Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 2026-Q1 and 2026-Q2: 44 added or opened and 14 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 2026-Q1 and 2026-Q2, across 110 tracked filers holding JEMA, 62 increased or opened the position and 49 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 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.
New buyers 5
- Nearwater Capital Markets, Ltd$2M
- Formidable Asset Management, LLC$1M
- Vise Technologies, Inc.$781K
- FSA WEALTH PARTNERS, INC.$672K
- BENJAMIN EDWARDS INC$519K
Full exits 9
- Janney Montgomery Scott LLC$38M
- Arkadios Wealth Advisors$9M
- BANK OF AMERICA CORP /DE/$7M
- M Holdings Securities, Inc.$2M
- CWM, LLC$928K
- NATIXIS ADVISORS, LLC$748K
Largest adds
- JPMORGAN CHASE & CO$220M
- LPL Financial LLC$30M
- Lido Advisors, LLC$24M
- BURKETT FINANCIAL SERVICES, LLC$22M
- WNY Asset Management, LLC$9M
- Vestmark Advisory Solutions, Inc.$8M
Largest trims
- MORGAN STANLEY$66M
- JANE STREET GROUP, LLC$12M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- OLD MISSION CAPITAL LLC$3M
- NATIONAL BANK OF CANADA /FI/$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 15,828,709 | $998M | 63.9% | 2026-Q2 |
| MORGAN STANLEY trimmed | 1,800,049 | $115M | 7.4% | 2026-Q2 |
| Lido Advisors, LLC added | 773,438 | $49M | 3.2% | 2026-Q2 |
| LPL Financial LLC added | 758,297 | $48M | 3.1% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. trimmed | 682,817 | $44M | 2.8% | 2026-Q2 |
| WNY Asset Management, LLC added | 611,253 | $39M | 2.5% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC added | 490,232 | $31M | 2.0% | 2026-Q2 |
| Pallas Capital Advisors LLC added | 413,250 | $26M | 1.7% | 2026-Q2 |
| BURKETT FINANCIAL SERVICES, LLC added | 347,312 | $22M | 1.4% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 253,314 | $16M | 1.0% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 210,936 | $13M | 0.9% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 191,766 | $12M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 190,207 | $12M | 0.8% | 2026-Q2 |
| Advantage Trust Co added | 185,951 | $12M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 160,225 | $10M | 0.7% | 2026-Q2 |
| WJ Wealth Management, LLC added | 121,850 | $8M | 0.5% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 116,753 | $7M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 116,141 | $7M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 113,994 | $7M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 111,121 | $7M | 0.5% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 76,739 | $5M | 0.3% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 70,500 | $5M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 65,445 | $4M | 0.3% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 53,074 | $3M | 0.2% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 52,116 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS added | 47,471 | $3M | 0.2% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 41,288 | $3M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 40,564 | $3M | 0.2% | 2026-Q2 |
| Centennial Bank/AR/ added | 34,468 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 33,284 | $2M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 33,277 | $2M | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 29,925 | $2M | 0.1% | 2026-Q2 |
| Nearwater Capital Markets, Ltd new | 28,000 | $2M | 0.1% | 2026-Q2 |
| Formidable Asset Management, LLC new | 26,002 | $1M | 0.1% | 2026-Q2 |
| Fortitude Financial, LLC added | 25,888 | $2M | 0.1% | 2026-Q2 |
| Hopwood Nicholas Hunter added | 25,289 | $2M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 23,355 | $1M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 23,013 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 22,790 | $1M | 0.1% | 2026-Q2 |
| TBH Global Asset Management, LLC added | 22,339 | $1M | 0.1% | 2026-Q2 |
| Merited Wealth, LLC added | 21,626 | $1M | 0.1% | 2026-Q2 |
