Who owns JSMD (JSMD)
Which tracked institutional funds hold JSMD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JSMD 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
The tracked-fund tape on JSMD is one-sided between 2025-Q4 and 2026-Q1: 33 added or opened and 11 trimmed or exited — on balance accumulating.
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
JSMD’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JSMD more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JSMD 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 124 tracked filers holding JSMD, 76 increased or opened the position and 40 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 JSMD 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 7
- Harbour Wealth Management Group, Inc.$4M
- OPPENHEIMER & CO INC$3M
- Baird Financial Group, Inc.$2M
- Western Wealth Management, LLC$1M
- Mutual Advisors, LLC$1M
- FIFTH THIRD BANCORP$753K
Full exits 4
- Worth Financial Advisory Group, LLC$5M
- JANE STREET GROUP, LLC$2M
- Pursuit Wealth Management LLC$1M
- COMERICA BANK$611K
Largest adds
- LPL Financial LLC$20M
- AMERIPRISE FINANCIAL INC$14M
- ROYAL BANK OF CANADA$8M
- RAYMOND JAMES FINANCIAL INC$4M
- &PARTNERS$4M
- D.A. DAVIDSON & CO.$3M
Largest trims
- STIFEL FINANCIAL CORP$13M
- MARS JEWETT FINANCIAL GROUP, INC.$3M
- BANK OF AMERICA CORP /DE/$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2M
- CENTRAL TRUST Co$1M
- Gladstone Institutional Advisory LLC$721K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 1,054,486 | $84M | 13.2% | 2026-Q1 |
| MORGAN STANLEY added | 670,369 | $53M | 8.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 641,429 | $51M | 8.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 447,934 | $36M | 5.6% | 2026-Q1 |
| MARS JEWETT FINANCIAL GROUP, INC. added | 380,975 | $30M | 4.8% | 2026-Q1 |
| Leelyn Smith, LLC added | 370,443 | $29M | 4.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 338,895 | $27M | 4.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 302,646 | $24M | 3.8% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 278,960 | $22M | 3.5% | 2026-Q1 |
| Resonant Capital Advisors, LLC added | 253,148 | $20M | 3.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 247,440 | $20M | 3.1% | 2026-Q1 |
| &PARTNERS added | 224,833 | $18M | 2.8% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 205,848 | $16M | 2.6% | 2026-Q1 |
| Rise Advisors, LLC added | 191,762 | $15M | 2.4% | 2026-Q1 |
| UBS Group AG added | 98,610 | $8M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 96,456 | $8M | 1.2% | 2026-Q1 |
| Clark Capital Management Group, Inc. added | 95,709 | $8M | 1.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 94,943 | $8M | 1.2% | 2026-Q1 |
| Flaharty Asset Management, LLC added | 84,881 | $7M | 1.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 83,830 | $7M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC added | 82,424 | $7M | 1.0% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 81,889 | $6M | 1.0% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 73,432 | $6M | 0.9% | 2026-Q1 |
| Mariner, LLC added | 70,267 | $6M | 0.9% | 2026-Q1 |
| PEAPACK GLADSTONE FINANCIAL CORP added | 69,337 | $6M | 0.9% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 67,240 | $5M | 0.8% | 2026-Q1 |
| Three Magnolias Financial Advisors, LLC added | 59,993 | $5M | 0.7% | 2026-Q1 |
| Symphony Financial Services, Inc. added | 54,722 | $4M | 0.7% | 2026-Q1 |
| Harbour Wealth Management Group, Inc. new | 49,759 | $4M | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 48,050 | $4M | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC added | 40,922 | $3M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 36,981 | $3M | 0.5% | 2026-Q1 |
| Breakwater Capital Group added | 35,770 | $3M | 0.4% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 35,165 | $3M | 0.4% | 2026-Q1 |
| Baird Financial Group, Inc. added | 31,392 | $2M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 30,997 | $2M | 0.4% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 27,929 | $2M | 0.3% | 2026-Q1 |
