Who owns JPEM (JPEM)
Which tracked institutional funds hold JPEM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPEM 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
22 tracked funds added or opened JPEM while 17 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
JPEM’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JPEM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPEM 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 125 tracked filers holding JPEM, 63 increased or opened the position and 55 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 JPEM 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 8
- Independent Advisor Alliance$6M
- OLD MISSION CAPITAL LLC$5M
- CITADEL ADVISORS LLC$3M
- JANE STREET GROUP, LLC$2M
- FLOW TRADERS U.S. LLC$2M
- NATIXIS ADVISORS, LLC$1M
Full exits 1
- Edge Financial Advisors LLC$1M
Largest adds
- UBS Group AG$6M
- WELLS FARGO & COMPANY/MN$4M
- GOLDMAN SACHS GROUP INC$2M
- Summit Financial, LLC$2M
- Strategic Financial Concepts, LLC$1M
- Integrated Wealth Concepts LLC$1M
Largest trims
- Prime Capital Investment Advisors, LLC$11M
- Corient Private Wealth LLC$8M
- Amplius Wealth Advisors, LLC$7M
- Tactive Advisors, LLC$3M
- LPL Financial LLC$2M
- MORGAN STANLEY$2M
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 |
|---|---|---|---|---|
| LPL Financial LLC trimmed | 368,512 | $23M | 7.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 328,412 | $20M | 6.4% | 2026-Q1 |
| MORGAN STANLEY trimmed | 216,224 | $13M | 4.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 210,347 | $13M | 4.1% | 2026-Q1 |
| SAM Advisors, LLC added | 197,195 | $12M | 3.8% | 2026-Q1 |
| American Money Management, LLC added | 190,437 | $12M | 3.7% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 168,377 | $10M | 3.3% | 2026-Q1 |
| Focus Partners Wealth added | 157,999 | $10M | 3.1% | 2026-Q1 |
| KWB Wealth | 159,191 | $10M | 3.0% | 2026-Q1 |
| Cerity Partners LLC added | 138,860 | $9M | 2.7% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 123,594 | $8M | 2.4% | 2026-Q1 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 119,662 | $8M | 2.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 119,892 | $7M | 2.3% | 2026-Q1 |
| Linscomb Wealth, Inc. trimmed | 116,015 | $7M | 2.3% | 2026-Q1 |
| UBS Group AG added | 104,859 | $7M | 2.0% | 2026-Q1 |
| Independent Advisor Alliance added | 95,046 | $6M | 1.9% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 85,562 | $5M | 1.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 83,921 | $5M | 1.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 79,528 | $5M | 1.5% | 2026-Q1 |
| Tactive Advisors, LLC trimmed | 76,635 | $5M | 1.5% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 73,193 | $5M | 1.4% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 69,752 | $4M | 1.4% | 2026-Q1 |
| Avestar Capital, LLC added | 67,252 | $4M | 1.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 67,271 | $4M | 1.3% | 2026-Q1 |
| Summit Financial, LLC added | 63,383 | $4M | 1.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 63,262 | $4M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 57,541 | $4M | 1.1% | 2026-Q1 |
| Jacobi Capital Management LLC added | 54,393 | $3M | 1.1% | 2026-Q1 |
| Strategic Financial Concepts, LLC added | 52,872 | $3M | 1.0% | 2026-Q1 |
| RHS Financial, LLC trimmed | 51,321 | $3M | 1.0% | 2026-Q1 |
| CITIGROUP INC trimmed | 50,915 | $3M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 50,492 | $3M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 45,526 | $3M | 0.9% | 2026-Q1 |
| Kingsview Wealth Management, LLC trimmed | 45,470 | $3M | 0.9% | 2026-Q1 |
| Schiavi & Co LLC trimmed | 43,208 | $3M | 0.8% | 2026-Q1 |
| TIEMANN INVESTMENT ADVISORS, LLC trimmed | 37,165 | $2M | 0.7% | 2026-Q1 |
| Accel Wealth Management added | 33,883 | $2M | 0.7% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 33,145 | $2M | 0.6% | 2026-Q1 |
| BKM Wealth Management, LLC added | 31,826 | $2M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 30,983 | $2M | 0.6% | 2026-Q1 |
| Birchwood Financial Partners, Inc. added | 28,840 | $2M | 0.6% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 26,991 | $2M | 0.5% | 2026-Q1 |
