Among active 13F managers last quarter, 2 opened and 1 added, while 2 reduced; the largest holder to move was 1607 Capital Partners, LLC (−1.1%).
17 tracked 13F filers disclose a position in JMM as of the latest SEC 13F filings, a combined $6.5M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | 1607 Capital Partners, LLC | 304K | $1.8M | ▼−1.1% Reduced · −4K sh | Q2 2026 | |
| 2 | Advisors Asset Management, Inc. | 251K | $1.5M | ▼−0.2% Reduced · −608 sh | Q2 2026 | |
| 3 | Focus Partners Wealth | 163K | $960K | ▼−0.7% Reduced · −1K sh | Q1 2026 | |
| 4 | Aviance Capital Partners, LLC | 139K | $815K | ▲+1.1% Added · +2K sh | Q2 2026 | |
| 5 | Logan Stone Capital, LLC | 56K | $328K | —Held | Q2 2026 | |
| 6 | Morgan Stanley | 42K | $250K | —Held | Q1 2026 | |
| 7 | Stratos Wealth Partners, LTD. | 40K | $233K | —Held | Q2 2026 | |
| 8 | Susquehanna International Group, LLP | 25K | $145K | ▼−7.0% Reduced · −2K sh | Q1 2026 | |
| 9 | Wells Fargo & Company | 22K | $129K | ▲+100% Added · +11K sh | Q1 2026 | |
| 10 | Uhlmann Price Securities, LLC | 19K | $111K | ▲New +19K sh | Q2 2026 | |
| 11 | Matisse Capital | 15K | $89K | ▲New +15K sh | Q2 2026 | |
| 12 | Raymond James Financial Inc | 14K | $82K | ▲New +14K sh | Q1 2026 | |
| 13 | LPL Financial LLC | 11K | $67K | ▲New +11K sh | Q1 2026 | |
| 14 | Fifth Third Bancorp | 5K | $28K | ▲New +5K sh | Q1 2026 | |
| 15 | Osaic Holdings, Inc. | 3K | $18K | ▼−33% Reduced · −2K sh | Q1 2026 | |
| 16 | Noble Wealth Management PBC | 1K | $6K | ▼−65% Reduced · −2K sh | Q2 2026 | |
| 17 | UBS Group AG | 66 | $389 | ▲+12% Added · +7 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, 2 funds opened a new position in JMM and 1 added to an existing one, while 2 reduced. 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 | Their position there |
|---|---|---|
| Nuveen S&P 500 Dynam OverwrXSSPX | 5 funds | $30.7M |
| Eaton Vance SR FLTG Rate TRXEFRX | 5 funds | $20.7M |
| MFS Municipal Income TrustMFM | 5 funds | $8.9M |
| Apple IncAAPL | 4 funds | $243.2M |
| Alphabet Inc-CL AGOOGL | 4 funds | $242.9M |
| Amazon.com IncAMZN | 4 funds | $208.9M |
| Microsoft CorpMSFT | 4 funds | $129.5M |
| Meta Platforms Inc-Class AMETA | 4 funds | $104.5M |
| Walmart IncWMT | 4 funds | $84.4M |
| Lam Research CorpLRCX | 4 funds | $68.8M |
| JPMorgan Chase & CoJPM | 4 funds | $58.2M |
| Intl Business Machines CorpIBM | 4 funds | $53.5M |
Ranked by how many of JMM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JMM.
No filings captured for this ticker in the live stream yet.
Connected entities for JMM
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/JMM/capital-change-brief"
Use Arkolith's capital_change_brief for JMM. 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 JMM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.