JMTG

—

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$50.11

-0.16 (-0.32%)

USD · as of 2026-07-29 · marketstack

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

169 holders

% of shares outstanding held

—

Shares held (13F)

123,680,511

Reporting holders

169

Top holders

largest 100 of 169 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	48,784,96948.8M	$2.5B	—	ADD 20%
2	BANK OF AMERICA CORP /DE/	14,321,56414.3M	$730M	—	—
3	NorthRock Partners, LLC	9,745,4009.7M	$497M	—	ADD 7%
4	MORGAN STANLEY	5,564,3835.6M	$284M	—	TRIM -15%
5	LPL Financial LLC	4,776,8904.8M	$244M	—	TRIM -5%
6	Hamilton Capital, LLC	3,798,3273.8M	$194M	—	ADD 4%
7	AMERIPRISE FINANCIAL INC	3,573,3573.6M	$182M	—	TRIM -30%
8	M&T Bank Corp	3,346,0403.3M	$171M	—	TRIM -21%
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,860,5711.9M	$95M	—	TRIM -37%
10	Acropolis Investment Management, LLC	1,725,6511.7M	$88M	—	ADD 26%
11	JOHNSON INVESTMENT COUNSEL INC	1,573,5281.6M	$80M	—	NEW
12	BAILARD, INC.	1,456,1631.5M	$74M	—	—
13	Avalon Trust Co	1,337,1021.3M	$68M	—	—
14	CAPTRUST FINANCIAL ADVISORS	1,016,1921.0M	$52M	—	ADD 3%
15	Kestra Advisory Services, LLC	998,266998,266	$51M	—	ADD 10%
16	SkyView Investment Advisors, LLC	978,758978,758	$50M	—	—
17	HSBC HOLDINGS PLC	978,036978,036	$50M	—	TRIM -40%
18	Ocean Park Asset Management, LLC	900,978900,978	$46M	—	—
19	OneDigital Investment Advisors LLC	889,486889,486	$45M	—	—
20	Cambridge Investment Research Advisors, Inc.	871,411871,411	$44M	—	ADD 4%
21	First National Trust Co	841,662841,662	$43M	—	ADD 14%
22	Goelzer Investment Management, Inc.	819,602819,602	$42M	—	—
23	Bill Few Associates, Inc.	776,776776,776	$40M	—	ADD 2%
24	BlueStem Wealth Partners, LLC	731,209731,209	$37M	—	ADD 36%
25	Curi Capital, LLC	674,922674,922	$34M	—	ADD 34%
26	RAYMOND JAMES FINANCIAL INC	664,545664,545	$34M	—	TRIM -4%
27	Tortoise Investment Management, LLC	615,239615,239	$31M	—	ADD 1491%
28	FIRST NATIONAL BANK SIOUX FALLS	611,824611,824	$31M	—	ADD 5%
29	Sanctuary Advisors, LLC	558,295558,295	$28M	—	ADD 13%
30	Focus Partners Wealth	545,471545,471	$28M	—	ADD 8%
31	WELLS FARGO & COMPANY/MN	528,194528,194	$27M	—	ADD 9%
32	ENVESTNET ASSET MANAGEMENT INC	499,767499,767	$25M	—	ADD 60%
33	FARMERS TRUST CO	488,983488,983	$25M	—	ADD 4%
34	Abacus Planning Group, Inc.	467,791467,791	$24M	—	TRIM -15%
35	HighPoint Advisor Group LLC	448,811448,811	$23M	—	ADD 67%
36	Bank of New York Mellon Corp	351,606351,606	$18M	—	ADD 13%
37	Choice Wealth Advisors LLC	324,586324,586	$17M	—	ADD 3%
38	SSI INVESTMENT MANAGEMENT LLC	308,708308,708	$16M	—	ADD 98%
39	MERCER GLOBAL ADVISORS INC /ADV	297,280297,280	$15M	—	TRIM -69%
40	Modern Wealth Management, LLC	273,763273,763	$14M	—	—
41	TrustBank	259,677259,677	$13M	—	ADD 3%
42	JONES FINANCIAL COMPANIES LLLP	260,303260,303	$13M	—	ADD 14%
43	STIFEL FINANCIAL CORP	254,933254,933	$13M	—	ADD 3%
44	BANK OF MONTREAL /CAN/	209,775209,775	$11M	—	TRIM -31%
45	Envestnet Portfolio Solutions, Inc.	193,982193,982	$10M	—	ADD 139%
46	INVENIO WEALTH PARTNERS LLC	161,427161,427	$8M	—	NEW
47	Beverly Hills Private Wealth, LLC	149,776149,776	$8M	—	ADD 11%
