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Institutional Ownership · SEC Form 13F

Who owns JMUB (JMUB)


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

490
Institutional holders
96,760,690
Shares held (tracked funds)

How the tape is positioned

160 tracked funds added or opened JMUB while 70 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

JMUB’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, 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 JMUB more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JMUB 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 490 tracked filers holding JMUB, 321 increased or opened the position and 156 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 JMUB 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 23

  • TIAA Wealth Investment Management LLC$31M
  • Clear Trail Advisors, LLC$14M
  • Modern Wealth Management, LLC$6M
  • Uniting Wealth Partners, LLC$5M
  • FOSTER & MOTLEY INC$4M
  • Independent Advisor Alliance$3M

Full exits 20

  • Stephens Consulting, LLC$19M
  • AllGen Financial Advisors, Inc.$13M
  • AXXCESS WEALTH MANAGEMENT, LLC$9M
  • StoneX Group Inc.$4M
  • MIdWestOne Financial Group, Inc.$2M
  • OPAL CAPITAL LLC$2M

Largest adds

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$230M
  • Meeder Advisory Services, Inc.$51M
  • Cetera Investment Advisers$37M
  • JONES FINANCIAL COMPANIES LLLP$33M
  • LPL Financial LLC$31M
  • JANE STREET GROUP, LLC$28M

