Who owns JSML
Which tracked institutional funds hold JSML, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JSML company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 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 JSML is one-sided between 2026-Q1 and 2026-Q2: 33 added or opened and 7 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
JSML’s largest tracked holder by dollar value, Hennion & Walsh Asset Management, Inc., sizes it at 1.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JSML 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 82 tracked filers holding JSML, 41 increased or opened the position and 29 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 JSML 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 4
- MCF Advisors LLC$9M
- CHOREO, LLC$5M
- TWO SIGMA INVESTMENTS, LP$1M
- Belpointe Asset Management LLC$1M
Full exits 3
- CWM, LLC$10M
- Cambridge Investment Research Advisors, Inc.$7M
- BLUE JEAN FINANCIAL LLC$687K
Largest adds
- Hennion & Walsh Asset Management, Inc.$12M
- UBS Group AG$10M
- RAYMOND JAMES FINANCIAL INC$9M
- ROYAL BANK OF CANADA$4M
- COMMONWEALTH EQUITY SERVICES, LLC$4M
- LPL Financial LLC$4M
Largest trims
- Wealthcare Advisory Partners LLC$2M
- Redhawk Wealth Advisors, Inc.$1M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$421K
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$366K
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 |
|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. added | 482,601 | $45M | 15.0% | 2026-Q2 |
| LPL Financial LLC trimmed | 344,288 | $32M | 10.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 238,042 | $22M | 7.4% | 2026-Q2 |
| UBS Group AG added | 192,929 | $18M | 6.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 162,478 | $15M | 5.0% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. trimmed | 148,098 | $14M | 4.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 142,265 | $13M | 4.4% | 2026-Q2 |
| Private Advisor Group, LLC added | 120,948 | $11M | 3.8% | 2026-Q2 |
| MCF Advisors LLC new | 97,028 | $9M | 3.0% | 2026-Q2 |
| Triangle Securities Wealth Management added | 89,479 | $8M | 2.8% | 2026-Q2 |
| Z3 Capital Partners, LLC trimmed | 69,291 | $6M | 2.2% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 68,220 | $6M | 2.1% | 2026-Q2 |
| CHOREO, LLC new | 56,418 | $5M | 1.8% | 2026-Q2 |
| Quadcap Wealth Management, LLC trimmed | 55,931 | $5M | 1.7% | 2026-Q2 |
| FIDELITY D & D BANCORP INC added | 53,943 | $5M | 1.7% | 2026-Q2 |
| Purus Wealth Management, LLC trimmed | 46,756 | $4M | 1.5% | 2026-Q2 |
| Horizon Family Wealth, Inc. added | 45,706 | $4M | 1.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 36,717 | $3M | 1.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 34,719 | $3M | 1.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 28,657 | $3M | 0.9% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 24,582 | $2M | 0.8% | 2026-Q2 |
| Orgel Wealth Management, LLC trimmed | 23,908 | $2M | 0.7% | 2026-Q2 |
| Sovran Advisors, LLC added | 20,195 | $2M | 0.6% | 2026-Q2 |
| GUERRA PAN ADVISORS, LLC trimmed | 16,525 | $2M | 0.5% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 16,000 | $1M | 0.5% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 15,220 | $1M | 0.5% | 2026-Q2 |
| BRADLEY FOSTER & SARGENT INC/CT added | 15,057 | $1M | 0.5% | 2026-Q2 |
| IFP Advisors, Inc added | 14,956 | $1M | 0.5% | 2026-Q2 |
| WILLNER & HELLER, LLC trimmed | 13,073 | $1M | 0.4% | 2026-Q2 |
| Belpointe Asset Management LLC trimmed | 12,617 | $1M | 0.4% | 2026-Q2 |
| CreativeOne Wealth, LLC added | 12,545 | $1M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 11,297 | $1M | 0.4% | 2026-Q2 |
| HF Advisory Group, LLC added | 11,164 | $1M | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED trimmed | 9,632 | $896K | 0.3% | 2026-Q2 |
| Key Financial Inc added | 8,278 | $770K | 0.3% | 2026-Q2 |
| EARNED WEALTH ADVISORS, LLC added | 8,179 | $761K | 0.3% | 2026-Q2 |
| Redhawk Wealth Advisors, Inc. trimmed | 8,134 | $757K | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 7,883 | $734K | 0.2% | 2026-Q2 |
| KWB Wealth trimmed | 7,817 | $727K | 0.2% | 2026-Q2 |
| IAG Wealth Partners, LLC trimmed | 7,699 | $716K | 0.2% | 2026-Q2 |
