Signals

← Signals

☆JMST

573 in-universe funds with a nonzero position in JMST within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22576
Score / z-0.240 / -0.35
Consensus186.54 over 348 funds
Momentumno 12m return

Price & positioning

225 cached closes, trailing year
Drawdownno history
Short interest+492% / 1.0d

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 201.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 154.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 110.9 0.7% 3 +0.1 pp +0.5 pp +0.7 pp +0.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 75.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 73.1 4.0% 3 -0.2 pp -0.2 pp +4.0 pp +4.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 70.4 0.0% 3 -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 68.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 64.7 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 60.3 1.0% 5 +0.1 pp -0.2 pp -0.4 pp -0.1 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 59.7 5.3% 3 +0.0 pp +0.2 pp +5.3 pp +5.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 56.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 53.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 51.9 1.2% 3 -0.1 pp -0.3 pp +1.2 pp +1.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 45.5 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 45.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 38.4 7.1% 3 -0.4 pp -0.7 pp +7.1 pp +7.1 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 36.1 2.8% 3 -0.1 pp +0.1 pp +2.8 pp +2.8 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 35.2 2.3% 3 -0.0 pp -0.1 pp +2.3 pp +2.3 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 33.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 31.5 0.5% 3 +0.0 pp +0.1 pp +0.5 pp +0.5 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 31.3 4.3% 3 -0.0 pp -0.6 pp +4.3 pp +4.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 30.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 30.1 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 29.8 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 27.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 26.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 26.6 14.3% 3 +0.1 pp -0.3 pp +14.3 pp +14.3 pp
☆Trust Co CIK 0001632554 0.769 908 25.7 2.4% 3 +0.1 pp +0.4 pp +2.4 pp +2.4 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 25.2 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 25.1 0.7% 3 +0.3 pp +0.1 pp +0.7 pp +0.7 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 23.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 23.6 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 22.5 0.8% 3 -0.2 pp -0.3 pp +0.8 pp +0.8 pp
☆Global Strategic Investment Solutions, LLC CIK 0001760076 0.752 150 22.0 2.2% 3 +0.1 pp -0.0 pp +2.2 pp +2.2 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 21.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 20.7 0.1% 3 -0.2 pp -0.2 pp +0.1 pp +0.1 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 20.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 19.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 18.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 17.5 2.6% 3 +2.1 pp +2.1 pp +2.6 pp +2.6 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 17.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 16.8 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 16.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 15.1 1.3% 3 +0.1 pp +0.1 pp +1.3 pp +1.3 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 14.9 2.9% 3 -0.2 pp +0.4 pp +2.9 pp +2.9 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 14.6 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 14.4 0.6% 3 +0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 13.6 4.9% 3 +0.1 pp +0.4 pp +4.9 pp +4.9 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 13.5 2.8% 3 +0.0 pp +0.2 pp +2.8 pp +2.8 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 13.4 1.5% 3 -0.0 pp -0.1 pp +1.5 pp +1.5 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.9 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 12.6 0.5% 3 -0.0 pp -0.4 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 12.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 12.1 2.9% 3 -0.4 pp -0.5 pp +2.9 pp +2.9 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 11.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.7 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 11.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 11.4 0.6% 3 -0.0 pp +0.0 pp +0.6 pp +0.6 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 11.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 10.8 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 10.6 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 10.6 2.8% 3 -0.2 pp +0.1 pp +2.8 pp +2.8 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 10.5 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 10.3 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 10.3 0.4% 3 -0.1 pp -0.0 pp +0.4 pp +0.4 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 9.8 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 9.5 3.7% 3 +0.0 pp -0.2 pp +3.7 pp +3.7 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 9.2 2.9% 3 +0.4 pp +0.5 pp +2.9 pp +2.9 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 8.9 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 8.6 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 8.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 8.3 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 8.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 8.2 1.5% 3 +0.2 pp +0.1 pp +1.5 pp +1.5 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 7.9 0.7% 5 -0.1 pp -0.1 pp -0.1 pp +0.2 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.9 2.5% 3 -0.2 pp -0.4 pp +2.5 pp +2.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 7.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 7.7 0.7% 3 +0.1 pp +0.0 pp +0.7 pp +0.7 pp
