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Institutional Ownership · SEC Form 13F

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.

174
Institutional holders
28,376,405
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added10,519,966$684M36.4%2026-Q1
FMR LLC added2,405,634$161M8.6%2026-Q1
LPL Financial LLC added2,132,205$142M7.6%2026-Q1
CWM, LLC added1,053,780$70M3.7%2026-Q1
Crestwood Advisors Group, LLC added1,003,350$67M3.6%2026-Q1
Cetera Investment Advisers added680,755$45M2.4%2026-Q1
Syntegra Private Wealth Group, LLC trimmed617,077$41M2.2%2026-Q1
Bank of New York Mellon Corp added562,789$38M2.0%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added555,081$37M2.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added459,413$30M1.6%2026-Q1
Wagner Wealth Management, LLC added431,428$29M1.5%2026-Q1
OSAIC HOLDINGS, INC. trimmed416,078$28M1.5%2026-Q1
Arkadios Wealth Advisors new407,600$27M1.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added399,611$27M1.4%2026-Q1
Meridian Financial Partners LLC added337,943$23M1.2%2026-Q1
CGC Financial Services, LLC trimmed339,541$23M1.2%2026-Q1
SHP Wealth Management added322,252$22M1.1%2026-Q1
Independent Advisor Alliance added283,108$19M1.0%2026-Q1
VERUS CAPITAL PARTNERS, LLC added272,585$18M1.0%2026-Q1
Advisory Resource Group added258,399$17M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added257,582$17M0.9%2026-Q1
Retirement Management Systems Inc. added215,235$14M0.8%2026-Q1
B & T Capital Management DBA Alpha Capital Management added209,699$14M0.7%2026-Q1
WealthPlan Investment Management, LLC added197,056$13M0.7%2026-Q1
ROYAL BANK OF CANADA added184,225$12M0.7%2026-Q1
Bond & Devick Financial Network, Inc. trimmed175,432$12M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed174,978$12M0.6%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added139,486$9M0.5%2026-Q1
Tradition Wealth Management, LLC added127,984$9M0.5%2026-Q1
Capital Developers, LLC added111,827$7M0.4%2026-Q1
Private Advisor Group, LLC added107,480$7M0.4%2026-Q1
Macco Financial Group, Inc. trimmed106,864$7M0.4%2026-Q1
STIFEL FINANCIAL CORP added105,757$7M0.4%2026-Q1
Kestra Advisory Services, LLC added101,580$7M0.4%2026-Q1
Scarborough Advisors, LLC added100,019$7M0.4%2026-Q1
CREATIVE FINANCIAL DESIGNS INC /ADV added98,791$7M0.4%2026-Q1
Legacy Private Trust Co. added93,277$6M0.3%2026-Q1
Concurrent Investment Advisors, LLC added92,998$6M0.3%2026-Q1
MML INVESTORS SERVICES, LLC added91,655$6M0.3%2026-Q1
Stewardship Advisors, LLC trimmed89,363$6M0.3%2026-Q1
FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed86,249$6M0.3%2026-Q1
Lakeridge Wealth Management LLC added81,690$5M0.3%2026-Q1
Destiny Wealth Partners, LLC trimmed66,088$4M0.2%2026-Q1
Plan Group Financial, LLC added60,830$4M0.2%2026-Q1
Modern Wealth Management, LLC added58,236$4M0.2%2026-Q1
American Trust trimmed57,600$4M0.2%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC added56,765$4M0.2%2026-Q1
Schwallier Wealth Management LLC trimmed56,020$4M0.2%2026-Q1
Platform Technology Partners new54,707$4M0.2%2026-Q1
ASHTON THOMAS SECURITIES, LLC added53,881$4M0.2%2026-Q1
Atlas Legacy Advisors, LLC added52,887$4M0.2%2026-Q1
Baird Financial Group, Inc. trimmed49,410$3M0.2%2026-Q1
UBS Group AG added49,119$3M0.2%2026-Q1
Allegheny Financial Group added47,348$3M0.2%2026-Q1
Kingsview Wealth Management, LLC new47,187$3M0.2%2026-Q1
Pinnacle Financial Partners, Inc. added45,079$3M0.2%2026-Q1
Total Clarity Wealth Management, Inc. added44,604$3M0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed40,980$3M0.1%2026-Q1
Fifth Third Securities, Inc. trimmed40,755$3M0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. added39,571$3M0.1%2026-Q1
NATIONAL BANK OF CANADA /FI/ trimmed39,487$3M0.1%2026-Q1
GREENWOOD CAPITAL ASSOCIATES LLC added36,520$2M0.1%2026-Q1
Choice Wealth Advisors LLC trimmed36,183$2M0.1%2026-Q1
JANE STREET GROUP, LLC added33,077$2M0.1%2026-Q1
SilverOak Wealth Management LLC added30,260$2M0.1%2026-Q1
INTEGRITY WEALTH ADVISORS, INC. added29,822$2M0.1%2026-Q1
Fermata Advisors, LLC added29,090$2M0.1%2026-Q1
US BANCORP \DE\ added28,655$2M0.1%2026-Q1
Asset Allocation Strategies LLC added28,071$2M0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added27,573$2M0.1%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added27,562$2M0.1%2026-Q1
Avestar Capital, LLC added27,390$2M0.1%2026-Q1
Ruggaard & Associates LLC trimmed27,260$2M0.1%2026-Q1
WBH ADVISORY INC added26,139$2M0.1%2026-Q1
McLaughlin Asset Management, Inc. trimmed26,045$2M0.1%2026-Q1
NATIXIS ADVISORS, LLC added25,862$2M0.1%2026-Q1
Merit Financial Group, LLC trimmed24,218$2M0.1%2026-Q1
Fortitude Financial, LLC trimmed23,992$2M0.1%2026-Q1
WEST MICHIGAN ADVISORS, LLC trimmed23,327$2M0.1%2026-Q1
Arete Wealth Advisors, LLC added23,066$2M0.1%2026-Q1
Rooted Wealth Advisors, Inc. added19,695$1M0.1%2026-Q1
Rothschild Wealth LLC trimmed20,446$1M0.1%2026-Q1
Capital Advisors Wealth Management, LLC trimmed20,281$1M0.1%2026-Q1
BENJAMIN EDWARDS INC added18,765$1M0.1%2026-Q1
Cordgrass Capital Advisors, LLC trimmed18,155$1M0.1%2026-Q1
WealthPLAN Partners, LLC added16,280$1M0.1%2026-Q1
MGO ONE SEVEN LLC added15,622$1M0.1%2026-Q1
Systelligence, LLC trimmed80,142$5M0.3%2025-Q2 stale
Equitable Holdings, Inc. added55,341$4M0.2%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added49,854$3M0.2%2025-Q2 stale
AXXCESS WEALTH MANAGEMENT, LLC new45,017$3M0.2%2025-Q4 stale
Total Wealth Planning, LLC trimmed25,295$2M0.1%2025-Q4 stale
Visionary Wealth Advisors added24,344$1M0.1%2025-Q1 stale
Siligmueller & Norvid Wealth Advisors LLC trimmed19,165$1M0.1%2025-Q2 stale
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed17,731$1M0.1%2025-Q4 stale
Leo Wealth, LLC trimmed18,776$1M0.1%2025-Q2 stale
Global Retirement Partners, LLC trimmed16,748$1M0.1%2025-Q4 stale
Redhawk Wealth Advisors, Inc. trimmed19,078$1M0.1%2025-Q1 stale
NWAM LLC added15,448$983K0.1%2025-Q3 stale
Kendall Capital Management new17,535$982K0.1%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.

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