Holdings Channel
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Funds Holding JMST

On this page, we present all of the funds holding JMST from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JMST, with a link to that fund's top holdings. The next columns indicate the amount of JMST stock held by each of the funds holding JMST, followed by the JMST position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 376 funds holding JMST within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by FMR LLC. For more details on the positions held by FMR LLC (or by any of the other funds holding JMST), click the fund name in the "Holder" column of the funds-holding-JMST table below.

HolderAmountPosition Size
($ in 1000's)
 As of
FMR LLC3,918,460$198,823 12/31/2023
     JMST3,918,460$198,823 12/31/2023
Bank of America Corp DE3,326,903$168,807 12/31/2023
     JMST3,326,903$168,807 12/31/2023
Northwestern Mutual Wealth Management Co.1,784,663$90,554 12/31/2023
     JMST1,784,663$90,554 12/31/2023
LPL Financial LLC1,561,485$79,230 12/31/2023
     JMST1,561,485$79,230 12/31/2023
Fiduciary Trust Co.1,456,283$73,892 12/31/2023
     JMST1,456,283$73,892 12/31/2023
Wells Fargo & Company MN963,543$48,890 12/31/2023
     JMST963,543$48,890 12/31/2023
Renaissance Technologies LLC808,739$41,035 12/31/2023
     JMST808,739$41,035 12/31/2023
UBS Group AG778,850$39,519 12/31/2023
     JMST778,850$39,519 12/31/2023
Resonant Capital Advisors LLC678,912$34,542 12/31/2023
     JMST678,912$34,542 12/31/2023
CWM LLC667,926$33,891 12/31/2023
     JMST667,926$33,891 12/31/2023
Cerity Partners LLC664,597$33,766 12/31/2023
     JMST664,597$33,766 12/31/2023
Bridgewater Advisors Inc.635,844$32,263 12/31/2023
     JMST635,844$32,263 12/31/2023
JPMorgan Chase & Co.627,554$31,842 12/31/2023
     JMST627,554$31,842 12/31/2023
Weatherly Asset Management L. P.571,785$29,090 12/31/2023
     JMST571,785$29,090 12/31/2023
Cliftonlarsonallen Wealth Advisors LLC501,607$25,452 12/31/2023
     JMST501,607$25,452 12/31/2023
CI Private Wealth LLC494,775$25,105 12/31/2023
     JMST494,775$25,105 12/31/2023
CWA Asset Management Group LLC493,838$25,057 12/31/2023
     JMST493,838$25,057 12/31/2023
Global Strategic Investment Solutions LLC469,053$23,800 12/31/2023
     JMST469,053$23,800 12/31/2023
Advisor Group Holdings Inc.395,622$20,074 12/31/2023
     JMST395,622$20,074 12/31/2023
Kathmere Capital Management LLC388,879$19,619 09/30/2023
     JMST388,879$19,619 09/30/2023
Captrust Financial Advisors367,513$18,648 12/31/2023
     JMST367,513$18,648 12/31/2023
Principle Wealth Partners LLC364,597$18,500 12/31/2023
     JMST364,597$18,500 12/31/2023
Bank of New York Mellon Corp348,978$17,707 12/31/2023
     JMST348,978$17,707 12/31/2023
HighTower Advisors LLC329,286$16,710 12/31/2023
     JMST329,286$16,710 12/31/2023
Envestnet Asset Management Inc.327,296$16,607 12/31/2023
     JMST327,296$16,607 12/31/2023
Asio Capital LLC316,850$16,121 12/31/2023
     JMST316,850$16,121 12/31/2023
Commonwealth Equity Services LLC304,187$15,434 12/31/2023
     JMST304,187$15,434 12/31/2023
Auxano Advisors LLC292,230$14,828 12/31/2023
     JMST292,230$14,828 12/31/2023
Advisor OS LLC291,662$14,799 12/31/2023
     JMST291,662$14,799 12/31/2023
MJP Associates Inc. ADV289,678$14,698 12/31/2023
     JMST289,678$14,698 12/31/2023
Boothe Investment Group Inc.280,765$14,246 12/31/2023
     JMST280,765$14,246 12/31/2023
One Capital Management LLC278,369$14,124 12/31/2023
     JMST278,369$14,124 12/31/2023
Trust Co255,102$12,944 12/31/2023
     JMST255,102$12,944 12/31/2023
First Heartland Consultants Inc.245,482$12,912 12/31/2023
     JMST245,482$12,912 12/31/2023
Great Valley Advisor Group Inc.249,723$12,671 12/31/2023
     JMST249,723$12,671 12/31/2023
MBM Wealth Consultants LLC220,667$11,202 12/31/2023
     JMST220,667$11,202 12/31/2023
WCG Wealth Advisors LLC212,604$10,788 12/31/2023
     JMST212,604$10,788 12/31/2023