| Focus Financial Network, Inc. added | 26,939 | $2M | 0.5% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 25,951 | $2M | 0.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 25,849 | $2M | 0.5% | 2026-Q1 |
| &PARTNERS trimmed | 23,291 | $1M | 0.5% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC added | 21,467 | $1M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 20,390 | $1M | 0.4% | 2026-Q1 |
| Amplius Wealth Advisors, LLC trimmed | 15,120 | $939K | 0.3% | 2026-Q1 |
| Argent Trust Co | 14,489 | $900K | 0.3% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 14,258 | $886K | 0.3% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. trimmed | 14,151 | $879K | 0.3% | 2026-Q1 |
| Allworth Financial LP trimmed | 13,456 | $836K | 0.3% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 13,296 | $826K | 0.3% | 2026-Q1 |
| 5T Wealth, LLC added | 13,254 | $823K | 0.3% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC new | 12,842 | $798K | 0.2% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC added | 11,723 | $728K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 11,243 | $699K | 0.2% | 2026-Q1 |
| Virtu Financial LLC trimmed | 10,896 | $677K | 0.2% | 2026-Q1 |
| Sigma Planning Corp trimmed | 10,566 | $656K | 0.2% | 2026-Q1 |
| Cedar Point Capital Partners, LLC trimmed | 10,491 | $652K | 0.2% | 2026-Q1 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 10,479 | $651K | 0.2% | 2026-Q1 |
| L & S Advisors Inc added | 9,463 | $588K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. added | 9,324 | $570K | 0.2% | 2026-Q1 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC trimmed | 8,236 | $512K | 0.2% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 8,026 | $499K | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 7,614 | $473K | 0.1% | 2026-Q1 |
| Asset One Wealth Management LLC trimmed | 6,954 | $454K | 0.1% | 2026-Q1 |
| Sharkey, Howes & Javer trimmed | 7,271 | $452K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,729 | $418K | 0.1% | 2026-Q1 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 6,663 | $414K | 0.1% | 2026-Q1 |
| Sovran Advisors, LLC trimmed | 5,899 | $383K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 6,064 | $377K | 0.1% | 2026-Q1 |
| Lodestone Wealth Management LLC trimmed | 5,775 | $359K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 5,452 | $339K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 5,322 | $331K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,065 | $316K | 0.1% | 2026-Q1 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 4,742 | $295K | 0.1% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 4,562 | $283K | 0.1% | 2026-Q1 |
| MN Wealth Advisors, LLC added | 4,387 | $273K | 0.1% | 2026-Q1 |
| Richard P Slaughter Associates Inc | 4,341 | $270K | 0.1% | 2026-Q1 |
| LOM Asset Management Ltd added | 4,255 | $264K | 0.1% | 2026-Q1 |
| 3Chopt Investment Partners, LLC | 4,147 | $258K | 0.1% | 2026-Q1 |
| HUNTINGTON NATIONAL BANK new | 4,093 | $254K | 0.1% | 2026-Q1 |
| RVW Wealth, LLC | 3,779 | $235K | 0.1% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 211,192 | $12M | 3.7% | 2025-Q2 stale |
| First Horizon Advisors, Inc. added | 103,228 | $6M | 1.8% | 2025-Q2 stale |
| CW Advisors, LLC new | 77,281 | $4M | 1.4% | 2025-Q2 stale |
| Wolf Group Capital Advisors trimmed | 32,873 | $2M | 0.5% | 2025-Q1 stale |
| Edge Financial Advisors LLC added | 18,717 | $1M | 0.4% | 2025-Q4 stale |
| Visionary Wealth Advisors trimmed | 16,965 | $894K | 0.3% | 2025-Q1 stale |
| POTENTIA WEALTH added | 10,174 | $600K | 0.2% | 2025-Q3 stale |
| EdgeRock Capital LLC added | 7,612 | $401K | 0.1% | 2025-Q1 stale |
| Blue Oak Capital, LLC added | 7,435 | $392K | 0.1% | 2025-Q1 stale |
| Coppell Advisory Solutions LLC added | 5,163 | $314K | 0.1% | 2025-Q4 stale |
| TOWNSQUARE CAPITAL LLC | 5,029 | $297K | 0.1% | 2025-Q3 stale |
| Empowered Funds, LLC added | 4,781 | $290K | 0.1% | 2025-Q4 stale |
| CreativeOne Wealth, LLC trimmed | 4,789 | $252K | 0.1% | 2025-Q1 stale |
| Cadence Bank | 4,093 | $249K | 0.1% | 2025-Q4 stale |
| Virtue Capital Management, LLC new | 4,503 | $237K | 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.