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Funds Holding JMUB

On this page, we present all of the funds holding JMUB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JMUB, with a link to that fund's top holdings. The next columns indicate the amount of JMUB stock held by each of the funds holding JMUB, followed by the JMUB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 208 funds holding JMUB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by LPL Financial LLC. For more details on the positions held by LPL Financial LLC (or by any of the other funds holding JMUB), click the fund name in the "Holder" column of the funds-holding-JMUB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
LPL Financial LLC1,562,058$79,602 12/31/2023
     JMUB1,562,058$79,602 12/31/2023
Northwestern Mutual Wealth Management Co.913,739$46,564 12/31/2023
     JMUB913,739$46,564 12/31/2023
Morningstar Investment Services LLC812,766$41,431 12/31/2023
     JMUB812,766$41,431 12/31/2023
BKD Wealth Advisors LLC727,190$36,898 03/31/2024
     JMUB727,190$36,898 03/31/2024
Wealth Enhancement Advisory Services LLC712,082$36,131 03/31/2024
     JMUB712,082$36,131 03/31/2024
Honkamp Krueger Financial Services Inc.582,260$29,672 12/31/2023
     JMUB582,260$29,672 12/31/2023
Rockefeller Capital Management L.P.494,037$25,176 12/31/2023
     JMUB494,037$25,176 12/31/2023
CENTRAL TRUST Co432,320$21,936 03/31/2024
     JMUB432,320$21,936 03/31/2024
Asio Capital LLC367,674$18,656 03/31/2024
     JMUB367,674$18,656 03/31/2024
Collective Family Office LLC358,259$18,178 03/31/2024
     JMUB358,259$18,178 03/31/2024
Truist Financial Corp326,150$16,621 12/31/2023
     JMUB326,150$16,621 12/31/2023
AllGen Financial Advisors Inc.291,079$14,769 03/31/2024
     JMUB291,079$14,769 03/31/2024
IAG Wealth Partners LLC286,487$14,536 03/31/2024
     JMUB286,487$14,536 03/31/2024
Opal Wealth Advisors LLC284,072$14,414 03/31/2024
     JMUB284,072$14,414 03/31/2024
Raymond James Financial Services Advisors Inc.279,015$14,157 03/31/2024
     JMUB279,015$14,157 03/31/2024
Stephens Consulting LLC264,492$13,420 03/31/2024
     JMUB264,492$13,420 03/31/2024
Integrated Wealth Concepts LLC238,235$12,140 12/31/2023
     JMUB238,235$12,140 12/31/2023
Kestra Private Wealth Services LLC229,236$11,682 12/31/2023
     JMUB229,236$11,682 12/31/2023
Commonwealth Equity Services LLC224,222$11,377 03/31/2024
     JMUB224,222$11,377 03/31/2024
Advisor Group Holdings Inc.219,149$11,168 12/31/2023
     JMUB219,149$11,168 12/31/2023
Condor Capital Management213,604$10,885 12/31/2023
     JMUB213,604$10,885 12/31/2023
Raymond James & Associates214,278$10,872 03/31/2024
     JMUB214,278$10,872 03/31/2024
Legacy Financial Advisors Inc.209,400$10,671 12/31/2023
     JMUB209,400$10,671 12/31/2023
Hartford Financial Management Inc.204,405$10,372 03/31/2024
     JMUB204,405$10,372 03/31/2024
Magnus Financial Group LLC198,468$10,114 12/31/2023
     JMUB198,468$10,114 12/31/2023
