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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 12,848,462 | $642M | 14.9% | 2026-Q1 |
| LPL Financial LLC added | 6,205,269 | $310M | 7.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,769,633 | $238M | 5.5% | 2026-Q1 |
| Meeder Advisory Services, Inc. added | 4,262,379 | $213M | 4.9% | 2026-Q1 |
| Cetera Investment Advisers added | 3,635,444 | $182M | 4.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 2,874,466 | $144M | 3.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,735,757 | $137M | 3.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 2,268,233 | $114M | 2.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,913,312 | $96M | 2.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,738,543 | $87M | 2.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 1,419,775 | $71M | 1.6% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC added | 1,405,829 | $70M | 1.6% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,282,009 | $64M | 1.5% | 2026-Q1 |
| Forvis Mazars Wealth Advisors, LLC added | 1,268,632 | $63M | 1.5% | 2026-Q1 |
| Avantax Planning Partners, Inc. trimmed | 1,241,164 | $62M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 1,165,257 | $58M | 1.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,004,237 | $50M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 976,679 | $49M | 1.1% | 2026-Q1 |
| Asio Capital, LLC added | 918,139 | $46M | 1.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 878,104 | $44M | 1.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 876,735 | $44M | 1.0% | 2026-Q1 |
| HighTower Advisors, LLC added | 824,543 | $41M | 1.0% | 2026-Q1 |
| G2 CAPITAL MANAGEMENT, LLC / OH added | 797,923 | $40M | 0.9% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 797,261 | $40M | 0.9% | 2026-Q1 |
| CENTRAL TRUST Co added | 775,337 | $39M | 0.9% | 2026-Q1 |
| Equitable Holdings, Inc. added | 734,664 | $37M | 0.9% | 2026-Q1 |
| COLLECTIVE FAMILY OFFICE LLC added | 722,425 | $36M | 0.8% | 2026-Q1 |
| BAILARD, INC. trimmed | 680,094 | $34M | 0.8% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 676,289 | $34M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 656,427 | $33M | 0.8% | 2026-Q1 |
| MAI Capital Management added | 653,639 | $33M | 0.8% | 2026-Q1 |
| CWM, LLC added | 632,187 | $32M | 0.7% | 2026-Q1 |
| TIAA Wealth Investment Management LLC new | 625,027 | $31M | 0.7% | 2026-Q1 |
| ASSETMARK, INC trimmed | 619,097 | $31M | 0.7% | 2026-Q1 |
| Tortoise Investment Management, LLC added | 591,139 | $30M | 0.7% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 580,164 | $29M | 0.7% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 564,091 | $28M | 0.7% | 2026-Q1 |
| ABLE Financial Group, LLC added | 491,448 | $25M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 485,196 | $24M | 0.6% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 481,579 | $24M | 0.6% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 480,429 | $24M | 0.6% | 2026-Q1 |
| Larson Financial Group LLC added | 479,135 | $24M | 0.6% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 476,674 | $24M | 0.6% | 2026-Q1 |
| MATHER GROUP, LLC. added | 475,253 | $24M | 0.5% | 2026-Q1 |
| Nolet Wealth Management, LLC trimmed | 468,963 | $23M | 0.5% | 2026-Q1 |
| Smith & Howard Wealth Management, LLC added | 448,927 | $22M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 434,233 | $22M | 0.5% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 432,972 | $22M | 0.5% | 2026-Q1 |
| IAG Wealth Partners, LLC added | 413,210 | $21M | 0.5% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 384,602 | $19M | 0.4% | 2026-Q1 |
| INVENIO WEALTH PARTNERS LLC trimmed | 380,546 | $19M | 0.4% | 2026-Q1 |
