Signals

← Signals

☆JMEE

140 in-universe funds with a nonzero position in JMEE within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#1514
Score / z0.008 / -0.01
Consensus54.52 over 103 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 622.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 117.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crestwood Advisors Group, LLC CIK 0001426853 0.707 877 50.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 50.1 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 47.4 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 34.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 26.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Total Wealth Planning, LLC CIK 0001762997 0.000 39 26.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 22.9 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆CGC Financial Services, LLC CIK 0001992785 0.572 337 21.8 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Resource Group CIK 0001764968 0.307 183 17.0 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Meridian Financial Partners LLC CIK 0001763722 0.507 119 16.9 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 15.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B & T Capital Management DBA Alpha Capital Management CIK 0001450935 0.455 128 11.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 9.3 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 9.1 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 7.8 0.7% 3 -0.1 pp +0.2 pp +0.7 pp +0.7 pp
☆Schwallier Wealth Management LLC CIK 0001934951 0.044 69 7.1 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆FLYNN ZITO CAPITAL MANAGEMENT, LLC CIK 0001857144 0.428 166 6.4 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Financial Partners LLC CIK 0002054598 0.562 89 5.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 5.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Scarborough Advisors, LLC CIK 0001815355 0.288 147 4.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 4.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 4.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lakeridge Wealth Management LLC CIK 0002012028 0.197 188 4.6 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆American Trust CIK 0001905128 0.729 334 4.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 4.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEST MICHIGAN ADVISORS, LLC CIK 0001909879 0.063 295 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 3.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 3.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 2.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Legacy Advisors, LLC CIK 0002054111 0.530 208 2.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 1.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ruggaard & Associates LLC CIK 0001971230 0.443 128 1.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Avestar Capital, LLC CIK 0001704404 0.627 490 1.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wells Trecaso Financial Group, LLC CIK 0001737987 0.395 80 1.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Allocation Strategies LLC CIK 0001922879 0.395 177 1.4 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆Total Clarity Wealth Management, Inc. CIK 0001804909 0.110 361 1.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Fermata Advisors, LLC CIK 0001859259 0.280 275 1.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Siligmueller & Norvid Wealth Advisors LLC CIK 0002052591 0.000 156 1.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 1.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rooted Wealth Advisors, Inc. CIK 0001963732 0.542 149 1.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 1.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARNES PETTEY FINANCIAL ADVISORS, LLC CIK 0001908288 0.241 175 0.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆&PARTNERS CIK 0000107136 0.806 2509 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆COZAD ASSET MANAGEMENT INC CIK 0000709428 0.415 453 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROCKLAND TRUST CO CIK 0000084616 0.643 317 0.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arete Wealth Advisors, LLC CIK 0001600151 0.316 334 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PAX Financial Group, LLC CIK 0001803673 0.350 207 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elios Financial Group Inc. CIK 0002035601 0.361 120 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆AVAII WEALTH MANAGEMENT, LLC CIK 0001904431 0.255 175 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Wealth Management, Inc. CIK 0001944755 0.016 272 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Northwest Capital Management Inc CIK 0001730404 0.000 92 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sequent Planning LLC CIK 0002009724 0.204 269 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mascagni Wealth Management, Inc. CIK 0002063074 0.214 142 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆BROWN BROTHERS HARRIMAN & CO CIK 0000014661 0.826 1818 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NESTEGG ADVISORS, INC. CIK 0002062716 0.610 53 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPINNAKER TRUST CIK 0001158970 0.675 309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone House Investment Management, LLC CIK 0001696497 0.374 1339 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Center for Financial Planning, Inc. CIK 0001803557 0.897 666 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banco de Sabadell, S.A CIK 0001730299 0.235 61 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.171 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Concord Wealth Partners CIK 0001814214 0.457 885 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Wealth Asset Management, LLC CIK 0001883006 0.617 930 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Investment Solutions, Inc. /IL CIK 0001960144 0.439 707 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Nova Wealth Management, Inc. CIK 0002051980 0.124 570 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JMEE). Qtrs Held counts distinct quarters this fund has actually held JMEE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JMEE position size. Δ columns are the percentage-point change in JMEE's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status