| Dominguez Wealth Management Solutions, Inc. added | 7,285 | $678K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 7,214 | $671K | 0.2% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. trimmed | 7,008 | $652K | 0.2% | 2026-Q2 |
| WIN ADVISORS, INC trimmed | 6,759 | $629K | 0.2% | 2026-Q2 |
| Unified Investment Management | 6,228 | $580K | 0.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,516 | $500K | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. new | 5,000 | $465K | 0.2% | 2026-Q2 |
| Apollon Financial, LLC trimmed | 4,638 | $432K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 4,472 | $416K | 0.1% | 2026-Q2 |
| STUDIO INVESTMENT MANAGEMENT LLC added | 4,300 | $400K | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC | 4,200 | $391K | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. added | 4,175 | $389K | 0.1% | 2026-Q2 |
| &PARTNERS added | 3,914 | $364K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC | 3,691 | $343K | 0.1% | 2026-Q2 |
| Caprock Group, LLC | 3,452 | $321K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC | 3,070 | $286K | 0.1% | 2026-Q2 |
| Stonebridge Financial Group, LLC / MO added | 3,027 | $282K | 0.1% | 2026-Q2 |
| Golden State Wealth Management, LLC | 2,950 | $275K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 2,909 | $271K | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC | 2,700 | $251K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 2,460 | $229K | 0.1% | 2026-Q2 |
| Greenline Wealth Management LLC trimmed | 2,415 | $225K | 0.1% | 2026-Q2 |
| BlueChip Wealth Advisors LLC trimmed | 2,403 | $224K | 0.1% | 2026-Q2 |
| MORGAN STANLEY | 1,659 | $154K | 0.1% | 2026-Q2 |
| Triumph Capital Management | 900 | $84K | 0.0% | 2026-Q2 |
| FMR LLC added | 869 | $81K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 848 | $79K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 450 | $42K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 410 | $38K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 367 | $34K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 297 | $28K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 188 | $17K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 151 | $14K | 0.0% | 2026-Q2 |
| Align Financial, LLC | 141 | $13K | 0.0% | 2026-Q2 |
| JPMORGAN CHASE & CO | 140 | $13K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 134 | $12K | 0.0% | 2026-Q2 |
| Community Bank, N.A. | 94 | $9K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC | 73 | $7K | 0.0% | 2026-Q2 |
| Aventura Private Wealth, LLC | 56 | $5K | 0.0% | 2026-Q2 |
| Glen Eagle Advisors, LLC | 42 | $4K | 0.0% | 2026-Q2 |
| WOLFF WIESE MAGANA LLC | 26 | $2K | 0.0% | 2026-Q2 |
| RICHARDSON FINANCIAL SERVICES INC. new | 2 | $186 | 0.0% | 2026-Q2 |
| CWM, LLC trimmed | 136,624 | $10M | 3.2% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 100,582 | $7M | 2.4% | 2026-Q1 stale (1 quarter behind) |
| BLUE JEAN FINANCIAL LLC added | 9,813 | $687K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| AMERIPRISE FINANCIAL INC trimmed | 7,002 | $490K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC added | 3,981 | $279K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Systelligence, LLC new | 69,883 | $5M | 1.7% | 2025-Q4 stale (2 quarters behind) |
| Brookwood Investment Group LLC added | 21,400 | $2M | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Independent Wealth Network Inc. added | 13,647 | $1M | 0.3% | 2025-Q4 stale (2 quarters behind) |
| JANUS HENDERSON GROUP PLC trimmed | 9,579 | $705K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| BANK OF AMERICA CORP /DE/ trimmed | 9,016 | $663K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,599 | $265K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Main Line Retirement Advisors, LLC trimmed | 4,250 | $251K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK | 235 | $17K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Gladstone Institutional Advisory LLC new | 15,019 | $1M | 0.4% | 2025-Q3 stale (3 quarters behind) |
| SMITH, MOORE & CO. added | 5,417 | $405K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 17,584 | $1M | 0.4% | 2025-Q2 stale (4 quarters behind) |
| Good Life Advisors, LLC new | 5,153 | $348K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Atria Wealth Solutions, Inc. trimmed | 4,593 | $311K | 0.1% | 2025-Q2 stale (4 quarters behind) |
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.