Envestnet Asset Management Inc.193,556$9,864 12/31/2023
     JMUB193,556$9,864 12/31/2023
Beta Wealth Group Inc.192,185$9,794 12/31/2023
     JMUB192,185$9,794 12/31/2023
Bank of America Corp DE190,856$9,726 12/31/2023
     JMUB190,856$9,726 12/31/2023
Skyline Advisors Inc.185,661$9,420 03/31/2024
     JMUB185,661$9,420 03/31/2024
Helen Stephens Group LLC179,400$9,103 03/31/2024
     JMUB179,400$9,103 03/31/2024
CFO4Life Group LLC178,282$9,085 12/31/2023
     JMUB178,282$9,085 12/31/2023
HighTower Advisors LLC169,549$8,642 12/31/2023
     JMUB169,549$8,642 12/31/2023
Wealth Alliance Advisory Group LLC170,283$8,640 03/31/2024
     JMUB170,283$8,640 03/31/2024
Smith & Howard Wealth Management LLC165,570$8,401 03/31/2024
     JMUB165,570$8,401 03/31/2024
Aveo Capital Partners LLC154,684$7,883 12/31/2023
     JMUB154,684$7,883 12/31/2023
Platte River Wealth Advisors LLC153,805$7,804 03/31/2024
     JMUB153,805$7,804 03/31/2024
Cornerstone Wealth Management LLC137,610$6,982 03/31/2024
     JMUB137,610$6,982 03/31/2024
OLD Mission Capital LLC134,066$6,832 12/31/2023
     JMUB134,066$6,832 12/31/2023
Garrett Investment Advisors LLC132,662$6,731 03/31/2024
     JMUB132,662$6,731 03/31/2024
Great Valley Advisor Group Inc.122,265$6,230 12/31/2023
     JMUB122,265$6,230 12/31/2023
Olympus Wealth Management LLC120,109$6,094 03/31/2024
     JMUB120,109$6,094 03/31/2024
Shorepoint Capital Partners LLC115,793$5,901 12/31/2023
     JMUB115,793$5,901 12/31/2023
Atlas Private Wealth Management115,801$5,876 03/31/2024
     JMUB115,801$5,876 03/31/2024
LWM Advisory Services LLC112,901$5,753 12/31/2023
     JMUB112,901$5,753 12/31/2023
Apexium Financial LP99,060$5,026 03/31/2024
     JMUB99,060$5,026 03/31/2024
Baron Silver Stevens Financial Advisors LLC97,963$4,992 12/31/2023
     JMUB97,963$4,992 12/31/2023
Monticello Wealth Management LLC93,873$4,763 03/31/2024
     JMUB93,873$4,763 03/31/2024
Diversified Portfolios Inc.93,034$4,741 12/31/2023
     JMUB93,034$4,741 12/31/2023
Stifel Financial Corp90,580$4,616 12/31/2023
     JMUB90,580$4,616 12/31/2023
Keudell Morrison Wealth Management88,453$4,508 12/31/2023
     JMUB88,453$4,508 12/31/2023
CVA Family Office LLC87,995$4,465 03/31/2024
     JMUB87,995$4,465 03/31/2024
Sequoia Financial Advisors LLC87,543$4,461 12/31/2023
     JMUB87,543$4,461 12/31/2023
Brio Consultants LLC79,846$4,051 03/31/2024
     JMUB79,846$4,051 03/31/2024
TruWealth Advisors LLC76,580$3,886 03/31/2024
     JMUB76,580$3,886 03/31/2024
Resonant Capital Advisors LLC75,720$3,864 12/31/2023
     JMUB75,720$3,864 12/31/2023
Invenio Wealth Partners LLC71,394$3,638 12/31/2023
     JMUB71,394$3,638 12/31/2023
Private Advisor Group LLC69,231$3,528 12/31/2023
     JMUB69,231$3,528 12/31/2023
Landmark Wealth Management LLC69,108$3,507 03/31/2024
     JMUB69,108$3,507 03/31/2024
Galvin Gaustad & Stein LLC68,578$3,480 03/31/2024
     JMUB68,578$3,480 03/31/2024
Kestra Advisory Services LLC66,260$3,377 12/31/2023
     JMUB66,260$3,377 12/31/2023