| First Bank & Trust added | 21,427 | $1M | 0.1% | 2026-Q2 |
| Nautilus Advisors LLC added | 20,559 | $1M | 0.1% | 2026-Q2 |
| UNIQUE WEALTH, LLC added | 19,375 | $1M | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 19,229 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 18,097 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 16,834 | $1M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 15,840 | $1M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 14,677 | $938K | 0.1% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 13,451 | $859K | 0.1% | 2026-Q2 |
| Vise Technologies, Inc. new | 12,227 | $781K | 0.1% | 2026-Q2 |
| Saxony Capital Management, LLC trimmed | 12,141 | $776K | 0.0% | 2026-Q2 |
| 3Chopt Investment Partners, LLC trimmed | 11,692 | $747K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 11,249 | $719K | 0.0% | 2026-Q2 |
| FSA WEALTH PARTNERS, INC. new | 10,518 | $672K | 0.0% | 2026-Q2 |
| LAKE STREET PRIVATE WEALTH, LLC trimmed | 10,385 | $663K | 0.0% | 2026-Q2 |
| Elevation Wealth Management LLC trimmed | 10,073 | $643K | 0.0% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 8,377 | $535K | 0.0% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 8,261 | $528K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 8,158 | $521K | 0.0% | 2026-Q2 |
| Ascent Group, LLC trimmed | 8,150 | $521K | 0.0% | 2026-Q2 |
| BENJAMIN EDWARDS INC new | 8,133 | $519K | 0.0% | 2026-Q2 |
| Advisory Alpha, LLC new | 7,435 | $475K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 7,343 | $469K | 0.0% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 6,700 | $428K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 5,483 | $350K | 0.0% | 2026-Q2 |
| Dynamic Advisor Solutions LLC | 5,191 | $332K | 0.0% | 2026-Q2 |
| FIRETHORN WEALTH PARTNERS, LLC trimmed | 4,857 | $310K | 0.0% | 2026-Q2 |
| GeoWealth Management, LLC trimmed | 4,805 | $307K | 0.0% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 4,701 | $300K | 0.0% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 4,671 | $298K | 0.0% | 2026-Q2 |
| Emergent Wealth Advisors, LLC trimmed | 4,205 | $269K | 0.0% | 2026-Q2 |
| BIP Wealth, LLC | 3,868 | $247K | 0.0% | 2026-Q2 |
| Triad Wealth Partners, LLC new | 3,816 | $228K | 0.0% | 2026-Q2 |
| ENDEAVOR PRIVATE WEALTH, INC. new | 3,754 | $240K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd new | 3,302 | $211K | 0.0% | 2026-Q2 |
| UBS Group AG added | 3,291 | $210K | 0.0% | 2026-Q2 |
| Seneca House Advisors trimmed | 3,258 | $208K | 0.0% | 2026-Q2 |
| Equitable Holdings, Inc. new | 3,212 | $205K | 0.0% | 2026-Q2 |
| Ignite Planners, LLC new | 3,166 | $202K | 0.0% | 2026-Q2 |
| WHITTIER TRUST CO OF NEVADA INC | 2,033 | $125K | 0.0% | 2026-Q2 |
| Tripletail Wealth Management, LLC trimmed | 1,736 | $107K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 1,237 | $79K | 0.0% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. | 1,235 | $79K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 968 | $62K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 816 | $52K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 756 | $48K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 640 | $41K | 0.0% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC added | 588 | $38K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 481 | $31K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 436 | $28K | 0.0% | 2026-Q2 |
| VANGUARD ADVISERS INC trimmed | 421 | $27K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 374 | $23K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 363 | $23K | 0.0% | 2026-Q2 |
| Synergy Investment Management, LLC | 337 | $22K | 0.0% | 2026-Q2 |
| LGT Financial Advisors LLC | 271 | $17K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 93 | $6K | 0.0% | 2026-Q2 |
| Tidemark, LLC | 87 | $6K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 80 | $5K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC | 76 | $5K | 0.0% | 2026-Q2 |
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.