Signals

← Signals

☆JMUB

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

Flow ranking

Rank#861
Score / z0.108 / 0.14
Consensus200.77 over 360 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interest-36% / 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 686.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 279.4 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Meeder Advisory Services, Inc. CIK 0001792167 0.645 742 162.5 7.0% 3 +0.1 pp -0.0 pp +7.0 pp +7.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 145.1 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 139.1 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 137.6 0.2% 4 -0.0 pp +0.0 pp +0.1 pp +0.2 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 111.4 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 98.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 80.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 63.2 1.8% 3 +0.1 pp +0.8 pp +1.8 pp +1.8 pp
☆1900 WEALTH MANAGEMENT LLC CIK 0001791996 0.748 312 63.0 4.0% 3 +0.0 pp +1.0 pp +4.0 pp +4.0 pp
☆Forvis Mazars Wealth Advisors, LLC CIK 0001352864 0.936 433 62.1 1.2% 3 -0.0 pp +0.0 pp +1.2 pp +1.2 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 61.3 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 45.3 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 40.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 40.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BAILARD, INC. CIK 0000750641 0.578 763 40.1 0.9% 3 +0.1 pp -0.7 pp +0.9 pp +0.9 pp
☆G2 CAPITAL MANAGEMENT, LLC / OH CIK 0001910858 0.862 70 39.5 9.5% 3 -0.1 pp -0.2 pp +9.5 pp +9.5 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 38.2 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 37.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 37.7 0.3% 4 +0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 37.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 36.2 0.7% 3 +0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆COLLECTIVE FAMILY OFFICE LLC CIK 0001845066 0.460 161 35.9 8.2% 3 +0.7 pp +0.9 pp +8.2 pp +8.2 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 35.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Asio Capital, LLC CIK 0001803291 0.492 109 32.5 4.6% 3 -0.1 pp +0.5 pp +4.6 pp +4.6 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 32.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 31.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 31.2 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 29.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 28.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tortoise Investment Management, LLC CIK 0001599511 0.615 252 26.8 2.4% 3 +0.2 pp +1.0 pp +2.4 pp +2.4 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 23.7 3.9% 3 +3.7 pp -0.0 pp +3.9 pp +3.9 pp
☆Lebenthal Global Advisors, LLC CIK 0001845766 0.354 204 23.5 3.6% 2 -0.5 pp +3.6 pp +3.6 pp +3.6 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 23.1 4.7% 3 +0.1 pp +1.1 pp +4.7 pp +4.7 pp
☆Bridgewater Advisors Inc. CIK 0001600319 0.670 478 23.1 1.5% 3 +0.3 pp +1.1 pp +1.5 pp +1.5 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 23.0 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 22.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 22.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 22.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 22.0 0.7% 3 +0.0 pp -0.0 pp +0.7 pp +0.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 21.6 0.8% 3 -0.0 pp -0.0 pp +0.8 pp +0.8 pp
☆Smith & Howard Wealth Management, LLC CIK 0001543991 0.743 87 21.4 4.9% 3 +0.1 pp -0.2 pp +4.9 pp +4.9 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 20.5 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 20.3 2.4% 3 +0.0 pp +0.2 pp +2.4 pp +2.4 pp
☆INVENIO WEALTH PARTNERS LLC CIK 0001989341 0.549 89 19.7 7.3% 3 -0.2 pp -0.8 pp +7.3 pp +7.3 pp
☆Stephens Consulting, LLC CIK 0001961632 0.746 476 18.8 6.1% 3 -0.4 pp +1.9 pp +6.1 pp +6.1 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.787 189 18.6 1.6% 3 +1.1 pp +1.1 pp +1.6 pp +1.6 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 18.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 18.0 3.8% 3 +0.2 pp -0.1 pp +3.8 pp +3.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 17.8 1.4% 3 -0.0 pp +0.1 pp +1.4 pp +1.4 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 16.9 1.4% 3 +0.1 pp +0.3 pp +1.4 pp +1.4 pp