Sunburst Financial Group LLC190,991$9,691 12/31/2023
     JMST190,991$9,691 12/31/2023
CFO4Life Group LLC184,539$9,363 12/31/2023
     JMST184,539$9,363 12/31/2023
AlphaCore Capital LLC183,641$9,343 12/31/2023
     JMST183,641$9,343 12/31/2023
Sequoia Financial Advisors LLC183,961$9,334 12/31/2023
     JMST183,961$9,334 12/31/2023
Colony Group LLC184,870$9,327 09/30/2023
     JMST184,870$9,327 09/30/2023
Appleton Partners Inc. MA182,266$9,248 12/31/2023
     JMST182,266$9,248 12/31/2023
Colony Group LLC181,169$9,193 12/31/2023
     JMST181,169$9,193 12/31/2023
Raymond James & Associates176,881$8,975 12/31/2023
     JMST176,881$8,975 12/31/2023
Sunflower Bank N.A.175,314$8,895 12/31/2023
     JMST175,314$8,895 12/31/2023
Rosenberg Matthew Hamilton170,457$8,649 12/31/2023
     JMST170,457$8,649 12/31/2023
Atlas Private Wealth Management162,061$8,223 12/31/2023
     JMST162,061$8,223 12/31/2023
Orion Portfolio Solutions LLC159,695$8,105 12/31/2023
     JMST159,695$8,105 12/31/2023
BCGM Wealth Management LLC155,983$7,915 12/31/2023
     JMST155,983$7,915 12/31/2023
Mariner LLC154,807$7,855 12/31/2023
     JMST154,807$7,855 12/31/2023
Franklin Resources Inc.153,287$7,778 12/31/2023
     JMST153,287$7,778 12/31/2023
HB Wealth Management LLC151,997$7,712 12/31/2023
     JMST151,997$7,712 12/31/2023
Stifel Financial Corp148,357$7,528 12/31/2023
     JMST148,357$7,528 12/31/2023
PDS Planning Inc148,215$7,520 12/31/2023
     JMST148,215$7,520 12/31/2023
Morningstar Investment Services LLC145,210$7,359 12/31/2023
     JMST145,210$7,359 12/31/2023
Slow Capital Inc.141,171$7,181 12/31/2023
     JMST141,171$7,181 12/31/2023
Levy Wealth Management Group LLC140,645$7,136 12/31/2023
     JMST140,645$7,136 12/31/2023
Regions Financial Corp138,901$7,048 12/31/2023
     JMST138,901$7,048 12/31/2023
Callan Capital LLC137,835$6,994 12/31/2023
     JMST137,835$6,994 12/31/2023
Oak Harvest Investment Services130,442$6,619 12/31/2023
     JMST130,442$6,619 12/31/2023
Collective Family Office LLC127,957$6,493 12/31/2023
     JMST127,957$6,493 12/31/2023
Opal Wealth Advisors LLC127,425$6,466 12/31/2023
     JMST127,425$6,466 12/31/2023
Cooper Financial Group125,508$6,368 12/31/2023
     JMST125,508$6,368 12/31/2023
MML Investors Services LLC125,187$6,352 12/31/2023
     JMST125,187$6,352 12/31/2023
Three Bridge Wealth Advisors LLC123,390$6,278 12/31/2023
     JMST123,390$6,278 12/31/2023
Royal Bank of Canada122,837$6,233 12/31/2023
     JMST122,837$6,233 12/31/2023
Boston Private Wealth LLC120,481$6,113 12/31/2023
     JMST120,481$6,113 12/31/2023
TD Capital Management LLC119,508$6,064 12/31/2023
     JMST119,508$6,064 12/31/2023
Integrated Wealth Concepts LLC118,675$6,022 12/31/2023
     JMST118,675$6,022 12/31/2023
Beacon Investment Advisory Services Inc.118,405$6,008 12/31/2023
     JMST118,405$6,008 12/31/2023
Mercer Global Advisors Inc. ADV116,320$5,902 12/31/2023
     JMST116,320$5,902 12/31/2023
D L Carlson Investment Group Inc.114,730$5,821 12/31/2023
     JMST114,730$5,821 12/31/2023
Raymond James Financial Services Advisors Inc.114,033$5,786 12/31/2023
     JMST114,033$5,786 12/31/2023
Thrivent Financial for Lutherans111,441$5,654 12/31/2023
     JMST111,441$5,654 12/31/2023
Websterrogers Financial Advisors LLC110,131$5,588 12/31/2023
     JMST110,131$5,588 12/31/2023
Elmwood Wealth Management Inc.108,235$5,492 12/31/2023
     JMST108,235$5,492 12/31/2023
Truist Financial Corp108,112$5,486 12/31/2023
     JMST108,112$5,486 12/31/2023
Wealth Enhancement Advisory Services LLC107,503$5,455 12/31/2023
     JMST107,503$5,455 12/31/2023
Brandywine Oak Private Wealth LLC106,463$5,402 12/31/2023
     JMST106,463$5,402 12/31/2023
EP Wealth Advisors LLC101,385$5,144 12/31/2023
     JMST101,385$5,144 12/31/2023
McMahon Financial Advisors LLC100,653$5,107 12/31/2023
     JMST100,653$5,107 12/31/2023
Global Retirement Partners LLC98,554$5,002 12/31/2023
     JMST98,554$5,002 12/31/2023
