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Institutional Ownership · SEC Form 13F

Who owns JEMA (JEMA)


Which tracked institutional funds hold JEMA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JEMA 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.

111
Institutional holders
26,036,406
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on JEMA is one-sided between 2025-Q4 and 2026-Q1: 36 added or opened and 5 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

JEMA’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% 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 JEMA 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 111 tracked filers holding JEMA, 71 increased or opened the position and 35 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 JEMA 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 13

  • WNY Asset Management, LLC$30M
  • Arkadios Wealth Advisors$9M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$8M
  • OLD MISSION CAPITAL LLC$7M
  • BANK OF AMERICA CORP /DE/$7M
  • NATIONAL BANK OF CANADA /FI/$7M

Full exits 1

  • FLOW TRADERS U.S. LLC$3M

Largest adds

  • MORGAN STANLEY$15M
  • Lido Advisors, LLC$11M
  • LPL Financial LLC$8M
  • JANE STREET GROUP, LLC$6M
  • KELLY FINANCIAL GROUP LLC$5M
  • ENVESTNET ASSET MANAGEMENT INC$4M

Largest trims

  • JPMORGAN CHASE & CO$21M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
  • NewEdge Advisors, LLC$704K
  • Pallas Capital Advisors LLC$637K

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO trimmed15,511,108$777M58.4%2026-Q1
MORGAN STANLEY added3,484,660$181M13.6%2026-Q1
Janney Montgomery Scott LLC trimmed736,120$38M2.9%2026-Q1
Vestmark Advisory Solutions, Inc. trimmed682,876$36M2.7%2026-Q1
WNY Asset Management, LLC new583,367$30M2.3%2026-Q1
Lido Advisors, LLC added485,512$25M1.9%2026-Q1
KELLY FINANCIAL GROUP LLC added483,823$25M1.9%2026-Q1
Pallas Capital Advisors LLC trimmed392,944$20M1.5%2026-Q1
JANE STREET GROUP, LLC added371,283$19M1.5%2026-Q1
LPL Financial LLC added345,405$18M1.4%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added222,237$12M0.9%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added192,128$10M0.8%2026-Q1
Wagner Wealth Management, LLC added191,559$10M0.7%2026-Q1
Arkadios Wealth Advisors new178,969$9M0.7%2026-Q1
Advantage Trust Co added174,425$9M0.7%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new160,225$8M0.6%2026-Q1
OLD MISSION CAPITAL LLC trimmed143,175$7M0.6%2026-Q1
BANK OF AMERICA CORP /DE/ added133,158$7M0.5%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed129,539$7M0.5%2026-Q1
NATIONAL BANK OF CANADA /FI/ new127,500$7M0.5%2026-Q1
Cetera Investment Advisers added121,155$6M0.5%2026-Q1
WJ Wealth Management, LLC new113,984$6M0.4%2026-Q1
Perigon Wealth Management, LLC added100,439$5M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added73,965$4M0.3%2026-Q1
5T Wealth, LLC trimmed54,729$3M0.2%2026-Q1
OSAIC HOLDINGS, INC. added52,840$3M0.2%2026-Q1
&PARTNERS new46,195$2M0.2%2026-Q1
NewEdge Wealth, LLC new44,777$2M0.2%2026-Q1
M Holdings Securities, Inc. added35,267$2M0.1%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed37,405$2M0.1%2026-Q1
Centennial Bank/AR/ added34,119$2M0.1%2026-Q1
Kestra Advisory Services, LLC added27,941$1M0.1%2026-Q1
MML INVESTORS SERVICES, LLC added27,891$1M0.1%2026-Q1
Fortitude Financial, LLC new23,202$1M0.1%2026-Q1
STIFEL FINANCIAL CORP added23,196$1M0.1%2026-Q1
CreativeOne Wealth, LLC trimmed21,567$1M0.1%2026-Q1
TBH Global Asset Management, LLC trimmed20,768$1M0.1%2026-Q1
Nautilus Advisors LLC added20,333$1M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added19,916$1M0.1%2026-Q1
