Who owns 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-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
42 tracked funds added or opened JMTG while 40 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
JMTG’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp 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 2026-Q1 and 2026-Q2, across 163 tracked filers holding JMTG, 84 increased or opened the position and 80 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 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 9
- CABOT WEALTH MANAGEMENT INC$24M
- GOLDMAN SACHS GROUP INC$11M
- ELEVATION POINT WEALTH PARTNERS, LLC$3M
- Vestmark Advisory Solutions, Inc.$3M
- CITADEL ADVISORS LLC$2M
- Global Retirement Partners, LLC$2M
Full exits 6
- SkyView Investment Advisors, LLC$50M
- Cambridge Investment Research Advisors, Inc.$44M
- FARMERS TRUST CO$25M
- HighTower Advisors, LLC$3M
- Janney Montgomery Scott LLC$3M
- Certified Advisory Corp$589K
Largest adds
- M&T Bank Corp$58M
- Diversified Portfolios, Inc.$28M
- BlueStem Wealth Partners, LLC$11M
- BANK OF AMERICA CORP /DE/$9M
- ENVESTNET ASSET MANAGEMENT INC$8M
- Focus Partners Wealth$7M
Largest trims
- NorthRock Partners, LLC$87M
- MORGAN STANLEY$62M
- JPMORGAN CHASE & CO$57M
- CAPTRUST FINANCIAL ADVISORS$11M
- Kestra Advisory Services, LLC$9M
- HighPoint Advisor Group LLC$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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 47,687,106 | $2.4B | 39.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 14,595,712 | $740M | 12.1% | 2026-Q2 |
| NorthRock Partners, LLC trimmed | 8,082,572 | $410M | 6.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 4,681,551 | $237M | 3.9% | 2026-Q2 |
| M&T Bank Corp added | 4,519,915 | $229M | 3.8% | 2026-Q2 |
| MORGAN STANLEY trimmed | 4,381,196 | $222M | 3.6% | 2026-Q2 |
| Hamilton Capital, LLC added | 3,845,227 | $195M | 3.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 3,503,450 | $177M | 2.9% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,960,299 | $99M | 1.6% | 2026-Q2 |
| Acropolis Investment Management, LLC | 1,725,651 | $88M | 1.4% | 2026-Q2 |
| JOHNSON INVESTMENT COUNSEL INC added | 1,575,261 | $80M | 1.3% | 2026-Q2 |
| BAILARD, INC. added | 1,511,914 | $77M | 1.3% | 2026-Q2 |
| Avalon Trust Co added | 1,343,889 | $68M | 1.1% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 967,948 | $49M | 0.8% | 2026-Q2 |
| BlueStem Wealth Partners, LLC added | 957,738 | $49M | 0.8% | 2026-Q2 |
| Ocean Park Asset Management, LLC | 900,978 | $46M | 0.7% | 2026-Q2 |
| First National Trust Co added | 895,717 | $45M | 0.7% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 887,331 | $45M | 0.7% | 2026-Q2 |
| Bill Few Associates, Inc. added | 855,925 | $43M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 825,355 | $42M | 0.7% | 2026-Q2 |
| Goelzer Investment Management, Inc. trimmed | 807,941 | $41M | 0.7% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 804,293 | $41M | 0.7% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 705,007 | $36M | 0.6% | 2026-Q2 |
| Focus Partners Wealth added | 687,816 | $35M | 0.6% | 2026-Q2 |
| Curi Capital, LLC added | 680,307 | $34M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 663,629 | $34M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 660,787 | $33M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 638,916 | $32M | 0.5% | 2026-Q2 |
| FIRST NATIONAL BANK SIOUX FALLS | 611,824 | $31M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 596,769 | $30M | 0.5% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 591,070 | $30M | 0.5% | 2026-Q2 |
| CABOT WEALTH MANAGEMENT INC new | 480,901 | $24M | 0.4% | 2026-Q2 |
| Abacus Planning Group, Inc. trimmed | 383,519 | $19M | 0.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 375,601 | $19M | 0.3% | 2026-Q2 |
| Choice Wealth Advisors LLC added | 337,241 | $17M | 0.3% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 306,227 | $16M | 0.3% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 301,964 | $15M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 287,146 | $15M | 0.2% | 2026-Q2 |
| TrustBank added | 260,306 | $13M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 245,462 | $12M | 0.2% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 235,582 | $12M | 0.2% | 2026-Q2 |
