Who owns JMEE (JMEE)
Which tracked institutional funds hold JMEE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JMEE 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
58 tracked funds added or opened JMEE while 21 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
JMEE’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.2pp gap the other way — the median holder sizes JMEE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JMEE 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 174 tracked filers holding JMEE, 102 increased or opened the position and 64 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 JMEE 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 5
- Arkadios Wealth Advisors$27M
- Independent Advisor Alliance$19M
- Platform Technology Partners$4M
- Kingsview Wealth Management, LLC$3M
- Gateway Wealth Partners, LLC$723K
Full exits 6
- Equitable Holdings, Inc.$4M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- Total Wealth Planning, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$1M
- Global Retirement Partners, LLC$1M
- NewEdge Advisors, LLC$528K
Largest adds
- FMR LLC$161M
- LPL Financial LLC$17M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$15M
- Bank of New York Mellon Corp$14M
- CWM, LLC$9M
- JPMORGAN CHASE & CO$7M
Largest trims
- Capital Advisors Wealth Management, LLC$12M
- Choice Wealth Advisors LLC$8M
- FLYNN ZITO CAPITAL MANAGEMENT, LLC$3M
- COMMONWEALTH EQUITY SERVICES, LLC$2M
- Macco Financial Group, Inc.$1M
- Fortitude Financial, LLC$1M
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 added | 10,519,966 | $684M | 36.4% | 2026-Q1 |
| FMR LLC added | 2,405,634 | $161M | 8.6% | 2026-Q1 |
| LPL Financial LLC added | 2,132,205 | $142M | 7.6% | 2026-Q1 |
| CWM, LLC added | 1,053,780 | $70M | 3.7% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 1,003,350 | $67M | 3.6% | 2026-Q1 |
| Cetera Investment Advisers added | 680,755 | $45M | 2.4% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC trimmed | 617,077 | $41M | 2.2% | 2026-Q1 |
| Bank of New York Mellon Corp added | 562,789 | $38M | 2.0% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 555,081 | $37M | 2.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 459,413 | $30M | 1.6% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 431,428 | $29M | 1.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 416,078 | $28M | 1.5% | 2026-Q1 |
| Arkadios Wealth Advisors new | 407,600 | $27M | 1.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 399,611 | $27M | 1.4% | 2026-Q1 |
| Meridian Financial Partners LLC added | 337,943 | $23M | 1.2% | 2026-Q1 |
| CGC Financial Services, LLC trimmed | 339,541 | $23M | 1.2% | 2026-Q1 |
| SHP Wealth Management added | 322,252 | $22M | 1.1% | 2026-Q1 |
| Independent Advisor Alliance added | 283,108 | $19M | 1.0% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 272,585 | $18M | 1.0% | 2026-Q1 |
| Advisory Resource Group added | 258,399 | $17M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 257,582 | $17M | 0.9% | 2026-Q1 |
| Retirement Management Systems Inc. added | 215,235 | $14M | 0.8% | 2026-Q1 |
| B & T Capital Management DBA Alpha Capital Management added | 209,699 | $14M | 0.7% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 197,056 | $13M | 0.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 184,225 | $12M | 0.7% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. trimmed | 175,432 | $12M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 174,978 | $12M | 0.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 139,486 | $9M | 0.5% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 127,984 | $9M | 0.5% | 2026-Q1 |
| Capital Developers, LLC added | 111,827 | $7M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 107,480 | $7M | 0.4% | 2026-Q1 |
| Macco Financial Group, Inc. trimmed | 106,864 | $7M | 0.4% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 105,757 | $7M | 0.4% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 101,580 | $7M | 0.4% | 2026-Q1 |
| Scarborough Advisors, LLC added | 100,019 | $7M | 0.4% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 98,791 | $7M | 0.4% | 2026-Q1 |
| Legacy Private Trust Co. added | 93,277 | $6M | 0.3% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 92,998 | $6M | 0.3% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 91,655 | $6M | 0.3% | 2026-Q1 |
