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Funds Holding JMSI

On this page, we present all of the funds holding JMSI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JMSI, with a link to that fund's top holdings. The next columns indicate the amount of JMSI stock held by each of the funds holding JMSI, followed by the JMSI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 34 funds holding JMSI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding JMSI), click the fund name in the "Holder" column of the funds-holding-JMSI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.621,412$31,397 12/31/2023
     JMSI621,412$31,397 12/31/2023
EP Wealth Advisors LLC246,509$12,455 12/31/2023
     JMSI246,509$12,455 12/31/2023
Envestnet Asset Management Inc.224,686$11,352 12/31/2023
     JMSI224,686$11,352 12/31/2023
The PNC Financial Services Group Inc.224,498$11,343 12/31/2023
     JMSI224,498$11,343 12/31/2023
Mission Wealth Management LP182,939$9,243 12/31/2023
     JMSI182,939$9,243 12/31/2023
Jane Street Group LLC120,850$6,106 12/31/2023
     JMSI120,850$6,106 12/31/2023
First Ascent Asset Management LLC85,355$4,313 12/31/2023
     JMSI85,355$4,313 12/31/2023
Raymond James Financial Services Advisors Inc.81,674$4,116 03/31/2024
     JMSI81,674$4,116 03/31/2024
Northwestern Mutual Wealth Management Co.78,659$3,974 12/31/2023
     JMSI78,659$3,974 12/31/2023
Modera Wealth Management LLC74,031$3,740 12/31/2023
     JMSI74,031$3,740 12/31/2023
Susquehanna International Group LLP34,680$1,752 12/31/2023
     JMSI34,680$1,752 12/31/2023
GYL Financial Synergies LLC23,946$1,210 12/31/2023
     JMSI23,946$1,210 12/31/2023
LPL Financial LLC18,261$923 12/31/2023
     JMSI18,261$923 12/31/2023
Royal Bank of Canada18,185$919 12/31/2023
     JMSI18,185$919 12/31/2023
Fiduciary Trust Co.16,672$842 12/31/2023
     JMSI16,672$842 12/31/2023
Amarillo National Bank14,207$716 03/31/2024
     JMSI14,207$716 03/31/2024
Mercer Global Advisors Inc. ADV13,216$668 12/31/2023
     JMSI13,216$668 12/31/2023
Wealth Architects LLC11,122$562 12/31/2023
     JMSI11,122$562 12/31/2023
Morgan Stanley11,066$559 12/31/2023
     JMSI11,066$559 12/31/2023
MML Investors Services LLC10,359$523 12/31/2023
     JMSI10,359$523 12/31/2023
GWM Advisors LLC8,066$408 12/31/2023
     JMSI8,066$408 12/31/2023
Wealth Enhancement Advisory Services LLC7,594$383 03/31/2024
     JMSI7,594$383 03/31/2024
Altfest L J & Co. Inc.6,712$338 03/31/2024
     JMSI6,712$338 03/31/2024
Argent Trust Co6,695$338 12/31/2023
     JMSI6,695$338 12/31/2023
Ameriprise Financial Inc.5,729$289 12/31/2023
     JMSI5,729$289 12/31/2023
Captrust Financial Advisors5,554$281 12/31/2023
     JMSI5,554$281 12/31/2023
OLD Mission Capital LLC4,711$238 12/31/2023
     JMSI4,711$238 12/31/2023
Legacy Financial Advisors Inc.4,285$216 12/31/2023
     JMSI4,285$216 12/31/2023
Advisor Group Holdings Inc.3,807$193 12/31/2023
     JMSI3,807$193 12/31/2023
M&R Capital Management Inc.3,229$163 03/31/2024
     JMSI3,229$163 03/31/2024
UBS Group AG1,683$85 12/31/2023
     JMSI1,683$85 12/31/2023
MeadowBrook Investment Advisors LLC653$33 12/31/2023
     JMSI653$33 12/31/2023
CWM LLC255$13 03/31/2024
     JMSI255$13 03/31/2024
Global Retirement Partners LLC15$1 03/31/2024
     JMSI15$1 03/31/2024
Proequities Inc.0$0 12/31/2023
     JMSI0$0 12/31/2023

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

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