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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 4,184,621 | $213M | 7.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,875,844 | $198M | 6.9% | 2026-Q1 |
| LPL Financial LLC added | 3,079,282 | $157M | 5.5% | 2026-Q1 |
| HB Wealth Management, LLC added | 2,551,982 | $130M | 4.5% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 1,719,248 | $88M | 3.1% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 1,552,212 | $79M | 2.8% | 2026-Q1 |
| NorthRock Partners, LLC added | 1,491,349 | $76M | 2.7% | 2026-Q1 |
| FMR LLC added | 1,382,387 | $70M | 2.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 1,261,630 | $64M | 2.2% | 2026-Q1 |
| Salomon & Ludwin, LLC added | 1,189,881 | $61M | 2.1% | 2026-Q1 |
| UBS Group AG trimmed | 1,035,898 | $53M | 1.8% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 985,111 | $50M | 1.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 942,824 | $48M | 1.7% | 2026-Q1 |
| Mariner, LLC trimmed | 887,995 | $45M | 1.6% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 883,843 | $45M | 1.6% | 2026-Q1 |
| CWM, LLC added | 781,688 | $40M | 1.4% | 2026-Q1 |
| AlphaCore Capital LLC added | 769,357 | $39M | 1.4% | 2026-Q1 |
| WEATHERLY ASSET MANAGEMENT L. P. added | 726,586 | $37M | 1.3% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 720,781 | $37M | 1.3% | 2026-Q1 |
| FLPUTNAM INVESTMENT MANAGEMENT CO added | 648,605 | $33M | 1.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 644,321 | $33M | 1.1% | 2026-Q1 |
| Cerity Partners LLC added | 642,610 | $33M | 1.1% | 2026-Q1 |
| Bridgewater Advisors Inc. trimmed | 627,358 | $32M | 1.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 613,082 | $31M | 1.1% | 2026-Q1 |
| Sage Mountain Advisors LLC trimmed | 546,566 | $28M | 1.0% | 2026-Q1 |
| CWA Asset Management Group, LLC added | 542,113 | $28M | 1.0% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH added | 535,783 | $27M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 532,314 | $27M | 0.9% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 525,958 | $27M | 0.9% | 2026-Q1 |
| Global Wealth Management, LLC added | 522,708 | $27M | 0.9% | 2026-Q1 |
| Trust Co added | 520,494 | $27M | 0.9% | 2026-Q1 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC added | 511,534 | $26M | 0.9% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 507,100 | $26M | 0.9% | 2026-Q1 |
| FSM Wealth Advisors, LLC trimmed | 477,125 | $24M | 0.8% | 2026-Q1 |
| TFO Wealth Partners, LLC added | 457,941 | $23M | 0.8% | 2026-Q1 |
| Focus Partners Wealth trimmed | 453,805 | $23M | 0.8% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 432,829 | $22M | 0.8% | 2026-Q1 |
| Global Strategic Investment Solutions, LLC trimmed | 420,940 | $21M | 0.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 420,648 | $21M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 412,268 | $21M | 0.7% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 394,694 | $20M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 393,842 | $20M | 0.7% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 383,264 | $20M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 382,502 | $19M | 0.7% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 368,775 | $19M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 361,254 | $18M | 0.6% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 348,929 | $18M | 0.6% | 2026-Q1 |
| BAILARD, INC. added | 336,927 | $17M | 0.6% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 329,726 | $17M | 0.6% | 2026-Q1 |
| SouthState Bank Corp added | 327,256 | $17M | 0.6% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 316,114 | $16M | 0.6% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 285,841 | $15M | 0.5% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 279,354 | $14M | 0.5% | 2026-Q1 |
| Boothe Investment Group, Inc. added | 277,346 | $14M | 0.5% | 2026-Q1 |
| Gradient Investments LLC added | 272,448 | $14M | 0.5% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 272,195 | $14M | 0.5% | 2026-Q1 |
| Oak Harvest Investment Services added | 270,542 | $14M | 0.5% | 2026-Q1 |
| Rosenberg Matthew Hamilton added | 269,504 | $14M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 255,839 | $13M | 0.5% | 2026-Q1 |
| Auxano Advisors, LLC trimmed | 253,636 | $13M | 0.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 253,097 | $13M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 249,208 | $13M | 0.4% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 247,802 | $13M | 0.4% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC trimmed | 246,195 | $13M | 0.4% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 242,886 | $12M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 237,459 | $12M | 0.4% | 2026-Q1 |
| MBM WEALTH CONSULTANTS, LLC trimmed | 236,555 | $12M | 0.4% | 2026-Q1 |
| Chesley Taft & Associates LLC added | 229,810 | $12M | 0.4% | 2026-Q1 |
| Principle Wealth Partners LLC added | 223,726 | $11M | 0.4% | 2026-Q1 |
| TD Capital Management LLC trimmed | 219,850 | $11M | 0.4% | 2026-Q1 |
| Interchange Capital Partners, LLC trimmed | 218,999 | $11M | 0.4% | 2026-Q1 |
| Opal Wealth Advisors, LLC added | 217,995 | $11M | 0.4% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 207,029 | $11M | 0.4% | 2026-Q1 |
| Phoenix Wealth Advisors added | 204,966 | $10M | 0.4% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 202,942 | $10M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 196,039 | $10M | 0.3% | 2026-Q1 |
| Boulder Wealth Advisors, LLC added | 192,536 | $10M | 0.3% | 2026-Q1 |
| REGIONS FINANCIAL CORP added | 182,064 | $9M | 0.3% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 175,659 | $9M | 0.3% | 2026-Q1 |
| Red Door Wealth Management, LLC added | 175,198 | $9M | 0.3% | 2026-Q1 |
| Whitegate Investment Counselors, Inc. trimmed | 174,007 | $9M | 0.3% | 2026-Q1 |
| DAVIDSON INVESTMENT ADVISORS trimmed | 169,057 | $9M | 0.3% | 2026-Q1 |
| McNamara Financial Services, Inc. added | 164,302 | $8M | 0.3% | 2026-Q1 |
| Aspen Wealth Management LLC added | 164,010 | $8M | 0.3% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 163,712 | $8M | 0.3% | 2026-Q1 |
| Great Point Wealth Advisors, LLC added | 162,955 | $8M | 0.3% | 2026-Q1 |
| IF Advisors, LLC trimmed | 158,000 | $8M | 0.3% | 2026-Q1 |
| Vertex Planning Partners, LLC added | 156,400 | $8M | 0.3% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 148,951 | $8M | 0.3% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 147,968 | $8M | 0.3% | 2026-Q1 |
| Elmwood Wealth Management, Inc. trimmed | 147,221 | $8M | 0.3% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 145,632 | $7M | 0.3% | 2026-Q1 |
| Quotient Wealth Partners, LLC trimmed | 143,283 | $7M | 0.3% | 2026-Q1 |
| Southeast Asset Advisors, LLC trimmed | 143,242 | $7M | 0.3% | 2026-Q1 |
| Apex Wealth Management, LLC added | 141,714 | $7M | 0.3% | 2026-Q1 |
| CENTRAL TRUST Co added | 140,579 | $7M | 0.3% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 813,890 | $41M | 1.4% | 2025-Q2 stale |
| MJP ASSOCIATES INC /ADV added | 457,401 | $23M | 0.8% | 2025-Q2 stale |
| Advisor OS, LLC added | 454,766 | $23M | 0.8% | 2025-Q2 stale |
| JANE STREET GROUP, LLC trimmed | 213,251 | $11M | 0.4% | 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.
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.