Signals

← Signals

☆JMUB

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

Flow ranking

Rank#1102
Score / z0.059 / 0.06
Consensus138.20 over 244 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆LPL Financial LLC CIK 0001403438 0.957 5996 150.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 135.3 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 118.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 94.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 87.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 77.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 66.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 66.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 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 54.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 52.7 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 52.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 45.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 44.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 41.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 39.8 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 35.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 34.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 34.5 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 34.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 33.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 33.4 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 30.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 28.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 28.4 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 27.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 24.6 4.1% 1 +4.1 pp +4.1 pp +4.1 pp +4.1 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 20.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 20.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 20.3 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 20.2 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 18.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 18.6 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 18.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 17.5 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 17.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 16.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 16.2 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 15.5 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 15.3 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 15.2 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 15.0 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 14.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 14.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.5 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 14.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 14.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 13.6 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 13.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 12.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 12.4 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 11.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 11.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 10.0 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 9.8 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 9.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 9.3 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 9.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 7.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 7.3 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 7.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Martin Worley Group CIK 0002049542 0.360 91 7.2 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 7.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 6.9 4.8% 1 +4.8 pp +4.8 pp +4.8 pp +4.8 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 6.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 6.5 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 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 6.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Apexium Financial, LP CIK 0001765285 0.880 288 6.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 6.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 6.1 0.5% 3 +0.4 pp +0.4 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 6.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.0 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 5.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OLYMPUS WEALTH MANAGEMENT, LLC CIK 0001995674 0.835 21 5.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 5.8 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 5.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 5.6 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 5.3 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 5.2 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 5.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 5.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 5.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 5.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 4.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 4.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 4.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 4.7 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 4.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 4.6 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 4.5 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 4.5 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 4.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 4.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 3.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 3.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 3.8 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 3.7 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆VestGen Advisors, LLC CIK 0002050130 0.463 1075 3.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 3.4 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 3.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 3.3 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 3.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 3.3 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.2 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 3.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 3.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 3.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGE GENERATIONS WEALTH MANAGEMENT LLC CIK 0002056071 0.712 34 3.0 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 3.0 2.1% 1 +2.1 pp +2.1 pp +2.1 pp +2.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 3.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WealthCare Investment Partners, LLC CIK 0001908462 0.318 206 2.9 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.9 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 2.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 2.7 1.1% 3 -0.4 pp -0.3 pp +1.1 pp +1.1 pp
☆Galvin, Gaustad & Stein, LLC CIK 0001840945 0.403 261 2.7 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 2.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 2.6 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Hennion & Walsh Asset Management, Inc. CIK 1861642 0.369 955 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 2.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 2.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 2.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 2.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 2.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clark Capital Management Group, Inc. CIK 0001352187 0.731 542 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 2.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆McAdam, LLC CIK 0001695490 0.802 516 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthspire Retirement, LLC CIK 0002040084 0.698 321 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 2.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 2.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Higgins & Schmidt Wealth Strategies LLC CIK 0001941260 0.739 65 1.9 1.1% 3 +0.3 pp +0.7 pp +1.1 pp +1.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 1.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 1.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆49 WEALTH MANAGEMENT, LLC CIK 0002022291 0.000 189 1.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.079 1191 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 0.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆AMERIFLEX GROUP, INC. CIK 0002057637 0.138 1574 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆1620 INVESTMENT ADVISORS, INC. CIK 0001907281 0.125 677 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 0.1 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cape Investment Advisory, Inc. CIK 0001944437 0.224 1449 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CARY STREET PARTNERS INVESTMENT ADVISORY LLC CIK 0001766904 0.145 758 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.1 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ST GERMAIN D J CO INC CIK 0000831571 0.623 914 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fourth Dimension Wealth, LLC CIK 0002056691 0.166 679 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wealth Preservation Advisors, LLC CIK 0001968434 0.278 88 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 0.0 0.0% 0 -0.2 pp -0.2 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 JMUB). Qtrs Held counts distinct quarters this fund has actually held JMUB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JMUB position size. Δ columns are the percentage-point change in JMUB'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