48	Equitable Holdings, Inc.	146,202146,202	$7M	—	ADD 5%
49	UBS Group AG	144,623144,623	$7M	—	TRIM -43%
50	Central Pacific Bank - Trust Division	135,295135,295	$7M	—	ADD 96%
51	Cetera Investment Advisers	121,019121,019	$6M	—	ADD 4%
52	Integrated Wealth Concepts LLC	113,716113,716	$6M	—	—
53	SUSQUEHANNA INTERNATIONAL GROUP, LLP	107,265107,265	$5M	—	NEW
54	OSAIC HOLDINGS, INC.	101,487101,487	$5M	—	TRIM -29%
55	Wealth Enhancement Trust Services, Inc.	98,33998,339	$5M	—	—
56	BREAKTHRU ADVISORY SERVICES, LLC	91,22091,220	$5M	—	—
57	Cornerstone Wealth Management, LLC	86,34286,342	$4M	—	ADD 2%
58	FinArc Investments, Inc.	81,58481,584	$4M	—	NEW
59	COMMONWEALTH EQUITY SERVICES, LLC	73,82173,821	$4M	—	TRIM -16%
60	UMB Bank, n.a.	72,67872,678	$4M	—	TRIM -2%
61	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	70,13570,135	$4M	—	ADD 10%
62	HighTower Advisors, LLC	67,56067,560	$3M	—	ADD 5%
63	Galvin, Gaustad & Stein, LLC	67,45267,452	$3M	—	ADD 56%
64	Allen Capital Group, LLC	64,49464,494	$3M	—	TRIM -4%
65	Janney Montgomery Scott LLC	58,03758,037	$3M	—	ADD 12%
66	Mariner, LLC	57,26657,266	$3M	—	—
67	ESL Trust Services, LLC	54,03354,033	$3M	—	ADD 17%
68	CITIZENS FINANCIAL GROUP INC/RI	51,99651,996	$3M	—	NEW
69	Avise Financial Cooperative, Inc.	49,63949,639	$3M	—	ADD 5%
70	CHOREO, LLC	49,13549,135	$3M	—	—
71	Independence Bank of Kentucky	44,92044,920	$2M	—	TRIM -5%
72	Private Advisor Group, LLC	43,30443,304	$2M	—	TRIM -6%
73	FIRST NATIONAL BANK OF OMAHA	39,41839,418	$2M	—	TRIM -3%
74	Perennial Advisors, LLC	37,10637,106	$2M	—	NEW
75	TRUIST FINANCIAL CORP	36,97436,974	$2M	—	TRIM -2%
76	Sigma Planning Corp	33,61433,614	$2M	—	TRIM -12%
77	Diversified Portfolios, Inc.	32,34032,340	$2M	—	ADD 41%
78	Western Wealth Management, LLC	32,24532,245	$2M	—	ADD 9%
79	JANE STREET GROUP, LLC	31,93931,939	$2M	—	NEW
80	DAVENPORT & Co LLC	31,89531,895	$2M	—	TRIM -4%
81	KESTRA PRIVATE WEALTH SERVICES, LLC	31,58431,584	$2M	—	ADD 42%
82	Dorsey & Whitney Trust CO LLC	28,41628,416	$1M	—	—
83	CDKV HOLDINGS LLC	23,09623,096	$1M	—	—
84	YARGER WEALTH STRATEGIES, LLC	21,72021,720	$1M	—	TRIM -16%
85	Beacon Pointe Advisors, LLC	21,67121,671	$1M	—	TRIM -11%
86	PFG Advisors	21,41121,411	$1M	—	—
87	SCHMIDT P J INVESTMENT MANAGEMENT INC	20,25620,256	$1M	—	—
88	Centurion Wealth Management LLC	18,88318,883	$963,027	—	ADD 53%
89	Hudson Portfolio Management LLC	18,42518,425	$939,675	—	ADD 72%
90	Atria Investments, Inc	18,21018,210	$928,712	—	ADD 23%
91	Creative Planning	16,41916,419	$837,388	—	—
92	Vise Technologies, Inc.	16,20616,206	$827,478	—	—
93	Johnson Financial Group, Inc.	14,63614,636	$746,436	—	ADD 14%
94	Cadence Wealth Management LLC	13,94513,945	$711,197	—	TRIM -23%
95	Concurrent Investment Advisors, LLC	13,17713,177	$672,046	—	NEW
96	AAF Wealth Management, LLC	13,02213,022	$664,132	—	—
97	Certified Advisory Corp	11,55411,554	$589,274	—	ADD 2%
98	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10,17610,176	$519,015	—	TRIM -10%
99	Advisory Services Network, LLC	9,9099,909	$505,357	—	NEW
100	D.A. DAVIDSON & CO.	9,2869,286	$473,586	—	—