| SSI INVESTMENT MANAGEMENT LLC trimmed | 231,534 | $12M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 207,420 | $11M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 188,720 | $10M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 174,914 | $9M | 0.1% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. trimmed | 170,782 | $9M | 0.1% | 2026-Q2 |
| Beverly Hills Private Wealth, LLC added | 166,840 | $8M | 0.1% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC added | 165,645 | $8M | 0.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 160,399 | $8M | 0.1% | 2026-Q2 |
| Cetera Investment Advisers added | 148,190 | $8M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 141,490 | $7M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 102,173 | $5M | 0.1% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. trimmed | 98,117 | $5M | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC added | 96,604 | $5M | 0.1% | 2026-Q2 |
| Central Pacific Bank - Trust Division trimmed | 95,070 | $5M | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 87,218 | $4M | 0.1% | 2026-Q2 |
| UBS Group AG trimmed | 86,919 | $4M | 0.1% | 2026-Q2 |
| BREAKTHRU ADVISORY SERVICES, LLC trimmed | 84,183 | $4M | 0.1% | 2026-Q2 |
| FinArc Investments, Inc. added | 83,354 | $4M | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC added | 80,996 | $4M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 66,068 | $3M | 0.1% | 2026-Q2 |
| Allen Capital Group, LLC trimmed | 63,808 | $3M | 0.1% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC new | 63,573 | $3M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 61,257 | $3M | 0.1% | 2026-Q2 |
| UMB Bank, n.a. trimmed | 61,184 | $3M | 0.1% | 2026-Q2 |
| ESL Trust Services, LLC added | 58,086 | $3M | 0.0% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. new | 57,618 | $3M | 0.0% | 2026-Q2 |
| Avise Financial Cooperative, Inc. added | 54,646 | $3M | 0.0% | 2026-Q2 |
| CHOREO, LLC added | 50,350 | $3M | 0.0% | 2026-Q2 |
| Perennial Advisors, LLC added | 44,290 | $2M | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 44,138 | $2M | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 43,549 | $2M | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 43,258 | $2M | 0.0% | 2026-Q2 |
| Independence Bank of Kentucky trimmed | 41,857 | $2M | 0.0% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 41,325 | $2M | 0.0% | 2026-Q2 |
| FIRST NATIONAL BANK OF OMAHA trimmed | 37,420 | $2M | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC added | 33,891 | $2M | 0.0% | 2026-Q2 |
| Hudson Portfolio Management LLC added | 31,925 | $2M | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 31,670 | $2M | 0.0% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 31,588 | $2M | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 31,386 | $2M | 0.0% | 2026-Q2 |
| Dorsey & Whitney Trust CO LLC | 28,416 | $1M | 0.0% | 2026-Q2 |
| RFG Advisory, LLC new | 28,171 | $1M | 0.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 25,694 | $1M | 0.0% | 2026-Q2 |
| CDKV HOLDINGS LLC trimmed | 22,674 | $1M | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 22,603 | $1M | 0.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 20,945 | $1M | 0.0% | 2026-Q2 |
| Sigma Planning Corp trimmed | 20,889 | $1M | 0.0% | 2026-Q2 |
| PFG Advisors trimmed | 20,850 | $1M | 0.0% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 19,874 | $1M | 0.0% | 2026-Q2 |
| Atria Investments, Inc added | 18,289 | $927K | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 17,016 | $862K | 0.0% | 2026-Q2 |
| Creative Planning trimmed | 16,224 | $822K | 0.0% | 2026-Q2 |
| HB Wealth Management, LLC new | 15,527 | $787K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 15,216 | $771K | 0.0% | 2026-Q2 |
| YARGER WEALTH STRATEGIES, LLC trimmed | 14,905 | $750K | 0.0% | 2026-Q2 |
| Vise Technologies, Inc. trimmed | 14,605 | $740K | 0.0% | 2026-Q2 |
| OLD MISSION CAPITAL LLC new | 13,731 | $696K | 0.0% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 13,563 | $687K | 0.0% | 2026-Q2 |
| AAF Wealth Management, LLC added | 13,120 | $665K | 0.0% | 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.