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-Q1 13F filings (latest filed 2026-05-19). 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
10 tracked funds added or opened JSML while 18 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
JSML’s largest tracked holder by dollar value, Hennion & Walsh Asset Management, Inc., sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp 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 2025-Q4 and 2026-Q1, across 76 tracked filers holding JSML, 37 increased or opened the position and 44 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 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 1
- Hennion & Walsh Asset Management, Inc.$33M
Full exits 5
- Systelligence, LLC$5M
- Brookwood Investment Group LLC$2M
- Independent Wealth Network Inc.$1M
- JANUS HENDERSON GROUP PLC$705K
- BANK OF AMERICA CORP /DE/$663K
Largest adds
- Kestra Advisory Services, LLC$915K
- UBS Group AG$785K
- Wealthcare Advisory Partners LLC$566K
- Quadcap Wealth Management, LLC$490K
- LPL Financial LLC$450K
- IFP Advisors, Inc$398K
Largest trims
- AMERIPRISE FINANCIAL INC$5M
- NewEdge Advisors, LLC$2M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- OSAIC HOLDINGS, INC.$2M
- Cambridge Investment Research Advisors, Inc.$2M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$881K
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. new | 469,624 | $33M | 15.0% | 2026-Q1 |
| LPL Financial LLC added | 406,185 | $28M | 13.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 181,399 | $13M | 5.8% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 158,740 | $11M | 5.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 149,940 | $10M | 4.8% | 2026-Q1 |
| CWM, LLC trimmed | 136,624 | $10M | 4.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 136,406 | $10M | 4.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 120,283 | $8M | 3.8% | 2026-Q1 |
| UBS Group AG added | 117,394 | $8M | 3.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 100,582 | $7M | 3.2% | 2026-Q1 |
| Triangle Securities Wealth Management added | 84,456 | $6M | 2.7% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 73,154 | $5M | 2.4% | 2026-Q1 |
| Z3 Capital Partners, LLC trimmed | 69,968 | $5M | 2.2% | 2026-Q1 |
| Quadcap Wealth Management, LLC added | 62,432 | $4M | 2.0% | 2026-Q1 |
| Purus Wealth Management, LLC trimmed | 55,212 | $4M | 1.8% | 2026-Q1 |
| FIDELITY D & D BANCORP INC added | 48,738 | $3M | 1.6% | 2026-Q1 |
| Horizon Family Wealth, Inc. trimmed | 44,772 | $3M | 1.4% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 42,401 | $3M | 1.4% | 2026-Q1 |
| Merit Financial Group, LLC added | 30,560 | $2M | 1.0% | 2026-Q1 |
| Redhawk Wealth Advisors, Inc. trimmed | 25,199 | $2M | 0.8% | 2026-Q1 |
| Orgel Wealth Management, LLC trimmed | 24,358 | $2M | 0.8% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 17,642 | $1M | 0.7% | 2026-Q1 |
| GUERRA PAN ADVISORS, LLC trimmed | 17,510 | $1M | 0.6% | 2026-Q1 |
| IFP Advisors, Inc added | 14,422 | $1M | 0.5% | 2026-Q1 |
| WILLNER & HELLER, LLC trimmed | 14,246 | $998K | 0.5% | 2026-Q1 |
| BRADLEY FOSTER & SARGENT INC/CT added | 14,228 | $996K | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 14,036 | $983K | 0.4% | 2026-Q1 |
| SILVER OAK SECURITIES, INCORPORATED added | 12,729 | $891K | 0.4% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,231 | $867K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 12,249 | $858K | 0.4% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 11,951 | $837K | 0.4% | 2026-Q1 |
| HF Advisory Group, LLC trimmed | 11,146 | $781K | 0.4% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 9,914 | $694K | 0.3% | 2026-Q1 |
| BLUE JEAN FINANCIAL LLC added | 9,813 | $687K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 9,584 | $671K | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 8,881 | $622K | 0.3% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. trimmed | 8,793 | $616K | 0.3% | 2026-Q1 |
| KWB Wealth | 8,358 | $615K | 0.3% | 2026-Q1 |
| EARNED WEALTH ADVISORS, LLC added | 8,174 | $572K | 0.3% | 2026-Q1 |
| IAG Wealth Partners, LLC trimmed | 7,719 | $541K | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 7,690 | $539K | 0.2% | 2026-Q1 |
