57 tracked 13F filers disclose a position in JMHI as of the latest SEC 13F filings, a combined $116.7M 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 | Cetera Investment Advisers | $21.9M | 439K | ▲+4.2% Added · +18K sh | Q1 2026 | |
| 2 | Capital Asset Advisory Services LLC | $8.3M | 166K | ▲New +166K sh | Q1 2026 | |
| 3 | AXXCESS WEALTH MANAGEMENT, LLC | $8.1M | 160K | ▲New +160K sh | Q2 2026 | |
| 4 | LPL Financial LLC | $7.1M | 143K | ▼−1.9% Reduced · −3K sh | Q1 2026 | |
| 5 | JONES FINANCIAL COMPANIES LLLP | $4.7M | 95K | ▲+32% Added · +23K sh | Q1 2026 | |
| 6 | SEEDS INVESTOR LLC | $4.7M | 94K | ▲+2.8% Added · +3K sh | Q2 2026 | |
| 7 | Stewardship Advisors, LLC | $4.7M | 92K | ▲+11% Added · +9K sh | Q2 2026 | |
| 8 | Prentice Wealth Management LLC | $4.4M | 86K | ▼−21% Reduced · −22K sh | Q2 2026 | |
| 9 | UBS Group AG | $3.6M | 71K | ▲+62% Added · +27K sh | Q1 2026 | |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.5M | 70K | ▼−36% Reduced · −40K sh | Q1 2026 | |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 66K | ▲+7.1% Added · +4K sh | Q1 2026 | |
| 12 | GGM Financial LLC | $3.1M | 61K | ▲+9.0% Added · +5K sh | Q2 2026 | |
| 13 | AdvisorNet Financial, Inc | $3.0M | 60K | ▲+2.6% Added · +2K sh | Q2 2026 | |
| 14 | ROYAL BANK OF CANADA | $2.9M | 58K | ▲+439% Added · +47K sh | Q1 2026 | |
| 15 | BOYUM WEALTH ARCHITECTS LLC | $2.9M | 57K | ▲+0.5% Added · +291 sh | Q2 2026 | |
| 16 | JPMORGAN CHASE & CO | $2.7M | 54K | ▼−2.5% Reduced · −1K sh | Q1 2026 | |
| 17 | JANE STREET GROUP, LLC | $2.5M | 51K | ▲+127% Added · +29K sh | Q1 2026 | |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.2M | 45K | ▲+48% Added · +15K sh | Q2 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $2.1M | 43K | ▼−3.1% Reduced · −1K sh | Q1 2026 | |
| 20 | Investment Planning Advisors, Inc. | $1.8M | 36K | ▼−2.8% Reduced · −1K sh | Q2 2026 | |
| 21 | NewEdge Advisors, LLC | $1.7M | 33K | ▲+9.3% Added · +3K sh | Q2 2026 | |
| 22 | Integrated Wealth Concepts LLC | $1.6M | 32K | ▲+1.1% Added · +363 sh | Q2 2026 | |
| 23 | Walkner Condon Financial Advisors LLC | $1.4M | 27K | ▲+14% Added · +3K sh | Q2 2026 | |
| 24 | OSAIC HOLDINGS, INC. | $1.3M | 26K | ▼−87% Reduced · −171K sh | Q1 2026 | |
| 25 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 24K | ▲+7.3% Added · +2K 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, 3 funds opened a new position in JMHI and 12 added to an existing one, while 3 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 |
|---|---|---|
| NVIDIA CORPNVDA | 23 funds | $4.9B |
| APPLE INCAAPL | 23 funds | $3.3B |
| AMAZON.COM INCAMZN | 23 funds | $2.6B |
| MICROSOFT CORPMSFT | 23 funds | $2.0B |
| ALPHABET INC-CL AGOOGL | 23 funds | $1.6B |
| JPMORGAN CHASE & COJPM | 23 funds | $1.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 23 funds | $954.4M |
| BROADCOM INCAVGO | 22 funds | $1.6B |
| META PLATFORMS INC-CLASS AMETA | 22 funds | $1.5B |
| TESLA INCTSLA | 22 funds | $1.1B |
| MASTERCARD INC - AMA | 22 funds | $699.3M |
| WALMART INCWMT | 22 funds | $454.2M |
Ranked by how many of JMHI's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JMHI
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/JMHI/capital-change-brief"
Use Arkolith's capital_change_brief for JMHI. 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 JMHI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.