Signals

← Signals

☆JMST

679 in-universe funds with a nonzero position in JMST within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24579
Score / z-0.215 / -0.28
Consensus196.35 over 361 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 ▾
☆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 235.5 0.0% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 195.5 0.1% 1 +0.1 pp +0.1 pp -0.0 pp -0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 166.7 0.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 157.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 93.9 4.5% 5 -0.1 pp +0.5 pp +0.3 pp +0.3 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 80.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 79.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 70.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 61.2 5.0% 5 -0.4 pp -0.2 pp -0.2 pp -0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 58.5 1.2% 5 +0.8 pp +1.1 pp +1.1 pp +0.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 55.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 49.0 0.0% 6 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 42.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 38.1 0.7% 5 -0.2 pp +0.0 pp -0.2 pp -0.3 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 37.1 2.6% 5 -0.4 pp -0.1 pp -0.2 pp -0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.6 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 36.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 34.5 1.9% 5 -0.0 pp -0.4 pp -0.4 pp -0.5 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 33.8 0.5% 7 -0.7 pp -0.5 pp -0.5 pp -0.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 32.6 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 31.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 30.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 30.7 0.9% 5 -0.0 pp +0.1 pp -0.1 pp -0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 28.4 1.7% 3 -0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 27.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 27.4 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Trust Co CIK 0001632554 0.769 908 27.1 2.4% 5 -0.0 pp +0.0 pp +0.2 pp +0.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 26.7 0.0% 6 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 26.7 0.0% 6 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 26.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 25.9 2.8% 5 -0.3 pp -1.5 pp -1.5 pp -2.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 25.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 25.6 13.0% 5 -1.5 pp -1.3 pp -1.2 pp -1.6 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 25.2 0.3% 5 -0.2 pp -0.2 pp -0.1 pp -0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 25.1 2.7% 5 -0.4 pp +0.1 pp +2.2 pp +2.2 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 24.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 23.8 1.0% 5 +0.2 pp +0.3 pp +1.0 pp +1.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 23.1 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 22.8 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 22.6 0.3% 5 -0.1 pp -0.1 pp -0.0 pp -0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 22.5 0.5% 5 -0.2 pp -0.2 pp +0.1 pp -0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 21.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 20.9 1.9% 5 -0.2 pp -0.3 pp -0.2 pp -0.3 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 20.2 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 19.5 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 18.4 3.5% 5 -0.1 pp -3.7 pp -4.1 pp -4.4 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 18.2 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 17.2 0.3% 5 -0.4 pp +0.2 pp -0.0 pp -0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 16.2 0.6% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 15.8 1.4% 3 +0.5 pp +1.4 pp +1.4 pp +1.4 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 14.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 14.9 0.7% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 14.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 14.6 0.6% 5 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 14.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 14.4 1.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 14.0 4.4% 5 -0.1 pp -0.5 pp -0.4 pp -0.1 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 13.7 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 13.4 2.5% 5 -0.3 pp -0.3 pp -0.3 pp -0.1 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 13.3 4.5% 5 +0.4 pp +0.8 pp +0.9 pp +0.6 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 13.3 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.2 0.1% 6 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 12.5 2.4% 5 -0.4 pp -0.5 pp -0.8 pp -1.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 12.1 2.3% 5 -0.3 pp -0.7 pp -0.9 pp -0.2 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 11.8 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 11.5 2.5% 5 -0.0 pp -0.3 pp -0.4 pp -0.2 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 11.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 11.1 0.3% 5 -0.1 pp -0.2 pp -0.2 pp -0.6 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 10.9 0.8% 5 -0.2 pp -0.5 pp -0.3 pp -0.3 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 10.7 0.4% 5 +0.0 pp +0.0 pp -0.1 pp -0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 10.6 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 10.1 0.8% 5 -0.2 pp -0.2 pp -0.3 pp -0.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 10.0 1.7% 5 +0.0 pp +0.6 pp +0.9 pp +1.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 9.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 9.5 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 9.1 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 8.5 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 8.4 0.2% 5 +0.0 pp -0.0 pp -0.0 pp -0.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 8.4 0.5% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 8.4 2.4% 5 -0.4 pp -0.5 pp -0.1 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 8.2 1.3% 4 -0.2 pp -0.2 pp -0.0 pp +1.3 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.0 1.2% 5 -0.4 pp +0.2 pp +0.5 pp +0.6 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.8 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.6 1.9% 5 -0.2 pp -0.6 pp -0.7 pp -1.