HoldingsChannel.com
Funds Holding JMBS

On this page, we present all of the funds holding JMBS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JMBS, with a link to that fund's top holdings. The next columns indicate the amount of JMBS stock held by each of the funds holding JMBS, followed by the JMBS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 163 funds holding JMBS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE (or by any of the other funds holding JMBS), click the fund name in the "Holder" column of the funds-holding-JMBS table below.

HolderAmountPosition Size
($ in 1000's)		 As of
Bank of America Corp DE17,118,179$786,409 12/31/2023
     JMBS17,118,179$786,409 12/31/2023
Richard Bernstein Advisors LLC11,394,434$523,460 12/31/2023
     JMBS11,394,434$523,460 12/31/2023
Charles Schwab Investment Management Inc.7,612,323$349,710 12/31/2023
     JMBS7,612,323$349,710 12/31/2023
Morgan Stanley7,030,466$322,980 12/31/2023
     JMBS7,030,466$322,980 12/31/2023
Congress Wealth Management LLC DE 3,298,122$148,745 03/31/2024
     JMBS3,298,122$148,745 03/31/2024
Raymond James & Associates2,126,897$95,923 03/31/2024
     JMBS2,126,897$95,923 03/31/2024
Madison Asset Management LLC1,949,729$89,571 12/31/2023
     JMBS1,949,729$89,571 12/31/2023
Envestnet Asset Management Inc.1,924,031$88,390 12/31/2023
     JMBS1,924,031$88,390 12/31/2023
Gradient Investments LLC1,873,951$84,515 03/31/2024
     JMBS1,873,951$84,515 03/31/2024
UBS Group AG1,249,156$57,386 12/31/2023
     JMBS1,249,156$57,386 12/31/2023
Capital Advisors Inc. OK1,168,796$53,695 12/31/2023
     JMBS1,168,796$53,695 12/31/2023
Bailard Inc.1,146,912$52,689 12/31/2023
     JMBS1,146,912$52,689 12/31/2023
CI Private Wealth LLC940,078$43,187 12/31/2023
     JMBS940,078$43,187 12/31/2023
Bank of New York Mellon Corp840,278$37,897 03/31/2024
     JMBS840,278$37,897 03/31/2024
SPC Financial Inc.773,527$35,536 12/31/2023
     JMBS773,527$35,536 12/31/2023
Royal Bank of Canada702,044$32,252 12/31/2023
     JMBS702,044$32,252 12/31/2023
Foster & Motley Inc.662,504$29,879 03/31/2024
     JMBS662,504$29,879 03/31/2024
Divergent Planning LLC638,785$28,509 03/31/2024
     JMBS638,785$28,509 03/31/2024
Parcion Private Wealth LLC622,992$28,097 03/31/2024
     JMBS622,992$28,097 03/31/2024
LPL Financial LLC595,074$27,338 12/31/2023
     JMBS595,074$27,338 12/31/2023
Arvest Investments Inc.553,006$24,941 03/31/2024
     JMBS553,006$24,941 03/31/2024
Horizon Investments LLC519,871$23,789 12/31/2023
     JMBS519,871$23,789 12/31/2023
Relative Value Partners Group LLC515,212$23,669 12/31/2023
     JMBS515,212$23,669 12/31/2023
Garrett Investment Advisors LLC505,779$22,811 03/31/2024
     JMBS505,779$22,811 03/31/2024
Clear Rock Advisors LLC480,367$21,665 12/31/2023
     JMBS480,367$21,665 12/31/2023
