Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
18 tracked funds added or opened JPEM while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 109 tracked filers holding JPEM, 51 increased or opened the position and 66 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 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.
Full exits 7
- Independent Advisor Alliance$6M
- FLOW TRADERS U.S. LLC$2M
- SIGNET FINANCIAL MANAGEMENT, LLC$1M
- NATIXIS ADVISORS, LLC$1M
- Cambridge Investment Research Advisors, Inc.$699K
- Virtu Financial LLC$677K
Largest adds
- Corient Private Wealth LP$7M
- OLD MISSION CAPITAL LLC$4M
- GOLDMAN SACHS GROUP INC$2M
- MORGAN STANLEY$1M
- WELLS FARGO & COMPANY/MN$897K
- LPL Financial LLC$860K
Largest trims
- Tactive Advisors, LLC$3M
- Strategic Financial Concepts, LLC$3M
- Cerity Partners LLC$2M
- Merit Financial Group, LLC$1M
- Integrated Wealth Concepts LLC$737K
- Accel Wealth Management$703K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 378,373 | $24M | 8.2% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 338,153 | $21M | 7.3% | 2026-Q2 |
| MORGAN STANLEY added | 233,928 | $15M | 5.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 206,141 | $13M | 4.5% | 2026-Q2 |
| SAM Advisors, LLC added | 201,299 | $13M | 4.4% | 2026-Q2 |
| American Money Management, LLC added | 196,972 | $12M | 4.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 180,905 | $11M | 3.9% | 2026-Q2 |
| Focus Partners Wealth added | 160,092 | $10M | 3.5% | 2026-Q2 |
| KWB Wealth trimmed | 156,463 | $10M | 3.4% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 143,158 | $9M | 3.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 131,487 | $8M | 2.8% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 127,408 | $8M | 2.8% | 2026-Q2 |
| Corient Private Wealth LP added | 120,695 | $8M | 2.6% | 2026-Q2 |
| SEGALL BRYANT & HAMILL, LLC trimmed | 117,327 | $7M | 2.5% | 2026-Q2 |
| Cerity Partners LLC trimmed | 109,825 | $7M | 2.4% | 2026-Q2 |
| Linscomb Wealth, Inc. trimmed | 108,749 | $7M | 2.4% | 2026-Q2 |
| UBS Group AG added | 105,317 | $7M | 2.3% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 91,997 | $6M | 2.0% | 2026-Q2 |
| MARSHALL WACE, LLP added | 87,740 | $6M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 78,051 | $5M | 1.7% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 76,590 | $5M | 1.7% | 2026-Q2 |
| Summit Financial, LLC added | 71,555 | $4M | 1.6% | 2026-Q2 |
| Avestar Capital, LLC added | 71,243 | $4M | 1.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 70,777 | $4M | 1.5% | 2026-Q2 |
| Berger Financial Group, Inc trimmed | 68,223 | $4M | 1.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 64,100 | $4M | 1.4% | 2026-Q2 |
| Jacobi Capital Management LLC added | 59,240 | $4M | 1.3% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 58,129 | $4M | 1.3% | 2026-Q2 |
| CITIGROUP INC trimmed | 50,672 | $3M | 1.1% | 2026-Q2 |
| Schiavi & Co LLC added | 49,032 | $3M | 1.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 45,821 | $3M | 1.0% | 2026-Q2 |
| RHS Financial, LLC trimmed | 41,397 | $3M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 41,334 | $3M | 0.9% | 2026-Q2 |
| TIEMANN INVESTMENT ADVISORS, LLC trimmed | 36,960 | $2M | 0.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 29,590 | $2M | 0.6% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 29,577 | $2M | 0.6% | 2026-Q2 |
| Tactive Advisors, LLC trimmed | 27,970 | $2M | 0.6% | 2026-Q2 |
| Focus Financial Network, Inc. added | 27,875 | $2M | 0.6% | 2026-Q2 |
| &PARTNERS added | 24,474 | $2M | 0.5% | 2026-Q2 |
| Accel Wealth Management trimmed | 22,336 | $1M | 0.5% | 2026-Q2 |
| BKM Wealth Management, LLC trimmed | 21,438 | $1M | 0.5% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 21,055 | $1M | 0.5% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 20,355 | $1M | 0.4% | 2026-Q2 |
