Signals

← Signals

☆JMOM

172 in-universe funds with a nonzero position in JMOM within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#1009
Score / z0.096 / 0.07
Consensus56.49 over 106 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 ▾
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 628.2 1.4% 5 +0.2 pp +0.2 pp +0.1 pp +0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 323.8 3.7% 4 +0.1 pp +0.4 pp +0.4 pp +3.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 86.0 0.6% 4 +0.0 pp +0.1 pp +0.1 pp +0.6 pp
☆Shore Point Advisors, LLC CIK 0001907092 0.622 77 34.6 13.7% 4 -0.7 pp -1.3 pp -1.7 pp +13.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 28.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Nova R Wealth, Inc. CIK 0001729457 0.640 85 16.5 5.3% 4 +1.4 pp +0.9 pp +0.8 pp +5.3 pp
☆MAGNOLIA CAPITAL ADVISORS LLC CIK 0001803662 0.222 295 16.2 3.2% 5 +1.3 pp +1.0 pp +1.2 pp +1.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARQ WEALTH ADVISORS, LLC CIK 0001811827 0.093 209 12.8 2.3% 4 -0.9 pp -1.0 pp -1.0 pp +2.3 pp
☆West Wealth Group, LLC CIK 0001923591 0.670 143 12.3 2.4% 4 +0.9 pp +0.9 pp +0.9 pp +2.4 pp
☆Vident Advisory, LLC CIK 0001744347 0.598 1911 11.5 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Cassia Capital Partners, LLC CIK 0001844897 0.549 69 9.6 4.9% 4 +0.2 pp -0.0 pp -0.2 pp +4.9 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 8.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.1 0.1% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.4 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.2 2.1% 4 +0.2 pp +0.1 pp +0.0 pp +2.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 4.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 4.2 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Kathmere Capital Management, LLC CIK 0001794543 0.522 671 4.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 3.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 3.7 0.9% 4 +0.2 pp +0.2 pp +0.1 pp +0.9 pp
☆Vise Technologies, Inc. CIK 0001812090 0.362 1774 3.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Delos Wealth Advisors, LLC CIK 0001878326 0.268 295 3.3 1.9% 4 -0.1 pp -0.1 pp -0.2 pp +1.9 pp
☆Strategic Financial Services, Inc. CIK 0001432539 0.922 155 3.3 0.2% 4 -0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆3Chopt Investment Partners, LLC CIK 0001978521 0.394 274 3.3 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆INTRUST BANK NA CIK 0001034771 0.638 416 3.1 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Wealth Enhancement Trust Services, Inc. CIK 0002067696 0.385 1529 3.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 2.9 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Centennial Bank/AR/ CIK 0001994744 0.261 341 2.6 0.9% 4 -0.0 pp -0.3 pp -0.2 pp +0.9 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 2.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 2.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CFS Investment Advisory Services, LLC CIK 0001845688 0.547 357 2.2 0.2% 4 +0.0 pp +0.1 pp +0.0 pp +0.2 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 2.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hershey Financial Advisers, LLC CIK 0002034214 0.009 85 2.2 1.9% 1 +1.9 pp +1.4 pp +1.9 pp +1.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 2.2 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AQR CAPITAL MANAGEMENT LLC CIK 0001167557 0.858 3900 1.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Professional Financial Advisors, LLC CIK 0001798221 0.533 146 1.7 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 1.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SILVER OAK SECURITIES, INCORPORATED CIK 0001080576 0.274 830 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Belpointe Asset Management LLC CIK 0001721242 0.443 1121 1.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 1.4 0.0% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J HAGAN CAPITAL, INC. CIK 0002059107 0.565 92 1.4 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 1.4 0.1% 2 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 1.4 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Palumbo Wealth Management LLC CIK 0001846310 0.303 237 1.4 0.3% 2 -0.0 pp +0.3 pp +0.0 pp +0.3 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 1.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empirical Financial Services, LLC d.b.a. Empirical Wealth Management CIK 0001510434 0.821 1046 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TSA Wealth Managment LLC CIK 0001963669 0.394 119 1.1 0.4% 4 -0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 1.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 1.0 0.5% 4 -0.0 pp -0.0 pp -0.1 pp +0.5 pp
☆17 CAPITAL PARTNERS, LLC CIK 0001727407 0.195 172 1.0 0.5% 4 +0.0 pp +0.0 pp +0.1 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.9 0.0% 1 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 0.9 0.3% 4 -0.1 pp -0.1 pp -0.2 pp +0.3 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Zhang Financial LLC CIK 0001776290 0.816 392 0.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 0.7 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 0.7 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆One Wealth Advisors, LLC CIK 0001725297 0.425 326 0.7 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.6 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Brookwood Investment Group LLC CIK 0002066812 0.242 513 0.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Mayflower Financial Advisors, LLC CIK 0001852930 0.171 498 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Patten Group, Inc. CIK 0001633207 0.286 325 0.6 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Asempa Wealth Advisors CIK 0002099967 0.192 115 0.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 0.5 0.1% 4 -0.0 pp -0.1 pp -0.4 pp +0.1 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 0.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Brightwater Advisory LLC CIK 0002034566 0.450 59 0.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cypress Wealth Services, LLC CIK 0001721527 0.375 422 0.4 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 0.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.4 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triumph Capital Management CIK 0001730765 0.195 1861 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors CIK 0001965756 0.619 424 0.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Castleview Partners, LLC CIK 0001737088 0.131 223 0.3 0.2% 4 +0.0 pp +0.0 pp -0.1 pp +0.2 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.3 0.1% 1 +0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THOROUGHBRED FINANCIAL SERVICES, LLC CIK 0001091370 0.436 624 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascent Group, LLC CIK 0001913231 0.508 808 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Burk Holdings LLC CIK 0002079815 0.521 640 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AWM CAPITAL, LLC CIK 0001806820 0.854 122 0.2 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLORIDA FINANCIAL ADVISORS, LLC CIK 0002050972 0.092 362 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 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
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Acropolis Investment Management, LLC CIK 0001318601 0.882 384 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.1 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Federation des caisses Desjardins du Quebec CIK 0002022297 0.840 3021 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 1 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Family Capital Trust Co CIK 0001123320 0.317 83 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FWL INVESTMENT MANAGEMENT, LLC CIK 0001829231 0.222 501 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bare Financial Services, Inc CIK 0002009426 0.748 1784 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Crossmark Global Holdings, Inc. CIK 0001539204 0.649 1261 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ATWOOD & PALMER INC CIK 0001044929 0.598 495 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Fort Point Capital Partners LLC CIK 0001589282 0.542 247 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.0 0.0% 0 +0.0 pp +0.0 pp -0.6 pp +0.0 pp
☆Klaas Financial Asset Advisors, LLC CIK 0001819279 0.898 59 0.0 0.0% 0 -4.3 pp -4.4 pp -4.4 pp +0.0 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Goodman Advisory Group, LLC CIK 0001864123 0.171 69 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GREENLEAF TRUST CIK 0001162170 0.957 867 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Elevation Capital Advisory, LLC CIK 0001871112 0.011 63 0.0 0.0% 0 +0.0 pp -1.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.7 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 +0.0 pp -0.8 pp -1.8 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 0 -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 JMOM). Qtrs Held counts distinct quarters this fund has actually held JMOM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JMOM position size. Δ columns are the percentage-point change in JMOM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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