Legacy Private Trust Co.477,304$21,526 03/31/2024
     JMBS477,304$21,526 03/31/2024
Financial Enhancement Group LLC442,868$19,526 03/31/2024
     JMBS442,868$19,526 03/31/2024
Wells Fargo & Company MN420,338$19,310 12/31/2023
     JMBS420,338$19,310 12/31/2023
Inspirion Wealth Advisors LLC408,746$18,434 03/31/2024
     JMBS408,746$18,434 03/31/2024
Towneley Capital Management Inc DE373,717$16,855 03/31/2024
     JMBS373,717$16,855 03/31/2024
Advance Capital Management Inc.313,092$14,120 03/31/2024
     JMBS313,092$14,120 03/31/2024
Cambridge Investment Research Advisors Inc.261,374$11,788 03/31/2024
     JMBS261,374$11,788 03/31/2024
Janney Montgomery Scott LLC249,371$11,456 12/31/2023
     JMBS249,371$11,456 12/31/2023
Rise Advisors LLC243,513$10,982 03/31/2024
     JMBS243,513$10,982 03/31/2024
Arden Trust Co240,962$10,867 03/31/2024
     JMBS240,962$10,867 03/31/2024
Merit Financial Group LLC228,574$10,501 12/31/2023
     JMBS228,574$10,501 12/31/2023
Cetera Investment Advisers202,831$9,318 12/31/2023
     JMBS202,831$9,318 12/31/2023
Leo Wealth LLC201,602$9,131 12/31/2023
     JMBS201,602$9,131 12/31/2023
Private Advisor Group LLC188,172$8,645 12/31/2023
     JMBS188,172$8,645 12/31/2023
Blue Edge Capital LLC181,201$8,324 12/31/2023
     JMBS181,201$8,324 12/31/2023
Pallas Capital Advisors LLC183,153$8,260 03/31/2024
     JMBS183,153$8,260 03/31/2024
Advisor Group Holdings Inc.175,011$8,043 12/31/2023
     JMBS175,011$8,043 12/31/2023
Transcend Wealth Collective LLC160,375$7,368 12/31/2023
     JMBS160,375$7,368 12/31/2023
Asio Capital LLC146,271$6,597 03/31/2024
     JMBS146,271$6,597 03/31/2024
Allen Capital Group LLC143,874$6,489 03/31/2024
     JMBS143,874$6,489 03/31/2024
Rockefeller Capital Management L.P.133,642$6,140 12/31/2023
     JMBS133,642$6,140 12/31/2023
Envestnet Portfolio Solutions Inc.133,539$6,135 12/31/2023
     JMBS133,539$6,135 12/31/2023
Stifel Financial Corp118,761$5,456 12/31/2023
     JMBS118,761$5,456 12/31/2023
Raymond James Financial Services Advisors Inc.114,790$5,177 03/31/2024
     JMBS114,790$5,177 03/31/2024
Cetera Advisor Networks LLC100,423$4,613 12/31/2023
     JMBS100,423$4,613 12/31/2023
Seed Wealth Management Inc.99,228$4,429 03/31/2024
     JMBS99,228$4,429 03/31/2024
Cary Street Partners Asset Management LLC80,914$3,717 12/31/2023
     JMBS80,914$3,717 12/31/2023
Comerica Bank80,138$3,682 12/31/2023
     JMBS80,138$3,682 12/31/2023
Pine Valley Investments Ltd Liability Co78,535$3,608 12/31/2023
     JMBS78,535$3,608 12/31/2023
Shepherd Kaplan Krochuk LLC75,718$3,478 12/31/2023
     JMBS75,718$3,478 12/31/2023
Greenwich Wealth Management LLC75,263$3,458 12/31/2023
     JMBS75,263$3,458 12/31/2023
Atria Investments LLC70,223$3,226 12/31/2023
     JMBS70,223$3,226 12/31/2023
Creative Financial Designs Inc. ADV67,748$3,112 12/31/2023