| MCDONALD PARTNERS LLC added | 27,631 | $2M | 0.3% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 27,539 | $2M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 24,721 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 23,942 | $2M | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 23,010 | $2M | 0.3% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC added | 21,945 | $2M | 0.3% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 19,516 | $2M | 0.2% | 2026-Q1 |
| Nova Wealth Management, Inc. added | 19,662 | $2M | 0.2% | 2026-Q1 |
| BLUE JEAN FINANCIAL LLC added | 18,169 | $1M | 0.2% | 2026-Q1 |
| UNIQUE WEALTH, LLC added | 18,141 | $1M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 15,832 | $1M | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC new | 15,587 | $1M | 0.2% | 2026-Q1 |
| Stonebridge Wealth Management, LLC added | 15,335 | $1M | 0.2% | 2026-Q1 |
| PFG Advisors added | 15,014 | $1M | 0.2% | 2026-Q1 |
| Mutual Advisors, LLC new | 14,625 | $1M | 0.2% | 2026-Q1 |
| IFP Advisors, Inc added | 13,306 | $1M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 13,205 | $1M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 12,841 | $1M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 12,817 | $1M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 12,725 | $1M | 0.2% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 12,574 | $998K | 0.2% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 12,405 | $984K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 12,242 | $971K | 0.2% | 2026-Q1 |
| CENTRAL TRUST Co trimmed | 11,717 | $930K | 0.1% | 2026-Q1 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. trimmed | 11,357 | $901K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 11,078 | $879K | 0.1% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 10,632 | $844K | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC | 10,599 | $841K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 9,491 | $753K | 0.1% | 2026-Q1 |
| Altus Wealth Group LLC added | 9,359 | $743K | 0.1% | 2026-Q1 |
| Gladstone Institutional Advisory LLC trimmed | 8,291 | $658K | 0.1% | 2026-Q1 |
| Horizon Advisory Services, Inc. added | 7,864 | $624K | 0.1% | 2026-Q1 |
| Investors Research Corp trimmed | 7,827 | $621K | 0.1% | 2026-Q1 |
| Balanced Rock Investment Advisors LLC added | 7,722 | $613K | 0.1% | 2026-Q1 |
| Allegheny Financial Group added | 7,024 | $557K | 0.1% | 2026-Q1 |
| BURKE & HERBERT BANK & TRUST CO added | 6,715 | $533K | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC added | 6,592 | $523K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 6,463 | $513K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 6,382 | $506K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 6,001 | $476K | 0.1% | 2026-Q1 |
| Graney & King, LLC trimmed | 5,327 | $423K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors added | 4,589 | $364K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 4,531 | $360K | 0.1% | 2026-Q1 |
| Cyndeo Wealth Partners, LLC new | 4,126 | $327K | 0.1% | 2026-Q1 |
| 1015 Capital Partners, LLC added | 3,974 | $315K | 0.0% | 2026-Q1 |
| Fortis Capital Advisors, LLC new | 3,962 | $314K | 0.0% | 2026-Q1 |
| Belpointe Asset Management LLC new | 3,962 | $314K | 0.0% | 2026-Q1 |
| WEALTHSPAN PARTNERS, LLC trimmed | 3,745 | $297K | 0.0% | 2026-Q1 |
| Sigma Planning Corp trimmed | 3,695 | $293K | 0.0% | 2026-Q1 |
| Main Line Retirement Advisors, LLC added | 3,536 | $281K | 0.0% | 2026-Q1 |
| Systelligence, LLC trimmed | 81,221 | $7M | 1.1% | 2025-Q3 stale |
| McCarthy & Cox trimmed | 66,398 | $6M | 0.9% | 2025-Q3 stale |
| Worth Financial Advisory Group, LLC added | 61,716 | $5M | 0.8% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 45,332 | $4M | 0.6% | 2025-Q2 stale |
| JANE STREET GROUP, LLC added | 20,342 | $2M | 0.3% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC added | 19,891 | $1M | 0.2% | 2025-Q1 stale |
| Pursuit Wealth Management LLC new | 15,928 | $1M | 0.2% | 2025-Q4 stale |
| COMERICA BANK trimmed | 7,497 | $611K | 0.1% | 2025-Q4 stale |
| NORDEN GROUP LLC added | 6,332 | $529K | 0.1% | 2025-Q3 stale |
| Ameritas Advisory Services, LLC trimmed | 5,112 | $427K | 0.1% | 2025-Q3 stale |
| SMITH, MOORE & CO. added | 4,545 | $380K | 0.1% | 2025-Q3 stale |
| NewEdge Advisors, LLC trimmed | 4,658 | $380K | 0.1% | 2025-Q4 stale |
| Gotham Asset Management, LLC new | 3,731 | $312K | 0.0% | 2025-Q3 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.