Who owns JMST
Which tracked institutional funds hold JMST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JMST company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
151 tracked funds added or opened JMST while 98 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
JMST’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.3pp gap the other way — the median holder sizes JMST more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JMST 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 546 tracked filers holding JMST, 292 increased or opened the position and 229 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 JMST 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 21
- Clearstead Advisors, LLC$5M
- PERSPECTIVE WEALTH ADVISORS LLC$4M
- MISSION WEALTH MANAGEMENT, LP$2M
- Bluespring Wealth Management, LLC$2M
- Global Retirement Partners, LLC$2M
- Clear Point Advisors Inc.$1M
Full exits 25
- CWM, LLC$40M
- HighTower Advisors, LLC$27M
- Cambridge Investment Research Advisors, Inc.$22M
- Thrivent Financial for Lutherans$13M
- APPLETON PARTNERS INC/MA$6M
- Capital Analysts, LLC$6M
Largest adds
- BAILARD, INC.$41M
- HB Wealth Management, LLC$37M
- BANK OF AMERICA CORP /DE/$22M
- Bank of New York Mellon Corp$15M
- NewEdge Advisors, LLC$12M
- JPMORGAN CHASE & CO$11M
Largest trims
- NorthRock Partners, LLC$42M
- CITADEL ADVISORS LLC$24M
- Mariner, LLC$14M
- Corient Private Wealth LP$12M
- Boulder Wealth Advisors, LLC$8M
- FLPUTNAM INVESTMENT MANAGEMENT CO$8M
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 |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,618,229 | $236M | 8.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,833,193 | $195M | 6.8% | 2026-Q2 |
| HB Wealth Management, LLC added | 3,268,293 | $167M | 5.8% | 2026-Q2 |
| LPL Financial LLC added | 3,079,442 | $157M | 5.5% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 1,841,965 | $94M | 3.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 1,577,056 | $80M | 2.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 1,562,424 | $80M | 2.8% | 2026-Q2 |
| FMR LLC trimmed | 1,380,788 | $70M | 2.5% | 2026-Q2 |
| Salomon & Ludwin, LLC added | 1,202,000 | $61M | 2.1% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,199,281 | $61M | 2.1% | 2026-Q2 |
| BAILARD, INC. added | 1,147,099 | $58M | 2.0% | 2026-Q2 |
| UBS Group AG added | 1,081,228 | $55M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 960,457 | $49M | 1.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 823,139 | $42M | 1.5% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 747,047 | $38M | 1.3% | 2026-Q2 |
| WEATHERLY ASSET MANAGEMENT L. P. added | 727,451 | $37M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 716,864 | $37M | 1.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 710,261 | $36M | 1.3% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 678,796 | $35M | 1.2% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 662,850 | $34M | 1.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 639,374 | $33M | 1.1% | 2026-Q2 |
| Mariner, LLC trimmed | 614,234 | $31M | 1.1% | 2026-Q2 |
| Cerity Partners LLC trimmed | 604,676 | $31M | 1.1% | 2026-Q2 |
| CWA Asset Management Group, LLC added | 601,091 | $31M | 1.1% | 2026-Q2 |
| Sage Mountain Advisors LLC added | 556,512 | $28M | 1.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 543,104 | $28M | 1.0% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 536,845 | $27M | 1.0% | 2026-Q2 |
| Trust Co added | 532,294 | $27M | 0.9% | 2026-Q2 |
| Focus Partners Wealth added | 524,475 | $27M | 0.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 524,263 | $27M | 0.9% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 508,803 | $26M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 502,899 | $26M | 0.9% | 2026-Q2 |
| Global Wealth Management, LLC trimmed | 502,395 | $26M | 0.9% | 2026-Q2 |
| FLPUTNAM INVESTMENT MANAGEMENT CO trimmed | 494,703 | $25M | 0.9% | 2026-Q2 |
| TFO Wealth Partners, LLC added | 492,234 | $25M | 0.9% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 480,527 | $25M | 0.9% | 2026-Q2 |
| SouthState Bank Corp added | 466,374 | $24M | 0.8% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 452,116 | $23M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 446,304 | $23M | 0.8% | 2026-Q2 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC trimmed | 442,803 | $23M | 0.8% | 2026-Q2 |
