253 tracked 13F filers disclose a position in JMBS as of the latest SEC 13F filings, a combined $5.7B 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 | MORGAN STANLEY | $1.3B | 28.6M | ▲+12% Added · +3.1M sh | Q1 2026 | |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $986.5M | 21.8M | ▲+1.0% Added · +225K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $440.4M | 9.7M | ▼−47% Reduced · −8.6M sh | Q1 2026 | |
| 4 | Haverford Trust Co | $179.7M | 4.0M | ▲+8.0% Added · +294K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $147.4M | 3.3M | ▼−4.5% Reduced · −153K sh | Q1 2026 | |
| 6 | OSAIC HOLDINGS, INC. | $141.0M | 3.1M | ▲+1.2% Added · +37K sh | Q1 2026 | |
| 7 | Focus Partners Wealth | $127.7M | 2.8M | ▲+0.7% Added · +19K sh | Q1 2026 | |
| 8 | Gradient Investments LLC | $121.0M | 2.7M | ▲+15% Added · +342K sh | Q2 2026 | |
| 9 | UBS Group AG | $113.6M | 2.5M | ▲+6.3% Added · +150K sh | Q1 2026 | |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $107.3M | 2.4M | ▼−22% Reduced · −653K sh | Q1 2026 | |
| 11 | Corient Private Wealth LLC | $93.4M | 2.1M | ▲+234% Added · +1.5M sh | Q1 2026 | |
| 12 | Hamilton Capital, LLC | $91.6M | 2.0M | ▼−0.3% Reduced · −6K sh | Q2 2026 | |
| 13 | Modern Wealth Management, LLC | $90.3M | 2.0M | ▲+15% Added · +254K sh | Q1 2026 | |
| 14 | AMERIPRISE FINANCIAL INC | $89.9M | 2.0M | ▲+423% Added · +1.6M sh | Q1 2026 | |
| 15 | WELLS FARGO & COMPANY/MN | $84.6M | 1.9M | ▼−0.7% Reduced · −13K sh | Q1 2026 | |
| 16 | Advance Capital Management, Inc. | $79.6M | 1.8M | ▲127× Added · +1.7M sh | Q1 2026 | |
| 17 | ROYAL BANK OF CANADA | $79.3M | 1.8M | ▼−16% Reduced · −322K sh | Q1 2026 | |
| 18 | Pallas Capital Advisors LLC | $73.7M | 1.6M | ▲+6.8% Added · +104K sh | Q2 2026 | |
| 19 | LPL Financial LLC | $73.9M | 1.6M | ▲+4.6% Added · +72K sh | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $55.7M | 1.2M | ▲+0.6% Added · +7K sh | Q1 2026 | |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $52.0M | 1.2M | ▲+8.4% Added · +90K sh | Q2 2026 | |
| 22 | Madison Asset Management, LLC | $49.8M | 1.1M | ▼−7.0% Reduced · −83K sh | Q2 2026 | |
| 23 | EP Wealth Advisors, LLC | $48.1M | 1.1M | ▲+4.1% Added · +42K sh | Q2 2026 | |
| 24 | CAPITAL ADVISORS INC/OK | $47.1M | 1.0M | ▼−1.7% Reduced · −18K sh | Q2 2026 | |
| 25 | INSPIRION WEALTH ADVISORS, LLC | $38.2M | 851K | ▲+11% Added · +85K sh | Q2 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 JMBS and 30 added to an existing one, while 15 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 | 140 funds | $51.8B |
| MICROSOFT CORPMSFT | 140 funds | $45.9B |
| ALPHABET INC-CL AGOOGL | 139 funds | $24.1B |
| NVIDIA CORPNVDA | 138 funds | $70.2B |
| AMAZON.COM INCAMZN | 136 funds | $33.5B |
| JPMORGAN CHASE & COJPM | 133 funds | $10.9B |
| META PLATFORMS INC-CLASS AMETA | 132 funds | $16.8B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 132 funds | $7.7B |
| BROADCOM INCAVGO | 130 funds | $25.4B |
| ALPHABET INC-CL CGOOG | 128 funds | $21.6B |
| ELI LILLY & COLLY | 128 funds | $14.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 127 funds | $11.4B |
Ranked by how many of JMBS's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JAAAmc | 829 funds | $17.5B |
| JMBSthis pagemc | 253 funds | $5.7B |
| VNLAmc | 215 funds | $2.4B |
| JBBBmc | 177 funds | $487.1M |
| JSIUIE | 152 funds | $1.2B |
| JSMDmc | 135 funds | $747.0M |
| JSMLmc | 74 funds | $230.5M |
| JIIIHENDERSON INCOME | 18 funds | $164.5M |
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 JMBS
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/JMBS/capital-change-brief"
Use Arkolith's capital_change_brief for JMBS. 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 JMBS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.