ZWJ Investment Counsel Inc.95,011$4,821 12/31/2023
     JMST95,011$4,821 12/31/2023
Perigon Wealth Management LLC90,389$4,586 12/31/2023
     JMST90,389$4,586 12/31/2023
Capital Management Corp VA90,306$4,582 12/31/2023
     JMST90,306$4,582 12/31/2023
First Foundation Advisors88,217$4,476 12/31/2023
     JMST88,217$4,476 12/31/2023
Modern Wealth Management LLC80,772$4,098 12/31/2023
     JMST80,772$4,098 12/31/2023
Vawter Financial Ltd.80,723$4,096 12/31/2023
     JMST80,723$4,096 12/31/2023
Signet Financial Management LLC80,659$4,093 12/31/2023
     JMST80,659$4,093 12/31/2023
Jupiter Wealth Management LLC80,000$4,059 12/31/2023
     JMST80,000$4,059 12/31/2023
Klingman & Associates LLC76,704$3,892 12/31/2023
     JMST76,704$3,892 12/31/2023
International Assets Investment Management LLC76,202$3,866 12/31/2023
     JMST76,202$3,866 12/31/2023
Graves Light Private Wealth Management Inc.75,959$3,854 12/31/2023
     JMST75,959$3,854 12/31/2023
Wealth Alliance Advisory Group LLC74,901$3,800 12/31/2023
     JMST74,901$3,800 12/31/2023
Dynamic Advisor Solutions LLC74,785$3,794 12/31/2023
     JMST74,785$3,794 12/31/2023
Smart Money Group LLC70,501$3,577 12/31/2023
     JMST70,501$3,577 12/31/2023
Monticello Wealth Management LLC67,096$3,404 12/31/2023
     JMST67,096$3,404 12/31/2023
FSM Wealth Advisors LLC67,408$3,401 09/30/2023
     JMST67,408$3,401 09/30/2023
Encompass Wealth Advisors LLC66,613$3,380 12/31/2023
     JMST66,613$3,380 12/31/2023
Legacy Private Trust Co.65,924$3,345 12/31/2023
     JMST65,924$3,345 12/31/2023
Synovus Financial Corp65,527$3,325 12/31/2023
     JMST65,527$3,325 12/31/2023
Cetera Advisor Networks LLC65,181$3,307 12/31/2023
     JMST65,181$3,307 12/31/2023
Transform Wealth LLC64,885$3,300 12/31/2023
     JMST64,885$3,300 12/31/2023
Focus Financial Network Inc. ADV64,846$3,299 12/31/2023
     JMST64,846$3,299 12/31/2023
Cambridge Investment Research Advisors Inc.64,854$3,291 12/31/2023
     JMST64,854$3,291 12/31/2023
Fairview Capital Investment Management LLC62,675$3,180 12/31/2023
     JMST62,675$3,180 12/31/2023
Creative Planning62,187$3,155 12/31/2023
     JMST62,187$3,155 12/31/2023
NavPoint Financial Inc.61,835$3,138 12/31/2023
     JMST61,835$3,138 12/31/2023
Avantax Advisory Services Inc.61,457$3,118 12/31/2023
     JMST61,457$3,118 12/31/2023
Requisite Capital Management LLC61,014$3,104 12/31/2023
     JMST61,014$3,104 12/31/2023
Galvin Gaustad & Stein LLC59,969$3,043 12/31/2023
     JMST59,969$3,043 12/31/2023
Eqis Capital Management Inc.58,900$2,989 12/31/2023
     JMST58,900$2,989 12/31/2023
Perennial Advisors LLC58,771$2,982 12/31/2023
     JMST58,771$2,982 12/31/2023
Davidson Investment Advisors58,451$2,966 12/31/2023
     JMST58,451$2,966 12/31/2023
Albion Financial Group UT57,339$2,909 12/31/2023
     JMST57,339$2,909 12/31/2023
Vertex Planning Partners LLC57,152$2,900 12/31/2023
     JMST57,152$2,900 12/31/2023
Peapack Gladstone Financial Corp55,565$2,819 12/31/2023
     JMST55,565$2,819 12/31/2023
Axxcess Wealth Management LLC55,540$2,818 12/31/2023
     JMST55,540$2,818 12/31/2023
Ironwood Investment Counsel LLC55,008$2,791 12/31/2023
     JMST55,008$2,791 12/31/2023
AE Wealth Management LLC54,807$2,782 12/31/2023
     JMST54,807$2,782 12/31/2023
Narus Financial Partners LLC53,535$2,716 12/31/2023
     JMST53,535$2,716 12/31/2023
Integrated Advisors Network LLC53,308$2,705 12/31/2023
     JMST53,308$2,705 12/31/2023
Paradigm Strategies in Wealth Management LLC52,873$2,683 12/31/2023
     JMST52,873$2,683 12/31/2023
Core Wealth Advisors Inc.48,963$2,485 12/31/2023
     JMST48,963$2,485 12/31/2023
Bfsg LLC48,370$2,454 12/31/2023
     JMST48,370$2,454 12/31/2023
Baystate Wealth Management LLC47,410$2,406 12/31/2023
     JMST47,410$2,406 12/31/2023
Mutual Advisors LLC47,016$2,386 12/31/2023
     JMST47,016$2,386 12/31/2023
Sandbox Financial Partners LLC46,394$2,354 12/31/2023
     JMST46,394$2,354 12/31/2023