| Stewardship Advisors, LLC trimmed | 89,363 | $6M | 0.3% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 86,249 | $6M | 0.3% | 2026-Q1 |
| Lakeridge Wealth Management LLC added | 81,690 | $5M | 0.3% | 2026-Q1 |
| Destiny Wealth Partners, LLC trimmed | 66,088 | $4M | 0.2% | 2026-Q1 |
| Plan Group Financial, LLC added | 60,830 | $4M | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 58,236 | $4M | 0.2% | 2026-Q1 |
| American Trust trimmed | 57,600 | $4M | 0.2% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 56,765 | $4M | 0.2% | 2026-Q1 |
| Schwallier Wealth Management LLC trimmed | 56,020 | $4M | 0.2% | 2026-Q1 |
| Platform Technology Partners new | 54,707 | $4M | 0.2% | 2026-Q1 |
| ASHTON THOMAS SECURITIES, LLC added | 53,881 | $4M | 0.2% | 2026-Q1 |
| Atlas Legacy Advisors, LLC added | 52,887 | $4M | 0.2% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 49,410 | $3M | 0.2% | 2026-Q1 |
| UBS Group AG added | 49,119 | $3M | 0.2% | 2026-Q1 |
| Allegheny Financial Group added | 47,348 | $3M | 0.2% | 2026-Q1 |
| Kingsview Wealth Management, LLC new | 47,187 | $3M | 0.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. added | 45,079 | $3M | 0.2% | 2026-Q1 |
| Total Clarity Wealth Management, Inc. added | 44,604 | $3M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 40,980 | $3M | 0.1% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 40,755 | $3M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 39,571 | $3M | 0.1% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 39,487 | $3M | 0.1% | 2026-Q1 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 36,520 | $2M | 0.1% | 2026-Q1 |
| Choice Wealth Advisors LLC trimmed | 36,183 | $2M | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 33,077 | $2M | 0.1% | 2026-Q1 |
| SilverOak Wealth Management LLC added | 30,260 | $2M | 0.1% | 2026-Q1 |
| INTEGRITY WEALTH ADVISORS, INC. added | 29,822 | $2M | 0.1% | 2026-Q1 |
| Fermata Advisors, LLC added | 29,090 | $2M | 0.1% | 2026-Q1 |
| US BANCORP \DE\ added | 28,655 | $2M | 0.1% | 2026-Q1 |
| Asset Allocation Strategies LLC added | 28,071 | $2M | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 27,573 | $2M | 0.1% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 27,562 | $2M | 0.1% | 2026-Q1 |
| Avestar Capital, LLC added | 27,390 | $2M | 0.1% | 2026-Q1 |
| Ruggaard & Associates LLC trimmed | 27,260 | $2M | 0.1% | 2026-Q1 |
| WBH ADVISORY INC added | 26,139 | $2M | 0.1% | 2026-Q1 |
| McLaughlin Asset Management, Inc. trimmed | 26,045 | $2M | 0.1% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 25,862 | $2M | 0.1% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 24,218 | $2M | 0.1% | 2026-Q1 |
| Fortitude Financial, LLC trimmed | 23,992 | $2M | 0.1% | 2026-Q1 |
| WEST MICHIGAN ADVISORS, LLC trimmed | 23,327 | $2M | 0.1% | 2026-Q1 |
| Arete Wealth Advisors, LLC added | 23,066 | $2M | 0.1% | 2026-Q1 |
| Rooted Wealth Advisors, Inc. added | 19,695 | $1M | 0.1% | 2026-Q1 |
| Rothschild Wealth LLC trimmed | 20,446 | $1M | 0.1% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC trimmed | 20,281 | $1M | 0.1% | 2026-Q1 |
| BENJAMIN EDWARDS INC added | 18,765 | $1M | 0.1% | 2026-Q1 |
| Cordgrass Capital Advisors, LLC trimmed | 18,155 | $1M | 0.1% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 16,280 | $1M | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 15,622 | $1M | 0.1% | 2026-Q1 |
| Systelligence, LLC trimmed | 80,142 | $5M | 0.3% | 2025-Q2 stale |
| Equitable Holdings, Inc. added | 55,341 | $4M | 0.2% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 49,854 | $3M | 0.2% | 2025-Q2 stale |
| AXXCESS WEALTH MANAGEMENT, LLC new | 45,017 | $3M | 0.2% | 2025-Q4 stale |
| Total Wealth Planning, LLC trimmed | 25,295 | $2M | 0.1% | 2025-Q4 stale |
| Visionary Wealth Advisors added | 24,344 | $1M | 0.1% | 2025-Q1 stale |
| Siligmueller & Norvid Wealth Advisors LLC trimmed | 19,165 | $1M | 0.1% | 2025-Q2 stale |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 17,731 | $1M | 0.1% | 2025-Q4 stale |
| Leo Wealth, LLC trimmed | 18,776 | $1M | 0.1% | 2025-Q2 stale |
| Global Retirement Partners, LLC trimmed | 16,748 | $1M | 0.1% | 2025-Q4 stale |
| Redhawk Wealth Advisors, Inc. trimmed | 19,078 | $1M | 0.1% | 2025-Q1 stale |
| NWAM LLC added | 15,448 | $983K | 0.1% | 2025-Q3 stale |
| Kendall Capital Management new | 17,535 | $982K | 0.1% | 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.