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Institutional Ownership · SEC Form 13F

Who owns JMST (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

547
Institutional holders
69,204,346
Shares held (tracked funds)

How the tape is positioned

134 tracked funds added or opened JMST while 106 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

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 0.4% of theirs — a 0.4pp 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 2025-Q4 and 2026-Q1, across 547 tracked filers holding JMST, 299 increased or opened the position and 228 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 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 25

  • CITADEL ADVISORS LLC$26M
  • Prime Capital Investment Advisors, LLC$15M
  • Independent Advisor Alliance$6M
  • LAVELLE CAPITAL LP$4M
  • Macro Advisors, Inc.$2M
  • Segment Wealth Management, LLC$2M

Full exits 20

  • SOL Capital Management CO$6M
  • Wealth Alliance Advisory Group, LLC$5M
  • Global Retirement Partners, LLC$3M
  • Evergreen Wealth Partners LLC$3M
  • Main Street Financial Solutions, LLC$2M
  • GOLDMAN SACHS GROUP INC$2M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$152M
  • CWM, LLC$22M
  • HB Wealth Management, LLC$19M
  • NorthRock Partners, LLC$16M
  • BAILARD, INC.$15M
  • Resonant Capital Advisors, LLC$15M

Largest trims

  • GRIMES & Co WEALTH MANAGEMENT, LLC$51M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$45M
  • Interchange Capital Partners, LLC$27M
  • JPMORGAN CHASE & CO$18M
  • NewEdge Advisors, LLC$11M
  • FSM Wealth Advisors, LLC$7M

