Signals

← Signals

☆JMST

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

Flow ranking

Rank#531
Score / z0.316 / 0.39
Consensus172.37 over 331 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 ▾
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 183.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 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 169.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 159.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 75.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 72.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 65.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 55.5 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 51.7 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 51.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 47.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 46.0 1.2% 3 -0.2 pp +0.1 pp +1.2 pp +1.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 45.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 45.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 41.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 41.2 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 39.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 36.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 35.4 7.8% 1 +7.8 pp +7.8 pp +7.8 pp +7.8 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 34.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 32.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 31.6 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 31.2 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 30.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 27.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 27.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 26.7 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 25.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 25.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 23.3 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 23.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 23.2 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 22.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 21.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 21.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 20.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 20.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 20.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 20.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 20.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Trust Co CIK 0001632554 0.769 908 18.1 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 16.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 16.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 15.2 14.6% 1 +14.6 pp +14.6 pp +14.6 pp +14.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 13.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 13.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 13.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 12.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 12.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 12.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 11.8 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 11.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 11.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 11.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 11.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 11.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 11.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 10.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 10.8 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 10.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 9.9 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 9.7 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 9.3 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 9.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 9.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 8.8 0.8% 3 +0.0 pp +0.3 pp +0.8 pp +0.8 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 8.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 7.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 7.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 7.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.2 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 7.1 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 7.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 6.8 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 6.7 5.3% 1 +5.3 pp +5.3 pp +5.3 pp +5.3 pp
☆Cooper Financial Group CIK 0001751581 0.393 448 6.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Private Trust Co. CIK 0001352547 0.732 262 6.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 6.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 6.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 6.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 5.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 5.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 5.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆IMZ Advisory Inc CIK 0002017735 0.828 38 5.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 5.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 5.3 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 5.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 5.2 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 5.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 5.1 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆BOKF, NA CIK 0000009634 0.752 1160 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 5.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 5.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 4.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 4.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 4.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 4.2 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 4.2 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆LPWM LLC CIK 0001801101 0.514 98 4.1 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 4.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 4.1 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 4.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 4.1 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 3.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 3.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 3.7 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 3.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 3.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Three Bridge Wealth Advisors, LLC CIK 0001950962 0.667 87 3.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 3.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 3.4 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Stonebridge Financial Group, LLC CIK 0002009367 0.338 275 3.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 3.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 3.2 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 3.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 3.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sunburst Financial Group, LLC CIK 0001800158 0.764 132 3.1 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 3.0 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆HIGHLINE WEALTH PARTNERS LLC CIK 0002042654 0.265 1409 3.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Rossmore Private Capital CIK 0001733082 0.520 340 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Clarity Asset Management, Inc. CIK 0001756759 0.213 66 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 2.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Sandbox Financial Partners, LLC CIK 0001844892 0.505 117 2.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Venturi Wealth Management, LLC CIK 0001666363 0.332 632 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 2.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CASTLEKEEP INVESTMENT ADVISORS LLC CIK 0001404780 0.399 76 2.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 2.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 2.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CCG WEALTH MANAGEMENT, LLC CIK 0001771169 0.509 149 2.6 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 2.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 2.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 2.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 2.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 2.5 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 2.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 2.4 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.585 478 2.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 2.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ENCOMPASS WEALTH ADVISORS, LLC CIK 0001849614 0.646 109 2.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 2.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.373 173 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆BFSG, LLC CIK 0001706836 0.376 765 2.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆Ariadne Wealth Management, LP CIK 0002034793 0.109 254 2.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 2.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆New Capital Management LP CIK 0001696731 0.833 60 2.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
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☆&PARTNERS CIK 0000107136 0.806 2509 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆IHT Wealth Management, LLC CIK 0001697490 0.413 1236 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 1.8 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
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☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 1.8 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 1.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Alpha Omega Wealth Management LLC CIK 0001665633 0.363 208 1.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 1.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 1.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Baker Ellis Asset Management LLC CIK 0001365559 0.470 265 1.5 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆United Advisor Group, LLC CIK 0002004873 0.269 527 1.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 1.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆JNBA Financial Advisors CIK 0001569118 0.792 830 1.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆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 0.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆COMERICA BANK CIK 0000901541 0.812 3711 0.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆VISTA INVESTMENT MANAGEMENT CIK 0001740140 0.280 174 0.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
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☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Commonwealth Financial Services, LLC CIK 0001536755 0.093 317 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Impact Capital Partners LLC CIK 0002054916 0.218 283 0.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Dakota Wealth Management CIK 0001631353 0.544 771 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greykasell Wealth Strategies, Inc. CIK 0002041220 0.272 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 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
☆Signature Resources Capital Management, LLC CIK 0001940917 0.639 703 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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Evergreen Private Wealth LLC CIK 0002010098 0.277 89 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 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
☆Comprehensive Financial Planning, Inc./PA CIK 0002044855 0.134 427 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.670 542 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
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.675 2444 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +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
☆MEMBERS WEALTH LLC CIK 0002059574 0.408 120 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mattson Financial Services, LLC CIK 0002034595 0.217 235 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 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 (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