Signals

← Signals

☆JMST

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

Flow ranking

Rank#677
Score / z0.233 / 0.19
Consensus196.83 over 365 funds
Momentumno 12m return

Price & positioning

227 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 213.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 157.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 130.1 0.8% 4 +0.1 pp +0.2 pp +0.6 pp +0.8 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 87.6 4.6% 4 +0.6 pp +0.4 pp +0.4 pp +4.6 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 79.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 76.0 1.2% 6 +0.2 pp +0.3 pp +0.0 pp -0.2 pp
☆FMR LLC CIK 0000315066 0.989 5571 70.5 0.0% 4 +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 64.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 60.9 5.4% 4 +0.2 pp +0.2 pp +0.3 pp +5.4 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 52.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 48.1 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 45.3 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 45.1 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CWM, LLC CIK 0001535847 0.788 5645 39.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 39.2 0.9% 4 +0.3 pp +0.1 pp -0.0 pp +0.9 pp
☆WEATHERLY ASSET MANAGEMENT L. P. CIK 0000934745 0.699 188 37.0 3.0% 4 +0.2 pp +0.1 pp +0.3 pp +3.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 36.7 0.1% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆FLPUTNAM INVESTMENT MANAGEMENT CO CIK 0001140334 0.732 655 33.1 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 32.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 32.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 31.9 1.9% 4 -0.4 pp -0.4 pp -0.5 pp +1.9 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.3 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆Sage Mountain Advisors LLC CIK 0001832274 0.872 304 27.9 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆CWA Asset Management Group, LLC CIK 0001667134 0.455 693 27.6 0.9% 4 +0.1 pp -0.0 pp -0.2 pp +0.9 pp
☆KEYBANK NATIONAL ASSOCIATION/OH CIK 0001089877 0.907 1310 27.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 27.1 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 26.8 0.8% 4 +0.0 pp +0.3 pp +0.2 pp +0.8 pp
☆Global Wealth Management, LLC CIK 0002039738 0.724 47 26.6 14.5% 4 +0.2 pp +0.3 pp -0.1 pp +14.5 pp
☆Trust Co CIK 0001632554 0.769 908 26.5 2.5% 4 +0.1 pp +0.2 pp +0.4 pp +2.5 pp
☆CLIFTONLARSONALLEN WEALTH ADVISORS, LLC CIK 0000944361 0.938 253 26.1 0.4% 4 +0.0 pp +0.1 pp +0.0 pp +0.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 25.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 24.3 3.1% 4 -1.2 pp -1.2 pp -1.8 pp +3.1 pp
☆TFO Wealth Partners, LLC CIK 0001698750 0.866 65 23.3 3.2% 4 +0.6 pp +2.6 pp +2.6 pp +3.2 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 23.3 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 21.5 2.1% 4 -0.0 pp +0.0 pp -0.1 pp +2.1 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 21.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 20.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 20.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 19.5 0.6% 4 +0.5 pp +0.3 pp +0.3 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 19.5 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 18.8 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 18.4 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Capital Asset Advisory Services LLC CIK 0001666024 0.779 374 17.8 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 17.2 0.4% 4 +0.3 pp +0.3 pp -0.4 pp +0.4 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 16.8 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 16.7 0.8% 4 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 16.1 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 14.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 14.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Boothe Investment Group, Inc. CIK 0001749798 0.579 38 14.1 4.6% 4 -0.3 pp -0.3 pp +0.1 pp +4.6 pp
☆Gradient Investments LLC CIK 0001542265 0.563 448 13.9 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 13.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oak Harvest Investment Services CIK 0001839430 0.239 160 13.8 1.4% 4 -0.0 pp -0.0 pp -0.1 pp +1.4 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 13.7 2.8% 4 +0.0 pp +0.0 pp +0.2 pp +2.8 pp
