JMOM

—

not in universe+ Compare Tear sheet →

$78.61

-1.86 (-2.31%)

USD · as of 2026-07-29 · marketstack

Switch Ticker

Institutional ownership· 13F filers holding JMOM · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

—

Shares held (13F)

20,480,764

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9,124,3559.1M	$628M	—	TRIM -25%
2	Blue Trust, Inc.	4,767,4464.8M	$324M	—	—
3	Equitable Holdings, Inc.	1,261,9201.3M	$86M	—	ADD 14%
4	JPMORGAN CHASE & CO	757,727757,727	$50M	—	ADD 31%
5	Shore Point Advisors, LLC	657,113657,113	$35M	—	ADD 3%
6	LPL Financial LLC	414,316414,316	$28M	—	ADD 11%
7	Nova R Wealth, Inc.	242,989242,989	$17M	—	ADD 57%
8	MAGNOLIA CAPITAL ADVISORS LLC	238,948238,948	$16M	—	ADD 80%
9	CWM, LLC	191,103191,103	$13M	—	ADD 52%
10	ARQ WEALTH ADVISORS, LLC	188,864188,864	$13M	—	ADD 8%
11	West Wealth Group, LLC	180,372180,372	$12M	—	ADD 70%
12	Vident Advisory, LLC	168,597168,597	$11M	—	ADD 8%
13	Cassia Capital Partners, LLC	141,476141,476	$10M	—	ADD 9%
14	Corient Private Wealth LLC	117,081117,081	$8M	—	TRIM -50%
15	Orion Porfolio Solutions, LLC	89,38189,381	$6M	—	ADD 47%
16	Savant Capital, LLC	79,88679,886	$5M	—	—
17	5T Wealth, LLC	76,52776,527	$5M	—	ADD 13%
18	Kingsview Wealth Management, LLC	65,48065,480	$4M	—	—
19	Fifth Third Securities, Inc.	61,60361,603	$4M	—	TRIM -4%
20	Kathmere Capital Management, LLC	60,24860,248	$4M	—	—
21	BANK OF AMERICA CORP /DE/	56,58456,584	$4M	—	ADD 7%
22	KELLY FINANCIAL GROUP LLC	53,94253,942	$4M	—	ADD 36%
23	Vise Technologies, Inc.	53,35853,358	$4M	—	—
24	Delos Wealth Advisors, LLC	48,91248,912	$3M	—	ADD 8%
25	Strategic Financial Services, Inc.	48,58748,587	$3M	—	—
26	3Chopt Investment Partners, LLC	48,05948,059	$3M	—	—
27	INTRUST BANK NA	45,82545,825	$3M	—	TRIM -8%
28	Wealth Enhancement Trust Services, Inc.	45,09245,092	$3M	—	ADD 308%
29	Skyline Advisors, Inc.	43,41843,418	$3M	—	NEW
30	Cetera Investment Advisers	41,98041,980	$3M	—	ADD 5%
31	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,54539,545	$3M	—	ADD 104%
32	Klaas Financial Asset Advisors, LLC	38,77038,770	$3M	—	TRIM -91%
33	Centennial Bank/AR/	38,57538,575	$3M	—	ADD 6%
34	EP Wealth Advisors, LLC	37,72837,728	$3M	—	NEW
35	HighTower Advisors, LLC	36,52936,529	$2M	—	TRIM -37%
36	WIN ADVISORS, INC	35,10335,103	$2M	—	NEW
37	ROYAL BANK OF CANADA	34,63134,631	$2M	—	TRIM -24%
38	CFS Investment Advisory Services, LLC	29,90529,905	$2M	—	ADD 7%
39	NorthCrest Asset Manangement, LLC	31,64431,644	$2M	—	—
40	Hershey Financial Advisers, LLC	31,95631,956	$2M	—	NEW
41	RAYMOND JAMES FINANCIAL INC	31,93231,932	$2M	—	ADD 19%
42	AQR CAPITAL MANAGEMENT LLC	26,43426,434	$2M	—	ADD 33%
43	Professional Financial Advisors, LLC	24,53224,532	$2M	—	ADD 17%
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	22,90722,907	$2M	—	TRIM -8%
45	SILVER OAK SECURITIES, INCORPORATED	22,76122,761	$2M	—	NEW
46	Composition Wealth, LLC	22,54222,542	$2M	—	—
47	Belpointe Asset Management LLC	22,29022,290	$2M	—	ADD 11%
48	Wealthfront Advisers LLC	21,10321,103	$1M	—	ADD 18%
49	J HAGAN CAPITAL, INC.	20,68020,680	$1M	—	ADD 28%
50	First Heartland Consultants, Inc.	20,62320,623	$1M	—	TRIM -66%