| Dominguez Wealth Management Solutions, Inc. trimmed | 7,245 | $507K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,002 | $490K | 0.2% | 2026-Q1 |
| WIN ADVISORS, INC added | 6,866 | $481K | 0.2% | 2026-Q1 |
| Key Financial Inc added | 6,508 | $456K | 0.2% | 2026-Q1 |
| Unified Investment Management added | 6,228 | $436K | 0.2% | 2026-Q1 |
| Apollon Financial, LLC new | 6,090 | $426K | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC | 4,200 | $294K | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 4,059 | $284K | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 3,981 | $279K | 0.1% | 2026-Q1 |
| &PARTNERS added | 3,912 | $274K | 0.1% | 2026-Q1 |
| STUDIO INVESTMENT MANAGEMENT LLC | 3,559 | $262K | 0.1% | 2026-Q1 |
| Caprock Group, LLC added | 3,452 | $242K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC | 3,070 | $215K | 0.1% | 2026-Q1 |
| IHT Wealth Management, LLC trimmed | 3,029 | $212K | 0.1% | 2026-Q1 |
| Stonebridge Financial Group, LLC / MO added | 3,025 | $212K | 0.1% | 2026-Q1 |
| Golden State Wealth Management, LLC trimmed | 2,950 | $207K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC | 2,700 | $189K | 0.1% | 2026-Q1 |
| MORGAN STANLEY added | 1,659 | $116K | 0.1% | 2026-Q1 |
| Triumph Capital Management | 900 | $63K | 0.0% | 2026-Q1 |
| FMR LLC trimmed | 816 | $57K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 598 | $42K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC added | 549 | $38K | 0.0% | 2026-Q1 |
| NewEdge Advisors, LLC added | 32,092 | $32K | 0.0% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 450 | $32K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 297 | $21K | 0.0% | 2026-Q1 |
| Allworth Financial LP | 188 | $13K | 0.0% | 2026-Q1 |
| Align Financial, LLC trimmed | 141 | $10K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 140 | $9K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. new | 134 | $9K | 0.0% | 2026-Q1 |
| Systelligence, LLC new | 69,883 | $5M | 2.3% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 28,225 | $2M | 0.8% | 2025-Q1 stale |
| Brookwood Investment Group LLC added | 21,400 | $2M | 0.7% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 17,584 | $1M | 0.5% | 2025-Q2 stale |
| Gladstone Institutional Advisory LLC new | 15,019 | $1M | 0.5% | 2025-Q3 stale |
| Belpointe Asset Management LLC added | 14,072 | $1M | 0.5% | 2025-Q3 stale |
| Independent Wealth Network Inc. added | 13,647 | $1M | 0.5% | 2025-Q4 stale |
| JANUS HENDERSON GROUP PLC trimmed | 9,579 | $705K | 0.3% | 2025-Q4 stale |
| BANK OF AMERICA CORP /DE/ trimmed | 9,016 | $663K | 0.3% | 2025-Q4 stale |
| Greenline Wealth Management LLC new | 6,267 | $461K | 0.2% | 2025-Q4 stale |
| TWO SIGMA INVESTMENTS, LP new | 6,600 | $445K | 0.2% | 2025-Q2 stale |
| Sigma Planning Corp new | 7,000 | $426K | 0.2% | 2025-Q1 stale |
| SMITH, MOORE & CO. added | 5,417 | $405K | 0.2% | 2025-Q3 stale |
| Focus Financial Network, Inc. trimmed | 5,727 | $349K | 0.2% | 2025-Q1 stale |
| Good Life Advisors, LLC new | 5,153 | $348K | 0.2% | 2025-Q2 stale |
| Colonial River Investments, LLC trimmed | 5,237 | $319K | 0.1% | 2025-Q1 stale |
| Atria Wealth Solutions, Inc. trimmed | 4,593 | $311K | 0.1% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 5,089 | $310K | 0.1% | 2025-Q1 stale |
| BlueChip Wealth Advisors LLC trimmed | 4,125 | $303K | 0.1% | 2025-Q4 stale |
| IFG Advisory, LLC | 3,691 | $272K | 0.1% | 2025-Q4 stale |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 3,599 | $265K | 0.1% | 2025-Q4 stale |
| Main Line Retirement Advisors, LLC trimmed | 4,250 | $251K | 0.1% | 2025-Q4 stale |
| NAPATREE CAPITAL LLC new | 4,035 | $246K | 0.1% | 2025-Q1 stale |
| Belvedere Trading LLC new | 4,000 | $243K | 0.1% | 2025-Q1 stale |
| MML INVESTORS SERVICES, LLC trimmed | 3,360 | $227K | 0.1% | 2025-Q2 stale |
| AMERIFLEX GROUP, INC. new | 1,102 | $67K | 0.0% | 2025-Q1 stale |
| Whipplewood Advisors, LLC added | 186,060 | $23K | 0.0% | 2025-Q1 stale |
| COMERICA BANK | 235 | $17K | 0.0% | 2025-Q4 stale |
| CX Institutional new | 157 | $10K | 0.0% | 2025-Q1 stale |
| HARBOUR INVESTMENTS, INC. trimmed | 133 | $10K | 0.0% | 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.