| Argent Trust Co added | 14,529 | $912K | 0.3% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. | 14,151 | $888K | 0.3% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 14,096 | $885K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 13,781 | $865K | 0.3% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 12,905 | $810K | 0.3% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 12,038 | $756K | 0.3% | 2026-Q2 |
| Strategic Financial Concepts, LLC trimmed | 11,595 | $728K | 0.3% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 11,246 | $706K | 0.2% | 2026-Q2 |
| Sigma Planning Corp added | 10,861 | $682K | 0.2% | 2026-Q2 |
| L & S Advisors Inc added | 9,870 | $620K | 0.2% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 9,641 | $605K | 0.2% | 2026-Q2 |
| Cedar Point Capital Partners, LLC trimmed | 8,947 | $562K | 0.2% | 2026-Q2 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 8,883 | $558K | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 8,628 | $542K | 0.2% | 2026-Q2 |
| BARNES PETTEY FINANCIAL ADVISORS, LLC added | 8,507 | $534K | 0.2% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 8,307 | $522K | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 8,112 | $509K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 6,999 | $439K | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 6,781 | $426K | 0.1% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 6,664 | $418K | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 6,506 | $408K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 6,198 | $389K | 0.1% | 2026-Q2 |
| SHEPHERD KAPLAN KROCHUK, LLC trimmed | 6,078 | $382K | 0.1% | 2026-Q2 |
| Sovran Advisors, LLC trimmed | 5,658 | $362K | 0.1% | 2026-Q2 |
| Lodestone Wealth Management LLC trimmed | 5,656 | $355K | 0.1% | 2026-Q2 |
| Sharkey, Howes & Javer trimmed | 5,002 | $314K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 4,870 | $306K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,500 | $286K | 0.1% | 2026-Q2 |
| Richard P Slaughter Associates Inc | 4,341 | $273K | 0.1% | 2026-Q2 |
| LOM Asset Management Ltd | 4,255 | $267K | 0.1% | 2026-Q2 |
| 3Chopt Investment Partners, LLC | 4,147 | $260K | 0.1% | 2026-Q2 |
| HUNTINGTON NATIONAL BANK | 4,093 | $257K | 0.1% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 3,892 | $244K | 0.1% | 2026-Q2 |
| RVW Wealth, LLC | 3,779 | $237K | 0.1% | 2026-Q2 |
| PRECEDENT WEALTH PARTNERS, LLC trimmed | 3,710 | $233K | 0.1% | 2026-Q2 |
| Aprio Wealth Management, LLC | 3,500 | $220K | 0.1% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 3,496 | $219K | 0.1% | 2026-Q2 |
| Asset One Wealth Management LLC trimmed | 3,466 | $221K | 0.1% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC new | 3,246 | $204K | 0.1% | 2026-Q2 |
| ASSETMARK, INC | 3,130 | $197K | 0.1% | 2026-Q2 |
| Harbor Asset Planning, Inc. added | 2,463 | $155K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 2,239 | $141K | 0.0% | 2026-Q2 |
| BlackRock, Inc. added | 1,754 | $110K | 0.0% | 2026-Q2 |
| SYM FINANCIAL Corp trimmed | 1,578 | $99K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 1,562 | $98K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 1,227 | $77K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 968 | $61K | 0.0% | 2026-Q2 |
| RICHARDS, MERRILL & PETERSON, INC. | 846 | $53K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 662 | $42K | 0.0% | 2026-Q2 |
| First Pacific Financial trimmed | 420 | $26K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 350 | $22K | 0.0% | 2026-Q2 |
| FMR LLC | 335 | $21K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 287 | $18K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 257 | $16K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 254 | $16K | 0.0% | 2026-Q2 |
| LANARK FINANCIAL, INC. | 200 | $13K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 168 | $10K | 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.