KM Capital Management Ltd.45,612$2,314 12/31/2023
     JMST45,612$2,314 12/31/2023
SkyOak Wealth LLC45,090$2,288 12/31/2023
     JMST45,090$2,288 12/31/2023
Evergreen Wealth Solutions LLC44,420$2,254 12/31/2023
     JMST44,420$2,254 12/31/2023
Virtue Capital Management LLC44,089$2,237 12/31/2023
     JMST44,089$2,237 12/31/2023
SigFig Wealth Management LLC43,581$2,211 12/31/2023
     JMST43,581$2,211 12/31/2023
YHB Investment Advisors Inc.41,990$2,131 12/31/2023
     JMST41,990$2,131 12/31/2023
Chesley Taft & Associates LLC41,825$2,122 12/31/2023
     JMST41,825$2,122 12/31/2023
Lpwm LLC41,658$2,113 12/31/2023
     JMST41,658$2,113 12/31/2023
Tradition Wealth Management LLC41,350$2,098 12/31/2023
     JMST41,350$2,098 12/31/2023
GWM Advisors LLC41,155$2,088 12/31/2023
     JMST41,155$2,088 12/31/2023
Bristlecone Advisors LLC40,910$2,076 12/31/2023
     JMST40,910$2,076 12/31/2023
Private Trust Co. NA39,175$1,988 12/31/2023
     JMST39,175$1,988 12/31/2023
Skyline Advisors Inc.37,438$1,900 12/31/2023
     JMST37,438$1,900 12/31/2023
Kathleen S. Wright Associates Inc.36,061$1,830 12/31/2023
     JMST36,061$1,830 12/31/2023
IAG Wealth Partners LLC35,982$1,826 12/31/2023
     JMST35,982$1,826 12/31/2023
Venturi Wealth Management LLC35,748$1,814 12/31/2023
     JMST35,748$1,814 12/31/2023
Stratos Wealth Partners LTD.35,729$1,813 12/31/2023
     JMST35,729$1,813 12/31/2023
Soltis Investment Advisors LLC35,383$1,795 12/31/2023
     JMST35,383$1,795 12/31/2023
Clarity Asset Management Inc.34,951$1,773 12/31/2023
     JMST34,951$1,773 12/31/2023
Compass Financial Group Inc.34,902$1,771 12/31/2023
     JMST34,902$1,771 12/31/2023
Priebe Wealth Holdings LLC34,572$1,754 12/31/2023
     JMST34,572$1,754 12/31/2023
Robinson Smith Wealth Advisors LLC34,555$1,753 12/31/2023
     JMST34,555$1,753 12/31/2023
New Capital Management LP33,457$1,698 12/31/2023
     JMST33,457$1,698 12/31/2023
Hartford Financial Management Inc.32,507$1,649 12/31/2023
     JMST32,507$1,649 12/31/2023
Janney Montgomery Scott LLC31,879$1,618 12/31/2023
     JMST31,879$1,618 12/31/2023
Wealthcare Advisory Partners LLC31,718$1,609 12/31/2023
     JMST31,718$1,609 12/31/2023
IFP Advisors Inc31,125$1,579 12/31/2023
     JMST31,125$1,579 12/31/2023
NewSquare Capital LLC31,040$1,575 12/31/2023
     JMST31,040$1,575 12/31/2023
SILVER OAK SECURITIES Inc30,928$1,569 12/31/2023
     JMST30,928$1,569 12/31/2023
Naviter Wealth LLC30,790$1,567 12/31/2023
     JMST30,790$1,567 12/31/2023
Paladin Advisory Group LLC30,444$1,545 12/31/2023
     JMST30,444$1,545 12/31/2023
Ritter Daniher Financial Advisory LLC DE30,229$1,534 12/31/2023
     JMST30,229$1,534 12/31/2023
Kwmg LLC30,186$1,532 12/31/2023
     JMST30,186$1,532 12/31/2023
Kooman & Associates29,973$1,521 12/31/2023
     JMST29,973$1,521 12/31/2023
Private Advisor Group LLC27,446$1,393 12/31/2023
     JMST27,446$1,393 12/31/2023
Able Wealth Management LLC26,935$1,367 12/31/2023
     JMST26,935$1,367 12/31/2023
Ancora Advisors LLC25,421$1,290 12/31/2023
     JMST25,421$1,290 12/31/2023
Per Stirling Capital Management LLC.25,285$1,283 12/31/2023
     JMST25,285$1,283 12/31/2023
Morgan Stanley25,036$1,270 12/31/2023
     JMST25,036$1,270 12/31/2023
Laurel Wealth Planning LLC24,894$1,263 12/31/2023
     JMST24,894$1,263 12/31/2023
StrongBox Wealth LLC24,325$1,234 12/31/2023
     JMST24,325$1,234 12/31/2023
BayBridge Capital Group LLC24,295$1,233 12/31/2023
     JMST24,295$1,233 12/31/2023
Brown Advisory Inc.23,765$1,206 12/31/2023
     JMST23,765$1,206 12/31/2023
ERn Financial LLC23,687$1,201 12/31/2023
     JMST23,687$1,201 12/31/2023
John W. Brooker & Co. CPAs23,653$1,200 12/31/2023
     JMST23,653$1,200 12/31/2023
Titleist Asset Management LLC23,390$1,187 12/31/2023
     JMST23,390$1,187 12/31/2023
Security Financial Services INC.23,207$1,178 12/31/2023
     JMST23,207$1,178 12/31/2023
Rockefeller Capital Management L.P.22,601$1,147 12/31/2023