     JMBS67,748$3,112 12/31/2023
KWB Wealth64,052$2,889 03/31/2024
     JMBS64,052$2,889 03/31/2024
Bessemer Group Inc.58,103$2,669 12/31/2023
     JMBS58,103$2,669 12/31/2023
SeaBridge Investment Advisors LLC57,314$2,633 12/31/2023
     JMBS57,314$2,633 12/31/2023
Aurum Wealth Management Group LLC57,035$2,572 03/31/2024
     JMBS57,035$2,572 03/31/2024
EPG Wealth Management LLC55,931$2,492 12/31/2023
     JMBS55,931$2,492 12/31/2023
Orion Portfolio Solutions LLC52,917$2,413 12/31/2023
     JMBS52,917$2,413 12/31/2023
Mirae Asset Global Investments Co. Ltd.50,300$2,311 12/31/2023
     JMBS50,300$2,311 12/31/2023
Belpointe Asset Management LLC48,444$2,225 12/31/2023
     JMBS48,444$2,225 12/31/2023
Ehrlich Financial Group48,222$2,175 03/31/2024
     JMBS48,222$2,175 03/31/2024
Good Life Advisors LLC47,301$2,173 12/31/2023
     JMBS47,301$2,173 12/31/2023
Presidio Capital Management LLC46,549$2,099 03/31/2024
     JMBS46,549$2,099 03/31/2024
Clear Creek Financial Management LLC44,749$2,056 12/31/2023
     JMBS44,749$2,056 12/31/2023
Transamerica Financial Advisors Inc.43,805$2,013 12/31/2023
     JMBS43,805$2,013 12/31/2023
HighTower Advisors LLC43,390$1,994 12/31/2023
     JMBS43,390$1,994 12/31/2023
Harbor Investment Advisory LLC39,988$1,803 03/31/2024
     JMBS39,988$1,803 03/31/2024
Inspire Advisors LLC37,209$1,709 12/31/2023
     JMBS37,209$1,709 12/31/2023
The PNC Financial Services Group Inc.34,721$1,595 12/31/2023
     JMBS34,721$1,595 12/31/2023
Apollon Wealth Management LLC33,904$1,558 12/31/2023
     JMBS33,904$1,558 12/31/2023
Patron Partners Advisors LLC33,719$1,549 12/31/2023
     JMBS33,719$1,549 12/31/2023
Macroview Investment Management LLC33,637$1,545 12/31/2023
     JMBS33,637$1,545 12/31/2023
MML Investors Services LLC32,410$1,489 12/31/2023
     JMBS32,410$1,489 12/31/2023
Heritage Trust Co32,186$1,479 12/31/2023
     JMBS32,186$1,479 12/31/2023
Commonwealth Equity Services LLC32,046$1,472 12/31/2023
     JMBS32,046$1,472 12/31/2023
Rosenblum Silverman Sutton S F Inc. CA31,295$1,438 12/31/2023
     JMBS31,295$1,438 12/31/2023
TrinityPoint Wealth LLC30,395$1,396 12/31/2023
     JMBS30,395$1,396 12/31/2023
Atria Wealth Solutions Inc.29,915$1,374 12/31/2023
     JMBS29,915$1,374 12/31/2023
Northwest Financial Advisors29,769$1,368 12/31/2023
     JMBS29,769$1,368 12/31/2023
Cetera Advisors LLC27,637$1,270 12/31/2023
     JMBS27,637$1,270 12/31/2023
Eldridge Investment Advisors Inc.27,000$1,240 12/31/2023
     JMBS27,000$1,240 12/31/2023
Mariner LLC26,247$1,206 12/31/2023
     JMBS26,247$1,206 12/31/2023
Tranquilli Financial Advisor LLC25,985$1,194 12/31/2023
     JMBS25,985$1,194 12/31/2023
Axxcess Wealth Management LLC25,652$1,178 12/31/2023
     JMBS25,652$1,178 12/31/2023
FDx Advisors Inc.24,876$1,143 12/31/2023
     JMBS24,876$1,143 12/31/2023