GOLDMAN SACHS GROUP INC added19,690$1M0.1%2026-Q1
First Bank & Trust added18,938$985K0.1%2026-Q1
CWM, LLC added17,828$928K0.1%2026-Q1
CITADEL ADVISORS LLC trimmed17,412$906K0.1%2026-Q1
Sanctuary Advisors, LLC added16,920$880K0.1%2026-Q1
MassMutual Private Wealth & Trust, FSB trimmed15,959$830K0.1%2026-Q1
Merited Wealth, LLC added15,289$795K0.1%2026-Q1
NATIXIS ADVISORS, LLC added14,374$748K0.1%2026-Q1
Rockefeller Capital Management L.P. trimmed13,706$713K0.1%2026-Q1
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed13,184$686K0.1%2026-Q1
Saxony Capital Management, LLC added12,669$659K0.0%2026-Q1
UNIQUE WEALTH, LLC new12,487$650K0.0%2026-Q1
3Chopt Investment Partners, LLC trimmed12,385$644K0.0%2026-Q1
Wayfinding Financial, LLC added11,865$617K0.0%2026-Q1
LAKE STREET PRIVATE WEALTH, LLC trimmed11,691$608K0.0%2026-Q1
Elevation Wealth Management LLC trimmed10,859$565K0.0%2026-Q1
Capital Analysts, LLC added10,291$535K0.0%2026-Q1
Ascent Group, LLC added8,772$456K0.0%2026-Q1
STEPHENS INC /AR/8,500$442K0.0%2026-Q1
Kingsview Wealth Management, LLC trimmed8,372$436K0.0%2026-Q1
Composition Wealth, LLC trimmed8,370$435K0.0%2026-Q1
Gateway Wealth Partners, LLC trimmed7,428$386K0.0%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed7,370$383K0.0%2026-Q1
IFP Advisors, Inc added6,422$334K0.0%2026-Q1
Farther Finance Advisors, LLC trimmed5,612$295K0.0%2026-Q1
ROYAL BANK OF CANADA added5,556$289K0.0%2026-Q1
FIRETHORN WEALTH PARTNERS, LLC added5,395$281K0.0%2026-Q1
HighTower Advisors, LLC trimmed5,299$276K0.0%2026-Q1
Dynamic Advisor Solutions LLC trimmed5,191$270K0.0%2026-Q1
Strategic Financial Concepts, LLC added5,155$268K0.0%2026-Q1
Integrated Wealth Concepts LLC new5,086$265K0.0%2026-Q1
GeoWealth Management, LLC trimmed5,035$262K0.0%2026-Q1
MN Wealth Advisors, LLC trimmed4,782$249K0.0%2026-Q1
AdvisorNet Financial, Inc added4,738$247K0.0%2026-Q1
Emergent Wealth Advisors, LLC new4,249$221K0.0%2026-Q1
CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed3,924$204K0.0%2026-Q1
Ascentis Independent Advisors new3,896$203K0.0%2026-Q1
BIP Wealth, LLC new3,868$201K0.0%2026-Q1
Geneos Wealth Management Inc. trimmed2,737$142K0.0%2026-Q1
WHITTIER TRUST CO OF NEVADA INC added2,033$107K0.0%2026-Q1
TWIN PEAKS WEALTH ADVISORS, LLC added1,833$95K0.0%2026-Q1
Tripletail Wealth Management, LLC new1,752$91K0.0%2026-Q1
Western Wealth Management, LLC new1,661$86K0.0%2026-Q1
Advisory Services Network, LLC added1,646$86K0.0%2026-Q1
PNC FINANCIAL SERVICES GROUP, INC. trimmed1,237$64K0.0%2026-Q1
Keating Financial Advisory Services, Inc.1,235$64K0.0%2026-Q1
UBS Group AG added1,185$62K0.0%2026-Q1
QUADRANT CAPITAL GROUP LLC trimmed154$49K0.0%2026-Q1
CARY STREET PARTNERS FINANCIAL LLC new883$46K0.0%2026-Q1
BURKETT FINANCIAL SERVICES, LLC new845$44K0.0%2026-Q1
Aptus Capital Advisors, LLC756$39K0.0%2026-Q1
FLOW TRADERS U.S. LLC trimmed56,033$3M0.2%2025-Q4 stale
Blue Oak Capital, LLC trimmed33,088$1M0.1%2025-Q2 stale
von Borstel & Associates, Inc. new10,951$547K0.0%2025-Q3 stale
CITIGROUP INC new10,555$502K0.0%2025-Q3 stale
AMERIFLEX GROUP, INC. added10,750$463K0.0%2025-Q2 stale
Seneca House Advisors added7,791$382K0.0%2025-Q4 stale
Visionary Wealth Advisors trimmed7,599$327K0.0%2025-Q2 stale
Private Advisor Group, LLC trimmed4,237$208K0.0%2025-Q4 stale
ORG Partners LLC added2,961$145K0.0%2025-Q4 stale
Olde Wealth Management, LLC new1,675$64K0.0%2025-Q1 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.

HoldersTotal shares

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.

Learn how to read institutional ownership