     JMST22,601$1,147 12/31/2023
Cetera Advisors LLC22,364$1,135 12/31/2023
     JMST22,364$1,135 12/31/2023
Financial Advisory Group22,225$1,128 12/31/2023
     JMST22,225$1,128 12/31/2023
GPS Wealth Strategies Group LLC22,165$1,125 12/31/2023
     JMST22,165$1,125 12/31/2023
Confluence Wealth Services Inc.22,100$1,121 12/31/2023
     JMST22,100$1,121 12/31/2023
Perennial Investment Advisors LLC22,000$1,116 12/31/2023
     JMST22,000$1,116 12/31/2023
Masso Torrence Wealth Management Inc.21,830$1,108 12/31/2023
     JMST21,830$1,108 12/31/2023
Cynosure Management LLC21,780$1,105 12/31/2023
     JMST21,780$1,105 12/31/2023
Intergy Private Wealth LLC21,766$1,104 12/31/2023
     JMST21,766$1,104 12/31/2023
Shira Ridge Wealth Management21,408$1,086 12/31/2023
     JMST21,408$1,086 12/31/2023
Centurion Wealth Management LLC21,383$1,085 12/31/2023
     JMST21,383$1,085 12/31/2023
First Citizens Financial Corp21,154$1,073 12/31/2023
     JMST21,154$1,073 12/31/2023
Nwam LLC20,677$1,049 12/31/2023
     JMST20,677$1,049 12/31/2023
JNBA Financial Advisors20,498$1,040 12/31/2023
     JMST20,498$1,040 12/31/2023
Cetera Investment Advisers20,317$1,031 12/31/2023
     JMST20,317$1,031 12/31/2023
Tranquility Partners LLC20,049$1,017 12/31/2023
     JMST20,049$1,017 12/31/2023
Johnson Bixby & Associates LLC19,849$1,007 12/31/2023
     JMST19,849$1,007 12/31/2023
FinTrust Capital Advisors LLC19,473$988 12/31/2023
     JMST19,473$988 12/31/2023
Spire Wealth Management19,356$982 12/31/2023
     JMST19,356$982 12/31/2023
Clark Capital Management Group Inc.19,314$980 12/31/2023
     JMST19,314$980 12/31/2023
Walkner Condon Financial Advisors LLC19,192$974 12/31/2023
     JMST19,192$974 12/31/2023
Mason & Associates Inc19,093$969 12/31/2023
     JMST19,093$969 12/31/2023
Allen Capital Group LLC18,856$957 12/31/2023
     JMST18,856$957 12/31/2023
Essex Financial Services Inc.18,627$945 12/31/2023
     JMST18,627$945 12/31/2023
Commonwealth Financial Services LLC18,381$933 12/31/2023
     JMST18,381$933 12/31/2023
Abbrea Capital LLC18,160$924 12/31/2023
     JMST18,160$924 12/31/2023
Roberts Wealth Advisors LLC18,057$916 12/31/2023
     JMST18,057$916 12/31/2023
Dubuque Bank & Trust18,089$913 09/30/2023
     JMST18,089$913 09/30/2023
IAM Advisory LLC17,983$912 12/31/2023
     JMST17,983$912 12/31/2023
Alpha Omega Wealth Management LLC17,493$888 12/31/2023
     JMST17,493$888 12/31/2023
Integral Investment Advisors Inc.17,500$888 12/31/2023
     JMST17,500$888 12/31/2023
Harbour Investment Management LLC17,370$884 12/31/2023
     JMST17,370$884 12/31/2023
Apella Capital LLC16,511$838 12/31/2023
     JMST16,511$838 12/31/2023
Daymark Wealth Partners LLC16,523$838 12/31/2023
     JMST16,523$838 12/31/2023
Financial Advisory Service Inc.16,307$827 12/31/2023
     JMST16,307$827 12/31/2023
Starfox Financial Services LLC16,191$822 12/31/2023
     JMST16,191$822 12/31/2023
CENTRAL TRUST Co16,115$818 12/31/2023
     JMST16,115$818 12/31/2023
Gradient Capital Advisors LLC15,617$792 12/31/2023
     JMST15,617$792 12/31/2023
Forza Wealth Management LLC14,900$756 12/31/2023
     JMST14,900$756 12/31/2023
Sentinel Trust Co. LBA14,860$754 12/31/2023
     JMST14,860$754 12/31/2023
Mcdonald Partners LLC14,600$741 12/31/2023
     JMST14,600$741 12/31/2023
Ameriprise Financial Inc.14,169$719 12/31/2023
     JMST14,169$719 12/31/2023
Roof Eidam & Maycock ADV13,999$710 12/31/2023
     JMST13,999$710 12/31/2023
Round Rock Advisors LLC13,852$703 12/31/2023
     JMST13,852$703 12/31/2023
Avaii Wealth Management LLC13,834$702 12/31/2023
     JMST13,834$702 12/31/2023
Rooted Wealth Advisors Inc.13,715$695 12/31/2023
     JMST13,715$695 12/31/2023
Vista Investment Management13,600$690 12/31/2023
     JMST13,600$690 12/31/2023
Kingsview Wealth Management LLC13,561$688 12/31/2023
     JMST13,561$688 12/31/2023
Eagle Bluffs Wealth Management LLC13,346$679 12/31/2023
     JMST13,346$679 12/31/2023