51	Palumbo Wealth Management LLC	19,94919,949	$1M	—	—
52	ENVESTNET ASSET MANAGEMENT INC	18,78018,780	$1M	—	TRIM -21%
53	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	17,67717,677	$1M	—	ADD 3%
54	Quantinno Capital Management LP	16,65916,659	$1M	—	TRIM -13%
55	TSA Wealth Managment LLC	16,35916,359	$1M	—	—
56	OSAIC HOLDINGS, INC.	15,21415,214	$1M	—	ADD 10%
57	Advisory Services Network, LLC	14,63514,635	$993,981	—	ADD 3%
58	MN Wealth Advisors, LLC	14,44414,444	$981,042	—	—
59	17 CAPITAL PARTNERS, LLC	14,11414,114	$958,623	—	ADD 7%
60	Integrated Wealth Concepts LLC	13,96713,967	$948,644	—	NEW
61	COMMONWEALTH EQUITY SERVICES, LLC	13,91713,917	$945,250	—	TRIM -3%
62	Cambridge Investment Research Advisors, Inc.	12,98112,981	$882,000	—	ADD 9%
63	Gallacher Capital Management LLC	12,70212,702	$862,723	—	TRIM -19%
64	AE Wealth Management LLC	12,63112,631	$857,905	—	ADD 3181%
65	Zhang Financial LLC	12,34512,345	$838,472	—	NEW
66	Private Advisor Group, LLC	11,00111,001	$747,195	—	TRIM -2%
67	KICKSTAND VENTURES, LLC.	10,65010,650	$723,348	—	—
68	One Wealth Advisors, LLC	9,8209,820	$666,974	—	TRIM -2%
69	GTS SECURITIES LLC	9,3049,304	$631,928	—	NEW
70	Brookwood Investment Group LLC	8,9178,917	$605,643	—	ADD 5%
71	LAKE STREET PRIVATE WEALTH, LLC	8,6988,698	$590,768	—	ADD 10%
72	Mayflower Financial Advisors, LLC	8,6658,665	$588,527	—	—
73	Patten Group, Inc.	8,3358,335	$566,113	—	ADD 7%
74	Asempa Wealth Advisors	8,0038,003	$550,686	—	ADD 6%
75	Prospera Financial Services Inc	7,9457,945	$540,432	—	ADD 8%
76	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7,7317,731	$525,088	—	TRIM -5%
77	Linscomb Wealth, Inc.	7,4207,420	$503,967	—	NEW
78	JANE STREET GROUP, LLC	7,3577,357	$499,687	—	NEW
79	Cerity Partners LLC	7,2837,283	$494,661	—	NEW
80	Able Wealth Management LLC	7,2167,216	$490,135	—	ADD 4%
81	DAYMARK WEALTH PARTNERS, LLC	7,0587,058	$479,379	—	—
82	Brightwater Advisory LLC	7,0107,010	$476,119	—	—
83	Midwest Trust Co	6,2866,286	$426,945	—	NEW
84	Cypress Wealth Services, LLC	6,1386,138	$416,893	—	—
85	MARSHALL WACE, LLP	6,1296,129	$416,281	—	NEW
86	MORGAN STANLEY	5,7685,768	$391,763	—	TRIM -76%
87	Creative Planning	5,6545,654	$384,024	—	—
88	Patriot Financial Group Insurance Agency, LLC	5,1945,194	$352,776	—	NEW
89	Triumph Capital Management	5,0985,098	$346,256	—	ADD 45%
90	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	5,0345,034	$341,934	—	TRIM -6%
91	Castleview Partners, LLC	4,9604,960	$336,883	—	ADD 4%
92	Sanctuary Advisors, LLC	4,8034,803	$326,220	—	ADD 29%
93	FMR LLC	4,7784,778	$324,490	—	ADD 44%
94	Janney Montgomery Scott LLC	4,6984,698	$319,000	—	TRIM -9%
95	AXXCESS WEALTH MANAGEMENT, LLC	4,5774,577	$310,851	—	—
96	Mariner, LLC	4,5354,535	$308,013	—	TRIM -24%
97	TBH Global Asset Management, LLC	4,4614,461	$302,991	—	NEW
98	MGO ONE SEVEN LLC	4,3534,353	$295,721	—	ADD 23%
99	Concurrent Investment Advisors, LLC	4,3204,320	$293,414	—	NEW
100	THOROUGHBRED FINANCIAL SERVICES, LLC	4,0664,066	$276,000	—	ADD 38%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.1M

11.6M

11.9M

12.2M

9.1M

$628M

Blue Trust, Inc.

