Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
The tracked-fund tape on JCE is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 3 trimmed or exited — on balance accumulating.
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, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 46 tracked filers holding JCE, 26 increased or opened the position and 19 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 2026-Q1 and 2026-Q2 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.
Full exits 1
- Thrivent Financial for Lutherans$1M
Largest adds
- 1607 Capital Partners, LLC$4M
- Baird Financial Group, Inc.$2M
- RAYMOND JAMES FINANCIAL INC$993K
- MORGAN STANLEY$835K
- Karpus Management, Inc.$535K
- GUGGENHEIM CAPITAL LLC$513K
Largest trims
- WOLVERINE ASSET MANAGEMENT LLC$1M
- Shaker Financial Services, LLC$603K
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC added | 577,911 | $9M | 11.3% | 2026-Q2 |
| Shaker Financial Services, LLC trimmed | 519,128 | $9M | 10.4% | 2026-Q2 |
| Baird Financial Group, Inc. added | 531,973 | $9M | 10.4% | 2026-Q2 |
| 1607 Capital Partners, LLC added | 503,250 | $8M | 9.9% | 2026-Q2 |
| MORGAN STANLEY added | 389,113 | $6M | 7.6% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC added | 318,259 | $5M | 6.2% | 2026-Q2 |
| RETIREMENT PLANNING GROUP, LLC / NY trimmed | 250,109 | $4M | 5.0% | 2026-Q2 |
| Invesco Ltd. trimmed | 236,535 | $4M | 4.6% | 2026-Q2 |
| Karpus Management, Inc. added | 199,137 | $3M | 3.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 180,614 | $3M | 3.5% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 115,451 | $2M | 2.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 107,704 | $2M | 2.1% | 2026-Q2 |
| LPL Financial LLC added | 92,831 | $2M | 1.8% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 91,508 | $1M | 1.8% | 2026-Q2 |
| Advisors Asset Management, Inc. added | 54,397 | $890K | 1.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 52,194 | $854K | 1.0% | 2026-Q2 |
| Spire Wealth Management | 51,574 | $844K | 1.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 45,744 | $748K | 0.9% | 2026-Q2 |
| UBS Group AG added | 44,534 | $729K | 0.9% | 2026-Q2 |
| Z3 Capital Partners, LLC added | 41,411 | $677K | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 33,347 | $546K | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 33,348 | $546K | 0.7% | 2026-Q2 |
| PMG Family Office LLC added | 30,675 | $513K | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,481 | $482K | 0.6% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 27,585 | $451K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 20,115 | $329K | 0.4% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP | 18,921 | $310K | 0.4% | 2026-Q2 |
| Canal Capital Management, LLC added | 18,116 | $296K | 0.4% | 2026-Q2 |
| XTX Topco Ltd new | 16,926 | $277K | 0.3% | 2026-Q2 |
| WOLVERINE ASSET MANAGEMENT LLC trimmed | 14,232 | $233K | 0.3% | 2026-Q2 |
| Centurion Wealth Management LLC added | 12,771 | $209K | 0.3% | 2026-Q2 |
| NWF Advisory Services Inc. added | 12,100 | $198K | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC | 10,790 | $177K | 0.2% | 2026-Q2 |
| David J Yvars Group | 11,000 | $175K | 0.2% | 2026-Q2 |
| Founders Financial Alliance, LLC added | 10,317 | $169K | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 9,363 | $153K | 0.2% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,969 | $65K | 0.1% | 2026-Q2 |
| EASTERN BANK | 1,869 | $31K | 0.0% | 2026-Q2 |
| Ameritas Advisory Services, LLC | 1,751 | $29K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 948 | $16K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 978 | $15K | 0.0% | 2026-Q2 |
| Thomas J. Herzfeld Advisors, Inc. added | 402 | $7K | 0.0% | 2026-Q2 |
| Colonial Trust Co / SC | 371 | $6K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. new | 300 | $5K | 0.0% | 2026-Q2 |
| ST GERMAIN D J CO INC | 125 | $2K | 0.0% | 2026-Q2 |
| Transamerica Financial Advisors, LLC added | 95 | $2K | 0.0% | 2026-Q2 |
| Thrivent Financial for Lutherans added | 85,856 | $1M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 25,991 | $384K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| Blue Trust, Inc. | 6,040 | $89K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC | 5,816 | $86K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FNY Investment Advisers, LLC | 3,000 | $44K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| Western Wealth Management, LLC new | 2,469 | $36K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC added | 1,792 | $26K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Centerpoint Advisors, LLC | 1,000 | $15K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 306 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Cornerstone Advisors, LLC trimmed | 141,473 | $2M | 2.7% | 2025-Q4 stale (2 quarters behind) |
| Calamos Advisors LLC added | 17,253 | $275K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Sowell Financial Services LLC added | 16,957 | $270K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| J.W. COLE ADVISORS, INC. added | 11,330 | $181K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 11,132 | $177K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| COMERICA BANK trimmed | 3,969 | $63K | 0.1% | 2025-Q4 stale (2 quarters behind) |
| Indiana Trust & Investment Management Co new | 995 | $16K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| JANE STREET GROUP, LLC new | 13,368 | $210K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| BALYASNY ASSET MANAGEMENT L.P. new | 11,122 | $175K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Allworth Financial LP added | 400 | $6K | 0.0% | 2025-Q3 stale (3 quarters behind) |
| MGB Wealth Management, LLC trimmed | 11,442 | $177K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Elequin Capital, LP added | 3,719 | $58K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Financial Management Professionals, Inc. | 252 | $4K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.