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Institutional Ownership · SEC Form 13F

Who owns JMTG (JMTG)


Which tracked institutional funds hold JMTG, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JMTG 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.

169
Institutional holders
123,680,511
Shares held (tracked funds)

How the tape is positioned

50 tracked funds added or opened JMTG while 19 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

JMTG’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JMTG 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 169 tracked filers holding JMTG, 91 increased or opened the position and 62 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 JMTG 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

  • JOHNSON INVESTMENT COUNSEL INC$80M
  • INVENIO WEALTH PARTNERS LLC$8M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$5M
  • FinArc Investments, Inc.$4M
  • CITIZENS FINANCIAL GROUP INC/RI$3M
  • Perennial Advisors, LLC$2M

Full exits 3

  • O'Brien Wealth Partners LLC$49M
  • Global Retirement Partners, LLC$2M
  • Keel Point, LLC$2M

Largest adds

  • JPMORGAN CHASE & CO$413M
  • M&T Bank Corp$166M
  • NorthRock Partners, LLC$34M
  • Tortoise Investment Management, LLC$29M
  • Acropolis Investment Management, LLC$18M
  • BlueStem Wealth Partners, LLC$10M

Largest trims

  • AMERIPRISE FINANCIAL INC$79M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$57M
  • MORGAN STANLEY$49M
  • MERCER GLOBAL ADVISORS INC /ADV$34M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$29M
  • BANK OF AMERICA CORP /DE/$15M