| WCG Wealth Advisors LLC trimmed | 442,140 | $23M | 0.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 411,148 | $21M | 0.7% | 2026-Q2 |
| Global Strategic Investment Solutions, LLC trimmed | 409,414 | $21M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 397,053 | $20M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 381,476 | $19M | 0.7% | 2026-Q2 |
| Interchange Capital Partners, LLC added | 359,911 | $18M | 0.6% | 2026-Q2 |
| Gradient Investments LLC added | 356,845 | $18M | 0.6% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 337,670 | $17M | 0.6% | 2026-Q2 |
| Capital Asset Advisory Services LLC trimmed | 317,774 | $16M | 0.6% | 2026-Q2 |
| Red Door Wealth Management, LLC added | 310,180 | $16M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 293,012 | $15M | 0.5% | 2026-Q2 |
| Principle Wealth Partners LLC added | 291,500 | $15M | 0.5% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC added | 289,295 | $15M | 0.5% | 2026-Q2 |
| Chesley Taft & Associates LLC added | 285,335 | $15M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 283,757 | $14M | 0.5% | 2026-Q2 |
| Oak Harvest Investment Services added | 282,359 | $14M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 278,708 | $14M | 0.5% | 2026-Q2 |
| Boothe Investment Group, Inc. trimmed | 274,289 | $14M | 0.5% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 268,691 | $14M | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 268,058 | $14M | 0.5% | 2026-Q2 |
| Rosenberg Matthew Hamilton trimmed | 262,671 | $13M | 0.5% | 2026-Q2 |
| Phoenix Wealth Advisors added | 261,094 | $13M | 0.5% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 260,393 | $13M | 0.5% | 2026-Q2 |
| Sequoia Financial Advisors, LLC trimmed | 257,948 | $13M | 0.5% | 2026-Q2 |
| MBM WEALTH CONSULTANTS, LLC added | 245,679 | $13M | 0.4% | 2026-Q2 |
| Auxano Advisors, LLC trimmed | 237,243 | $12M | 0.4% | 2026-Q2 |
| Elequin Capital, LP added | 236,301 | $12M | 0.4% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 231,332 | $12M | 0.4% | 2026-Q2 |
| Opal Wealth Advisors, LLC added | 224,850 | $11M | 0.4% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI added | 220,283 | $11M | 0.4% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC trimmed | 218,332 | $11M | 0.4% | 2026-Q2 |
| Diversified Portfolios, Inc. trimmed | 214,582 | $11M | 0.4% | 2026-Q2 |
| DAVIDSON INVESTMENT ADVISORS added | 209,448 | $11M | 0.4% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC added | 208,365 | $11M | 0.4% | 2026-Q2 |
| TD Capital Management LLC trimmed | 198,650 | $10M | 0.4% | 2026-Q2 |
| Aspen Wealth Management LLC added | 195,619 | $10M | 0.3% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 193,764 | $10M | 0.3% | 2026-Q2 |
| Summit Financial, LLC trimmed | 186,728 | $10M | 0.3% | 2026-Q2 |
| REGIONS FINANCIAL CORP trimmed | 179,398 | $9M | 0.3% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 166,682 | $9M | 0.3% | 2026-Q2 |
| Quotient Wealth Partners, LLC added | 165,677 | $8M | 0.3% | 2026-Q2 |
| YHB Investment Advisors, Inc. added | 165,574 | $8M | 0.3% | 2026-Q2 |
| Whitegate Investment Counselors, Inc. trimmed | 164,442 | $8M | 0.3% | 2026-Q2 |
| Great Point Wealth Advisors, LLC trimmed | 161,685 | $8M | 0.3% | 2026-Q2 |
| Vertex Planning Partners, LLC added | 157,816 | $8M | 0.3% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 152,465 | $8M | 0.3% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 149,352 | $8M | 0.3% | 2026-Q2 |
| CENTRAL TRUST Co added | 145,149 | $7M | 0.3% | 2026-Q2 |
| Southeast Asset Advisors, LLC added | 143,600 | $7M | 0.3% | 2026-Q2 |
| Apex Wealth Management, LLC added | 143,272 | $7M | 0.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 143,243 | $7M | 0.3% | 2026-Q2 |
| MY Wealth Management Inc. added | 141,183 | $7M | 0.3% | 2026-Q2 |
| Sierra Capital LLC | 137,619 | $7M | 0.2% | 2026-Q2 |
| PDS Planning, Inc added | 131,459 | $7M | 0.2% | 2026-Q2 |
| EP Wealth Advisors, LLC | 130,874 | $7M | 0.2% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC trimmed | 130,140 | $7M | 0.2% | 2026-Q2 |
| Mainsail Financial Group, LLC added | 128,461 | $7M | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 127,481 | $7M | 0.2% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 127,414 | $6M | 0.2% | 2026-Q2 |
| StrongBox Wealth, LLC added | 126,661 | $6M | 0.2% | 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.