| Lebenthal Global Advisors, LLC trimmed | 378,881 | $19M | 0.4% | 2026-Q1 |
| Summit Financial, LLC added | 355,384 | $18M | 0.4% | 2026-Q1 |
| CGN Advisors LLC trimmed | 351,481 | $18M | 0.4% | 2026-Q1 |
| CFO4Life Group, LLC added | 325,661 | $16M | 0.4% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 323,783 | $16M | 0.4% | 2026-Q1 |
| Wealth Alliance Advisory Group, LLC added | 316,909 | $16M | 0.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 310,917 | $16M | 0.4% | 2026-Q1 |
| Harbor Group, Inc. added | 309,076 | $15M | 0.4% | 2026-Q1 |
| PW ADVISORS, LLC \ FL added | 297,350 | $15M | 0.3% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 294,227 | $15M | 0.3% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 288,195 | $14M | 0.3% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 285,209 | $14M | 0.3% | 2026-Q1 |
| Hartford Financial Management Inc. added | 284,481 | $14M | 0.3% | 2026-Q1 |
| Savant Capital, LLC added | 282,023 | $14M | 0.3% | 2026-Q1 |
| Chesley Taft & Associates LLC added | 280,702 | $14M | 0.3% | 2026-Q1 |
| Magnus Financial Group LLC added | 277,004 | $14M | 0.3% | 2026-Q1 |
| Diversified Portfolios, Inc. trimmed | 271,206 | $14M | 0.3% | 2026-Q1 |
| CONDOR CAPITAL MANAGEMENT added | 262,256 | $13M | 0.3% | 2026-Q1 |
| Allworth Financial LP added | 258,177 | $13M | 0.3% | 2026-Q1 |
| SAGESPRING WEALTH PARTNERS, LLC added | 247,726 | $12M | 0.3% | 2026-Q1 |
| Leverty Financial Group, LLC added | 244,105 | $12M | 0.3% | 2026-Q1 |
| HTG Investment Advisors, Inc. added | 236,875 | $12M | 0.3% | 2026-Q1 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC added | 234,829 | $12M | 0.3% | 2026-Q1 |
| Aspen Wealth Management LLC trimmed | 232,191 | $12M | 0.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 229,526 | $11M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 227,954 | $11M | 0.3% | 2026-Q1 |
| Legacy Financial Advisors, Inc. trimmed | 225,720 | $11M | 0.3% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 217,554 | $11M | 0.3% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 211,011 | $11M | 0.2% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 208,705 | $10M | 0.2% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 208,139 | $10M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 207,543 | $10M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 204,242 | $10M | 0.2% | 2026-Q1 |
| Dodds Wealth, LLC added | 202,206 | $10M | 0.2% | 2026-Q1 |
| Capital Analysts, LLC added | 199,669 | $10M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC added | 199,446 | $10M | 0.2% | 2026-Q1 |
| Keudell/Morrison Wealth Management added | 198,921 | $10M | 0.2% | 2026-Q1 |
| Cornerstone Wealth Management, LLC added | 197,857 | $10M | 0.2% | 2026-Q1 |
| OneDigital Investment Advisors LLC trimmed | 192,455 | $10M | 0.2% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 190,822 | $10M | 0.2% | 2026-Q1 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC trimmed | 188,109 | $9M | 0.2% | 2026-Q1 |
| Rosenberg Matthew Hamilton added | 185,564 | $9M | 0.2% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 181,672 | $9M | 0.2% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 897,843 | $45M | 1.0% | 2025-Q2 stale |
| Orion Portfolio Solutions, LLC new | 648,640 | $32M | 0.8% | 2025-Q1 stale |
| Stephens Consulting, LLC added | 372,925 | $19M | 0.4% | 2025-Q4 stale |
| Marcum Wealth, LLC trimmed | 315,774 | $16M | 0.4% | 2025-Q1 stale |
| AllGen Financial Advisors, Inc. added | 250,340 | $13M | 0.3% | 2025-Q4 stale |
| AXXCESS WEALTH MANAGEMENT, LLC added | 175,414 | $9M | 0.2% | 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.
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.