☆Insight Advisors, LLC/ PA CIK 0001844880 0.631 241 7.5 1.1% 3 +0.1 pp +0.0 pp +1.1 pp +1.1 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 7.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 7.0 0.7% 3 +0.2 pp +0.2 pp +0.7 pp +0.7 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.9 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 6.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 6.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.7 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 6.6 0.6% 3 +0.1 pp +0.3 pp +0.6 pp +0.6 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.6 0.7% 3 +0.0 pp +0.2 pp +0.7 pp +0.7 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 6.3 1.8% 3 +0.0 pp -0.1 pp +1.8 pp +1.8 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 6.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 6.1 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 6.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MY Wealth Management Inc. CIK 0001827845 0.000 46 6.1 5.3% 3 -5.9 pp -9.3 pp +5.3 pp +5.3 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 5.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 5.9 0.4% 3 +0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 5.8 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 5.8 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 5.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 5.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 5.6 2.0% 3 -0.2 pp -0.1 pp +2.0 pp +2.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 5.5 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.388 267 5.3 1.7% 3 +0.1 pp +0.0 pp +1.7 pp +1.7 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 5.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.599 101 5.2 1.1% 3 +0.0 pp +0.2 pp +1.1 pp +1.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 5.2 0.7% 3 +0.6 pp +0.6 pp +0.7 pp +0.7 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 5.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 5.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 5.1 1.1% 3 +0.3 pp +0.4 pp +1.1 pp +1.1 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 5.0 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 5.0 0.2% 3 +0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.9 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 4.9 1.6% 3 +0.3 pp +0.6 pp +1.6 pp +1.6 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 4.9 0.1% 3 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.8 0.3% 3 -0.0 pp +0.1 pp +0.3 pp +0.3 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 4.8 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 4.8 0.8% 3 -0.1 pp -0.1 pp +0.8 pp +0.8 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 4.8 0.7% 3 -0.1 pp -0.1 pp +0.7 pp +0.7 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.7 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.7 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆LPWM LLC CIK 0001801101 0.514 98 4.7 1.2% 3 -0.0 pp -0.0 pp +1.2 pp +1.2 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 4.6 0.9% 3 -0.0 pp +0.1 pp +0.9 pp +0.9 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 4.6 2.0% 3 +0.1 pp -0.0 pp +2.0 pp +2.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 4.6 1.1% 3 -0.2 pp -0.3 pp +1.1 pp +1.1 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 4.5 0.7% 3 +0.0 pp +0.1 pp +0.7 pp +0.7 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.5 1.0% 3 -0.0 pp -0.2 pp +1.0 pp +1.0 pp
☆IMZ Advisory Inc CIK 0002017735 0.828 38 4.3 1.6% 3 -0.0 pp -0.7 pp +1.6 pp +1.6 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 4.3 1.0% 3 +0.2 pp +0.4 pp +1.0 pp +1.0 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 4.2 1.8% 2 -2.0 pp +1.8 pp +1.8 pp +1.8 pp
☆Goelzer Investment Management, Inc. CIK 0001550057 0.758 314 4.2 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 4.2 1.8% 3 -0.3 pp -0.8 pp +1.8 pp +1.8 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.1 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 4.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 4.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 4.0 0.7% 3 -0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Ironwood Investment Counsel, LLC CIK 0001330463 0.372 267 4.0 0.6% 3 -0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 3.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.8 2.6% 3 -0.2 pp +0.2 pp +2.6 pp +2.6 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 3.8 0.5% 3 +0.3 pp +0.4 pp +0.5 pp +0.5 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 3.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆KM Capital Management Ltd. CIK 0001963514 0.174 48 3.8 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.8 1.0% 3 -0.1 pp -0.2 pp +1.0 pp +1.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 3.7 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆Laurel Wealth Planning LLC CIK 0001842010 0.338 67 2.8 1.5% 3 +0.1 pp +0.1 pp +1.5 pp +1.5 pp
