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Institutional Ownership · SEC Form 13F

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.

125
Institutional holders
4,718,539
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC trimmed368,512$23M7.2%2026-Q1
BANK OF AMERICA CORP /DE/ added328,412$20M6.4%2026-Q1
MORGAN STANLEY trimmed216,224$13M4.2%2026-Q1
Cetera Investment Advisers trimmed210,347$13M4.1%2026-Q1
SAM Advisors, LLC added197,195$12M3.8%2026-Q1
American Money Management, LLC added190,437$12M3.7%2026-Q1
WELLS FARGO & COMPANY/MN added168,377$10M3.3%2026-Q1
Focus Partners Wealth added157,999$10M3.1%2026-Q1
KWB Wealth159,191$10M3.0%2026-Q1
Cerity Partners LLC added138,860$9M2.7%2026-Q1
Avantax Planning Partners, Inc. added123,594$8M2.4%2026-Q1
SEGALL BRYANT & HAMILL, LLC trimmed119,662$8M2.4%2026-Q1
AMERIPRISE FINANCIAL INC added119,892$7M2.3%2026-Q1
Linscomb Wealth, Inc. trimmed116,015$7M2.3%2026-Q1
UBS Group AG added104,859$7M2.0%2026-Q1
Independent Advisor Alliance added95,046$6M1.9%2026-Q1
MARSHALL WACE, LLP trimmed85,562$5M1.7%2026-Q1
JPMORGAN CHASE & CO added83,921$5M1.6%2026-Q1
OSAIC HOLDINGS, INC. trimmed79,528$5M1.5%2026-Q1
Tactive Advisors, LLC trimmed76,635$5M1.5%2026-Q1
OLD MISSION CAPITAL LLC added73,193$5M1.4%2026-Q1
Berger Financial Group, Inc trimmed69,752$4M1.4%2026-Q1
Avestar Capital, LLC added67,252$4M1.3%2026-Q1
JONES FINANCIAL COMPANIES LLLP added67,271$4M1.3%2026-Q1
Summit Financial, LLC added63,383$4M1.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed63,262$4M1.2%2026-Q1
RAYMOND JAMES FINANCIAL INC added57,541$4M1.1%2026-Q1
Jacobi Capital Management LLC added54,393$3M1.1%2026-Q1
Strategic Financial Concepts, LLC added52,872$3M1.0%2026-Q1
RHS Financial, LLC trimmed51,321$3M1.0%2026-Q1
CITIGROUP INC trimmed50,915$3M1.0%2026-Q1
CITADEL ADVISORS LLC added50,492$3M1.0%2026-Q1
GOLDMAN SACHS GROUP INC added45,526$3M0.9%2026-Q1
Kingsview Wealth Management, LLC trimmed45,470$3M0.9%2026-Q1
Schiavi & Co LLC trimmed43,208$3M0.8%2026-Q1
TIEMANN INVESTMENT ADVISORS, LLC trimmed37,165$2M0.7%2026-Q1
Accel Wealth Management added33,883$2M0.7%2026-Q1
Integrated Wealth Concepts LLC added33,145$2M0.6%2026-Q1
BKM Wealth Management, LLC added31,826$2M0.6%2026-Q1
JANE STREET GROUP, LLC added30,983$2M0.6%2026-Q1
Birchwood Financial Partners, Inc. added28,840$2M0.6%2026-Q1
Merit Financial Group, LLC trimmed26,991$2M0.5%2026-Q1
Focus Financial Network, Inc. added26,939$2M0.5%2026-Q1
FLOW TRADERS U.S. LLC trimmed25,951$2M0.5%2026-Q1
ROYAL BANK OF CANADA added25,849$2M0.5%2026-Q1
&PARTNERS trimmed23,291$1M0.5%2026-Q1
SIGNET FINANCIAL MANAGEMENT, LLC added21,467$1M0.4%2026-Q1
NATIXIS ADVISORS, LLC new20,390$1M0.4%2026-Q1
Amplius Wealth Advisors, LLC trimmed15,120$939K0.3%2026-Q1
Argent Trust Co14,489$900K0.3%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed14,258$886K0.3%2026-Q1
