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Modera Wealth Management, LLC: JMSI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on JMSI, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 61,882 JMSI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,882 shares
    Change vs previous 13F +887 shares

    0.03% of the 13F portfolio, value $3,121,329.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 60,995 shares
    Change vs previous 13F -3,383 shares

    0.04% of the 13F portfolio, value $3,034,502.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,378 shares
    Change vs previous 13F -7,135 shares

    0.04% of the 13F portfolio, value $3,243,377.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 71,513 shares
    Change vs previous 13F +1,289 shares

    0.04% of the 13F portfolio, value $3,591,383.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 70,224 shares
    Change vs previous 13F -2,996 shares

    0.04% of the 13F portfolio, value $3,470,471.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 73,220 shares
    Change vs previous 13F -4,384 shares

    0.05% of the 13F portfolio, value $3,646,356.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,604 shares
    Change vs previous 13F -328 shares

    0.05% of the 13F portfolio, value $3,885,633.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 77,932 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,976,870.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).