StrategIQ Financial Group LLC24,853$1,142 12/31/2023
     JMBS24,853$1,142 12/31/2023
ASB Consultores LLC22,425$1,030 12/31/2023
     JMBS22,425$1,030 12/31/2023
WESPAC Advisors SoCal LLC22,488$1,014 03/31/2024
     JMBS22,488$1,014 03/31/2024
Breakwater Capital Group21,652$977 03/31/2024
     JMBS21,652$977 03/31/2024
Renaissance Technologies LLC20,900$960 12/31/2023
     JMBS20,900$960 12/31/2023
Encompass More Asset Management19,231$883 12/31/2023
     JMBS19,231$883 12/31/2023
Truist Financial Corp18,368$844 12/31/2023
     JMBS18,368$844 12/31/2023
Tidemark LLC17,204$790 12/31/2023
     JMBS17,204$790 12/31/2023
Flaharty Asset Management LLC17,097$785 12/31/2023
     JMBS17,097$785 12/31/2023
OLD Mission Capital LLC16,622$764 12/31/2023
     JMBS16,622$764 12/31/2023
Kestra Advisory Services LLC16,315$749 12/31/2023
     JMBS16,315$749 12/31/2023
Venturi Wealth Management LLC14,456$652 03/31/2024
     JMBS14,456$652 03/31/2024
Aspen Wealth Strategies LLC13,632$626 12/31/2023
     JMBS13,632$626 12/31/2023
Gladstone Institutional Advisory LLC13,584$624 12/31/2023
     JMBS13,584$624 12/31/2023
Bensler LLC12,692$583 12/31/2023
     JMBS12,692$583 12/31/2023
Atwood & Palmer Inc.12,418$560 03/31/2024
     JMBS12,418$560 03/31/2024
Founders Financial Securities LLC12,063$544 03/31/2024
     JMBS12,063$544 03/31/2024
Raymond James Trust N.A.11,448$516 03/31/2024
     JMBS11,448$516 03/31/2024
Colton Groome Financial Advisors LLC11,228$506 03/31/2024
     JMBS11,228$506 03/31/2024
Sage Advisory Services Ltd.Co.11,010$506 12/31/2023
     JMBS11,010$506 12/31/2023
Mercer Global Advisors Inc. ADV10,123$465 12/31/2023
     JMBS10,123$465 12/31/2023
Americana Partners LLC9,971$458 12/31/2023
     JMBS9,971$458 12/31/2023
Advisors Asset Management Inc.9,563$439 12/31/2023
     JMBS9,563$439 12/31/2023
Avantax Advisory Services Inc.8,476$389 12/31/2023
     JMBS8,476$389 12/31/2023
Saxon Interests Inc.8,608$388 03/31/2024
     JMBS8,608$388 03/31/2024
Bulltick Wealth Management LLC8,175$376 12/31/2023
     JMBS8,175$376 12/31/2023
National Asset Management Inc.7,647$351 12/31/2023
     JMBS7,647$351 12/31/2023
Executive Wealth Management LLC7,457$343 12/31/2023
     JMBS7,457$343 12/31/2023
Charles Schwab Investment Advisory Inc.7,385$339 12/31/2023
     JMBS7,385$339 12/31/2023
Regal Investment Advisors LLC7,277$334 12/31/2023
     JMBS7,277$334 12/31/2023
Boston Private Wealth LLC7,099$326 12/31/2023
     JMBS7,099$326 12/31/2023
Valmark Advisers Inc.6,367$292 12/31/2023
     JMBS6,367$292 12/31/2023
Able Wealth Management LLC6,246$287 12/31/2023
     JMBS6,246$287 12/31/2023
United Community Bank6,207$285 12/31/2023
     JMBS6,207$285 12/31/2023
Blair William & Co. IL6,102$280 12/31/2023
     JMBS6,102$280 12/31/2023
Legacy Capital Wealth Partners LLC5,600$257 12/31/2023