☆Auxano Advisors, LLC CIK 0001811491 0.545 207 12.9 2.6% 4 -0.4 pp -0.6 pp +0.1 pp +2.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 12.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 12.7 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 12.6 0.2% 4 +0.0 pp +0.0 pp -0.0 pp +0.2 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 12.6 0.4% 4 -0.1 pp -0.1 pp -0.5 pp +0.4 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 12.4 1.0% 4 -0.2 pp -0.1 pp -0.1 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 12.1 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆MBM WEALTH CONSULTANTS, LLC CIK 0001762068 0.606 123 12.1 2.8% 4 -0.1 pp -0.5 pp -0.6 pp +2.8 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 11.7 0.5% 4 +0.1 pp +0.1 pp +0.1 pp +0.5 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 11.4 0.7% 4 +0.0 pp -0.0 pp +0.0 pp +0.7 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 11.2 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 11.1 3.5% 4 -3.6 pp -4.0 pp -4.3 pp +3.5 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 11.1 2.5% 4 -0.3 pp -0.4 pp -0.2 pp +2.5 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 10.6 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Phoenix Wealth Advisors CIK 0001842362 0.405 129 10.4 4.1% 4 +0.5 pp +0.5 pp +0.2 pp +4.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 10.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 9.8 3.9% 3 +2.1 pp +0.1 pp +3.9 pp +3.9 pp
☆REGIONS FINANCIAL CORP (RF, RF-PC, RF-PE, RF-PF) CIK 0001281761 0.852 856 9.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆CITIZENS FINANCIAL GROUP INC/RI (CFG, CFG-PE, CFG-PH, CFG-PI) CIK 0000759944 0.791 1047 9.0 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 8.9 0.9% 2 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 8.9 2.8% 4 -0.1 pp +0.4 pp +0.4 pp +2.8 pp
☆DAVIDSON INVESTMENT ADVISORS CIK 0001140771 0.598 123 8.6 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆McNamara Financial Services, Inc. CIK 0001622431 0.850 104 8.4 1.6% 4 +0.0 pp +0.2 pp +0.2 pp +1.6 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 8.4 1.7% 4 +0.6 pp +0.9 pp +1.0 pp +1.7 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 8.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 8.3 1.5% 3 +0.0 pp +0.2 pp +1.5 pp +1.5 pp
☆IF Advisors, LLC CIK 0002109472 0.403 60 8.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Vertex Planning Partners, LLC CIK 0001942341 0.551 158 8.0 1.5% 4 +0.6 pp +0.8 pp +0.9 pp +1.5 pp
☆Stratos Wealth Partners, LTD. CIK 0001612865 0.643 1690 7.6 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 7.5 0.7% 4 +0.1 pp +0.2 pp +0.4 pp +0.7 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 7.5 2.1% 4 -0.4 pp -0.6 pp -0.8 pp +2.1 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 7.4 0.8% 4 +0.1 pp +0.1 pp +0.3 pp +0.8 pp
☆Quotient Wealth Partners, LLC CIK 0002004904 0.915 409 7.3 0.2% 4 -0.0 pp -0.0 pp -0.1 pp +0.2 pp
☆Southeast Asset Advisors, LLC CIK 0001390003 0.703 225 7.3 0.8% 4 +0.1 pp +0.2 pp +0.1 pp +0.8 pp
☆Apex Wealth Management, LLC CIK 0002056695 0.373 63 7.2 5.0% 4 +3.4 pp -0.2 pp -0.4 pp +5.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 7.2 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 7.1 1.0% 4 +0.2 pp +0.9 pp +0.9 pp +1.0 pp
☆Sierra Capital LLC CIK 0001787274 0.509 228 7.0 0.8% 4 +0.0 pp +0.2 pp +0.2 pp +0.8 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 6.7 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 6.7 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Prosperity Consulting Group, LLC CIK 0001910398 0.626 629 6.5 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆WEBSTERROGERS FINANCIAL ADVISORS, LLC CIK 0001841757 0.568 103 6.4 1.8% 4 -0.0 pp -0.0 pp -0.1 pp +1.8 pp
☆APPLETON PARTNERS INC/MA CIK 0001055290 0.536 275 6.4 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆YHB Investment Advisors, Inc. CIK 0001469219 0.510 314 6.3 0.5% 4 +0.0 pp +0.1 pp +0.1 pp +0.5 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 6.2 0.2% 4 -0.1 pp -0.0 pp -0.0 pp +0.2 pp
☆Klingman & Associates, LLC CIK 0001662449 0.829 350 6.2 0.3% 4 +0.2 pp +0.2 pp +0.2 pp +0.3 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 6.1 1.4% 4 +0.1 pp +0.1 pp +0.1 pp +1.4 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 6.0 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆StrongBox Wealth, LLC CIK 0001812155 0.387 267 6.0 1.9% 4 +0.2 pp +0.3 pp +0.2 pp +1.9 pp
☆ALBION FINANCIAL GROUP /UT CIK 0001054677 0.646 652 6.0 0.4% 4 +0.0 pp +0.0 pp +0.0 pp +0.4 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Able Wealth Management LLC CIK 0002011908 0.307 182 5.8 1.5% 4 -0.0 pp +0.3 pp +0.6 pp +1.5 pp
☆Graves Light Lenhart Wealth, Inc. CIK 0001759803 0.689 203 5.8 0.6% 4 +0.1 pp +0.1 pp +0.2 pp +0.6 pp
☆PDS Planning, Inc CIK 0000838618 0.712 609 5.7 0.4% 4 +0.0 pp +0.0 pp -0.0 pp +0.4 pp
☆Forza Wealth Management, LLC CIK 0001963030 0.261 194 5.6 1.9% 4 -0.1 pp -0.2 pp -0.2 pp +1.9 pp