4.0M

4.1M

4.3M

4.7M

4.8M

$324M

Equitable Holdings, Inc.

901K

841K

923K

997K

1.1M

1.3M

$86M

JPMORGAN CHASE & CO

266K

455K

741K

1.1M

578K

758K

$50M

Shore Point Advisors, LLC

499K

498K

497K

637K

657K

$35M

LPL Financial LLC

241K

198K

607K

367K

373K

414K

$28M

Nova R Wealth, Inc.

142K

141K

148K

150K

155K

243K

$17M

MAGNOLIA CAPITAL ADVISORS LLC

122K

142K

120K

126K

133K

239K

$16M

CWM, LLC

—

797

45K

63K

126K

191K

$13M

ARQ WEALTH ADVISORS, LLC

178K

172K

163K

175K

189K

$13M

West Wealth Group, LLC

85K

90K

96K

98K

106K

180K

$12M

Vident Advisory, LLC

176K

184K

164K

162K

157K

169K

$11M

Cassia Capital Partners, LLC

139K

137K

134K

130K

141K

$10M

Corient Private Wealth LLC

—

117K

10K

236K

117K

$8M

Orion Porfolio Solutions, LLC

64K

65K

68K

61K

89K

$6M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	20,480,764	—	$1.4B
2025-Q4	130	23,095,687	—	$1.6B
2025-Q3	123	22,106,226	—	$1.5B
2025-Q2	119	22,118,096	—	$1.4B
2025-Q1	108	20,937,809	—	$1.2B
2024-Q4	98	18,946,179	—	$1.1B
2024-Q3	79	16,910,421	—	$955M
2024-Q2	72	15,868,488	—	$848M
2024-Q1	76	14,635,274	—	$771M
2023-Q4	67	6,119,776

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Institutional ownership· 13F filers holding JMOM · 2026-Q1 methodology → sources →

141 holders

% of shares outstanding held

—

Shares held (13F)