First Horizon Advisors Inc.65,316$3,314 03/31/2024
     JMUB65,316$3,314 03/31/2024
JPMorgan Chase & Co.63,545$3,238 12/31/2023
     JMUB63,545$3,238 12/31/2023
Cedar Point Capital Partners LLC59,206$3,017 12/31/2023
     JMUB59,206$3,017 12/31/2023
Vicus Capital57,424$2,914 03/31/2024
     JMUB57,424$2,914 03/31/2024
Steward Partners Investment Advisory LLC56,935$2,901 12/31/2023
     JMUB56,935$2,901 12/31/2023
Renaissance Technologies LLC54,452$2,775 12/31/2023
     JMUB54,452$2,775 12/31/2023
WealthCare Investment Partners LLC53,968$2,738 03/31/2024
     JMUB53,968$2,738 03/31/2024
Newman Dignan & Sheerar Inc.51,859$2,631 03/31/2024
     JMUB51,859$2,631 03/31/2024
Eqis Capital Management Inc.48,770$2,485 12/31/2023
     JMUB48,770$2,485 12/31/2023
Northwest Financial Advisors47,429$2,417 12/31/2023
     JMUB47,429$2,417 12/31/2023
Hennion & Walsh Asset Management Inc.43,563$2,210 03/31/2024
     JMUB43,563$2,210 03/31/2024
WCG Wealth Advisors LLC41,053$2,092 12/31/2023
     JMUB41,053$2,092 12/31/2023
Mutual Advisors LLC40,903$2,084 12/31/2023
     JMUB40,903$2,084 12/31/2023
FMA Wealth Management LLC40,824$2,072 03/31/2024
     JMUB40,824$2,072 03/31/2024
Principal Securities Inc.38,304$1,952 12/31/2023
     JMUB38,304$1,952 12/31/2023
Acima Private Wealth LLC37,643$1,918 12/31/2023
     JMUB37,643$1,918 12/31/2023
Red Mountain Financial LLC37,552$1,914 12/31/2023
     JMUB37,552$1,914 12/31/2023
Bank of New York Mellon Corp36,954$1,875 03/31/2024
     JMUB36,954$1,875 03/31/2024
Crumly & Associates Inc.36,135$1,841 12/31/2023
     JMUB36,135$1,841 12/31/2023
Beaumont Financial Advisors LLC36,038$1,836 12/31/2023
     JMUB36,038$1,836 12/31/2023
NBT Bank N A NY35,720$1,812 03/31/2024
     JMUB35,720$1,812 03/31/2024
RiverFront Investment Group LLC35,418$1,805 12/31/2023
     JMUB35,418$1,805 12/31/2023
Mason & Associates Inc34,070$1,729 03/31/2024
     JMUB34,070$1,729 03/31/2024
Clearwater Capital Advisors LLC33,327$1,698 12/31/2023
     JMUB33,327$1,698 12/31/2023
ERn Financial LLC32,721$1,660 03/31/2024
     JMUB32,721$1,660 03/31/2024
Kooman & Associates31,802$1,621 12/31/2023
     JMUB31,802$1,621 12/31/2023
Naviter Wealth LLC31,220$1,584 03/31/2024
     JMUB31,220$1,584 03/31/2024
Ameritas Advisory Services LLC30,332$1,541 12/31/2023
     JMUB30,332$1,541 12/31/2023
Cetera Advisor Networks LLC29,862$1,522 12/31/2023
     JMUB29,862$1,522 12/31/2023
Cambridge Investment Research Advisors Inc.28,761$1,459 03/31/2024
     JMUB28,761$1,459 03/31/2024
Pennsylvania Capital Management Inc. ADV28,442$1,449 12/31/2023
     JMUB28,442$1,449 12/31/2023
Walkner Condon Financial Advisors LLC28,390$1,441 03/31/2024
     JMUB28,390$1,441 03/31/2024
Summit X LLC26,718$1,362 12/31/2023
     JMUB26,718$1,362 12/31/2023
Riversedge Advisors LLC26,449$1,348 12/31/2023
     JMUB26,449$1,348 12/31/2023
First Heartland Consultants Inc.26,176$1,334 12/31/2023
     JMUB26,176$1,334 12/31/2023
Wealthcare Advisory Partners LLC26,251$1,332 03/31/2024
