Who owns JPME
Which tracked institutional funds hold JPME, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPME 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
17 tracked funds added or opened JPME while 10 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
JPME’s largest tracked holder by dollar value, MORGAN STANLEY, 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 JPME more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPME 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 109 tracked filers holding JPME, 51 increased or opened the position and 44 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 JPME 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 4
- Equitable Holdings, Inc.$3M
- Modern Wealth Management, LLC$3M
- GOLDMAN SACHS GROUP INC$985K
- CPWA, LLC$595K
Full exits 2
- Vantus Wealth LLC$2M
- TWO SIGMA INVESTMENTS, LP$761K
Largest adds
- HighTower Advisors, LLC$4M
- JONES FINANCIAL COMPANIES LLLP$3M
- LPL Financial LLC$2M
- OSAIC HOLDINGS, INC.$1M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$905K
- Manske Wealth Management$895K
Largest trims
- Dynamic Advisor Solutions LLC$14M
- MORGAN STANLEY$1M
- Sanctuary Advisors, LLC$1M
- CITADEL ADVISORS LLC$782K
- STIFEL FINANCIAL CORP$637K
- LWM Advisory Services, LLC$551K
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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 411,437 | $47M | 16.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 355,257 | $41M | 14.5% | 2026-Q1 |
| LPL Financial LLC added | 250,776 | $29M | 10.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 133,463 | $15M | 5.4% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 123,160 | $14M | 5.0% | 2026-Q1 |
| APPLETON PARTNERS INC/MA added | 92,579 | $11M | 3.8% | 2026-Q1 |
| Cerity Partners LLC trimmed | 92,474 | $11M | 3.8% | 2026-Q1 |
| RVW Wealth, LLC trimmed | 63,630 | $7M | 2.6% | 2026-Q1 |
| Manske Wealth Management added | 59,844 | $7M | 2.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 54,638 | $6M | 2.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 54,599 | $6M | 2.2% | 2026-Q1 |
| 1900 WEALTH MANAGEMENT LLC trimmed | 46,344 | $5M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 34,342 | $4M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 29,633 | $3M | 1.2% | 2026-Q1 |
| Equitable Holdings, Inc. new | 24,064 | $3M | 1.0% | 2026-Q1 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 22,890 | $3M | 0.9% | 2026-Q1 |
| Modern Wealth Management, LLC new | 21,930 | $3M | 0.9% | 2026-Q1 |
| Dynamic Advisor Solutions LLC trimmed | 19,971 | $2M | 0.8% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 19,667 | $2M | 0.8% | 2026-Q1 |
| Private Advisor Group, LLC added | 19,227 | $2M | 0.8% | 2026-Q1 |
| KWB Wealth | 19,504 | $2M | 0.8% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 18,463 | $2M | 0.8% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 18,022 | $2M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 17,881 | $2M | 0.7% | 2026-Q1 |
| CreativeOne Wealth, LLC trimmed | 15,759 | $2M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 15,678 | $2M | 0.6% | 2026-Q1 |
| Cassilly Financial Group LLC added | 15,627 | $2M | 0.6% | 2026-Q1 |
| Empirical Asset Management, LLC trimmed | 14,887 | $2M | 0.6% | 2026-Q1 |
| Apella Capital, LLC trimmed | 11,610 | $1M | 0.5% | 2026-Q1 |
| Gallacher Capital Management LLC trimmed | 12,133 | $1M | 0.5% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 11,559 | $1M | 0.5% | 2026-Q1 |
| JOURNEY STRATEGIC WEALTH LLC added | 11,353 | $1M | 0.5% | 2026-Q1 |
| Archford Capital Strategies, LLC | 10,693 | $1M | 0.4% | 2026-Q1 |
| Goldstein Advisors, LLC added | 10,626 | $1M | 0.4% | 2026-Q1 |
| LWM Advisory Services, LLC trimmed | 10,474 | $1M | 0.4% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 10,132 | $1M | 0.4% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 10,004 | $1M | 0.4% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 9,837 | $1M | 0.4% | 2026-Q1 |
| Richard P Slaughter Associates Inc trimmed | 9,185 | $1M | 0.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 8,600 | $985K | 0.4% | 2026-Q1 |