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

JPMORGAN CHASE & CO

—

10.8M

75.0M

40.5M

48.8M

$2.5B

BANK OF AMERICA CORP /DE/

—

14.4M

14.6M

14.3M

$730M

NorthRock Partners, LLC

—

7.7M

8.3M

9.1M

9.7M

$497M

MORGAN STANLEY

—

400K

6.1M

6.5M

5.6M

$284M

LPL Financial LLC

—

4.7M

4.6M

5.0M

4.8M

$244M

Hamilton Capital, LLC

—

3.0M

—

3.6M

3.8M

$194M

AMERIPRISE FINANCIAL INC

—

3.5M

4.5M

5.1M

3.6M

$182M

M&T Bank Corp

—

4.6M

4.2M

3.3M

$171M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

—

2.8M

2.9M

3.0M

1.9M

$95M

Acropolis Investment Management, LLC

—

1.4M

1.7M

$88M

JOHNSON INVESTMENT COUNSEL INC

—

1.6M

$80M

BAILARD, INC.

—

1.3M

1.5M

$74M

Avalon Trust Co

—

1.3M

$68M

CAPTRUST FINANCIAL ADVISORS

—

986K

1.0M

$52M

Kestra Advisory Services, LLC

—

787K

834K

909K

998K

$51M

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	169	123,680,511	—	$6.3B
2025-Q4	165	117,667,201	—	$6.0B
2025-Q3	135	141,309,144	—	$7.2B
2025-Q2	96	44,512,894	—	$2.2B

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 JMTG · 2026-Q1 methodology → sources →

169 holders

% of shares outstanding held

—

Shares held (13F)