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
BANK OF AMERICA CORP /DE/ added4,184,621$213M7.4%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added3,875,844$198M6.9%2026-Q1
LPL Financial LLC added3,079,282$157M5.5%2026-Q1
HB Wealth Management, LLC added2,551,982$130M4.5%2026-Q1
Resonant Capital Advisors, LLC added1,719,248$88M3.1%2026-Q1
WELLS FARGO & COMPANY/MN added1,552,212$79M2.8%2026-Q1
NorthRock Partners, LLC added1,491,349$76M2.7%2026-Q1
FMR LLC added1,382,387$70M2.5%2026-Q1
Bank of New York Mellon Corp added1,261,630$64M2.2%2026-Q1
Salomon & Ludwin, LLC added1,189,881$61M2.1%2026-Q1
UBS Group AG trimmed1,035,898$53M1.8%2026-Q1
JPMORGAN CHASE & CO trimmed985,111$50M1.8%2026-Q1
RAYMOND JAMES FINANCIAL INC added942,824$48M1.7%2026-Q1
Mariner, LLC trimmed887,995$45M1.6%2026-Q1
Corient Private Wealth LLC trimmed883,843$45M1.6%2026-Q1
CWM, LLC added781,688$40M1.4%2026-Q1
AlphaCore Capital LLC added769,357$39M1.4%2026-Q1
WEATHERLY ASSET MANAGEMENT L. P. added726,586$37M1.3%2026-Q1
OSAIC HOLDINGS, INC. added720,781$37M1.3%2026-Q1
FLPUTNAM INVESTMENT MANAGEMENT CO added648,605$33M1.2%2026-Q1
ROYAL BANK OF CANADA added644,321$33M1.1%2026-Q1
Cerity Partners LLC added642,610$33M1.1%2026-Q1
Bridgewater Advisors Inc. trimmed627,358$32M1.1%2026-Q1
Integrated Wealth Concepts LLC added613,082$31M1.1%2026-Q1
Sage Mountain Advisors LLC trimmed546,566$28M1.0%2026-Q1
CWA Asset Management Group, LLC added542,113$28M1.0%2026-Q1
KEYBANK NATIONAL ASSOCIATION/OH added535,783$27M1.0%2026-Q1
HighTower Advisors, LLC added532,314$27M0.9%2026-Q1
WCG Wealth Advisors LLC added525,958$27M0.9%2026-Q1
Global Wealth Management, LLC added522,708$27M0.9%2026-Q1
Trust Co added520,494$27M0.9%2026-Q1
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added511,534$26M0.9%2026-Q1
CITADEL ADVISORS LLC added507,100$26M0.9%2026-Q1
FSM Wealth Advisors, LLC trimmed477,125$24M0.8%2026-Q1
TFO Wealth Partners, LLC added457,941$23M0.8%2026-Q1
Focus Partners Wealth trimmed453,805$23M0.8%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed432,829$22M0.8%2026-Q1
Global Strategic Investment Solutions, LLC trimmed420,940$21M0.7%2026-Q1
JONES FINANCIAL COMPANIES LLLP added420,648$21M0.7%2026-Q1
Cetera Investment Advisers added412,268$21M0.7%2026-Q1
FRANKLIN RESOURCES INC added394,694$20M0.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed393,842$20M0.7%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed383,264$20M0.7%2026-Q1
CAPTRUST FINANCIAL ADVISORS added382,502$19M0.7%2026-Q1
Dynasty Wealth Management, LLC added368,775$19M0.7%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added361,254$18M0.6%2026-Q1
Capital Asset Advisory Services LLC added348,929$18M0.6%2026-Q1
BAILARD, INC. added336,927$17M0.6%2026-Q1
Rockefeller Capital Management L.P. added329,726$17M0.6%2026-Q1
SouthState Bank Corp added327,256$17M0.6%2026-Q1
Fiduciary Trust Co trimmed316,114$16M0.6%2026-Q1
Prime Capital Investment Advisors, LLC added285,841$15M0.5%2026-Q1
Lido Advisors, LLC trimmed279,354$14M0.5%2026-Q1
Boothe Investment Group, Inc. added277,346$14M0.5%2026-Q1
Gradient Investments LLC added272,448$14M0.5%2026-Q1
Sequoia Financial Advisors, LLC added272,195$14M0.5%2026-Q1
Oak Harvest Investment Services added270,542$14M0.5%2026-Q1
Rosenberg Matthew Hamilton added269,504$14M0.5%2026-Q1
Thrivent Financial for Lutherans added255,839$13M0.5%2026-Q1
Auxano Advisors, LLC trimmed253,636$13M0.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed253,097$13M0.5%2026-Q1
STIFEL FINANCIAL CORP added249,208$13M0.4%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added247,802$13M0.4%2026-Q1
Avidian Wealth Enterprises, LLC trimmed246,195$13M0.4%2026-Q1
Diversified Portfolios, Inc. trimmed242,886$12M0.4%2026-Q1
Private Advisor Group, LLC trimmed237,459$12M0.4%2026-Q1
MBM WEALTH CONSULTANTS, LLC trimmed236,555$12M0.4%2026-Q1
Chesley Taft & Associates LLC added229,810$12M0.4%2026-Q1
Principle Wealth Partners LLC added223,726$11M0.4%2026-Q1
TD Capital Management LLC trimmed219,850$11M0.4%2026-Q1
Interchange Capital Partners, LLC trimmed218,999$11M0.4%2026-Q1
Opal Wealth Advisors, LLC added217,995$11M0.4%2026-Q1
SIMON QUICK ADVISORS, LLC added207,029$11M0.4%2026-Q1
Phoenix Wealth Advisors added204,966$10M0.4%2026-Q1
Farther Finance Advisors, LLC added202,942$10M0.4%2026-Q1
Summit Financial, LLC added196,039$10M0.3%2026-Q1
Boulder Wealth Advisors, LLC added192,536$10M0.3%2026-Q1
REGIONS FINANCIAL CORP added182,064$9M0.3%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI added175,659$9M0.3%2026-Q1
Red Door Wealth Management, LLC added175,198$9M0.3%2026-Q1
Whitegate Investment Counselors, Inc. trimmed174,007$9M0.3%2026-Q1
DAVIDSON INVESTMENT ADVISORS trimmed169,057$9M0.3%2026-Q1
McNamara Financial Services, Inc. added164,302$8M0.3%2026-Q1
Aspen Wealth Management LLC added164,010$8M0.3%2026-Q1
Valeo Financial Advisors, LLC added163,712$8M0.3%2026-Q1
Great Point Wealth Advisors, LLC added162,955$8M0.3%2026-Q1
IF Advisors, LLC trimmed158,000$8M0.3%2026-Q1
Vertex Planning Partners, LLC added156,400$8M0.3%2026-Q1
Stratos Wealth Partners, LTD. added148,951$8M0.3%2026-Q1
Syntegra Private Wealth Group, LLC added147,968$8M0.3%2026-Q1
Elmwood Wealth Management, Inc. trimmed147,221$8M0.3%2026-Q1
Per Stirling Capital Management, LLC. added145,632$7M0.3%2026-Q1
Quotient Wealth Partners, LLC trimmed143,283$7M0.3%2026-Q1
Southeast Asset Advisors, LLC trimmed143,242$7M0.3%2026-Q1
Apex Wealth Management, LLC added141,714$7M0.3%2026-Q1
CENTRAL TRUST Co added140,579$7M0.3%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed813,890$41M1.4%2025-Q2 stale
MJP ASSOCIATES INC /ADV added457,401$23M0.8%2025-Q2 stale
Advisor OS, LLC added454,766$23M0.8%2025-Q2 stale
JANE STREET GROUP, LLC trimmed213,251$11M0.4%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