Who owns 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-Q2 13F filings (latest filed 2026-08-21). 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 JMEE is one-sided between 2026-Q1 and 2026-Q2: 82 added or opened and 13 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
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 0.1pp 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 2026-Q1 and 2026-Q2, across 188 tracked filers holding JMEE, 114 increased or opened the position and 67 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 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 10
- Integrated Wealth Concepts LLC$9M
- Commonwealth Financial Services, LLC$7M
- AXXCESS WEALTH MANAGEMENT, LLC$3M
- GOLDMAN SACHS GROUP INC$3M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- Planning Strategies Inc.$3M
Full exits 7
- CWM, LLC$70M
- Arkadios Wealth Advisors$27M
- Capital Developers, LLC$7M
- Cambridge Investment Research Advisors, Inc.$3M
- INTEGRITY WEALTH ADVISORS, INC.$2M
- NATIXIS ADVISORS, LLC$2M
Largest adds
- FMR LLC$80M
- JPMORGAN CHASE & CO$74M
- LPL Financial LLC$34M
- JONES FINANCIAL COMPANIES LLLP$18M
- Crestwood Advisors Group, LLC$13M
- Cetera Investment Advisers$9M
Largest trims
- SHP Wealth Management$21M
- Independent Advisor Alliance$18M
- Schwallier Wealth Management LLC$3M
- JANE STREET GROUP, LLC$2M
- FLYNN ZITO CAPITAL MANAGEMENT, LLC$1M
- Gateway Wealth Partners, LLC$348K
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 trimmed | 9,782,654 | $758M | 35.8% | 2026-Q2 |
| FMR LLC added | 3,088,420 | $241M | 11.4% | 2026-Q2 |
| LPL Financial LLC added | 2,260,945 | $176M | 8.3% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 1,023,610 | $80M | 3.8% | 2026-Q2 |
| Cetera Investment Advisers added | 702,324 | $55M | 2.6% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 633,091 | $49M | 2.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 618,478 | $48M | 2.3% | 2026-Q2 |
| Bank of New York Mellon Corp added | 580,188 | $45M | 2.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 571,576 | $45M | 2.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 463,387 | $36M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 455,639 | $36M | 1.7% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 440,073 | $34M | 1.6% | 2026-Q2 |
| Meridian Financial Partners LLC added | 347,624 | $27M | 1.3% | 2026-Q2 |
| CGC Financial Services, LLC trimmed | 324,194 | $25M | 1.2% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 278,665 | $22M | 1.0% | 2026-Q2 |
| Advisory Resource Group added | 258,935 | $20M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 231,431 | $18M | 0.9% | 2026-Q2 |
| Retirement Management Systems Inc. added | 228,395 | $18M | 0.8% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 224,405 | $18M | 0.8% | 2026-Q2 |
| B & T Capital Management DBA Alpha Capital Management trimmed | 209,506 | $16M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 191,937 | $15M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 190,278 | $15M | 0.7% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 182,754 | $14M | 0.7% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 156,363 | $12M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 143,634 | $11M | 0.5% | 2026-Q2 |
| Macco Financial Group, Inc. added | 138,964 | $11M | 0.5% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 134,663 | $11M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 124,966 | $10M | 0.5% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 124,441 | $10M | 0.5% | 2026-Q2 |
| Private Advisor Group, LLC added | 123,055 | $10M | 0.5% | 2026-Q2 |
| Scarborough Advisors, LLC added | 121,721 | $9M | 0.4% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 117,476 | $9M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 117,247 | $9M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 110,138 | $9M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 103,466 | $8M | 0.4% | 2026-Q2 |
| Commonwealth Financial Services, LLC new | 95,365 | $7M | 0.4% | 2026-Q2 |
| Legacy Private Trust Co. trimmed | 90,326 | $7M | 0.3% | 2026-Q2 |
| Stewardship Advisors, LLC added | 89,802 | $7M | 0.3% | 2026-Q2 |
| Lakeridge Wealth Management LLC added | 82,410 | $6M | 0.3% | 2026-Q2 |