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☆Cooper Financial Group CIK 0001751581 0.393 448 2.7 0.3% 3 -0.6 pp -0.5 pp +0.3 pp +0.3 pp
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☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
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☆HARBOUR INVESTMENT MANAGEMENT LLC CIK 0001275880 0.333 108 1.6 0.8% 3 +0.2 pp +0.1 pp +0.8 pp +0.8 pp
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☆EPG Wealth Management LLC CIK 0001803058 0.273 318 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Park Place Capital Corp CIK 0001965810 0.369 1092 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Wealth Partners CIK 0002107657 0.535 571 0.1 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Network Wealth Advisors LLC CIK 0002012031 0.114 858 0.1 0.1% 3 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Perspectives, Inc CIK 0002003287 0.412 728 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Atlantic Union Bankshares Corp (AUB, AUB-PA) CIK 0000883948 0.700 1699 0.0 0.0% 3 -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% 3 -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% 3 -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% 3 -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% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 3 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MassMutual Private Wealth & Trust, FSB CIK 0001103653 0.674 2444 0.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -2.1 pp -2.5 pp +0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆WNY Asset Management, LLC CIK 0001803296 0.575 260 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -0.4 pp +0.0 pp +0.0 pp
☆Integrated Investment Consultants, LLC CIK 0001665337 0.427 269 0.0 0.0% 0 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Legacy CG, LLC CIK 0001904825 0.297 45 0.0 0.0% 0 +0.0 pp -0.4 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
☆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
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockport Wealth LLC CIK 0002022866 0.430 110 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.0 0.0% 0 -0.0 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 -0.1 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
☆MJP ASSOCIATES INC /ADV CIK 0000715113 0.706 232 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆BSW Wealth Partners CIK 0001512601 0.641 331 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Alpha Cubed Investments, LLC CIK 0001580830 0.757 298 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 -0.3 pp -0.3 pp +0.0 pp +0.0 pp
☆Smith Anglin Financial, LLC CIK 0001553540 0.279 209 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Strive Asset Management, LLC CIK 0001954109 0.000 0 0.0 0.0% 0 -0.8 pp -0.7 pp +0.0 pp +0.0 pp
☆Slow Capital, Inc. CIK 0001716984 0.459 111 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Briaud Financial Planning Inc CIK 0001800586 0.831 42 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 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
☆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
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Platform Technology Partners CIK 0001830817 0.314 393 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Tyler-Stone Wealth Management CIK 0001912584 0.409 330 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 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 -0.2 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
☆Tanglewood Legacy Advisors, LLC CIK 0001965616 0.666 280 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp +0.0 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
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆AMARA FINANCIAL, LLC. CIK 0001934965 0.735 48 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -1.7 pp +0.0 pp +0.0 pp
☆Ocean Park Asset Management, LLC CIK 0001538052 0.493 81 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WMG Financial Advisors, LLC CIK 0001906711 0.626 105 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆REAP Financial Group, LLC CIK 0002048581 0.669 542 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sterling Financial Group, Inc. CIK 0001991301 0.608 73 0.0 0.0% 0 -0.9 pp -1.1 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 +0.0 pp -0.1 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
☆Principia Wealth Advisory, LLC CIK 0002041436 0.234 1064 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Requisite Capital Management, LLC CIK 0001730573 0.840 125 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆U S GLOBAL INVESTORS INC (GROW) CIK 0000754811 0.508 127 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NWAM LLC CIK 0001655006 0.392 684 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.8 pp -0.8 pp +0.0 pp +0.0 pp
☆Chokshi & Queen Wealth Advisors, Inc CIK 0002057199 0.703 60 0.0 0.0% 0 -0.2 pp -0.2 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
☆Fortitude Family Office, LLC CIK 0001950506 0.539 2269 0.0 0.0% 0 +0.0 pp -0.1 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
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp -0.9 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 0.0 0.0% 0 -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% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Benchmark Wealth Management, LLC CIK 0001788241 0.635 70 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.1 pp -0.1 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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