Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
170 tracked funds added or opened JMUB while 67 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
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 0.5% of theirs — a 0.5pp 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 2026-Q1 and 2026-Q2, across 495 tracked filers holding JMUB, 320 increased or opened the position and 169 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 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 20
- Cardinal Strategic Wealth Guidance$17M
- ARQ WEALTH ADVISORS, LLC$17M
- AXXCESS WEALTH MANAGEMENT, LLC$6M
- Copper Harbor Investment Advisors, LLC$4M
- Leslie Global Wealth, LLC$3M
- Colter Lewis Investment Partners LLC$3M
Full exits 27
- HighTower Advisors, LLC$41M
- CWM, LLC$32M
- Cambridge Investment Research Advisors, Inc.$16M
- PEAPACK GLADSTONE FINANCIAL CORP$11M
- Capital Analysts, LLC$10M
- Thrivent Financial for Lutherans$7M
Largest adds
- JONES FINANCIAL COMPANIES LLLP$87M
- LPL Financial LLC$33M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$28M
- Cetera Investment Advisers$25M
- AllGen Financial Advisors, Inc.$22M
- AMERIPRISE FINANCIAL INC$21M
Largest trims
- JPMORGAN CHASE & CO$28M
- JANE STREET GROUP, LLC$27M
- Allworth Financial LP$13M
- GOLDMAN SACHS GROUP INC$11M
- Bridgewater Advisors Inc.$7M
- Nolet Wealth Management, LLC$6M
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 | 12,119,839 | $614M | 13.3% | 2026-Q2 |
| LPL Financial LLC added | 6,772,836 | $343M | 7.4% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 5,262,506 | $267M | 5.8% | 2026-Q2 |
| Meeder Advisory Services, Inc. added | 4,389,856 | $222M | 4.8% | 2026-Q2 |
| Cetera Investment Advisers added | 4,089,282 | $207M | 4.5% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 3,257,514 | $165M | 3.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 3,124,556 | $158M | 3.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 2,969,076 | $150M | 3.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 2,629,605 | $132M | 2.9% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,186,706 | $111M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 1,788,903 | $91M | 2.0% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,512,748 | $77M | 1.7% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,353,508 | $69M | 1.5% | 2026-Q2 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 1,350,673 | $68M | 1.5% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 1,335,459 | $68M | 1.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,257,661 | $64M | 1.4% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC trimmed | 1,255,802 | $64M | 1.4% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 1,146,449 | $58M | 1.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,076,926 | $55M | 1.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 993,028 | $50M | 1.1% | 2026-Q2 |
| Asio Capital, LLC added | 965,274 | $49M | 1.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC trimmed | 873,906 | $44M | 1.0% | 2026-Q2 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 810,353 | $41M | 0.9% | 2026-Q2 |
| CENTRAL TRUST Co added | 793,283 | $40M | 0.9% | 2026-Q2 |
| Equitable Holdings, Inc. added | 748,040 | $38M | 0.8% | 2026-Q2 |
| COLLECTIVE FAMILY OFFICE LLC added | 728,056 | $37M | 0.8% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 724,122 | $37M | 0.8% | 2026-Q2 |
| TIAA Wealth Investment Management LLC added | 688,121 | $35M | 0.8% | 2026-Q2 |
| AllGen Financial Advisors, Inc. added | 664,690 | $34M | 0.7% | 2026-Q2 |
| Tortoise Investment Management, LLC added | 664,214 | $34M | 0.7% | 2026-Q2 |
| MAI Capital Management added | 655,314 | $33M | 0.7% | 2026-Q2 |
| BAILARD, INC. trimmed | 653,474 | $33M | 0.7% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 651,078 | $33M | 0.7% | 2026-Q2 |
| ASSETMARK, INC added | 641,928 | $33M | 0.7% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 599,909 | $30M | 0.7% | 2026-Q2 |
| ABLE Financial Group, LLC added | 582,550 | $30M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 551,894 | $28M | 0.6% | 2026-Q2 |
| Larson Financial Group LLC added | 537,668 | $27M | 0.6% | 2026-Q2 |
| Lebenthal Global Advisors, LLC added | 520,742 | $26M | 0.6% | 2026-Q2 |