     JMBS5,600$257 12/31/2023
Janus Henderson Group PLC5,501$253 12/31/2023
     JMBS5,501$253 12/31/2023
Fulton Breakefield Broenniman LLC5,385$247 12/31/2023
     JMBS5,385$247 12/31/2023
Leicht Financial Planning & Wealth Management Inc.5,208$239 12/31/2023
     JMBS5,208$239 12/31/2023
Haverford Trust Co.4,989$229 12/31/2023
     JMBS4,989$229 12/31/2023
Fisher Asset Management LLC4,905$225 12/31/2023
     JMBS4,905$225 12/31/2023
Transatlantique Private Wealth LLC4,824$222 12/31/2023
     JMBS4,824$222 12/31/2023
James Investment Research Inc.4,782$220 12/31/2023
     JMBS4,782$220 12/31/2023
Essex Financial Services Inc.4,839$218 03/31/2024
     JMBS4,839$218 03/31/2024
CoreCap Advisors LLC4,548$209 12/31/2023
     JMBS4,548$209 12/31/2023
IFP Advisors Inc4,019$185 12/31/2023
     JMBS4,019$185 12/31/2023
SYSTM Wealth Solutions LLC3,920$180 12/31/2023
     JMBS3,920$180 12/31/2023
TCTC Holdings LLC3,901$179 12/31/2023
     JMBS3,901$179 12/31/2023
North Star Investment Management Corp.3,836$176 12/31/2023
     JMBS3,836$176 12/31/2023
Steward Partners Investment Advisory LLC2,229$102 12/31/2023
     JMBS2,229$102 12/31/2023
Mather Group LLC.1,237$57 03/31/2024
     JMBS1,237$57 03/31/2024
BOKF NA1,212$56 12/31/2023
     JMBS1,212$56 12/31/2023
Ronald Blue Trust Inc.1,201$52 12/31/2023
     JMBS1,201$52 12/31/2023
Scarborough Advisors LLC1,040$48 12/31/2023
     JMBS1,040$48 12/31/2023
Private Trust Co. NA856$39 03/31/2024
     JMBS856$39 03/31/2024
Allworth Financial LP826$37 03/31/2024
     JMBS826$37 03/31/2024
Signaturefd LLC729$33 12/31/2023
     JMBS729$33 12/31/2023
Citigroup Inc.701$32 12/31/2023
     JMBS701$32 12/31/2023
JPMorgan Chase & Co.602$28 12/31/2023
     JMBS602$28 12/31/2023
Ancora Advisors LLC550$25 12/31/2023
     JMBS550$25 12/31/2023
Principal Securities Inc.485$22 12/31/2023
     JMBS485$22 12/31/2023
FMR LLC485$22 12/31/2023
     JMBS485$22 12/31/2023
US Bancorp DE439$20 12/31/2023
     JMBS439$20 12/31/2023
NBC Securities Inc.373$16 03/31/2024
     JMBS373$16 03/31/2024
Global Retirement Partners LLC260$12 03/31/2024
     JMBS260$12 03/31/2024
Geneos Wealth Management Inc.261$12 12/31/2023
     JMBS261$12 12/31/2023
O Dell Group LLC219$10 12/31/2023
     JMBS219$10 12/31/2023
First Horizon Advisors Inc.170$8 12/31/2023
     JMBS170$8 12/31/2023
Sachetta LLC161$7 12/31/2023
     JMBS161$7 12/31/2023
CWM LLC100$5 03/31/2024
     JMBS100$5 03/31/2024
Tower Research Capital LLC TRC 49$2 12/31/2023
     JMBS49$2 12/31/2023
Proequities Inc.0$0 12/31/2023
     JMBS0$0 12/31/2023
Mendel Money Management62,570$-2,874,466 12/31/2023
     Put62,570$2,874,466 12/31/2023

See Summary: Institutional Holders of JMBS
See Details: Top 10 Hedge Funds Holding JMBS
Also See: JMBS Holdings Changes

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