Who owns JCE (JCE)
Which tracked institutional funds hold JCE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JCE company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
4 tracked funds added or opened JCE while 8 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JCE’s largest tracked holder by dollar value, Shaker Financial Services, LLC, sizes it at 3.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JCE divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 50 tracked filers holding JCE, 22 increased or opened the position and 22 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JCE between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 1
- 1607 Capital Partners, LLC$4M
Full exits 1
- Cornerstone Advisors, LLC$2M
Largest adds
- Karpus Management, Inc.$2M
- GUGGENHEIM CAPITAL LLC$408K
- Shaker Financial Services, LLC$375K
Largest trims
- Baird Financial Group, Inc.$2M
- MORGAN STANLEY$583K
- Invesco Ltd.$439K
- RETIREMENT PLANNING GROUP, LLC / NY$417K
- LPL Financial LLC$318K
- UBS Group AG$268K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Shaker Financial Services, LLC added | 615,664 | $9M | 12.6% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 572,512 | $8M | 11.4% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 481,939 | $7M | 9.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 374,239 | $6M | 7.5% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 317,568 | $5M | 6.3% | 2026-Q1 |
| 1607 Capital Partners, LLC added | 288,211 | $4M | 5.7% | 2026-Q1 |
| Invesco Ltd. trimmed | 261,599 | $4M | 5.2% | 2026-Q1 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 255,078 | $4M | 5.2% | 2026-Q1 |
| Karpus Management, Inc. added | 184,196 | $3M | 3.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 178,747 | $3M | 3.6% | 2026-Q1 |
| Capital Investment Advisors, LLC | 116,571 | $2M | 2.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 108,899 | $2M | 2.2% | 2026-Q1 |
| WOLVERINE ASSET MANAGEMENT LLC added | 103,118 | $2M | 2.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 90,778 | $1M | 1.8% | 2026-Q1 |
| LPL Financial LLC trimmed | 90,037 | $1M | 1.8% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 85,856 | $1M | 1.7% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed | 52,025 | $780K | 1.1% | 2026-Q1 |
| Spire Wealth Management | 51,574 | $762K | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 46,108 | $673K | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 41,113 | $608K | 0.8% | 2026-Q1 |
| Z3 Capital Partners, LLC added | 40,593 | $600K | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 35,792 | $529K | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 35,028 | $518K | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 32,786 | $485K | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 30,526 | $451K | 0.6% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 30,483 | $451K | 0.6% | 2026-Q1 |
| PMG Family Office LLC added | 29,369 | $444K | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 25,991 | $384K | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP new | 18,921 | $280K | 0.4% | 2026-Q1 |
| Centurion Wealth Management LLC | 12,480 | $184K | 0.2% | 2026-Q1 |
| Canal Capital Management, LLC trimmed | 11,172 | $165K | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC | 10,790 | $159K | 0.2% | 2026-Q1 |
| David J Yvars Group | 11,000 | $155K | 0.2% | 2026-Q1 |
| Founders Financial Alliance, LLC new | 10,298 | $152K | 0.2% | 2026-Q1 |
| NWF Advisory Services Inc. trimmed | 10,100 | $149K | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. | 9,363 | $138K | 0.2% | 2026-Q1 |
| Blue Trust, Inc. | 6,040 | $89K | 0.1% | 2026-Q1 |
| CWM, LLC | 5,816 | $86K | 0.1% | 2026-Q1 |
| FIFTH THIRD BANCORP new | 3,969 | $59K | 0.1% | 2026-Q1 |
| FNY Investment Advisers, LLC | 3,000 | $44K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC new | 2,469 | $36K | 0.0% | 2026-Q1 |
| EASTERN BANK | 1,869 | $28K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,792 | $26K | 0.0% | 2026-Q1 |
| Centerpoint Advisors, LLC | 1,000 | $15K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 948 | $14K | 0.0% | 2026-Q1 |
| Thomas J. Herzfeld Advisors, Inc. | 393 | $6K | 0.0% | 2026-Q1 |
| Colonial Trust Co / SC | 371 | $5K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 306 | $5K | 0.0% | 2026-Q1 |
| ST GERMAIN D J CO INC | 125 | $2K | 0.0% | 2026-Q1 |
| Transamerica Financial Advisors, LLC trimmed | 91 | $1K | 0.0% | 2026-Q1 |
| Cornerstone Advisors, LLC trimmed | 141,473 | $2M | 3.0% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 29,653 | $473K | 0.6% | 2025-Q4 stale |
| Calamos Advisors LLC added | 17,253 | $275K | 0.4% | 2025-Q4 stale |
| Sowell Financial Services LLC added | 16,957 | $270K | 0.4% | 2025-Q4 stale |
| JANE STREET GROUP, LLC new | 13,368 | $210K | 0.3% | 2025-Q3 stale |
| J.W. COLE ADVISORS, INC. added | 11,330 | $181K | 0.2% | 2025-Q4 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,132 | $177K | 0.2% | 2025-Q4 stale |
| MGB Wealth Management, LLC trimmed | 11,442 | $177K | 0.2% | 2025-Q2 stale |
| BALYASNY ASSET MANAGEMENT L.P. new | 11,122 | $175K | 0.2% | 2025-Q3 stale |
| COMERICA BANK trimmed | 3,969 | $63K | 0.1% | 2025-Q4 stale |
| Elequin Capital, LP added | 3,719 | $58K | 0.1% | 2025-Q2 stale |
| Hexagon Capital Partners LLC | 1,921 | $28K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC | 1,751 | $28K | 0.0% | 2025-Q3 stale |
| Indiana Trust & Investment Management Co new | 995 | $16K | 0.0% | 2025-Q4 stale |
| Allworth Financial LP added | 400 | $6K | 0.0% | 2025-Q3 stale |
| Financial Management Professionals, Inc. | 252 | $4K | 0.0% | 2025-Q2 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.