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
JPMORGAN CHASE & CO added48,784,969$2.5B38.8%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed14,321,564$730M11.4%2026-Q1
NorthRock Partners, LLC added9,745,400$497M7.8%2026-Q1
MORGAN STANLEY trimmed5,564,383$284M4.4%2026-Q1
LPL Financial LLC trimmed4,776,890$244M3.8%2026-Q1
Hamilton Capital, LLC added3,798,327$194M3.0%2026-Q1
AMERIPRISE FINANCIAL INC trimmed3,573,357$182M2.8%2026-Q1
M&T Bank Corp added3,346,040$171M2.7%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed1,860,571$95M1.5%2026-Q1
Acropolis Investment Management, LLC added1,725,651$88M1.4%2026-Q1
JOHNSON INVESTMENT COUNSEL INC new1,573,528$80M1.3%2026-Q1
BAILARD, INC. added1,456,163$74M1.2%2026-Q1
Avalon Trust Co added1,337,102$68M1.1%2026-Q1
CAPTRUST FINANCIAL ADVISORS added1,016,192$52M0.8%2026-Q1
Kestra Advisory Services, LLC added998,266$51M0.8%2026-Q1
SkyView Investment Advisors, LLC trimmed978,758$50M0.8%2026-Q1
HSBC HOLDINGS PLC added978,036$50M0.8%2026-Q1
Ocean Park Asset Management, LLC900,978$46M0.7%2026-Q1
OneDigital Investment Advisors LLC added889,486$45M0.7%2026-Q1
Cambridge Investment Research Advisors, Inc. added871,411$44M0.7%2026-Q1
First National Trust Co added841,662$43M0.7%2026-Q1
Goelzer Investment Management, Inc. added819,602$42M0.7%2026-Q1
Bill Few Associates, Inc. added776,776$40M0.6%2026-Q1
BlueStem Wealth Partners, LLC added731,209$37M0.6%2026-Q1
Curi Capital, LLC added674,922$34M0.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed664,545$34M0.5%2026-Q1
Tortoise Investment Management, LLC added615,239$31M0.5%2026-Q1
FIRST NATIONAL BANK SIOUX FALLS added611,824$31M0.5%2026-Q1
Sanctuary Advisors, LLC added558,295$28M0.4%2026-Q1
Focus Partners Wealth added545,471$28M0.4%2026-Q1
WELLS FARGO & COMPANY/MN added528,194$27M0.4%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added499,767$25M0.4%2026-Q1
FARMERS TRUST CO added488,983$25M0.4%2026-Q1
Abacus Planning Group, Inc. trimmed467,791$24M0.4%2026-Q1
HighPoint Advisor Group LLC added448,811$23M0.4%2026-Q1
Bank of New York Mellon Corp added351,606$18M0.3%2026-Q1
Choice Wealth Advisors LLC added324,586$17M0.3%2026-Q1
SSI INVESTMENT MANAGEMENT LLC added308,708$16M0.2%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed297,280$15M0.2%2026-Q1
Modern Wealth Management, LLC trimmed273,763$14M0.2%2026-Q1
TrustBank added259,677$13M0.2%2026-Q1
JONES FINANCIAL COMPANIES LLLP added260,303$13M0.2%2026-Q1
STIFEL FINANCIAL CORP added254,933$13M0.2%2026-Q1
BANK OF MONTREAL /CAN/ trimmed209,775$11M0.2%2026-Q1
Envestnet Portfolio Solutions, Inc. added193,982$10M0.2%2026-Q1
INVENIO WEALTH PARTNERS LLC new161,427$8M0.1%2026-Q1
Beverly Hills Private Wealth, LLC added149,776$8M0.1%2026-Q1
Equitable Holdings, Inc. added146,202$7M0.1%2026-Q1
UBS Group AG trimmed144,623$7M0.1%2026-Q1
Central Pacific Bank - Trust Division added135,295$7M0.1%2026-Q1
Cetera Investment Advisers added121,019$6M0.1%2026-Q1
Integrated Wealth Concepts LLC trimmed113,716$6M0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP new107,265$5M0.1%2026-Q1
OSAIC HOLDINGS, INC. trimmed101,487$5M0.1%2026-Q1
Wealth Enhancement Trust Services, Inc. added98,339$5M0.1%2026-Q1
BREAKTHRU ADVISORY SERVICES, LLC added91,220$5M0.1%2026-Q1
Cornerstone Wealth Management, LLC added86,342$4M0.1%2026-Q1
FinArc Investments, Inc. new81,584$4M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed73,821$4M0.1%2026-Q1
UMB Bank, n.a. trimmed72,678$4M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed70,135$4M0.1%2026-Q1
HighTower Advisors, LLC added67,560$3M0.1%2026-Q1
Galvin, Gaustad & Stein, LLC added67,452$3M0.1%2026-Q1
Allen Capital Group, LLC trimmed64,494$3M0.1%2026-Q1
Janney Montgomery Scott LLC added58,037$3M0.0%2026-Q1
Mariner, LLC added57,266$3M0.0%2026-Q1
ESL Trust Services, LLC added54,033$3M0.0%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI trimmed51,996$3M0.0%2026-Q1
Avise Financial Cooperative, Inc. added49,639$3M0.0%2026-Q1
CHOREO, LLC trimmed49,135$3M0.0%2026-Q1
Independence Bank of Kentucky trimmed44,920$2M0.0%2026-Q1
Private Advisor Group, LLC trimmed43,304$2M0.0%2026-Q1
FIRST NATIONAL BANK OF OMAHA trimmed39,418$2M0.0%2026-Q1
Perennial Advisors, LLC new37,106$2M0.0%2026-Q1
TRUIST FINANCIAL CORP trimmed36,974$2M0.0%2026-Q1
Sigma Planning Corp trimmed33,614$2M0.0%2026-Q1
Diversified Portfolios, Inc. added32,340$2M0.0%2026-Q1
Western Wealth Management, LLC added32,245$2M0.0%2026-Q1
JANE STREET GROUP, LLC trimmed31,939$2M0.0%2026-Q1
DAVENPORT & Co LLC trimmed31,895$2M0.0%2026-Q1
KESTRA PRIVATE WEALTH SERVICES, LLC added31,584$2M0.0%2026-Q1
Dorsey & Whitney Trust CO LLC28,416$1M0.0%2026-Q1
CDKV HOLDINGS LLC added23,096$1M0.0%2026-Q1
YARGER WEALTH STRATEGIES, LLC trimmed21,720$1M0.0%2026-Q1
Beacon Pointe Advisors, LLC trimmed21,671$1M0.0%2026-Q1
PFG Advisors added21,411$1M0.0%2026-Q1
SCHMIDT P J INVESTMENT MANAGEMENT INC added20,256$1M0.0%2026-Q1
Centurion Wealth Management LLC added18,883$963K0.0%2026-Q1
Hudson Portfolio Management LLC added18,425$940K0.0%2026-Q1
Atria Investments, Inc added18,210$929K0.0%2026-Q1
O'Brien Wealth Partners LLC added965,974$49M0.8%2025-Q4 stale
Kovitz Investment Group Partners, LLC added490,440$25M0.4%2025-Q3 stale
Brueske Advisory Services, LLC trimmed470,328$24M0.4%2025-Q3 stale
AVANTAX ADVISORY SERVICES, INC. new84,052$4M0.1%2025-Q2 stale
CITADEL ADVISORS LLC new60,103$3M0.0%2025-Q3 stale
Global Retirement Partners, LLC added36,254$2M0.0%2025-Q4 stale
Keel Point, LLC trimmed32,376$2M0.0%2025-Q4 stale
Marks Group Wealth Management, Inc new29,007$1M0.0%2025-Q2 stale
ALERUS FINANCIAL NA new23,500$1M0.0%2025-Q3 stale
J. W. Coons Advisors, LLC new17,355$871K0.0%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.

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