     JMUB26,251$1,332 03/31/2024
United Advisor Group LLC25,612$1,310 12/31/2023
     JMUB25,612$1,310 12/31/2023
Citadel Advisors LLC24,890$1,268 12/31/2023
     JMUB24,890$1,268 12/31/2023
Bartlett & Co. LLC24,425$1,248 12/31/2023
     JMUB24,425$1,248 12/31/2023
Bartlett & CO. Wealth Management LLC24,425$1,248 12/31/2023
     JMUB24,425$1,248 12/31/2023
Thrivent Financial for Lutherans24,263$1,237 12/31/2023
     JMUB24,263$1,237 12/31/2023
Lincoln National Corp23,290$1,187 12/31/2023
     JMUB23,290$1,187 12/31/2023
Cetera Advisors LLC21,778$1,110 12/31/2023
     JMUB21,778$1,110 12/31/2023
Jane Street Group LLC21,765$1,109 12/31/2023
     JMUB21,765$1,109 12/31/2023
NewEdge Wealth LLC21,488$1,095 12/31/2023
     JMUB21,488$1,095 12/31/2023
GWM Advisors LLC20,750$1,052 12/31/2023
     JMUB20,750$1,052 12/31/2023
Prentice Wealth Management LLC20,604$1,045 03/31/2024
     JMUB20,604$1,045 03/31/2024
Avestar Capital LLC20,431$1,044 12/31/2023
     JMUB20,431$1,044 12/31/2023
Bank of Montreal Can21,765$1,041 12/31/2023
     JMUB21,765$1,041 12/31/2023
Rosenberg Matthew Hamilton19,718$995 03/31/2024
     JMUB19,718$995 03/31/2024
Lineweaver Wealth Advisors LLC19,482$993 12/31/2023
     JMUB19,482$993 12/31/2023
Putnam FL Investment Management Co.18,483$942 12/31/2023
     JMUB18,483$942 12/31/2023
Commonwealth Financial Services LLC18,308$933 12/31/2023
     JMUB18,308$933 12/31/2023
HTG Investment Advisors Inc.17,734$900 03/31/2024
     JMUB17,734$900 03/31/2024
Financial Advisory Service Inc.17,594$893 03/31/2024
     JMUB17,594$893 03/31/2024
Unique Wealth Strategies LLC17,115$868 03/31/2024
     JMUB17,115$868 03/31/2024
Trustmark National Bank Trust Department16,500$841 12/31/2023
     JMUB16,500$841 12/31/2023
Janney Montgomery Scott LLC16,413$836 12/31/2023
     JMUB16,413$836 12/31/2023
Mariner LLC16,095$820 12/31/2023
     JMUB16,095$820 12/31/2023
Lifestyle Asset Management Inc.16,055$815 03/31/2024
     JMUB16,055$815 03/31/2024
Benjamin F. Edwards & Company Inc.15,927$808 03/31/2024
     JMUB15,927$808 03/31/2024
Golden State Equity Partners14,734$751 12/31/2023
     JMUB14,734$751 12/31/2023
StrategIQ Financial Group LLC14,180$723 12/31/2023
     JMUB14,180$723 12/31/2023
Perennial Advisors LLC13,950$708 03/31/2024
     JMUB13,950$708 03/31/2024
Financial Connections Group Inc.13,816$704 12/31/2023
     JMUB13,816$704 12/31/2023
CI Private Wealth LLC13,719$699 12/31/2023
     JMUB13,719$699 12/31/2023
Family Investment Center Inc.13,090$664 03/31/2024
     JMUB13,090$664 03/31/2024
Personal CFO Solutions LLC12,920$658 12/31/2023
     JMUB12,920$658 12/31/2023
Ferguson Shapiro LLC12,208$619 03/31/2024
     JMUB12,208$619 03/31/2024
Capital Advisors Wealth Management LLC12,178$618 03/31/2024
     JMUB12,178$618 03/31/2024
Seascape Capital Management12,000$609 03/31/2024
     JMUB12,000$609 03/31/2024
Benjamin Edwards Inc.11,621$590 03/31/2024
     JMUB11,621$590 03/31/2024