☆Independent Advisor Alliance CIK 0001696899 0.044 1054 5.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MANNING & NAPIER ADVISORS LLC CIK 0000062039 0.541 865 5.5 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆ERn Financial, LLC CIK 0001768302 0.529 161 5.4 1.0% 4 +0.1 pp +0.1 pp +0.2 pp +1.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 5.2 0.1% 4 -0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆J.Safra Asset Management Corp CIK 0001535293 0.824 633 5.0 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 4.9 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 4.9 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 4.9 0.3% 4 -0.0 pp -0.0 pp +0.1 pp +0.3 pp
☆Richard P Slaughter Associates Inc CIK 0001811783 0.598 101 4.8 1.0% 4 -0.0 pp -0.0 pp +0.2 pp +1.0 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 4.7 0.8% 4 +0.1 pp +0.1 pp +0.1 pp +0.8 pp
☆Mainsail Financial Group, LLC CIK 0001961290 0.465 72 4.7 2.0% 2 +0.4 pp +2.0 pp +2.0 pp +2.0 pp
☆RPg Family Wealth Advisory, LLC CIK 0001569884 0.262 139 4.6 1.0% 4 -0.0 pp -0.0 pp -0.3 pp +1.0 pp
☆Stewardship Advisors, LLC CIK 0001733219 0.409 175 4.6 1.1% 4 +0.0 pp -0.2 pp -0.3 pp +1.1 pp
☆Jupiter Wealth Management LLC CIK 0001774207 0.491 93 4.6 1.8% 4 -0.2 pp -0.1 pp -0.2 pp +1.8 pp
☆LPWM LLC CIK 0001801101 0.514 98 4.6 1.2% 4 -0.0 pp -0.0 pp -0.1 pp +1.2 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 4.5 0.7% 4 +0.0 pp -0.1 pp -0.1 pp +0.7 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 4.4 0.1% 4 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆ZWJ INVESTMENT COUNSEL INC CIK 0000842782 0.650 290 4.2 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 4.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 4.2 0.1% 4 -0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC CIK 0001056549 0.697 205 4.1 0.2% 4 +0.0 pp +0.0 pp +0.0 pp +0.2 pp
☆Perennial Advisors, LLC CIK 0001697360 0.391 136 4.1 0.7% 4 +0.0 pp +0.0 pp +0.0 pp +0.7 pp
☆BRANDYWINE OAK PRIVATE WEALTH LLC CIK 0001764694 0.823 245 4.1 0.3% 4 -0.0 pp -0.0 pp -0.1 pp +0.3 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 4.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAVELLE CAPITAL LP CIK 0002136566 0.357 75 4.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆IMZ Advisory Inc CIK 0002017735 0.828 38 4.0 1.5% 4 -0.1 pp -0.1 pp -0.7 pp +1.5 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 3.9 1.6% 4 -0.2 pp -0.5 pp -1.0 pp +1.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 3.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 3.9 0.9% 3 +0.5 pp +0.6 pp +0.9 pp +0.9 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 3.8 1.0% 4 -0.0 pp -0.1 pp -0.2 pp +1.0 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 3.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BEACON INVESTMENT ADVISORY SERVICES, INC. CIK 0001654599 0.590 811 3.7 0.2% 4 -0.0 pp -0.0 pp -0.2 pp +0.2 pp
☆Canvas Wealth Advisors, LLC CIK 0001858782 0.491 251 3.6 0.6% 4 +0.4 pp +0.5 pp +0.5 pp +0.6 pp
☆NCM Capital Management, LLC CIK 0001907054 0.309 194 3.6 1.3% 4 +0.0 pp +0.0 pp +0.3 pp +1.3 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 3.6 0.4% 4 +0.0 pp -0.0 pp -0.0 pp +0.4 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 3.5 0.3% 1 +0.3 pp -1.8 pp -2.2 pp +0.3 pp
☆ROBINSON SMITH WEALTH ADVISORS LLC CIK 0002008554 0.423 98 3.5 2.4% 4 -0.2 pp -0.4 pp -0.0 pp +2.4 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 3.4 0.6% 4 -0.2 pp -0.2 pp -0.3 pp +0.6 pp
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☆Aletheian Wealth Advisors LLC CIK 0001922281 0.525 109 0.0 0.0% 0 +0.0 pp -0.3 pp -0.3 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 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
☆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
☆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
☆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
☆SoundView Advisors Inc. CIK 0002054083 0.846 32 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp +0.0 pp -1.7 pp +0.0 pp
☆Priebe Wealth Holdings LLC CIK 0002009646 0.140 53 0.0 0.0% 0 +0.0 pp +0.0 pp -0.9 pp +0.0 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 -0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆DMKC Advisory Services, LLC CIK 0001901337 0.052 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp +0.0 pp
☆Hubbell Strickland Wealth Management, LLC CIK 0001791555 0.733 87 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 -0.5 pp -0.5 pp -0.6 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
☆Ergawealth Advisors, Inc. CIK 0001973209 0.817 54 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 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 (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