20,480,764

Reporting holders

141

Top holders

largest 100 of 141 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	9,124,3559.1M	$628M	—	TRIM -25%
2	Blue Trust, Inc.	4,767,4464.8M	$324M	—	—
3	Equitable Holdings, Inc.	1,261,9201.3M	$86M	—	ADD 14%
4	JPMORGAN CHASE & CO	757,727757,727	$50M	—	ADD 31%
5	Shore Point Advisors, LLC	657,113657,113	$35M	—	ADD 3%
6	LPL Financial LLC	414,316414,316	$28M	—	ADD 11%
7	Nova R Wealth, Inc.	242,989242,989	$17M	—	ADD 57%
8	MAGNOLIA CAPITAL ADVISORS LLC	238,948238,948	$16M	—	ADD 80%
9	CWM, LLC	191,103191,103	$13M	—	ADD 52%
10	ARQ WEALTH ADVISORS, LLC	188,864188,864	$13M	—	ADD 8%
11	West Wealth Group, LLC	180,372180,372	$12M	—	ADD 70%
12	Vident Advisory, LLC	168,597168,597	$11M	—	ADD 8%
13	Cassia Capital Partners, LLC	141,476141,476	$10M	—	ADD 9%
14	Corient Private Wealth LLC	117,081117,081	$8M	—	TRIM -50%
15	Orion Porfolio Solutions, LLC	89,38189,381	$6M	—	ADD 47%
16	Savant Capital, LLC	79,88679,886	$5M	—	—
17	5T Wealth, LLC	76,52776,527	$5M	—	ADD 13%
18	Kingsview Wealth Management, LLC	65,48065,480	$4M	—	—
19	Fifth Third Securities, Inc.	61,60361,603	$4M	—	TRIM -4%
20	Kathmere Capital Management, LLC	60,24860,248	$4M	—	—
21	BANK OF AMERICA CORP /DE/	56,58456,584	$4M	—	ADD 7%
22	KELLY FINANCIAL GROUP LLC	53,94253,942	$4M	—	ADD 36%
23	Vise Technologies, Inc.	53,35853,358	$4M	—	—
24	Delos Wealth Advisors, LLC	48,91248,912	$3M	—	ADD 8%
25	Strategic Financial Services, Inc.	48,58748,587	$3M	—	—
26	3Chopt Investment Partners, LLC	48,05948,059	$3M	—	—
27	INTRUST BANK NA	45,82545,825	$3M	—	TRIM -8%
28	Wealth Enhancement Trust Services, Inc.	45,09245,092	$3M	—	ADD 308%
29	Skyline Advisors, Inc.	43,41843,418	$3M	—	NEW
30	Cetera Investment Advisers	41,98041,980	$3M	—	ADD 5%
31	SUSQUEHANNA INTERNATIONAL GROUP, LLP	39,54539,545	$3M	—	ADD 104%
32	Klaas Financial Asset Advisors, LLC	38,77038,770	$3M	—	TRIM -91%
33	Centennial Bank/AR/	38,57538,575	$3M	—	ADD 6%
34	EP Wealth Advisors, LLC	37,72837,728	$3M	—	NEW
35	HighTower Advisors, LLC	36,52936,529	$2M	—	TRIM -37%
36	WIN ADVISORS, INC	35,10335,103	$2M	—	NEW
37	ROYAL BANK OF CANADA	34,63134,631	$2M	—	TRIM -24%
38	CFS Investment Advisory Services, LLC	29,90529,905	$2M	—	ADD 7%
39	NorthCrest Asset Manangement, LLC	31,64431,644	$2M	—	—
40	Hershey Financial Advisers, LLC	31,95631,956	$2M	—	NEW
41	RAYMOND JAMES FINANCIAL INC	31,93231,932	$2M	—	ADD 19%
42	AQR CAPITAL MANAGEMENT LLC	26,43426,434	$2M	—	ADD 33%
43	Professional Financial Advisors, LLC	24,53224,532	$2M	—	ADD 17%
44	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	22,90722,907	$2M	—	TRIM -8%
45	SILVER OAK SECURITIES, INCORPORATED	22,76122,761	$2M	—	NEW
46	Composition Wealth, LLC	22,54222,542	$2M	—	—
47	Belpointe Asset Management LLC	22,29022,290	$2M	—	ADD 11%
48	Wealthfront Advisers LLC	21,10321,103	$1M	—	ADD 18%
49	J HAGAN CAPITAL, INC.	20,68020,680	$1M	—	ADD 28%
50	First Heartland Consultants, Inc.	20,62320,623	$1M	—	TRIM -66%
51	Palumbo Wealth Management LLC	19,94919,949	$1M	—	—
52	ENVESTNET ASSET MANAGEMENT INC	18,78018,780	$1M	—	TRIM -21%
53	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	17,67717,677	$1M	—	ADD 3%
54	Quantinno Capital Management LP	16,65916,659	$1M	—	TRIM -13%
55	TSA Wealth Managment LLC	16,35916,359	$1M	—	—
56	OSAIC HOLDINGS, INC.	15,21415,214	$1M	—	ADD 10%
57	Advisory Services Network, LLC	14,63514,635	$993,981	—	ADD 3%
58	MN Wealth Advisors, LLC	14,44414,444	$981,042	—	—
59	17 CAPITAL PARTNERS, LLC	14,11414,114	$958,623	—	ADD 7%
60	Integrated Wealth Concepts LLC	13,96713,967	$948,644	—	NEW
61	COMMONWEALTH EQUITY SERVICES, LLC	13,91713,917	$945,250	—	TRIM -3%
62	Cambridge Investment Research Advisors, Inc.	12,98112,981	$882,000	—	ADD 9%
63	Gallacher Capital Management LLC	12,70212,702	$862,723	—	TRIM -19%
64	AE Wealth Management LLC	12,63112,631	$857,905	—	ADD 3181%
65	Zhang Financial LLC	12,34512,345	$838,472	—	NEW
66	Private Advisor Group, LLC	11,00111,001	$747,195	—	TRIM -2%
67	KICKSTAND VENTURES, LLC.	10,65010,650	$723,348	—	—
68	One Wealth Advisors, LLC	9,8209,820	$666,974	—	TRIM -2%
69	GTS SECURITIES LLC	9,3049,304	$631,928	—	NEW
70	Brookwood Investment Group LLC	8,9178,917	$605,643	—	ADD 5%
71	LAKE STREET PRIVATE WEALTH, LLC	8,6988,698	$590,768	—	ADD 10%
72	Mayflower Financial Advisors, LLC	8,6658,665	$588,527	—	—
73	Patten Group, Inc.	8,3358,335	$566,113	—	ADD 7%
74	Asempa Wealth Advisors	8,0038,003	$550,686	—	ADD 6%
75	Prospera Financial Services Inc	7,9457,945	$540,432	—	ADD 8%
76	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	7,7317,731	$525,088	—	TRIM -5%
77	Linscomb Wealth, Inc.	7,4207,420	$503,967	—	NEW
78	JANE STREET GROUP, LLC	7,3577,357	$499,687	—	NEW
79	Cerity Partners LLC	7,2837,283	$494,661	—	NEW
80	Able Wealth Management LLC	7,2167,216	$490,135	—	ADD 4%
81	DAYMARK WEALTH PARTNERS, LLC	7,0587,058	$479,379	—	—
82	Brightwater Advisory LLC	7,0107,010	$476,119	—	—
83	Midwest Trust Co	6,2866,286	$426,945	—	NEW
84	Cypress Wealth Services, LLC	6,1386,138	$416,893	—	—
85	MARSHALL WACE, LLP	6,1296,129	$416,281	—	NEW
86	MORGAN STANLEY	5,7685,768	$391,763	—	TRIM -76%
87	Creative Planning	5,6545,654	$384,024	—	—
88	Patriot Financial Group Insurance Agency, LLC	5,1945,194	$352,776	—	NEW
89	Triumph Capital Management	5,0985,098	$346,256	—	ADD 45%
90	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	5,0345,034	$341,934	—	TRIM -6%
91	Castleview Partners, LLC	4,9604,960	$336,883	—	ADD 4%
92	Sanctuary Advisors, LLC	4,8034,803	$326,220	—	ADD 29%
93	FMR LLC	4,7784,778	$324,490	—	ADD 44%
94	Janney Montgomery Scott LLC	4,6984,698	$319,000	—	TRIM -9%
95	AXXCESS WEALTH MANAGEMENT, LLC	4,5774,577	$310,851	—	—
96	Mariner, LLC	4,5354,535	$308,013	—	TRIM -24%
97	TBH Global Asset Management, LLC	4,4614,461	$302,991	—	NEW
98	MGO ONE SEVEN LLC	4,3534,353	$295,721	—	ADD 23%
99	Concurrent Investment Advisors, LLC	4,3204,320	$293,414	—	NEW
100	THOROUGHBRED FINANCIAL SERVICES, LLC	4,0664,066	$276,000	—	ADD 38%