Capstone Financial Advisors Inc.13,000$660 12/31/2023
     JMST13,000$660 12/31/2023
Kestra Advisory Services LLC12,413$630 12/31/2023
     JMST12,413$630 12/31/2023
Williams & Novak LLC12,200$619 12/31/2023
     JMST12,200$619 12/31/2023
USAdvisors Wealth Management LLC12,162$617 12/31/2023
     JMST12,162$617 12/31/2023
Essex Savings Bank12,114$615 12/31/2023
     JMST12,114$615 12/31/2023
Dakota Wealth Management12,085$613 12/31/2023
     JMST12,085$613 12/31/2023
Hill Island Financial LLC12,046$611 12/31/2023
     JMST12,046$611 12/31/2023
Steward Partners Investment Advisory LLC11,859$602 12/31/2023
     JMST11,859$602 12/31/2023
Adell Harriman & Carpenter Inc.11,750$596 12/31/2023
     JMST11,750$596 12/31/2023
Sonata Capital Group Inc.11,715$594 12/31/2023
     JMST11,715$594 12/31/2023
U.S. Capital Wealth Advisors LLC11,504$584 12/31/2023
     JMST11,504$584 12/31/2023
TCG Advisory Services LLC11,455$581 12/31/2023
     JMST11,455$581 12/31/2023
Rossmore Private Capital11,392$578 12/31/2023
     JMST11,392$578 12/31/2023
Webster Bank N. A.11,316$574 12/31/2023
     JMST11,316$574 12/31/2023
Adviser Investments LLC11,187$568 12/31/2023
     JMST11,187$568 12/31/2023
Ropes Wealth Advisors LLC11,252$568 09/30/2023
     JMST11,252$568 09/30/2023
DAVENPORT & Co LLC10,897$553 12/31/2023
     JMST10,897$553 12/31/2023
Harbour Investments Inc.10,710$543 12/31/2023
     JMST10,710$543 12/31/2023
Equitable Holdings Inc.10,709$543 12/31/2023
     JMST10,709$543 12/31/2023
Boston Family Office LLC10,477$532 12/31/2023
     JMST10,477$532 12/31/2023
Meridian Wealth Management LLC10,369$526 12/31/2023
     JMST10,369$526 12/31/2023
WealthBridge Capital Management LLC10,250$520 12/31/2023
     JMST10,250$520 12/31/2023
RFG Advisory LLC10,146$515 12/31/2023
     JMST10,146$515 12/31/2023
Massmutual Trust Co. FSB ADV10,131$514 12/31/2023
     JMST10,131$514 12/31/2023
Wealth Effects LLC10,043$510 12/31/2023
     JMST10,043$510 12/31/2023
Trustmark National Bank Trust Department9,986$507 12/31/2023
     JMST9,986$507 12/31/2023
Sutton Place Investors LLC10,000$507 12/31/2023
     JMST10,000$507 12/31/2023
Pathstone Holdings LLC10,000$507 12/31/2023
     JMST10,000$507 12/31/2023
Principal Securities Inc.9,963$506 12/31/2023
     JMST9,963$506 12/31/2023
Mission Wealth Management LP9,789$497 12/31/2023
     JMST9,789$497 12/31/2023
WNY Asset Management LLC9,765$495 12/31/2023
     JMST9,765$495 12/31/2023
Tyler Stone Wealth Management9,500$482 12/31/2023
     JMST9,500$482 12/31/2023
Kuhn & Co Investment Counsel9,485$481 12/31/2023
     JMST9,485$481 12/31/2023
Lincoln National Corp9,271$470 12/31/2023
     JMST9,271$470 12/31/2023
Lineweaver Wealth Advisors LLC8,890$451 12/31/2023
     JMST8,890$451 12/31/2023
Royal Harbor Partners LLC8,886$451 12/31/2023
     JMST8,886$451 12/31/2023
Souders Financial Advisors8,893$451 12/31/2023
     JMST8,893$451 12/31/2023
C M Bidwell & Associates Ltd.8,865$450 12/31/2023
     JMST8,865$450 12/31/2023
AdvisorNet Financial Inc8,874$450 12/31/2023
     JMST8,874$450 12/31/2023
Sage Financial Group Inc.8,850$449 12/31/2023
     JMST8,850$449 12/31/2023
FDx Advisors Inc.8,821$448 12/31/2023
     JMST8,821$448 12/31/2023
Interchange Capital Partners LLC8,821$448 12/31/2023
     JMST8,821$448 12/31/2023
Middleton & Co Inc MA8,700$441 12/31/2023
     JMST8,700$441 12/31/2023
Main Street Financial Solutions LLC8,651$439 12/31/2023
     JMST8,651$439 12/31/2023
Altus Wealth Group LLC8,625$438 12/31/2023
     JMST8,625$438 12/31/2023
Archford Capital Strategies LLC8,619$437 12/31/2023
     JMST8,619$437 12/31/2023
Insight Advisors LLC PA8,612$437 12/31/2023
     JMST8,612$437 12/31/2023
IFG Advisory LLC8,602$436 12/31/2023
     JMST8,602$436 12/31/2023
Tortoise Investment Management LLC8,500$431 12/31/2023
     JMST8,500$431 12/31/2023
Woodmont Investment Counsel LLC8,428$428 12/31/2023
     JMST8,428$428 12/31/2023
Sunbelt Securities Inc.8,406$427 12/31/2023
