148 tracked 13F filers disclose a position in JMOM as of the latest SEC 13F filings, a combined $1.8B 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $809.0M | 9.7M | ▲+6.1% Added · +561K sh | Q2 2026 | |
| 2 | Blue Trust, Inc. | $411.2M | 4.8M | ▲+0.9% Added · +44K sh | Q2 2026 | |
| 3 | Equitable Holdings, Inc. | $121.5M | 1.4M | ▲+13% Added · +160K sh | Q2 2026 | |
| 4 | JPMORGAN CHASE & CO | $49.8M | 758K | ▲+31% Added · +180K sh | Q1 2026 | |
| 5 | Shore Point Advisors, LLC | $44.0M | 702K | ▲+6.8% Added · +44K sh | Q2 2026 | |
| 6 | LPL Financial LLC | $28.1M | 414K | ▲+11% Added · +42K sh | Q1 2026 | |
| 7 | EP Wealth Advisors, LLC | $33.0M | 387K | ▲10× Added · +349K sh | Q2 2026 | |
| 8 | Nova R Wealth, Inc. | $21.3M | 250K | ▲+2.7% Added · +7K sh | Q2 2026 | |
| 9 | MAGNOLIA CAPITAL ADVISORS LLC | $16.2M | 239K | ▲+80% Added · +106K sh | Q1 2026 | |
| 10 | ARQ WEALTH ADVISORS, LLC | $17.0M | 206K | ▲+9.3% Added · +18K sh | Q2 2026 | |
| 11 | CWM, LLC | $13.0M | 191K | ▲+52% Added · +65K sh | Q1 2026 | |
| 12 | CABOT WEALTH MANAGEMENT INC | $14.7M | 173K | ▲New +173K sh | Q2 2026 | |
| 13 | Vident Advisory, LLC | $14.7M | 172K | ▲+2.3% Added · +4K sh | Q2 2026 | |
| 14 | West Wealth Group, LLC | $12.1M | 141K | ▼−22% Reduced · −39K sh | Q2 2026 | |
| 15 | Cassia Capital Partners, LLC | $11.7M | 137K | ▼−3.0% Reduced · −4K sh | Q2 2026 | |
| 16 | Corient Private Wealth LLC | $8.0M | 117K | ▼−0.8% Reduced · −992 sh | Q1 2026 | |
| 17 | Orion Porfolio Solutions, LLC | $6.1M | 89K | ▲+47% Added · +29K sh | Q1 2026 | |
| 18 | Savant Capital, LLC | $6.8M | 79K | ▼−0.7% Reduced · −569 sh | Q2 2026 | |
| 19 | 5T Wealth, LLC | $6.5M | 76K | ▼−0.1% Reduced · −64 sh | Q2 2026 | |
| 20 | Wealth Enhancement Trust Services, Inc. | $6.2M | 73K | ▲+61% Added · +28K sh | Q2 2026 | |
| 21 | Kingsview Wealth Management, LLC | $5.8M | 68K | ▲+3.5% Added · +2K sh | Q2 2026 | |
| 22 | Kathmere Capital Management, LLC | $4.9M | 58K | ▼−4.2% Reduced · −3K sh | Q2 2026 | |
| 23 | FIFTH THIRD SECURITIES, INC. | $4.9M | 57K | ▼−7.1% Reduced · −4K sh | Q2 2026 | |
| 24 | BANK OF AMERICA CORP /DE/ | $3.8M | 57K | ▲+7.3% Added · +4K sh | Q1 2026 | |
| 25 | Vise Technologies, Inc. | $3.6M | 53K | —Held | 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, 5 funds opened a new position in JMOM and 18 added to an existing one, while 16 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 | 67 funds | $17.1B |
| APPLE INCAAPL | 67 funds | $15.5B |
| MICROSOFT CORPMSFT | 66 funds | $10.0B |
| ISHARES CORE S&P 500 ETFIVV | 65 funds | $21.5B |
| AMAZON.COM INCAMZN | 65 funds | $8.0B |
| ALPHABET INC-CL AGOOGL | 63 funds | $6.4B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 63 funds | $3.7B |
| INVESCO QQQ TRUST SERIES 1QQQ | 63 funds | $3.1B |
| JOHNSON & JOHNSONJNJ | 63 funds | $2.8B |
| JPMORGAN CHASE & COJPM | 63 funds | $2.5B |
| COCA-COLA CO/THEKO | 63 funds | $1.1B |
| HOME DEPOT INCHD | 63 funds | $935.2M |
Ranked by how many of JMOM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPImc | 1286 funds | $18.1B |
| JPSTmc | 1102 funds | $23.7B |
| JMSTmc | 516 funds | $3.4B |
| JMUBmc | 469 funds | $5.0B |
| JCPBmc | 465 funds | $9.2B |
| JQUAmc | 439 funds | $5.1B |
| JPIEmc | 438 funds | $5.2B |
| JIREmc | 313 funds | $9.0B |
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 JMOM
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/JMOM/capital-change-brief"
Use Arkolith's capital_change_brief for JMOM. 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 JMOM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.