| MATHER GROUP, LLC. added | 516,975 | $26M | 0.6% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 504,030 | $26M | 0.6% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 500,367 | $25M | 0.5% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 484,965 | $25M | 0.5% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 475,402 | $24M | 0.5% | 2026-Q2 |
| Amplius Wealth Advisors, LLC added | 470,566 | $24M | 0.5% | 2026-Q2 |
| Bridgewater Advisors Inc. trimmed | 444,537 | $22M | 0.5% | 2026-Q2 |
| Smith & Howard Wealth Management, LLC trimmed | 432,992 | $22M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 426,082 | $22M | 0.5% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 400,958 | $20M | 0.4% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 400,095 | $20M | 0.4% | 2026-Q2 |
| INVENIO WEALTH PARTNERS LLC added | 397,279 | $20M | 0.4% | 2026-Q2 |
| Savant Capital, LLC added | 385,070 | $20M | 0.4% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 380,323 | $19M | 0.4% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 369,734 | $19M | 0.4% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC added | 359,313 | $18M | 0.4% | 2026-Q2 |
| Summit Financial, LLC added | 356,903 | $18M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 356,305 | $18M | 0.4% | 2026-Q2 |
| Nolet Wealth Management, LLC trimmed | 346,476 | $18M | 0.4% | 2026-Q2 |
| CGN Advisors LLC trimmed | 345,172 | $17M | 0.4% | 2026-Q2 |
| Cardinal Strategic Wealth Guidance new | 337,742 | $17M | 0.4% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 336,222 | $17M | 0.4% | 2026-Q2 |
| CFO4Life Group, LLC added | 331,936 | $17M | 0.4% | 2026-Q2 |
| PW ADVISORS, LLC \ FL added | 329,861 | $17M | 0.4% | 2026-Q2 |
| Wealth Alliance Advisory Group, LLC added | 323,908 | $16M | 0.4% | 2026-Q2 |
| Harbor Group, Inc. added | 313,229 | $16M | 0.3% | 2026-Q2 |
| Chesley Taft & Associates LLC added | 312,202 | $16M | 0.3% | 2026-Q2 |
| Aspen Wealth Management LLC added | 304,147 | $15M | 0.3% | 2026-Q2 |
| Magnus Financial Group LLC added | 289,678 | $15M | 0.3% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 288,087 | $15M | 0.3% | 2026-Q2 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC added | 274,073 | $14M | 0.3% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 267,138 | $14M | 0.3% | 2026-Q2 |
| CONDOR CAPITAL MANAGEMENT added | 265,506 | $13M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 261,910 | $13M | 0.3% | 2026-Q2 |
| BlueStem Wealth Partners, LLC trimmed | 257,354 | $13M | 0.3% | 2026-Q2 |
| Hartford Financial Management Inc. trimmed | 257,179 | $13M | 0.3% | 2026-Q2 |
| KEYVANTAGE WEALTH, LLC added | 256,993 | $13M | 0.3% | 2026-Q2 |
| HTG Investment Advisors, Inc. added | 245,301 | $12M | 0.3% | 2026-Q2 |
| Legacy Financial Advisors, Inc. added | 230,771 | $12M | 0.3% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 225,686 | $11M | 0.2% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 224,887 | $11M | 0.2% | 2026-Q2 |
| Leverty Financial Group, LLC trimmed | 224,288 | $11M | 0.2% | 2026-Q2 |
| Dodds Wealth, LLC added | 220,422 | $11M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 219,313 | $11M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 218,998 | $11M | 0.2% | 2026-Q2 |
| Vise Technologies, Inc. added | 211,096 | $11M | 0.2% | 2026-Q2 |
| Rosenberg Matthew Hamilton added | 210,875 | $11M | 0.2% | 2026-Q2 |
| Cornerstone Wealth Management, LLC added | 209,551 | $11M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 209,537 | $11M | 0.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 209,101 | $11M | 0.2% | 2026-Q2 |
| Keudell/Morrison Wealth Management added | 204,595 | $10M | 0.2% | 2026-Q2 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC added | 203,952 | $10M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 201,932 | $10M | 0.2% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC added | 201,271 | $10M | 0.2% | 2026-Q2 |
| Retirement Planning Group, LLC added | 193,799 | $10M | 0.2% | 2026-Q2 |
| Oakwell Private Wealth Management, LLC added | 187,820 | $10M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 179,784 | $9M | 0.2% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC added | 168,454 | $9M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 167,312 | $8M | 0.2% | 2026-Q2 |
| RiverFront Investment Group, LLC added | 166,534 | $8M | 0.2% | 2026-Q2 |
| Summit Financial Strategies, Inc. added | 160,874 | $8M | 0.2% | 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.