     JMST8,406$427 12/31/2023
Resources Investment Advisors LLC.8,414$427 12/31/2023
     JMST8,414$427 12/31/2023
Opes Wealth Management LLC8,360$424 12/31/2023
     JMST8,360$424 12/31/2023
Advisor Resource Council8,220$417 12/31/2023
     JMST8,220$417 12/31/2023
Hutchinson Capital Management CA8,149$413 12/31/2023
     JMST8,149$413 12/31/2023
Allworth Financial LP8,027$407 12/31/2023
     JMST8,027$407 12/31/2023
Connecticut Wealth Management LLC7,993$406 12/31/2023
     JMST7,993$406 12/31/2023
Prime Capital Investment Advisors LLC7,774$394 12/31/2023
     JMST7,774$394 12/31/2023
HTLF Bank7,680$390 12/31/2023
     JMST7,680$390 12/31/2023
Apollon Wealth Management LLC7,518$381 12/31/2023
     JMST7,518$381 12/31/2023
Lido Advisors LLC7,383$376 12/31/2023
     JMST7,383$376 12/31/2023
Thompson Davis & CO. Inc.7,250$368 12/31/2023
     JMST7,250$368 12/31/2023
Beverly Hills Private Wealth LLC7,250$368 12/31/2023
     JMST7,250$368 12/31/2023
Benjamin F. Edwards & Company Inc.7,141$362 12/31/2023
     JMST7,141$362 12/31/2023
Blue Chip Partners Inc.7,098$360 12/31/2023
     JMST7,098$360 12/31/2023
Ruggaard & Associates LLC7,000$355 12/31/2023
     JMST7,000$355 12/31/2023
Sawtooth Solutions LLC6,977$354 12/31/2023
     JMST6,977$354 12/31/2023
Bleakley Financial Group LLC6,977$354 12/31/2023
     JMST6,977$354 12/31/2023
Capital Advisors Ltd. LLC6,950$353 12/31/2023
     JMST6,950$353 12/31/2023
Headinvest LLC6,920$351 12/31/2023
     JMST6,920$351 12/31/2023
PFG Advisors6,735$342 12/31/2023
     JMST6,735$342 12/31/2023
Meadow Creek Wealth Advisors LLC6,700$340 12/31/2023
     JMST6,700$340 12/31/2023
Monterey Private Wealth Inc.6,669$338 12/31/2023
     JMST6,669$338 12/31/2023
BlackDiamond Wealth Management Inc.6,676$338 12/31/2023
     JMST6,676$338 12/31/2023
HBK Sorce Advisory LLC6,650$337 12/31/2023
     JMST6,650$337 12/31/2023
Collaborative Wealth Managment Inc.6,427$326 12/31/2023
     JMST6,427$326 12/31/2023
Windsor Capital Management LLC6,267$318 12/31/2023
     JMST6,267$318 12/31/2023
Atlantic Union Bankshares Corp6,171$313 12/31/2023
     JMST6,171$313 12/31/2023
Lakeview Capital Partners LLC6,068$308 12/31/2023
     JMST6,068$308 12/31/2023
OLIO Financial Planning6,069$308 12/31/2023
     JMST6,069$308 12/31/2023
Helen Stephens Group LLC6,044$307 12/31/2023
     JMST6,044$307 12/31/2023
Ergawealth Advisors Inc.6,028$306 12/31/2023
     JMST6,028$306 12/31/2023
J.W. Cole Advisors Inc.5,987$304 12/31/2023
     JMST5,987$304 12/31/2023
Shayne & CO. LLC6,000$304 12/31/2023
     JMST6,000$304 12/31/2023
Great Diamond Partners LLC5,947$302 12/31/2023
     JMST5,947$302 12/31/2023
Shore Point Advisors LLC5,827$296 12/31/2023
     JMST5,827$296 12/31/2023
Park Avenue Securities LLC5,819$295 12/31/2023
     JMST5,819$295 12/31/2023
Creative Financial Designs Inc. ADV5,580$283 12/31/2023
     JMST5,580$283 12/31/2023
Comerica Bank5,500$279 12/31/2023
     JMST5,500$279 12/31/2023
WealthCare Investment Partners LLC5,413$275 12/31/2023
     JMST5,413$275 12/31/2023
Prudential Financial Inc.5,376$273 12/31/2023
     JMST5,376$273 12/31/2023
StrategIQ Financial Group LLC5,385$273 12/31/2023
     JMST5,385$273 12/31/2023
Total Clarity Wealth Management Inc.5,384$273 12/31/2023
     JMST5,384$273 12/31/2023
Brio Consultants LLC5,201$264 12/31/2023
     JMST5,201$264 12/31/2023
Richard P Slaughter Associates Inc5,200$264 12/31/2023
     JMST5,200$264 12/31/2023
IMS Capital Management5,150$260 09/30/2023
     JMST5,150$260 09/30/2023
Nottingham Advisors Inc.5,000$254 12/31/2023
     JMST5,000$254 12/31/2023
LaSalle St. Investment Advisors LLC4,981$253 12/31/2023
     JMST4,981$253 12/31/2023
Beese Fulmer Investment Management Inc.4,945$251 12/31/2023
     JMST4,945$251 12/31/2023
James J. Burns & Company LLC4,932$250 12/31/2023
     JMST4,932$250 12/31/2023
STAR Financial Bank4,897$248 12/31/2023
     JMST4,897$248 12/31/2023