☆CFO4Life Group, LLC CIK 0001706351 0.612 236 16.3 2.3% 3 -0.1 pp -0.1 pp +2.3 pp +2.3 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 14.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Diversified Portfolios, Inc. CIK 0001634212 0.715 201 14.4 1.2% 3 +0.2 pp +0.3 pp +1.2 pp +1.2 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 14.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 14.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 13.6 3.5% 3 +0.8 pp -0.2 pp +3.5 pp +3.5 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 13.6 1.0% 3 +0.0 pp -0.5 pp +1.0 pp +1.0 pp
☆BlueStem Wealth Partners, LLC CIK 0001977465 0.459 127 13.5 1.5% 3 -0.0 pp -0.3 pp +1.5 pp +1.5 pp
☆CONDOR CAPITAL MANAGEMENT CIK 0001082491 0.682 173 13.0 1.1% 3 -0.0 pp -0.1 pp +1.1 pp +1.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 12.8 0.5% 3 +0.1 pp +0.2 pp +0.5 pp +0.5 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 12.6 3.0% 3 +0.1 pp -0.3 pp +3.0 pp +3.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.6 1.4% 3 +0.5 pp +0.7 pp +1.4 pp +1.4 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 12.0 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Leverty Financial Group, LLC CIK 0001908386 0.897 49 11.5 2.8% 2 -0.4 pp +2.8 pp +2.8 pp +2.8 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 11.4 3.5% 3 +1.8 pp +1.8 pp +3.5 pp +3.5 pp
☆Legacy Financial Advisors, Inc. CIK 0001730810 0.444 435 11.4 1.6% 3 +0.0 pp -0.8 pp +1.6 pp +1.6 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.2 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BARON SILVER STEVENS FINANCIAL ADVISORS, LLC CIK 0001851395 0.727 140 11.0 1.6% 3 +0.2 pp +0.4 pp +1.6 pp +1.6 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 10.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 10.7 1.0% 3 +0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆SIGNATURE ESTATE & INVESTMENT ADVISORS LLC CIK 0001079935 0.758 669 10.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 10.1 1.7% 3 -0.1 pp -0.2 pp +1.7 pp +1.7 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 10.0 0.1% 3 +0.0 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 9.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 9.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 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
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 9.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 9.3 0.6% 5 -0.0 pp +0.1 pp +0.4 pp +0.5 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 9.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 9.3 0.3% 3 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 8.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Keudell/Morrison Wealth Management CIK 0001785498 0.454 254 8.7 1.8% 1 +1.8 pp +0.7 pp +1.8 pp +1.8 pp
☆Oakwell Private Wealth Management, LLC CIK 0001844024 0.848 83 8.5 1.6% 3 -0.0 pp -0.1 pp +1.6 pp +1.6 pp
☆Rosenberg Matthew Hamilton CIK 0001812103 0.648 792 8.2 1.7% 3 +0.5 pp +0.9 pp +1.7 pp +1.7 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.1 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 8.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LWM Advisory Services, LLC CIK 0001697716 0.020 80 8.0 4.7% 3 +0.8 pp -0.1 pp +4.7 pp +4.7 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 8.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 7.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.708 35 7.7 3.3% 2 -1.1 pp +3.3 pp +3.3 pp +3.3 pp
☆21 West Wealth Management LLC CIK 0002067541 0.319 65 7.6 6.9% 2 +0.2 pp +6.9 pp +6.9 pp +6.9 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 7.5 1.1% 2 +0.9 pp +1.1 pp +1.1 pp +1.1 pp
☆RETIREMENT INCOME SOLUTIONS, INC CIK 0001730386 0.825 172 7.2 1.2% 3 +0.1 pp +0.1 pp +1.2 pp +1.2 pp
☆Skyline Advisors, Inc. CIK 0001843832 0.275 123 7.1 2.4% 3 +0.1 pp +0.6 pp +2.4 pp +2.4 pp
☆KEYVANTAGE WEALTH, LLC CIK 0002050555 0.472 95 7.1 3.0% 3 +0.4 pp +0.2 pp +3.0 pp +3.0 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 7.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMON QUICK ADVISORS, LLC CIK 0001692038 0.785 421 7.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 7.0 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 6.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 6.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BAKER TILLY WEALTH MANAGEMENT, LLC CIK 0001840565 0.300 284 6.7 1.6% 3 +0.4 pp -0.1 pp +1.6 pp +1.6 pp