Hill Island Financial LLC11,047$563 12/31/2023
     JMUB11,047$563 12/31/2023
Swmg LLC10,728$547 12/31/2023
     JMUB10,728$547 12/31/2023
Daymark Wealth Partners LLC10,670$541 03/31/2024
     JMUB10,670$541 03/31/2024
Financial Strategies Group Inc.10,611$534 03/31/2024
     JMUB10,611$534 03/31/2024
High Net Worth Advisory Group LLC10,280$522 03/31/2024
     JMUB10,280$522 03/31/2024
BKA Wealth Consulting Inc.10,252$520 03/31/2024
     JMUB10,252$520 03/31/2024
Presidio Capital Management LLC10,023$509 03/31/2024
     JMUB10,023$509 03/31/2024
Western Wealth Management LLC9,703$494 12/31/2023
     JMUB9,703$494 12/31/2023
MML Investors Services LLC9,605$489 12/31/2023
     JMUB9,605$489 12/31/2023
Envestnet Portfolio Solutions Inc.9,433$481 12/31/2023
     JMUB9,433$481 12/31/2023
Cary Street Partners Investment Advisory LLC9,200$469 12/31/2023
     JMUB9,200$469 12/31/2023
Saxon Interests Inc.8,890$451 03/31/2024
     JMUB8,890$451 03/31/2024
TBH Global Asset Management LLC8,447$430 12/31/2023
     JMUB8,447$430 12/31/2023
International Assets Investment Management LLC8,370$422 03/31/2024
     JMUB8,370$422 03/31/2024
Holderness Investments Co.8,243$420 12/31/2023
     JMUB8,243$420 12/31/2023
Dynamic Advisor Solutions LLC8,132$413 03/31/2024
     JMUB8,132$413 03/31/2024
Arkadios Wealth Advisors7,874$401 12/31/2023
     JMUB7,874$401 12/31/2023
Lodestar Private Asset Management LLC7,657$389 03/31/2024
     JMUB7,657$389 03/31/2024
AE Wealth Management LLC7,542$382 12/31/2023
     JMUB7,542$382 12/31/2023
USAdvisors Wealth Management LLC7,295$371 12/31/2023
     JMUB7,295$371 12/31/2023
Baird Financial Group Inc.7,025$358 12/31/2023
     JMUB7,025$358 12/31/2023
Vista Investment Management6,925$353 12/31/2023
     JMUB6,925$353 12/31/2023
Chesley Taft & Associates LLC6,875$349 03/31/2024
     JMUB6,875$349 03/31/2024
Continuum Advisory LLC6,401$326 12/31/2023
     JMUB6,401$326 12/31/2023
Summit Financial Strategies Inc.6,326$322 12/31/2023
     JMUB6,326$322 12/31/2023
Kingsview Wealth Management LLC6,201$316 12/31/2023
     JMUB6,201$316 12/31/2023
Bond & Devick Financial Network Inc.6,197$314 03/31/2024
     JMUB6,197$314 03/31/2024
Collaborative Wealth Managment Inc.6,114$312 12/31/2023
     JMUB6,114$312 12/31/2023
Teamwork Financial Advisors LLC6,124$311 03/31/2024
     JMUB6,124$311 03/31/2024
Baker Tilly Financial LLC6,080$310 12/31/2023
     JMUB6,080$310 12/31/2023
Royal Bank of Canada6,036$308 12/31/2023
     JMUB6,036$308 12/31/2023
PFG Investments LLC6,000$304 03/31/2024
     JMUB6,000$304 03/31/2024
G2 Capital Management LLC OH5,945$303 12/31/2023
     JMUB5,945$303 12/31/2023
Visionary Wealth Advisors5,931$302 12/31/2023
     JMUB5,931$302 12/31/2023
Essex Financial Services Inc.5,890$299 03/31/2024
     JMUB5,890$299 03/31/2024
Marion Wealth Management5,902$299 03/31/2024
     JMUB5,902$299 03/31/2024
Goodman Advisory Group LLC5,778$294 12/31/2023
     JMUB5,778$294 12/31/2023
Gryphon Financial Partners LLC5,740$293 12/31/2023