Western Wealth Management LLC4,861$247 12/31/2023
     JMST4,861$247 12/31/2023
Prosperity Wealth Management Inc.4,860$247 12/31/2023
     JMST4,860$247 12/31/2023
Townsquare Capital LLC4,844$246 12/31/2023
     JMST4,844$246 12/31/2023
Forbes J M & Co. LLP4,801$244 12/31/2023
     JMST4,801$244 12/31/2023
Eldridge Investment Advisors Inc.4,800$244 12/31/2023
     JMST4,800$244 12/31/2023
Putnam FL Investment Management Co.4,775$242 12/31/2023
     JMST4,775$242 12/31/2023
WMG Financial Advisors LLC4,740$241 12/31/2023
     JMST4,740$241 12/31/2023
EisnerAmper Wealth Management Corporate Benefits LLC4,672$237 12/31/2023
     JMST4,672$237 12/31/2023
Rainsberger Wealth Advisors Inc.4,606$234 12/31/2023
     JMST4,606$234 12/31/2023
RSM US Wealth Management LLC4,588$233 12/31/2023
     JMST4,588$233 12/31/2023
Envestnet Portfolio Solutions Inc.4,387$223 12/31/2023
     JMST4,387$223 12/31/2023
Beaumont Financial Advisors LLC4,353$221 12/31/2023
     JMST4,353$221 12/31/2023
Semus Wealth Partners LLC4,296$218 12/31/2023
     JMST4,296$218 12/31/2023
Hubbell Strickland Wealth Management LLC4,153$211 12/31/2023
     JMST4,153$211 12/31/2023
Pathway Financial Advisors LLC4,133$210 12/31/2023
     JMST4,133$210 12/31/2023
Parsons Capital Management Inc. RI4,097$208 12/31/2023
     JMST4,097$208 12/31/2023
Blair William & Co. IL4,073$207 12/31/2023
     JMST4,073$207 12/31/2023
Fort Point Capital Partners LLC4,008$203 12/31/2023
     JMST4,008$203 12/31/2023
Sheets Smith Wealth Management3,980$202 12/31/2023
     JMST3,980$202 12/31/2023
Symphony Financial Ltd. Co.3,954$201 12/31/2023
     JMST3,954$201 12/31/2023
Harbor Group Inc.3,965$201 12/31/2023
     JMST3,965$201 12/31/2023
West Paces Advisors Inc.3,510$178 12/31/2023
     JMST3,510$178 12/31/2023
Smartleaf Asset Management LLC3,421$173 12/31/2023
     JMST3,421$173 12/31/2023
ZRC Wealth Management LLC2,790$142 12/31/2023
     JMST2,790$142 12/31/2023
Centaurus Financial Inc.2,515$128 12/31/2023
     JMST2,515$128 12/31/2023
Colonial Trust Advisors2,288$116 12/31/2023
     JMST2,288$116 12/31/2023
Sandy Spring Bank2,250$114 12/31/2023
     JMST2,250$114 12/31/2023
JJJ Advisors Inc.2,030$103 12/31/2023
     JMST2,030$103 12/31/2023
Princeton Global Asset Management LLC1,750$89 12/31/2023
     JMST1,750$89 12/31/2023
EPG Wealth Management LLC1,677$85 12/31/2023
     JMST1,677$85 12/31/2023
CVA Family Office LLC1,480$75 12/31/2023
     JMST1,480$75 12/31/2023
Daniels&Tansey LLP1,477$75 09/30/2023
     JMST1,477$75 09/30/2023
Key Financial Inc1,463$74 12/31/2023
     JMST1,463$74 12/31/2023
Advisory Services Network LLC1,184$60 12/31/2023
     JMST1,184$60 12/31/2023
Tanglewood Legacy Advisors LLC1,000$51 12/31/2023
     JMST1,000$51 12/31/2023
Spectrum Wealth Counsel LLC1,012$51 12/31/2023
     JMST1,012$51 12/31/2023
Cooksen Wealth LLC1,000$51 12/31/2023
     JMST1,000$51 12/31/2023
Bank of Montreal Can989$50 12/31/2023
     JMST989$50 12/31/2023
Capital Analysts LLC947$48 12/31/2023
     JMST947$48 12/31/2023
Macroview Investment Management LLC600$30 12/31/2023
     JMST600$30 12/31/2023
US Bancorp DE390$20 12/31/2023
     JMST390$20 12/31/2023
Signature Resources Capital Management LLC365$19 12/31/2023
     JMST365$19 12/31/2023
Assetmark Inc.259$13 12/31/2023
     JMST259$13 12/31/2023
Frazier Financial Advisors LLC156$8 12/31/2023
     JMST156$8 12/31/2023
Evergreen Private Wealth LLC163$8 12/31/2023
     JMST163$8 12/31/2023
Penserra Capital Management LLC146$7 12/31/2023
     JMST146$7 12/31/2023
Pinnacle Bank78$4 12/31/2023
     JMST78$4 12/31/2023
Farther Finance Advisors LLC69$4 12/31/2023
     JMST69$4 12/31/2023
Proequities Inc.0$0 12/31/2023
     JMST0$0 12/31/2023
BNP Paribas Arbitrage SA4$0 12/31/2023
     JMST4$0 12/31/2023
Global Wealth Strategies & Associates1$0 12/31/2023
     JMST1$0 12/31/2023

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

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