| Modern Wealth Management, LLC added | 81,030 | $6M | 0.3% | 2026-Q2 |
| ASHTON THOMAS SECURITIES, LLC added | 78,882 | $6M | 0.3% | 2026-Q2 |
| Platform Technology Partners added | 78,189 | $6M | 0.3% | 2026-Q2 |
| Plan Group Financial, LLC added | 77,375 | $6M | 0.3% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 72,790 | $6M | 0.3% | 2026-Q2 |
| Allegheny Financial Group added | 72,421 | $6M | 0.3% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 62,829 | $5M | 0.2% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 56,697 | $4M | 0.2% | 2026-Q2 |
| Atlas Legacy Advisors, LLC added | 54,691 | $4M | 0.2% | 2026-Q2 |
| American Trust trimmed | 53,695 | $4M | 0.2% | 2026-Q2 |
| Baird Financial Group, Inc. added | 51,422 | $4M | 0.2% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 48,412 | $4M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 46,410 | $4M | 0.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. added | 45,519 | $4M | 0.2% | 2026-Q2 |
| GREENWOOD CAPITAL ASSOCIATES LLC added | 44,165 | $3M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 43,432 | $3M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 41,917 | $3M | 0.2% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 40,140 | $3M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 40,086 | $3M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 40,052 | $3M | 0.1% | 2026-Q2 |
| Curry Webb Wealth Management LLC added | 39,874 | $3M | 0.1% | 2026-Q2 |
| Planning Strategies Inc. new | 39,448 | $3M | 0.1% | 2026-Q2 |
| SilverOak Wealth Management LLC added | 38,225 | $3M | 0.1% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 35,305 | $3M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 33,123 | $3M | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 31,866 | $2M | 0.1% | 2026-Q2 |
| Choice Wealth Advisors LLC trimmed | 31,697 | $2M | 0.1% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 30,032 | $2M | 0.1% | 2026-Q2 |
| Avestar Capital, LLC added | 29,215 | $2M | 0.1% | 2026-Q2 |
| Asset Allocation Strategies LLC added | 29,154 | $2M | 0.1% | 2026-Q2 |
| Fermata Advisors, LLC trimmed | 28,688 | $2M | 0.1% | 2026-Q2 |
| IFG Advisory, LLC added | 28,071 | $2M | 0.1% | 2026-Q2 |
| US BANCORP \DE\ trimmed | 26,902 | $2M | 0.1% | 2026-Q2 |
| WBH ADVISORY INC added | 26,481 | $2M | 0.1% | 2026-Q2 |
| Ruggaard & Associates LLC trimmed | 26,476 | $2M | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC added | 26,401 | $2M | 0.1% | 2026-Q2 |
| McLaughlin Asset Management, Inc. added | 26,179 | $2M | 0.1% | 2026-Q2 |
| WEST MICHIGAN ADVISORS, LLC added | 24,689 | $2M | 0.1% | 2026-Q2 |
| Fortitude Financial, LLC trimmed | 23,946 | $2M | 0.1% | 2026-Q2 |
| Arete Wealth Advisors, LLC added | 23,912 | $2M | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 23,839 | $2M | 0.1% | 2026-Q2 |
| Rothschild Wealth LLC trimmed | 20,021 | $2M | 0.1% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC trimmed | 19,863 | $2M | 0.1% | 2026-Q2 |
| BENJAMIN EDWARDS INC trimmed | 18,751 | $1M | 0.1% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC trimmed | 18,102 | $1M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 17,005 | $1M | 0.1% | 2026-Q2 |
| Keating Financial Advisory Services, Inc. added | 16,177 | $1M | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 15,442 | $1M | 0.1% | 2026-Q2 |
| Independent Advisor Alliance trimmed | 15,393 | $1M | 0.1% | 2026-Q2 |
| PAX Financial Group, LLC added | 14,263 | $1M | 0.1% | 2026-Q2 |
| United Advisor Group, LLC trimmed | 13,328 | $1M | 0.0% | 2026-Q2 |
| Garden State Investment Advisory Services LLC added | 12,573 | $981K | 0.0% | 2026-Q2 |
| Summit Wealth Partners, LLC trimmed | 11,475 | $895K | 0.0% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 11,374 | $888K | 0.0% | 2026-Q2 |
| ROCKLAND TRUST CO added | 10,821 | $844K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. added | 10,008 | $781K | 0.0% | 2026-Q2 |
| MTM FINANCIAL GROUP, LLC added | 9,700 | $757K | 0.0% | 2026-Q2 |
| Heritage Wealth Management, Inc. added | 9,466 | $739K | 0.0% | 2026-Q2 |
| Freedom Financial Partners LLC trimmed | 8,855 | $691K | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 8,500 | $663K | 0.0% | 2026-Q2 |
| Advisory Services Network, LLC added | 8,454 | $660K | 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.