| CHOREO, LLC | 8,191 | $938K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 7,493 | $858K | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 7,228 | $813K | 0.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 6,872 | $794K | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 6,788 | $777K | 0.3% | 2026-Q1 |
| LANDMARK WEALTH MANAGEMENT, INC. | 6,518 | $746K | 0.3% | 2026-Q1 |
| BLUEDOOR PRIVATE WEALTH, LLC trimmed | 6,084 | $697K | 0.2% | 2026-Q1 |
| Cosner Financial Group, LLC trimmed | 6,009 | $688K | 0.2% | 2026-Q1 |
| COMPASS CAPITAL MANAGEMENT, INC | 5,320 | $609K | 0.2% | 2026-Q1 |
| CPWA, LLC new | 4,918 | $595K | 0.2% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 5,059 | $579K | 0.2% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. | 4,896 | $561K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 4,677 | $536K | 0.2% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 4,519 | $518K | 0.2% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC trimmed | 4,475 | $512K | 0.2% | 2026-Q1 |
| N.E.W. Advisory Services LLC trimmed | 4,340 | $497K | 0.2% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 4,311 | $494K | 0.2% | 2026-Q1 |
| Traub Capital Management LLC added | 4,270 | $489K | 0.2% | 2026-Q1 |
| Entelevest, LLC trimmed | 4,064 | $466K | 0.2% | 2026-Q1 |
| PRINCIPAL SECURITIES, INC. added | 4,028 | $461K | 0.2% | 2026-Q1 |
| McLaughlin Asset Management, Inc. trimmed | 3,976 | $455K | 0.2% | 2026-Q1 |
| Summit Financial, LLC new | 3,869 | $443K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 3,827 | $438K | 0.2% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC trimmed | 3,530 | $404K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 3,471 | $398K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 3,407 | $390K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 2,859 | $327K | 0.1% | 2026-Q1 |
| LUTS & GREENLEIGH GROUP, INC. added | 2,593 | $297K | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC new | 2,362 | $271K | 0.1% | 2026-Q1 |
| PFG Advisors trimmed | 2,277 | $261K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC trimmed | 1,974 | $226K | 0.1% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 1,817 | $208K | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,805 | $207K | 0.1% | 2026-Q1 |
| FMR LLC added | 1,285 | $147K | 0.1% | 2026-Q1 |
| US BANCORP \DE\ new | 1,035 | $119K | 0.0% | 2026-Q1 |
| BlackRock, Inc. trimmed | 1,019 | $117K | 0.0% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT | 936 | $107K | 0.0% | 2026-Q1 |
| BROWN BROTHERS HARRIMAN & CO | 915 | $105K | 0.0% | 2026-Q1 |
| EverSource Wealth Advisors, LLC trimmed | 2,216 | $97K | 0.0% | 2026-Q1 |
| AE Wealth Management LLC trimmed | 835 | $96K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 745 | $86K | 0.0% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 571 | $65K | 0.0% | 2026-Q1 |
| CITIGROUP INC | 450 | $52K | 0.0% | 2026-Q1 |
| MAI Capital Management | 408 | $47K | 0.0% | 2026-Q1 |
| IFP Advisors, Inc added | 324 | $37K | 0.0% | 2026-Q1 |
| Good Life Advisors, LLC added | 27,463 | $3M | 1.0% | 2025-Q2 stale |
| MAS Advisors LLC | 21,838 | $2M | 0.8% | 2025-Q3 stale |
| Vantus Wealth LLC new | 15,685 | $2M | 0.6% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. added | 9,768 | $982K | 0.4% | 2025-Q1 stale |
| TWO SIGMA INVESTMENTS, LP new | 7,000 | $761K | 0.3% | 2025-Q4 stale |
| Astoria Portfolio Advisors LLC. added | 5,189 | $551K | 0.2% | 2025-Q2 stale |
| GeoWealth Management, LLC trimmed | 3,291 | $341K | 0.1% | 2025-Q2 stale |
| Merit Financial Group, LLC new | 2,835 | $307K | 0.1% | 2025-Q3 stale |
| MML INVESTORS SERVICES, LLC trimmed | 2,699 | $293K | 0.1% | 2025-Q3 stale |
| ProCore Advisors, LLC new | 2,082 | $226K | 0.1% | 2025-Q4 stale |
| Teamwork Financial Advisors, LLC trimmed | 2,216 | $223K | 0.1% | 2025-Q1 stale |
| CARY STREET PARTNERS FINANCIAL LLC trimmed | 1,989 | $216K | 0.1% | 2025-Q4 stale |
| Global Retirement Partners, LLC added | 916 | $100K | 0.0% | 2025-Q4 stale |
| 3Chopt Investment Partners, LLC new | 372 | $37K | 0.0% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC added | 304 | $33K | 0.0% | 2025-Q3 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.