☆Brio Consultants, LLC CIK 0001747799 0.768 164 6.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 6.7 0.5% 3 +0.0 pp +0.2 pp +0.5 pp +0.5 pp
☆Dodds Wealth, LLC CIK 0001973728 0.873 56 6.6 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆RiverFront Investment Group, LLC CIK 0001469751 0.690 427 6.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 6.2 0.7% 3 -0.0 pp -0.1 pp +0.7 pp +0.7 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 6.2 1.3% 3 +0.0 pp +0.1 pp +1.3 pp +1.3 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.1 0.3% 3 +0.2 pp +0.3 pp +0.3 pp +0.3 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST BANK CIK 0000861787 0.624 206 5.7 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 5.5 0.6% 3 +0.2 pp +0.3 pp +0.6 pp +0.6 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.473 2266 5.5 0.3% 3 +0.2 pp +0.1 pp +0.3 pp +0.3 pp
☆Summit Wealth Partners, LLC CIK 0002033312 0.391 280 5.3 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 5.2 0.3% 3 -0.0 pp -0.1 pp +0.3 pp +0.3 pp
☆Boston Standard Wealth Management, LLC CIK 0001630939 0.841 59 5.1 0.8% 3 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 5.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MONETA GROUP INVESTMENT ADVISORS LLC CIK 0001120927 0.828 878 4.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 4.9 0.2% 3 -0.3 pp +0.1 pp +0.2 pp +0.2 pp
☆Private Wealth Management Group, LLC CIK 0002011342 0.607 1455 4.7 1.3% 3 +0.0 pp +0.0 pp +1.3 pp +1.3 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 4.7 1.2% 3 -0.1 pp +0.4 pp +1.2 pp +1.2 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 4.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 4.5 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 4.4 0.2% 3 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 4.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 4.2 0.7% 3 +0.0 pp +0.0 pp +0.7 pp +0.7 pp
☆Retirement Planning Group, LLC CIK 0001508195 0.844 541 4.2 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 4.1 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Resonant Capital Advisors, LLC CIK 0001803236 0.643 538 4.1 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 3.8 1.5% 3 -0.1 pp +0.0 pp +1.5 pp +1.5 pp
☆StoneX Group Inc. (SNEX) CIK 0000913760 0.325 1464 3.8 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.1 pp
☆Prentice Wealth Management LLC CIK 0001864229 0.708 122 3.7 0.8% 3 -0.1 pp -0.4 pp +0.8 pp +0.8 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 3.7 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 3.7 2.4% 3 -0.1 pp -0.1 pp +2.4 pp +2.4 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.5 3.4% 3 -0.2 pp -0.5 pp +3.4 pp +3.4 pp
☆Intrua Financial, LLC CIK 0001812792 0.394 491 3.5 0.4% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 3.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Unique Wealth Strategies, LLC CIK 2009809 0.129 214 3.2 1.3% 5 +0.2 pp +0.1 pp -0.3 pp -0.2 pp
☆SILVER OAK WEALTH ADVISORS SERVICES, LLC CIK 0002060368 0.758 40 3.2 2.1% 3 +0.1 pp +0.4 pp +2.1 pp +2.1 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 3.1 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 3.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 3.0 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 2.9 1.2% 2 +0.6 pp +1.2 pp +1.2 pp +1.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 2.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Investment Planning Advisors, Inc. CIK 0002024049 0.483 117 2.9 0.9% 3 +0.0 pp -0.0 pp +0.9 pp +0.9 pp
☆Mills Wealth Advisors LLC CIK 0002029294 0.683 76 2.9 1.1% 3 -0.1 pp -0.4 pp +1.1 pp +1.1 pp
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☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
☆WOODMONT INVESTMENT COUNSEL LLC CIK 0001133653 0.689 286 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HOLLENCREST CAPITAL MANAGEMENT CIK 0001161722 0.080 1191 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HILL ISLAND FINANCIAL LLC CIK 0001909798 0.767 93 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆GTS SECURITIES LLC CIK 0001452765 0.104 1323 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WCG Wealth Advisors LLC CIK 0001855713 0.478 555 0.0 0.0% 0 +0.0 pp -0.1 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
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -3.5 pp +0.0 pp +0.0 pp
☆Ferguson Shapiro LLC CIK 0001767433 0.167 87 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 (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