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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 48,784,969 | $2.5B | 38.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 14,321,564 | $730M | 11.4% | 2026-Q1 |
| NorthRock Partners, LLC added | 9,745,400 | $497M | 7.8% | 2026-Q1 |
| MORGAN STANLEY trimmed | 5,564,383 | $284M | 4.4% | 2026-Q1 |
| LPL Financial LLC trimmed | 4,776,890 | $244M | 3.8% | 2026-Q1 |
| Hamilton Capital, LLC added | 3,798,327 | $194M | 3.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 3,573,357 | $182M | 2.8% | 2026-Q1 |
| M&T Bank Corp added | 3,346,040 | $171M | 2.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,860,571 | $95M | 1.5% | 2026-Q1 |
| Acropolis Investment Management, LLC added | 1,725,651 | $88M | 1.4% | 2026-Q1 |
| JOHNSON INVESTMENT COUNSEL INC new | 1,573,528 | $80M | 1.3% | 2026-Q1 |
| BAILARD, INC. added | 1,456,163 | $74M | 1.2% | 2026-Q1 |
| Avalon Trust Co added | 1,337,102 | $68M | 1.1% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,016,192 | $52M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 998,266 | $51M | 0.8% | 2026-Q1 |
| SkyView Investment Advisors, LLC trimmed | 978,758 | $50M | 0.8% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 978,036 | $50M | 0.8% | 2026-Q1 |
| Ocean Park Asset Management, LLC | 900,978 | $46M | 0.7% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 889,486 | $45M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 871,411 | $44M | 0.7% | 2026-Q1 |
| First National Trust Co added | 841,662 | $43M | 0.7% | 2026-Q1 |
| Goelzer Investment Management, Inc. added | 819,602 | $42M | 0.7% | 2026-Q1 |
| Bill Few Associates, Inc. added | 776,776 | $40M | 0.6% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 731,209 | $37M | 0.6% | 2026-Q1 |
| Curi Capital, LLC added | 674,922 | $34M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 664,545 | $34M | 0.5% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 615,239 | $31M | 0.5% | 2026-Q1 |
| FIRST NATIONAL BANK SIOUX FALLS added | 611,824 | $31M | 0.5% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 558,295 | $28M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 545,471 | $28M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 528,194 | $27M | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 499,767 | $25M | 0.4% | 2026-Q1 |
| FARMERS TRUST CO added | 488,983 | $25M | 0.4% | 2026-Q1 |
| Abacus Planning Group, Inc. trimmed | 467,791 | $24M | 0.4% | 2026-Q1 |
| HighPoint Advisor Group LLC added | 448,811 | $23M | 0.4% | 2026-Q1 |
| Bank of New York Mellon Corp added | 351,606 | $18M | 0.3% | 2026-Q1 |
| Choice Wealth Advisors LLC added | 324,586 | $17M | 0.3% | 2026-Q1 |
| SSI INVESTMENT MANAGEMENT LLC added | 308,708 | $16M | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 297,280 | $15M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 273,763 | $14M | 0.2% | 2026-Q1 |
| TrustBank added | 259,677 | $13M | 0.2% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 260,303 | $13M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 254,933 | $13M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 209,775 | $11M | 0.2% | 2026-Q1 |
| Envestnet Portfolio Solutions, Inc. added | 193,982 | $10M | 0.2% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC new | 161,427 | $8M | 0.1% | 2026-Q1 |
| Beverly Hills Private Wealth, LLC added | 149,776 | $8M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 146,202 | $7M | 0.1% | 2026-Q1 |
| UBS Group AG trimmed | 144,623 | $7M | 0.1% | 2026-Q1 |
| Central Pacific Bank - Trust Division added | 135,295 | $7M | 0.1% | 2026-Q1 |
| Cetera Investment Advisers added | 121,019 | $6M | 0.1% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 113,716 | $6M | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP new | 107,265 | $5M | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 101,487 | $5M | 0.1% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. added | 98,339 | $5M | 0.1% | 2026-Q1 |
| BREAKTHRU ADVISORY SERVICES, LLC added | 91,220 | $5M | 0.1% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 86,342 | $4M | 0.1% | 2026-Q1 |
| FinArc Investments, Inc. new | 81,584 | $4M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 73,821 | $4M | 0.1% | 2026-Q1 |
| UMB Bank, n.a. trimmed | 72,678 | $4M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 70,135 | $4M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 67,560 | $3M | 0.1% | 2026-Q1 |
| Galvin, Gaustad & Stein, LLC added | 67,452 | $3M | 0.1% | 2026-Q1 |
| Allen Capital Group, LLC trimmed | 64,494 | $3M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 58,037 | $3M | 0.0% | 2026-Q1 |
| Mariner, LLC added | 57,266 | $3M | 0.0% | 2026-Q1 |
| ESL Trust Services, LLC added | 54,033 | $3M | 0.0% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 51,996 | $3M | 0.0% | 2026-Q1 |
| Avise Financial Cooperative, Inc. added | 49,639 | $3M | 0.0% | 2026-Q1 |
| CHOREO, LLC trimmed | 49,135 | $3M | 0.0% | 2026-Q1 |
| Independence Bank of Kentucky trimmed | 44,920 | $2M | 0.0% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 43,304 | $2M | 0.0% | 2026-Q1 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 39,418 | $2M | 0.0% | 2026-Q1 |
| Perennial Advisors, LLC new | 37,106 | $2M | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 36,974 | $2M | 0.0% | 2026-Q1 |
| Sigma Planning Corp trimmed | 33,614 | $2M | 0.0% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 32,340 | $2M | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC added | 32,245 | $2M | 0.0% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 31,939 | $2M | 0.0% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 31,895 | $2M | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 31,584 | $2M | 0.0% | 2026-Q1 |
| Dorsey & Whitney Trust CO LLC | 28,416 | $1M | 0.0% | 2026-Q1 |
| CDKV HOLDINGS LLC added | 23,096 | $1M | 0.0% | 2026-Q1 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 21,720 | $1M | 0.0% | 2026-Q1 |
| Beacon Pointe Advisors, LLC trimmed | 21,671 | $1M | 0.0% | 2026-Q1 |
| PFG Advisors added | 21,411 | $1M | 0.0% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC added | 20,256 | $1M | 0.0% | 2026-Q1 |
| Centurion Wealth Management LLC added | 18,883 | $963K | 0.0% | 2026-Q1 |
| Hudson Portfolio Management LLC added | 18,425 | $940K | 0.0% | 2026-Q1 |
| Atria Investments, Inc added | 18,210 | $929K | 0.0% | 2026-Q1 |
| O'Brien Wealth Partners LLC added | 965,974 | $49M | 0.8% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 490,440 | $25M | 0.4% | 2025-Q3 stale |
| Brueske Advisory Services, LLC trimmed | 470,328 | $24M | 0.4% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. new | 84,052 | $4M | 0.1% | 2025-Q2 stale |
| CITADEL ADVISORS LLC new | 60,103 | $3M | 0.0% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 36,254 | $2M | 0.0% | 2025-Q4 stale |
| Keel Point, LLC trimmed | 32,376 | $2M | 0.0% | 2025-Q4 stale |
| Marks Group Wealth Management, Inc new | 29,007 | $1M | 0.0% | 2025-Q2 stale |
| ALERUS FINANCIAL NA new | 23,500 | $1M | 0.0% | 2025-Q3 stale |
| J. W. Coons Advisors, LLC new | 17,355 | $871K | 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.