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 7.4 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 7.3 0.7% 5 -0.1 pp +0.0 pp +0.1 pp +0.0 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 7.3 4.5% 5 -0.5 pp +2.9 pp -0.7 pp -0.9 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.3 0.7% 5 -0.1 pp -0.0 pp -0.0 pp +0.1 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 7.0 0.7% 5 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 6.7 0.4% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 6.6 0.8% 5 -0.2 pp +0.1 pp +0.7 pp +0.7 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 6.6 2.2% 3 +0.3 pp +0.6 pp +2.2 pp +2.2 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.5 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.5 0.2% 5 -0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 6.5 1.8% 5 -0.1 pp +0.1 pp +0.2 pp +0.1 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 6.4 1.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 6.2 0.6% 5 -0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 6.2 0.4% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 6.1 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 6.1 1.3% 5 +0.2 pp +0.2 pp -0.0 pp -0.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 5.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.9 1.0% 5 -0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 5.9 1.2% 5 -0.2 pp -0.2 pp -0.1 pp -0.1 pp
☆BOKF, NA CIK 0000009634 0.752 1160 5.8 0.1% 5 +0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.8 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.0 pp
☆LPWM LLC CIK 0001801101 0.514 98 5.7 1.3% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 5.7 0.3% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.6 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 5.4 1.7% 5 -0.3 pp -0.3 pp -0.5 pp -0.4 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 5.4 0.6% 3 +0.2 pp +0.5 pp +0.6 pp +0.6 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.371 267 5.3 0.7% 5 +0.4 pp +0.1 pp -0.1 pp +0.5 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 5.1 0.8% 5 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 5.0 1.0% 4 +0.1 pp +0.6 pp +0.7 pp +1.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 5.0 0.1% 5 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 5.0 0.2% 5 +0.0 pp -0.0 pp +0.0 pp -0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 4.9 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.8 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASHTON THOMAS SECURITIES, LLC CIK 0000771572 0.064 377 4.6 0.7% 5 +0.3 pp +0.2 pp +0.3 pp +0.5 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 4.6 1.8% 5 +0.0 pp -0.2 pp -0.1 pp -0.2 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.6 0.9% 5 -0.0 pp -0.0 pp -0.1 pp -0.3 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 4.5 1.0% 5 -0.5 pp -0.5 pp -0.2 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.5 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 4.5 0.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.3 0.2% 5 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.2 0.1% 3 +0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 4.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.1 0.2% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.1 0.1% 5 -0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 4.0 0.6% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
☆Quantinno Capital Management LP CIK 0001759654 0.879 3419 4.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.0 0.2% 2 -0.0 pp +0.2 pp -1.9 pp -2.3 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 3.9 0.3% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 3.8 0.1% 5 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.8 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 3.8 0.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 3.7 0.6% 5 -0.0 pp -0.3 pp -0.2 pp -0.3 pp
☆PERSPECTIVE WEALTH ADVISORS LLC CIK 0002080427 0.192 70 3.7 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 3.5 0.2% 5 +0.1 pp -0.0 pp -0.3 pp -0.2 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 3.5 2.3% 2 -3.4 pp +2.3 pp +2.3 pp +2.3 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.508 149 3.3 0.8% 5 -0.0 pp -0.4 pp -0.5 pp -0.6 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 3.3 1.0% 5 -0.3 pp -0.2 pp -0.2 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 3.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 pp -0.6 pp
☆FORBES J M & CO LLP CIK 0001067532 0.642 159 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 +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 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Spinnaker Investment Group, LLC CIK 0001911067 0.699 179 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Guardian Asset Advisors, LLC CIK 0002021272 0.172 124 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 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
☆First Citizens Financial Corp CIK 0001800597 0.303 139 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.2 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.0 0.0% 0 +0.0 pp -0.8 pp -0.9 pp -1.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.0 0.0% 0 +0.0 pp -0.9 pp -1.0 pp -1.2 pp
☆IFG Advisory, LLC CIK 0001728319 0.000 2358 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.343 1827 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Watch Advisors, INC CIK 0002040515 0.165 123 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AIFG Consultants Ltd. CIK 0001988547 0.214 54 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Pathway Financial Advisors LLC CIK 0001738828 0.805 130 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆RIVER'S EDGE WEALTH MANAGEMENT, LLC CIK 0002109861 0.674 44 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Stone Summit Wealth LLC CIK 0001908192 0.413 144 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆IFC Advisors LLC CIK 0002053348 0.691 179 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆MIDDLETON & CO INC/MA CIK 0000919497 0.569 170 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Annex Advisory Services, LLC CIK 0001542287 0.657 356 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
☆LAVELLE CAPITAL LP CIK 0002136566 0.357 75 0.0 0.0% 0 -2.5 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.1 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.4 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 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
☆Weaver Consulting Group CIK 0001780055 0.312 297 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆Seneca House Advisors CIK 0001731359 0.316 103 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 +0.0 pp +0.0 pp -0.8 pp -0.8 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Paragon Advisors, LLC CIK 0001799719 0.414 77 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 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 JMST). Qtrs Held counts distinct quarters this fund has actually held JMST (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JMST position size. Δ columns are the percentage-point change in JMST's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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