123,680,511

Reporting holders

169

Top holders

largest 100 of 169 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	JPMORGAN CHASE & CO	48,784,96948.8M	$2.5B	—	ADD 20%
2	BANK OF AMERICA CORP /DE/	14,321,56414.3M	$730M	—	—
3	NorthRock Partners, LLC	9,745,4009.7M	$497M	—	ADD 7%
4	MORGAN STANLEY	5,564,3835.6M	$284M	—	TRIM -15%
5	LPL Financial LLC	4,776,8904.8M	$244M	—	TRIM -5%
6	Hamilton Capital, LLC	3,798,3273.8M	$194M	—	ADD 4%
7	AMERIPRISE FINANCIAL INC	3,573,3573.6M	$182M	—	TRIM -30%
8	M&T Bank Corp	3,346,0403.3M	$171M	—	TRIM -21%
9	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1,860,5711.9M	$95M	—	TRIM -37%
10	Acropolis Investment Management, LLC	1,725,6511.7M	$88M	—	ADD 26%
11	JOHNSON INVESTMENT COUNSEL INC	1,573,5281.6M	$80M	—	NEW
12	BAILARD, INC.	1,456,1631.5M	$74M	—	—
13	Avalon Trust Co	1,337,1021.3M	$68M	—	—
14	CAPTRUST FINANCIAL ADVISORS	1,016,1921.0M	$52M	—	ADD 3%
15	Kestra Advisory Services, LLC	998,266998,266	$51M	—	ADD 10%
16	SkyView Investment Advisors, LLC	978,758978,758	$50M	—	—
17	HSBC HOLDINGS PLC	978,036978,036	$50M	—	TRIM -40%
18	Ocean Park Asset Management, LLC	900,978900,978	$46M	—	—
19	OneDigital Investment Advisors LLC	889,486889,486	$45M	—	—
20	Cambridge Investment Research Advisors, Inc.	871,411871,411	$44M	—	ADD 4%
21	First National Trust Co	841,662841,662	$43M	—	ADD 14%
22	Goelzer Investment Management, Inc.	819,602819,602	$42M	—	—
23	Bill Few Associates, Inc.	776,776776,776	$40M	—	ADD 2%
24	BlueStem Wealth Partners, LLC	731,209731,209	$37M	—	ADD 36%
25	Curi Capital, LLC	674,922674,922	$34M	—	ADD 34%
26	RAYMOND JAMES FINANCIAL INC	664,545664,545	$34M	—	TRIM -4%
27	Tortoise Investment Management, LLC	615,239615,239	$31M	—	ADD 1491%
28	FIRST NATIONAL BANK SIOUX FALLS	611,824611,824	$31M	—	ADD 5%
29	Sanctuary Advisors, LLC	558,295558,295	$28M	—	ADD 13%
30	Focus Partners Wealth	545,471545,471	$28M	—	ADD 8%
31	WELLS FARGO & COMPANY/MN	528,194528,194	$27M	—	ADD 9%
32	ENVESTNET ASSET MANAGEMENT INC	499,767499,767	$25M	—	ADD 60%
33	FARMERS TRUST CO	488,983488,983	$25M	—	ADD 4%
34	Abacus Planning Group, Inc.	467,791467,791	$24M	—	TRIM -15%
35	HighPoint Advisor Group LLC	448,811448,811	$23M	—	ADD 67%
36	Bank of New York Mellon Corp	351,606351,606	$18M	—	ADD 13%
37	Choice Wealth Advisors LLC	324,586324,586	$17M	—	ADD 3%
38	SSI INVESTMENT MANAGEMENT LLC	308,708308,708	$16M	—	ADD 98%
39	MERCER GLOBAL ADVISORS INC /ADV	297,280297,280	$15M	—	TRIM -69%
40	Modern Wealth Management, LLC	273,763273,763	$14M	—	—
41	TrustBank	259,677259,677	$13M	—	ADD 3%
42	JONES FINANCIAL COMPANIES LLLP	260,303260,303	$13M	—	ADD 14%
43	STIFEL FINANCIAL CORP	254,933254,933	$13M	—	ADD 3%
44	BANK OF MONTREAL /CAN/	209,775209,775	$11M	—	TRIM -31%
45	Envestnet Portfolio Solutions, Inc.	193,982193,982	$10M	—	ADD 139%
46	INVENIO WEALTH PARTNERS LLC	161,427161,427	$8M	—	NEW
47	Beverly Hills Private Wealth, LLC	149,776149,776	$8M	—	ADD 11%
48	Equitable Holdings, Inc.	146,202146,202	$7M	—	ADD 5%
49	UBS Group AG	144,623144,623	$7M	—	TRIM -43%
50	Central Pacific Bank - Trust Division	135,295135,295	$7M	—	ADD 96%
51	Cetera Investment Advisers	121,019121,019	$6M	—	ADD 4%
52	Integrated Wealth Concepts LLC	113,716113,716	$6M	—	—
53	SUSQUEHANNA INTERNATIONAL GROUP, LLP	107,265107,265	$5M	—	NEW
54	OSAIC HOLDINGS, INC.	101,487101,487	$5M	—	TRIM -29%
55	Wealth Enhancement Trust Services, Inc.	98,33998,339	$5M	—	—
56	BREAKTHRU ADVISORY SERVICES, LLC	91,22091,220	$5M	—	—
57	Cornerstone Wealth Management, LLC	86,34286,342	$4M	—	ADD 2%
58	FinArc Investments, Inc.	81,58481,584	$4M	—	NEW
59	COMMONWEALTH EQUITY SERVICES, LLC	73,82173,821	$4M	—	TRIM -16%
60	UMB Bank, n.a.	72,67872,678	$4M	—	TRIM -2%
61	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	70,13570,135	$4M	—	ADD 10%
62	HighTower Advisors, LLC	67,56067,560	$3M	—	ADD 5%
63	Galvin, Gaustad & Stein, LLC	67,45267,452	$3M	—	ADD 56%
64	Allen Capital Group, LLC	64,49464,494	$3M	—	TRIM -4%
65	Janney Montgomery Scott LLC	58,03758,037	$3M	—	ADD 12%
66	Mariner, LLC	57,26657,266	$3M	—	—
67	ESL Trust Services, LLC	54,03354,033	$3M	—	ADD 17%
68	CITIZENS FINANCIAL GROUP INC/RI	51,99651,996	$3M	—	NEW
69	Avise Financial Cooperative, Inc.	49,63949,639	$3M	—	ADD 5%
70	CHOREO, LLC	49,13549,135	$3M	—	—
71	Independence Bank of Kentucky	44,92044,920	$2M	—	TRIM -5%
72	Private Advisor Group, LLC	43,30443,304	$2M	—	TRIM -6%
73	FIRST NATIONAL BANK OF OMAHA	39,41839,418	$2M	—	TRIM -3%
74	Perennial Advisors, LLC	37,10637,106	$2M	—	NEW
75	TRUIST FINANCIAL CORP	36,97436,974	$2M	—	TRIM -2%
76	Sigma Planning Corp	33,61433,614	$2M	—	TRIM -12%
77	Diversified Portfolios, Inc.	32,34032,340	$2M	—	ADD 41%
78	Western Wealth Management, LLC	32,24532,245	$2M	—	ADD 9%
79	JANE STREET GROUP, LLC	31,93931,939	$2M	—	NEW
80	DAVENPORT & Co LLC	31,89531,895	$2M	—	TRIM -4%
81	KESTRA PRIVATE WEALTH SERVICES, LLC	31,58431,584	$2M	—	ADD 42%
82	Dorsey & Whitney Trust CO LLC	28,41628,416	$1M	—	—
83	CDKV HOLDINGS LLC	23,09623,096	$1M	—	—
84	YARGER WEALTH STRATEGIES, LLC	21,72021,720	$1M	—	TRIM -16%
85	Beacon Pointe Advisors, LLC	21,67121,671	$1M	—	TRIM -11%
86	PFG Advisors	21,41121,411	$1M	—	—
87	SCHMIDT P J INVESTMENT MANAGEMENT INC	20,25620,256	$1M	—	—
88	Centurion Wealth Management LLC	18,88318,883	$963,027	—	ADD 53%
89	Hudson Portfolio Management LLC	18,42518,425	$939,675	—	ADD 72%
90	Atria Investments, Inc	18,21018,210	$928,712	—	ADD 23%
91	Creative Planning	16,41916,419	$837,388	—	—
92	Vise Technologies, Inc.	16,20616,206	$827,478	—	—
93	Johnson Financial Group, Inc.	14,63614,636	$746,436	—	ADD 14%
94	Cadence Wealth Management LLC	13,94513,945	$711,197	—	TRIM -23%
95	Concurrent Investment Advisors, LLC	13,17713,177	$672,046	—	NEW
96	AAF Wealth Management, LLC	13,02213,022	$664,132	—	—
97	Certified Advisory Corp	11,55411,554	$589,274	—	ADD 2%
98	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	10,17610,176	$519,015	—	TRIM -10%
99	Advisory Services Network, LLC	9,9099,909	$505,357	—	NEW
100	D.A. DAVIDSON & CO.	9,2869,286	$473,586	—	—