Bond & Devick Financial Network, Inc. trimmed14,151$879K0.3%2026-Q1
Allworth Financial LP trimmed13,456$836K0.3%2026-Q1
MONECO ADVISORS, LLC added13,296$826K0.3%2026-Q1
5T Wealth, LLC added13,254$823K0.3%2026-Q1
Avidian Wealth Enterprises, LLC new12,842$798K0.2%2026-Q1
KELLY FINANCIAL GROUP LLC added11,723$728K0.2%2026-Q1
Cambridge Investment Research Advisors, Inc. added11,243$699K0.2%2026-Q1
Virtu Financial LLC trimmed10,896$677K0.2%2026-Q1
Sigma Planning Corp trimmed10,566$656K0.2%2026-Q1
Cedar Point Capital Partners, LLC trimmed10,491$652K0.2%2026-Q1
WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed10,479$651K0.2%2026-Q1
L & S Advisors Inc added9,463$588K0.2%2026-Q1
Equitable Holdings, Inc. added9,324$570K0.2%2026-Q1
BARNES PETTEY FINANCIAL ADVISORS, LLC trimmed8,236$512K0.2%2026-Q1
CAPTRUST FINANCIAL ADVISORS added8,026$499K0.2%2026-Q1
DAYMARK WEALTH PARTNERS, LLC added7,614$473K0.1%2026-Q1
Asset One Wealth Management LLC trimmed6,954$454K0.1%2026-Q1
Sharkey, Howes & Javer trimmed7,271$452K0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed6,729$418K0.1%2026-Q1
SHEPHERD KAPLAN KROCHUK, LLC trimmed6,663$414K0.1%2026-Q1
Sovran Advisors, LLC trimmed5,899$383K0.1%2026-Q1
MML INVESTORS SERVICES, LLC trimmed6,064$377K0.1%2026-Q1
Lodestone Wealth Management LLC trimmed5,775$359K0.1%2026-Q1
Corient Private Wealth LLC trimmed5,452$339K0.1%2026-Q1
Private Advisor Group, LLC added5,322$331K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed5,065$316K0.1%2026-Q1
PRECEDENT WEALTH PARTNERS, LLC trimmed4,742$295K0.1%2026-Q1
Prime Capital Investment Advisors, LLC trimmed4,562$283K0.1%2026-Q1
MN Wealth Advisors, LLC added4,387$273K0.1%2026-Q1
Richard P Slaughter Associates Inc4,341$270K0.1%2026-Q1
LOM Asset Management Ltd added4,255$264K0.1%2026-Q1
3Chopt Investment Partners, LLC4,147$258K0.1%2026-Q1
HUNTINGTON NATIONAL BANK new4,093$254K0.1%2026-Q1
RVW Wealth, LLC3,779$235K0.1%2026-Q1
AVANTAX ADVISORY SERVICES, INC. added211,192$12M3.7%2025-Q2 stale
First Horizon Advisors, Inc. added103,228$6M1.8%2025-Q2 stale
CW Advisors, LLC new77,281$4M1.4%2025-Q2 stale
Wolf Group Capital Advisors trimmed32,873$2M0.5%2025-Q1 stale
Edge Financial Advisors LLC added18,717$1M0.4%2025-Q4 stale
Visionary Wealth Advisors trimmed16,965$894K0.3%2025-Q1 stale
POTENTIA WEALTH added10,174$600K0.2%2025-Q3 stale
EdgeRock Capital LLC added7,612$401K0.1%2025-Q1 stale
Blue Oak Capital, LLC added7,435$392K0.1%2025-Q1 stale
Coppell Advisory Solutions LLC added5,163$314K0.1%2025-Q4 stale
TOWNSQUARE CAPITAL LLC5,029$297K0.1%2025-Q3 stale
Empowered Funds, LLC added4,781$290K0.1%2025-Q4 stale
CreativeOne Wealth, LLC trimmed4,789$252K0.1%2025-Q1 stale
Cadence Bank4,093$249K0.1%2025-Q4 stale
Virtue Capital Management, LLC new4,503$237K0.1%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