Largest trims

  • JPMORGAN CHASE & CO$45M
  • TIAA TRUST, NATIONAL ASSOCIATION$29M
  • WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$24M
  • TBH Global Asset Management, LLC$22M
  • RAYMOND JAMES FINANCIAL INC$11M
  • CITADEL 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
JPMORGAN CHASE & CO trimmed12,848,462$642M14.9%2026-Q1
LPL Financial LLC added6,205,269$310M7.2%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added4,769,633$238M5.5%2026-Q1
Meeder Advisory Services, Inc. added4,262,379$213M4.9%2026-Q1
Cetera Investment Advisers added3,635,444$182M4.2%2026-Q1
AMERIPRISE FINANCIAL INC added2,874,466$144M3.3%2026-Q1
BANK OF AMERICA CORP /DE/ added2,735,757$137M3.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed2,268,233$114M2.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added1,913,312$96M2.2%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed1,738,543$87M2.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added1,419,775$71M1.6%2026-Q1
1900 WEALTH MANAGEMENT LLC added1,405,829$70M1.6%2026-Q1
CAPTRUST FINANCIAL ADVISORS added1,282,009$64M1.5%2026-Q1
Forvis Mazars Wealth Advisors, LLC added1,268,632$63M1.5%2026-Q1
Avantax Planning Partners, Inc. trimmed1,241,164$62M1.4%2026-Q1
MORGAN STANLEY added1,165,257$58M1.3%2026-Q1
Integrated Wealth Concepts LLC added1,004,237$50M1.2%2026-Q1
OSAIC HOLDINGS, INC. added976,679$49M1.1%2026-Q1
Asio Capital, LLC added918,139$46M1.1%2026-Q1
Rockefeller Capital Management L.P. added878,104$44M1.0%2026-Q1
Orion Porfolio Solutions, LLC added876,735$44M1.0%2026-Q1
HighTower Advisors, LLC added824,543$41M1.0%2026-Q1
G2 CAPITAL MANAGEMENT, LLC / OH added797,923$40M0.9%2026-Q1
Dynasty Wealth Management, LLC added797,261$40M0.9%2026-Q1
CENTRAL TRUST Co added775,337$39M0.9%2026-Q1
Equitable Holdings, Inc. added734,664$37M0.9%2026-Q1
COLLECTIVE FAMILY OFFICE LLC added722,425$36M0.8%2026-Q1
BAILARD, INC. trimmed680,094$34M0.8%2026-Q1
Corient Private Wealth LLC trimmed676,289$34M0.8%2026-Q1
JANE STREET GROUP, LLC added656,427$33M0.8%2026-Q1
MAI Capital Management added653,639$33M0.8%2026-Q1
CWM, LLC added632,187$32M0.7%2026-Q1
TIAA Wealth Investment Management LLC new625,027$31M0.7%2026-Q1
ASSETMARK, INC trimmed619,097$31M0.7%2026-Q1
Tortoise Investment Management, LLC added591,139$30M0.7%2026-Q1
Bridgewater Advisors Inc. added580,164$29M0.7%2026-Q1
MML INVESTORS SERVICES, LLC trimmed564,091$28M0.7%2026-Q1
ABLE Financial Group, LLC added491,448$25M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added485,196$24M0.6%2026-Q1
OpenArc Corporate Advisory, LLC added481,579$24M0.6%2026-Q1
Clearwater Capital Advisors, LLC added480,429$24M0.6%2026-Q1
Larson Financial Group LLC added479,135$24M0.6%2026-Q1
Avidian Wealth Enterprises, LLC added476,674$24M0.6%2026-Q1
MATHER GROUP, LLC. added475,253$24M0.5%2026-Q1
Nolet Wealth Management, LLC trimmed468,963$23M0.5%2026-Q1
Smith & Howard Wealth Management, LLC added448,927$22M0.5%2026-Q1
WELLS FARGO & COMPANY/MN added434,233$22M0.5%2026-Q1
TRUIST FINANCIAL CORP trimmed432,972$22M0.5%2026-Q1
IAG Wealth Partners, LLC added413,210$21M0.5%2026-Q1
Amplius Wealth Advisors, LLC added384,602$19M0.4%2026-Q1
INVENIO WEALTH PARTNERS LLC trimmed380,546$19M0.4%2026-Q1
Lebenthal Global Advisors, LLC trimmed378,881$19M0.4%2026-Q1
Summit Financial, LLC added355,384$18M0.4%2026-Q1
CGN Advisors LLC trimmed351,481$18M0.4%2026-Q1
CFO4Life Group, LLC added325,661$16M0.4%2026-Q1
BlueStem Wealth Partners, LLC added323,783$16M0.4%2026-Q1
Wealth Alliance Advisory Group, LLC added316,909$16M0.4%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed310,917$16M0.4%2026-Q1
Harbor Group, Inc. added309,076$15M0.4%2026-Q1
PW ADVISORS, LLC \ FL added297,350$15M0.3%2026-Q1
Apollon Wealth Management, LLC added294,227$15M0.3%2026-Q1
Per Stirling Capital Management, LLC. added288,195$14M0.3%2026-Q1
Clear Trail Advisors, LLC new285,209$14M0.3%2026-Q1
Hartford Financial Management Inc. added284,481$14M0.3%2026-Q1
Savant Capital, LLC added282,023$14M0.3%2026-Q1
Chesley Taft & Associates LLC added280,702$14M0.3%2026-Q1
Magnus Financial Group LLC added277,004$14M0.3%2026-Q1
Diversified Portfolios, Inc. trimmed271,206$14M0.3%2026-Q1
CONDOR CAPITAL MANAGEMENT added262,256$13M0.3%2026-Q1
Allworth Financial LP added258,177$13M0.3%2026-Q1
SAGESPRING WEALTH PARTNERS, LLC added247,726$12M0.3%2026-Q1
Leverty Financial Group, LLC added244,105$12M0.3%2026-Q1
HTG Investment Advisors, Inc. added236,875$12M0.3%2026-Q1
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC added234,829$12M0.3%2026-Q1
Aspen Wealth Management LLC trimmed232,191$12M0.3%2026-Q1
Lido Advisors, LLC trimmed229,526$11M0.3%2026-Q1
GOLDMAN SACHS GROUP INC added227,954$11M0.3%2026-Q1
Legacy Financial Advisors, Inc. trimmed225,720$11M0.3%2026-Q1
Syntegra Private Wealth Group, LLC added217,554$11M0.3%2026-Q1
PEAPACK GLADSTONE FINANCIAL CORP added211,011$11M0.2%2026-Q1
Sequoia Financial Advisors, LLC added208,705$10M0.2%2026-Q1
VERUS CAPITAL PARTNERS, LLC added208,139$10M0.2%2026-Q1
Private Advisor Group, LLC added207,543$10M0.2%2026-Q1
STIFEL FINANCIAL CORP added204,242$10M0.2%2026-Q1
Dodds Wealth, LLC added202,206$10M0.2%2026-Q1
Capital Analysts, LLC added199,669$10M0.2%2026-Q1
SIMON QUICK ADVISORS, LLC added199,446$10M0.2%2026-Q1
Keudell/Morrison Wealth Management added198,921$10M0.2%2026-Q1
Cornerstone Wealth Management, LLC added197,857$10M0.2%2026-Q1
OneDigital Investment Advisors LLC trimmed192,455$10M0.2%2026-Q1
FOUNDERS FINANCIAL SECURITIES LLC added190,822$10M0.2%2026-Q1
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed188,109$9M0.2%2026-Q1
Rosenberg Matthew Hamilton added185,564$9M0.2%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added181,672$9M0.2%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added897,843$45M1.0%2025-Q2 stale
Orion Portfolio Solutions, LLC new648,640$32M0.8%2025-Q1 stale
Stephens Consulting, LLC added372,925$19M0.4%2025-Q4 stale
Marcum Wealth, LLC trimmed315,774$16M0.4%2025-Q1 stale
AllGen Financial Advisors, Inc. added250,340$13M0.3%2025-Q4 stale
AXXCESS WEALTH MANAGEMENT, LLC added175,414$9M0.2%2025-Q4 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