271 tracked 13F filers disclose a position in JHMM as of the latest SEC 13F filings, a combined $3.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | $330.0M | 4.9M | ▲+3.9% Added · +183K sh | Q1 2026 | |
| 2 | LPL Financial LLC | $328.4M | 4.9M | ▲+14% Added · +612K sh | Q1 2026 | |
| 3 | WELLS FARGO & COMPANY/MN | $234.4M | 3.5M | ▼−3.7% Reduced · −134K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $225.9M | 3.4M | ▲+16% Added · +452K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $204.7M | 3.1M | ▲+6.9% Added · +197K sh | Q1 2026 | |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $185.5M | 2.8M | ▼−5.4% Reduced · −157K sh | Q1 2026 | |
| 7 | UBS Group AG | $142.4M | 2.1M | ▲+4.9% Added · +99K sh | Q1 2026 | |
| 8 | JONES FINANCIAL COMPANIES LLLP | $132.9M | 2.0M | ▲+19% Added · +319K sh | Q1 2026 | |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $125.7M | 1.9M | ▲+13% Added · +218K sh | Q1 2026 | |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $116.9M | 1.7M | ▼−0.7% Reduced · −12K sh | Q1 2026 | |
| 11 | ROYAL BANK OF CANADA | $88.0M | 1.3M | ▼−7.0% Reduced · −99K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $84.9M | 1.3M | ▲+6.3% Added · +75K sh | Q1 2026 | |
| 13 | Cetera Investment Advisers | $72.8M | 1.1M | ▼−0.5% Reduced · −5K sh | Q1 2026 | |
| 14 | Gilbert & Cook, Inc. | $75.5M | 1.0M | ▲+0.7% Added · +7K sh | Q2 2026 | |
| 15 | Private Advisor Group, LLC | $68.3M | 911K | ▲+11% Added · +93K sh | Q2 2026 | |
| 16 | Financial Management Professionals, Inc. | $60.6M | 809K | ▼−9.4% Reduced · −84K sh | Q2 2026 | |
| 17 | Amplius Wealth Advisors, LLC | $51.4M | 686K | ▲+2.2% Added · +15K sh | Q2 2026 | |
| 18 | Focus Partners Wealth | $43.6M | 650K | ▼−4.3% Reduced · −29K sh | Q1 2026 | |
| 19 | Garrett Wealth Advisory Group, LLC | $42.9M | 572K | ▲+1.7% Added · +10K sh | Q2 2026 | |
| 20 | EP Wealth Advisors, LLC | $37.7M | 503K | ▲22× Added · +480K sh | Q2 2026 | |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $33.3M | 497K | ▲+1.7% Added · +8K sh | Q1 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $27.2M | 406K | ▲+108% Added · +211K sh | Q1 2026 | |
| 23 | HighPoint Advisor Group LLC | $26.1M | 348K | ▲+14% Added · +43K sh | Q2 2026 | |
| 24 | Dynamic Advisor Solutions LLC | $25.8M | 344K | ▲+7.9% Added · +25K sh | Q2 2026 | |
| 25 | Rockefeller Capital Management L.P. | $22.6M | 336K | ▼−10% Reduced · −39K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in JHMM and 31 added to an existing one, while 12 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 134 funds | $41.8B |
| MICROSOFT CORPMSFT | 134 funds | $32.5B |
| NVIDIA CORPNVDA | 132 funds | $48.8B |
| AMAZON.COM INCAMZN | 132 funds | $22.1B |
| BROADCOM INCAVGO | 128 funds | $17.1B |
| JPMORGAN CHASE & COJPM | 128 funds | $9.0B |
| ALPHABET INC-CL AGOOGL | 127 funds | $19.1B |
| ALPHABET INC-CL CGOOG | 127 funds | $13.7B |
| META PLATFORMS INC-CLASS AMETA | 127 funds | $11.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 127 funds | $6.7B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 127 funds | $4.4B |
| ELI LILLY & COLLY | 126 funds | $9.4B |
Ranked by how many of JHMM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JHMMthis pagemc | 271 funds | $3.5B |
| JHMLmc | 101 funds | $798.6M |
| JHMDmc | 87 funds | $742.5M |
| JHSCMULTIFACTR SML | 81 funds | $533.9M |
| JHPIPREFERRED INCOME | 50 funds | $119.8M |
| JHEMmc | 39 funds | $743.0M |
| JHMBMORTGAGE BACKED | 35 funds | $187.0M |
| JHCBMF Closed and MF Open | 21 funds | $59.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JHMM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JHMM/capital-change-brief"
Use Arkolith's capital_change_brief for JHMM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JHMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.