     JMUB5,740$293 12/31/2023
Private Trust Co. NA5,761$292 03/31/2024
     JMUB5,761$292 03/31/2024
Stone Point Wealth LLC5,566$284 12/31/2023
     JMUB5,566$284 12/31/2023
Signal Advisors Wealth LLC5,409$274 03/31/2024
     JMUB5,409$274 03/31/2024
Bowman & Co S.C.5,257$267 03/31/2024
     JMUB5,257$267 03/31/2024
Transform Wealth LLC4,805$244 03/31/2024
     JMUB4,805$244 03/31/2024
Flow Traders U.S. LLC4,667$238 12/31/2023
     JMUB4,667$238 12/31/2023
Financial Partners Group Inc4,647$237 12/31/2023
     JMUB4,647$237 12/31/2023
The PNC Financial Services Group Inc.4,489$229 12/31/2023
     JMUB4,489$229 12/31/2023
Gratus Capital LLC4,500$229 12/31/2023
     JMUB4,500$229 12/31/2023
SignalPoint Asset Management LLC4,440$225 03/31/2024
     JMUB4,440$225 03/31/2024
WNY Asset Management LLC4,340$221 12/31/2023
     JMUB4,340$221 12/31/2023
IFP Advisors Inc4,322$220 12/31/2023
     JMUB4,322$220 12/31/2023
Axxcess Wealth Management LLC4,117$210 12/31/2023
     JMUB4,117$210 12/31/2023
Milestone Investment Advisors LLC4,119$210 12/31/2023
     JMUB4,119$210 12/31/2023
CWM LLC4,046$205 03/31/2024
     JMUB4,046$205 03/31/2024
US Bancorp DE4,016$205 12/31/2023
     JMUB4,016$205 12/31/2023
Advisory Services Network LLC4,032$205 12/31/2023
     JMUB4,032$205 12/31/2023
Tradition Wealth Management LLC4,000$204 12/31/2023
     JMUB4,000$204 12/31/2023
West Oak Capital LLC4,000$203 03/31/2024
     JMUB4,000$203 03/31/2024
RSM US Wealth Management LLC3,934$201 12/31/2023
     JMUB3,934$201 12/31/2023
Farther Finance Advisors LLC3,100$158 12/31/2023
     JMUB3,100$158 12/31/2023
C M Bidwell & Associates Ltd.1,795$91 12/31/2023
     JMUB1,795$91 12/31/2023
GoalVest Advisory LLC1,551$79 03/31/2024
     JMUB1,551$79 03/31/2024
Carmichael Hill & Associates Inc.1,374$70 03/31/2024
     JMUB1,374$70 03/31/2024
Hazlett Burt & Watson Inc.1,014$51 03/31/2024
     JMUB1,014$51 03/31/2024
Morgan Stanley1,000$51 12/31/2023
     JMUB1,000$51 12/31/2023
ICA Group Wealth Management LLC788$40 12/31/2023
     JMUB788$40 12/31/2023
Clarity Asset Management Inc.675$34 12/31/2023
     JMUB675$34 12/31/2023
UBS Group AG521$27 12/31/2023
     JMUB521$27 12/31/2023
YHB Investment Advisors Inc.500$25 03/31/2024
     JMUB500$25 03/31/2024
Sunbelt Securities Inc.476$24 03/31/2024
     JMUB476$24 03/31/2024
Tucker Asset Management LLC285$15 12/31/2023
     JMUB285$15 12/31/2023
Evergreen Private Wealth LLC220$11 03/31/2024
     JMUB220$11 03/31/2024
Cape Investment Advisory Inc.131$7 12/31/2023
     JMUB131$7 12/31/2023
Smartleaf Asset Management LLC105$5 12/31/2023
     JMUB105$5 12/31/2023
Spire Wealth Management20$1 03/31/2024
     JMUB20$1 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     JMUB1$0 12/31/2023
FMR LLC5$0 12/31/2023
     JMUB5$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     JMUB0$0 12/31/2023

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

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