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

10.1M

11.6M

11.9M

12.2M

9.1M

$628M

Blue Trust, Inc.

4.0M

4.1M

4.3M

4.7M

4.8M

$324M

Equitable Holdings, Inc.

901K

841K

923K

997K

1.1M

1.3M

$86M

JPMORGAN CHASE & CO

266K

455K

741K

1.1M

578K

758K

$50M

Shore Point Advisors, LLC

499K

498K

497K

637K

657K

$35M

LPL Financial LLC

241K

198K

607K

367K

373K

414K

$28M

Nova R Wealth, Inc.

142K

141K

148K

150K

155K

243K

$17M

MAGNOLIA CAPITAL ADVISORS LLC

122K

142K

120K

126K

133K

239K

$16M

CWM, LLC

—

797

45K

63K

126K

191K

$13M

ARQ WEALTH ADVISORS, LLC

178K

172K

163K

175K

189K

$13M

West Wealth Group, LLC

85K

90K

96K

98K

106K

180K

$12M

Vident Advisory, LLC

176K

184K

164K

162K

157K

169K

$11M

Cassia Capital Partners, LLC

139K

137K

134K

130K

141K

$10M

Corient Private Wealth LLC

—

117K

10K

236K

117K

$8M

Orion Porfolio Solutions, LLC

64K

65K

68K

61K

89K

$6M

Institutional footprint by quarter

Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	141	20,480,764	—	$1.4B
2025-Q4	130	23,095,687	—	$1.6B
2025-Q3	123	22,106,226	—	$1.5B
2025-Q2	119	22,118,096	—	$1.4B
2025-Q1	108	20,937,809	—	$1.2B
2024-Q4	98	18,946,179	—	$1.1B
2024-Q3	79	16,910,421	—	$955M
2024-Q2	72	15,868,488	—	$848M
2024-Q1	76	14,635,274	—	$771M
2023-Q4	67	6,119,776

Short interest has its own tab now — open SI →

JMOM☆

Institutional ownership· 13F filers holding JMOM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding JMOM · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

JMOM