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

JPMORGAN CHASE & CO

—

10.8M

75.0M

40.5M

48.8M

$2.5B

BANK OF AMERICA CORP /DE/

—

14.4M

14.6M

14.3M

$730M

NorthRock Partners, LLC

—

7.7M

8.3M

9.1M

9.7M

$497M

MORGAN STANLEY

—

400K

6.1M

6.5M

5.6M

$284M

LPL Financial LLC

—

4.7M

4.6M

5.0M

4.8M

$244M

Hamilton Capital, LLC

—

3.0M

—

3.6M

3.8M

$194M

AMERIPRISE FINANCIAL INC

—

3.5M

4.5M

5.1M

3.6M

$182M

M&T Bank Corp

—

4.6M

4.2M

3.3M

$171M

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

—

2.8M

2.9M

3.0M

1.9M

$95M

Acropolis Investment Management, LLC

—

1.4M

1.7M

$88M

JOHNSON INVESTMENT COUNSEL INC

—

1.6M

$80M

BAILARD, INC.

—

1.3M

1.5M

$74M

Avalon Trust Co

—

1.3M

$68M

CAPTRUST FINANCIAL ADVISORS

—

986K

1.0M

$52M

Kestra Advisory Services, LLC

—

787K

834K

909K

998K

$51M

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	169	123,680,511	—	$6.3B
2025-Q4	165	117,667,201	—	$6.0B
2025-Q3	135	141,309,144	—	$7.2B
2025-Q2	96	44,512,894	—	$2.2B

Short interest has its own tab now — open SI →

JMTG☆

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

Top holders

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

Institutional footprint by quarter

JMTG