JYNT β€” JOINT CORP

Ownership history in FIRST FOUNDATION ADVISORS  Β·  10 quarters on record

This page tracks every 13F SEC filing in which FIRST FOUNDATION ADVISORS reported a position in JOINT CORP (JYNT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.11% (2024 Q2)
πŸ“Š Avg. % of fund
0.09%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

FIRST FOUNDATION ADVISORS Γ— JYNT AI Analytics

πŸ“‰ FIRST FOUNDATION ADVISORS underperformed the S&P 500 by –19.3% annually on this JYNT position. Timing score: 43% (3/7 decisions correct). Average cost basis: $10.28. Maximum drawdown during holding period: –38.0%.

πŸ“ˆ Position Alpha vs SPY
-19.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 19.3% ann.
8 quarters analyzed

⏱️ Timing Score
43%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct

πŸ’° Entry Quality
$10.28
-15.2% vs current ($8.72)

Best entry: $8.72 (2025 Q4)  Β·  Worst: $13.06 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–38.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
78%
buy-side decisions

7 adds Β· 2 trims. Bought during 3 of 5 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.11% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JYNT price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 339,118 +65,359 +23.9% 0.11% $3.0M $8.72
2025 Q3 ADDED 273,759 +88,486 +47.8% 0.10% $2.6M $9.54
2025 Q2 ADDED 185,273 +27,369 +17.3% 0.08% $2.1M $11.54
2025 Q1 ADDED 157,904 +27,444 +21.0% 0.08% $2.0M $12.49
2024 Q4 REDUCED 130,460 -37,747 -22.4% 0.05% $1.4M $10.63
2024 Q3 REDUCED 168,207 -41,094 -19.6% 0.07% $1.9M $11.44
2024 Q2 UNCHANGED 209,301 β€” 0% 0.11% $2.9M $14.06
2024 Q1 ADDED 209,301 +33,104 +18.8% 0.11% $2.7M $13.06
2023 Q4 ADDED 176,197 +27,566 +18.5% 0.08% $1.7M $9.61
2023 Q3 INITIATED 148,631 β€” β€” 0.06% $1.3M β€”

🏒 Other funds also holding JYNT

As of 2025 Q4 β€” sorted by position size

Bandera Partners LLC 3Y 7Y 15.43% JCP Investment Management, LLC 3Y 4.09% Clayton Partners LLC 3Y 1.19% Skylands Capital, LLC 3Y 7Y 1.05% STONERIDGE INVESTMENT PARTNERS LLC 3Y 7Y 0.1% Bridge City Capital, LLC 3Y 7Y 0.07% VERUS CAPITAL PARTNERS, LLC 3Y 0.06% ADELL HARRIMAN & CARPENTER INC 3Y 7Y 0.03% Douglass Winthrop Advisors, LLC 3Y 7Y 0.02% Grandeur Peak Global Advisors, LLC 3Y 7Y 0.02%
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