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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 15,511,108 | $777M | 58.4% | 2026-Q1 |
| MORGAN STANLEY added | 3,484,660 | $181M | 13.6% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 736,120 | $38M | 2.9% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 682,876 | $36M | 2.7% | 2026-Q1 |
| WNY Asset Management, LLC new | 583,367 | $30M | 2.3% | 2026-Q1 |
| Lido Advisors, LLC added | 485,512 | $25M | 1.9% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC added | 483,823 | $25M | 1.9% | 2026-Q1 |
| Pallas Capital Advisors LLC trimmed | 392,944 | $20M | 1.5% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 371,283 | $19M | 1.5% | 2026-Q1 |
| LPL Financial LLC added | 345,405 | $18M | 1.4% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 222,237 | $12M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 192,128 | $10M | 0.8% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 191,559 | $10M | 0.7% | 2026-Q1 |
| Arkadios Wealth Advisors new | 178,969 | $9M | 0.7% | 2026-Q1 |
| Advantage Trust Co added | 174,425 | $9M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 160,225 | $8M | 0.6% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 143,175 | $7M | 0.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 133,158 | $7M | 0.5% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 129,539 | $7M | 0.5% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ new | 127,500 | $7M | 0.5% | 2026-Q1 |
| Cetera Investment Advisers added | 121,155 | $6M | 0.5% | 2026-Q1 |
| WJ Wealth Management, LLC new | 113,984 | $6M | 0.4% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 100,439 | $5M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 73,965 | $4M | 0.3% | 2026-Q1 |
| 5T Wealth, LLC trimmed | 54,729 | $3M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 52,840 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS new | 46,195 | $2M | 0.2% | 2026-Q1 |
| NewEdge Wealth, LLC new | 44,777 | $2M | 0.2% | 2026-Q1 |
| M Holdings Securities, Inc. added | 35,267 | $2M | 0.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 37,405 | $2M | 0.1% | 2026-Q1 |
| Centennial Bank/AR/ added | 34,119 | $2M | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 27,941 | $1M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 27,891 | $1M | 0.1% | 2026-Q1 |
| Fortitude Financial, LLC new | 23,202 | $1M | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 23,196 | $1M | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 21,567 | $1M | 0.1% | 2026-Q1 |
| TBH Global Asset Management, LLC trimmed | 20,768 | $1M | 0.1% | 2026-Q1 |
| Nautilus Advisors LLC added | 20,333 | $1M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 19,916 | $1M | 0.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 19,690 | $1M | 0.1% | 2026-Q1 |
| First Bank & Trust added | 18,938 | $985K | 0.1% | 2026-Q1 |
| CWM, LLC added | 17,828 | $928K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 17,412 | $906K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 16,920 | $880K | 0.1% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 15,959 | $830K | 0.1% | 2026-Q1 |
| Merited Wealth, LLC added | 15,289 | $795K | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 14,374 | $748K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 13,706 | $713K | 0.1% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 13,184 | $686K | 0.1% | 2026-Q1 |
| Saxony Capital Management, LLC added | 12,669 | $659K | 0.0% | 2026-Q1 |
| UNIQUE WEALTH, LLC new | 12,487 | $650K | 0.0% | 2026-Q1 |
| 3Chopt Investment Partners, LLC trimmed | 12,385 | $644K | 0.0% | 2026-Q1 |
| Wayfinding Financial, LLC added | 11,865 | $617K | 0.0% | 2026-Q1 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 11,691 | $608K | 0.0% | 2026-Q1 |
| Elevation Wealth Management LLC trimmed | 10,859 | $565K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC added | 10,291 | $535K | 0.0% | 2026-Q1 |
| Ascent Group, LLC added | 8,772 | $456K | 0.0% | 2026-Q1 |
| STEPHENS INC /AR/ | 8,500 | $442K | 0.0% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 8,372 | $436K | 0.0% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 8,370 | $435K | 0.0% | 2026-Q1 |
| Gateway Wealth Partners, LLC trimmed | 7,428 | $386K | 0.0% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 7,370 | $383K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 6,422 | $334K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 5,612 | $295K | 0.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,556 | $289K | 0.0% | 2026-Q1 |
| FIRETHORN WEALTH PARTNERS, LLC added | 5,395 | $281K | 0.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 5,299 | $276K | 0.0% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 5,191 | $270K | 0.0% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 5,155 | $268K | 0.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 5,086 | $265K | 0.0% | 2026-Q1 |
| GeoWealth Management, LLC trimmed | 5,035 | $262K | 0.0% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 4,782 | $249K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 4,738 | $247K | 0.0% | 2026-Q1 |
| Emergent Wealth Advisors, LLC new | 4,249 | $221K | 0.0% | 2026-Q1 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC trimmed | 3,924 | $204K | 0.0% | 2026-Q1 |
| Ascentis Independent Advisors new | 3,896 | $203K | 0.0% | 2026-Q1 |
| BIP Wealth, LLC new | 3,868 | $201K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 2,737 | $142K | 0.0% | 2026-Q1 |
| WHITTIER TRUST CO OF NEVADA INC added | 2,033 | $107K | 0.0% | 2026-Q1 |
| TWIN PEAKS WEALTH ADVISORS, LLC added | 1,833 | $95K | 0.0% | 2026-Q1 |
| Tripletail Wealth Management, LLC new | 1,752 | $91K | 0.0% | 2026-Q1 |
| Western Wealth Management, LLC new | 1,661 | $86K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC added | 1,646 | $86K | 0.0% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 1,237 | $64K | 0.0% | 2026-Q1 |
| Keating Financial Advisory Services, Inc. | 1,235 | $64K | 0.0% | 2026-Q1 |
| UBS Group AG added | 1,185 | $62K | 0.0% | 2026-Q1 |
| QUADRANT CAPITAL GROUP LLC trimmed | 154 | $49K | 0.0% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC new | 883 | $46K | 0.0% | 2026-Q1 |
| BURKETT FINANCIAL SERVICES, LLC new | 845 | $44K | 0.0% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 756 | $39K | 0.0% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 56,033 | $3M | 0.2% | 2025-Q4 stale |
| Blue Oak Capital, LLC trimmed | 33,088 | $1M | 0.1% | 2025-Q2 stale |
| von Borstel & Associates, Inc. new | 10,951 | $547K | 0.0% | 2025-Q3 stale |
| CITIGROUP INC new | 10,555 | $502K | 0.0% | 2025-Q3 stale |
| AMERIFLEX GROUP, INC. added | 10,750 | $463K | 0.0% | 2025-Q2 stale |
| Seneca House Advisors added | 7,791 | $382K | 0.0% | 2025-Q4 stale |
| Visionary Wealth Advisors trimmed | 7,599 | $327K | 0.0% | 2025-Q2 stale |
| Private Advisor Group, LLC trimmed | 4,237 | $208K | 0.0% | 2025-Q4 stale |
| ORG Partners LLC added | 2,961 | $145K | 0.0% | 2025-Q4 stale |
| Olde Wealth Management, LLC new | 1,675 | $64K | 0.0% | 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.
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.