealth, LLC added | 76,527 | $5M | 0.4% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 65,480 | $4M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 61,603 | $4M | 0.3% | 2026-Q1 |
| Kathmere Capital Management, LLC trimmed | 60,248 | $4M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 56,584 | $4M | 0.3% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC added | 53,942 | $4M | 0.3% | 2026-Q1 |
| Vise Technologies, Inc. | 53,358 | $4M | 0.3% | 2026-Q1 |
| Delos Wealth Advisors, LLC added | 48,912 | $3M | 0.2% | 2026-Q1 |
| Strategic Financial Services, Inc. trimmed | 48,587 | $3M | 0.2% | 2026-Q1 |
| 3Chopt Investment Partners, LLC | 48,059 | $3M | 0.2% | 2026-Q1 |
| INTRUST BANK NA trimmed | 45,825 | $3M | 0.2% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 45,092 | $3M | 0.2% | 2026-Q1 |
| Skyline Advisors, Inc. new | 43,418 | $3M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 41,980 | $3M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 39,545 | $3M | 0.2% | 2026-Q1 |
| Klaas Financial Asset Advisors, LLC trimmed | 38,770 | $3M | 0.2% | 2026-Q1 |
| Centennial Bank/AR/ added | 38,575 | $3M | 0.2% | 2026-Q1 |
| EP Wealth Advisors, LLC new | 37,728 | $3M | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 36,529 | $2M | 0.2% | 2026-Q1 |
| WIN ADVISORS, INC added | 35,103 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 34,631 | $2M | 0.2% | 2026-Q1 |
| CFS Investment Advisory Services, LLC added | 29,905 | $2M | 0.2% | 2026-Q1 |
| NorthCrest Asset Manangement, LLC added | 31,644 | $2M | 0.2% | 2026-Q1 |
| Hershey Financial Advisers, LLC added | 31,956 | $2M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 31,932 | $2M | 0.2% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 26,434 | $2M | 0.1% | 2026-Q1 |
| Professional Financial Advisors, LLC added | 24,532 | $2M | 0.1% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 22,907 | $2M | 0.1% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 22,761 | $2M | 0.1% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 22,542 | $2M | 0.1% | 2026-Q1 |
| Belpointe Asset Management LLC added | 22,290 | $2M | 0.1% | 2026-Q1 |
| Wealthfront Advisers LLC added | 21,103 | $1M | 0.1% | 2026-Q1 |
| J HAGAN CAPITAL, INC. added | 20,680 | $1M | 0.1% | 2026-Q1 |
| First Heartland Consultants, Inc. trimmed | 20,623 | $1M | 0.1% | 2026-Q1 |
| Palumbo Wealth Management LLC | 19,949 | $1M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 18,780 | $1M | 0.1% | 2026-Q1 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added | 17,677 | $1M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 16,659 | $1M | 0.1% | 2026-Q1 |
| TSA Wealth Managment LLC added | 16,359 | $1M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 15,214 | $1M | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 14,635 | $994K | 0.1% | 2026-Q1 |
| MN Wealth Advisors, LLC added | 14,444 | $981K | 0.1% | 2026-Q1 |
| 17 CAPITAL PARTNERS, LLC added | 14,114 | $959K | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 13,967 | $949K | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 13,917 | $945K | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 12,981 | $882K | 0.1% | 2026-Q1 |
| Gallacher Capital Management LLC trimmed | 12,702 | $863K | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 12,631 | $858K | 0.1% | 2026-Q1 |
| Zhang Financial LLC new | 12,345 | $838K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 11,001 | $747K | 0.1% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 10,650 | $723K | 0.1% | 2026-Q1 |
| One Wealth Advisors, LLC trimmed | 9,820 | $667K | 0.0% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 9,304 | $632K | 0.0% | 2026-Q1 |
| Brookwood Investment Group LLC added | 8,917 | $606K | 0.0% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC added | 8,698 | $591K | 0.0% | 2026-Q1 |
| Mayflower Financial Advisors, LLC trimmed | 8,665 | $589K | 0.0% | 2026-Q1 |
| Patten Group, Inc. added | 8,335 | $566K | 0.0% | 2026-Q1 |
| Asempa Wealth Advisors added | 8,003 | $551K | 0.0% | 2026-Q1 |
| Prospera Financial Services Inc added | 7,945 | $540K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 7,731 | $525K | 0.0% | 2026-Q1 |
| Linscomb Wealth, Inc. new | 7,420 | $504K | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 7,357 | $500K | 0.0% | 2026-Q1 |
| Cerity Partners LLC new | 7,283 | $495K | 0.0% | 2026-Q1 |
| Able Wealth Management LLC added | 7,216 | $490K | 0.0% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC | 7,058 | $479K | 0.0% | 2026-Q1 |
| Brightwater Advisory LLC trimmed | 7,010 | $476K | 0.0% | 2026-Q1 |
| Midwest Trust Co new | 6,286 | $427K | 0.0% | 2026-Q1 |
| Cypress Wealth Services, LLC trimmed | 6,138 | $417K | 0.0% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 147,929 | $10M | 0.7% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP added | 60,400 | $4M | 0.3% | 2025-Q4 stale |
| Systelligence, LLC trimmed | 59,886 | $4M | 0.3% | 2025-Q3 stale |
| Orion Portfolio Solutions, LLC trimmed | 63,541 | $4M | 0.3% | 2025-Q1 stale |
| Atria Investments, Inc added | 41,504 | $3M | 0.2% | 2025-Q4 stale |
| Elevation Capital Advisory, LLC new | 36,993 | $3M | 0.2% | 2025-Q3 stale |
| Crossmark Global Holdings, Inc. | 35,865 | $2M | 0.2% | 2025-Q3 stale |
| Blue Oak Capital, LLC added | 23,787 | $2M | 0.1% | 2025-Q2 stale |
| IFG Advisory, LLC added | 21,573 | $1M | 0.1% | 2025-Q4 stale |
| Compound Planning, Inc. new | 11,698 | $752K | 0.1% | 2025-Q2 stale |
| SYNOVUS FINANCIAL CORP added | 9,976 | $678K | 0.0% | 2025-Q3 stale |
| Pinnacle Financial Partners, Inc. new | 9,777 | $667K | 0.0% | 2025-Q4 stale |
| Duncan Williams Asset Management, LLC new | 10,080 | $648K | 0.0% | 2025-Q2 stale |
| Clear Creek Financial Management, LLC new | 10,981 | $619K | 0.0% | 2025-Q1 stale |
| CENTAURUS FINANCIAL, INC. added | 8,828 | $602K | 0.0% | 2025-Q4 stale |
| Fort Point Capital Partners LLC added | 8,444 | $543K | 0.0% | 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.
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.