HoldingsChannel.com
Funds Holding JSML

On this page, we present all of the funds holding JSML from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JSML, with a link to that fund's top holdings. The next columns indicate the amount of JSML stock held by each of the funds holding JSML, followed by the JSML position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 51 funds holding JSML within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Orgel Wealth Management LLC. For more details on the positions held by Orgel Wealth Management LLC (or by any of the other funds holding JSML), click the fund name in the "Holder" column of the funds-holding-JSML table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Orgel Wealth Management LLC1,098,670$64,822 12/31/2023
     JSML1,098,670$64,822 12/31/2023
LPL Financial LLC132,799$7,835 12/31/2023
     JSML132,799$7,835 12/31/2023
Great Valley Advisor Group Inc.111,911$6,603 12/31/2023
     JSML111,911$6,603 12/31/2023
Ameriprise Financial Inc.88,732$5,235 12/31/2023
     JSML88,732$5,235 12/31/2023
Raymond James Financial Services Advisors Inc.78,145$4,611 12/31/2023
     JSML78,145$4,611 12/31/2023
Royal Bank of Canada74,729$4,409 12/31/2023
     JSML74,729$4,409 12/31/2023
Purus Wealth Management LLC65,591$3,870 12/31/2023
     JSML65,591$3,870 12/31/2023
Private Advisor Group LLC49,004$2,891 12/31/2023
     JSML49,004$2,891 12/31/2023
Cambridge Investment Research Advisors Inc.44,056$2,599 12/31/2023
     JSML44,056$2,599 12/31/2023
Commonwealth Equity Services LLC38,460$2,269 12/31/2023
     JSML38,460$2,269 12/31/2023
Horizon Family Wealth Inc.37,390$2,206 12/31/2023
     JSML37,390$2,206 12/31/2023
CWM LLC36,173$2,134 12/31/2023
     JSML36,173$2,134 12/31/2023
Redhawk Wealth Advisors Inc.30,210$1,782 12/31/2023
     JSML30,210$1,782 12/31/2023
Lincoln National Corp27,195$1,604 12/31/2023
     JSML27,195$1,604 12/31/2023
Envestnet Asset Management Inc.22,003$1,298 12/31/2023
     JSML22,003$1,298 12/31/2023
Bank of America Corp DE18,717$1,104 12/31/2023
     JSML18,717$1,104 12/31/2023
Guerra Pan Advisors LLC16,214$957 12/31/2023
     JSML16,214$957 12/31/2023
IFP Advisors Inc15,946$941 12/31/2023
     JSML15,946$941 12/31/2023
Mercer Global Advisors Inc. ADV13,366$789 12/31/2023
     JSML13,366$789 12/31/2023
Triangle Securities Wealth Management12,604$744 12/31/2023
     JSML12,604$744 12/31/2023
Avantax Advisory Services Inc.12,375$730 12/31/2023
     JSML12,375$730 12/31/2023
IAG Wealth Partners LLC11,972$706 12/31/2023
     JSML11,972$706 12/31/2023
Advisor Group Holdings Inc.9,393$554 12/31/2023
     JSML9,393$554 12/31/2023
PFG Advisors9,091$536 12/31/2023
     JSML9,091$536 12/31/2023
Dominguez Wealth Management Solutions Inc.8,412$496 12/31/2023
     JSML8,412$496 12/31/2023
Win Advisors Inc.8,143$480 12/31/2023
     JSML8,143$480 12/31/2023
UBS Group AG7,781$459 12/31/2023
     JSML7,781$459 12/31/2023
Kingsview Wealth Management LLC7,404$437 12/31/2023
     JSML7,404$437 12/31/2023
Focus Financial Network Inc. ADV6,978$412 12/31/2023
     JSML6,978$412 12/31/2023
KWB Wealth6,950$410 12/31/2023
     JSML6,950$410 12/31/2023
HF Advisory Group LLC6,487$383 12/31/2023
     JSML6,487$383 12/31/2023
Raymond James & Associates6,165$364 12/31/2023
     JSML6,165$364 12/31/2023
SILVER OAK SECURITIES Inc5,901$348 12/31/2023
     JSML5,901$348 12/31/2023
Cetera Advisor Networks LLC5,176$305 12/31/2023
     JSML5,176$305 12/31/2023
BlueChip Wealth Advisors LLC4,885$288 12/31/2023
     JSML4,885$288 12/31/2023
Main Line Retirement Advisors LLC4,250$251 12/31/2023
     JSML4,250$251 12/31/2023
IFG Advisory LLC4,191$247 12/31/2023
     JSML4,191$247 12/31/2023
Key Financial Inc4,100$242 12/31/2023
     JSML4,100$242 12/31/2023
Willner & Heller LLC4,103$242 12/31/2023
     JSML4,103$242 12/31/2023
Dorsey & Whitney Trust CO LLC3,999$236 12/31/2023
     JSML3,999$236 12/31/2023
Capital Advisors Ltd. LLC3,806$225 12/31/2023
     JSML3,806$225 12/31/2023
Principal Securities Inc.2,970$175 12/31/2023
     JSML2,970$175 12/31/2023
Valley National Advisers Inc.2,917$172 12/31/2023
     JSML2,917$172 12/31/2023
AlphaMark Advisors LLC610$36 12/31/2023
     JSML610$36 12/31/2023
Morgan Stanley501$30 12/31/2023
     JSML501$30 12/31/2023
Geneos Wealth Management Inc.293$17 12/31/2023
     JSML293$17 12/31/2023
Creative Financial Designs Inc. ADV121$7 12/31/2023
     JSML121$7 12/31/2023
Global Retirement Partners LLC105$6 12/31/2023
     JSML105$6 12/31/2023
FMR LLC60$4 12/31/2023
     JSML60$4 12/31/2023
Tucker Asset Management LLC68$4 12/31/2023
     JSML68$4 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     JSML0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     JSML0$0 12/31/2023

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

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