JPMORGAN ACTIVEBUILDERS EMER JEMA
$61.36
-1.3% 52w: $40.33 – $66.25
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data40.3353.2966.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
110
+20 QoQ
13F value
$1.33B
+10.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns JEMA?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | Bank broker | 15.5M | $777.4M | 0.1% | -4.8% |
| MORGAN STANLEY | Bank broker | 3.5M | $181.3M | 0.0% | +2.7% |
| Janney Montgomery Scott LLC | Diversified mechanical | 736.1K | $38.3M | 0.1% | -4.0% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 682.9K | $35.5M | 0.4% | -4.6% |
| WNY Asset Management, LLC | Wealth advisor | 583.4K | $30.4M | 3.1% | — |
| Lido Advisors, LLC | Wealth advisor | 485.5K | $25.3M | 0.1% | +65.2% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 483.8K | $25.2M | 6.3% | +14.8% |
| Pallas Capital Advisors LLC | Other | 392.9K | $20.4M | 0.8% | -8.7% |
| JANE STREET GROUP, LLC | Market maker | 371.3K | $19.3M | 0.0% | +33.0% |
| LPL Financial LLC | Bank broker | 345.4K | $18.0M | 0.0% | +77.1% |
| DAYMARK WEALTH PARTNERS, LLC | Other | 222.2K | $11.6M | 0.4% | +15.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 192.1K | $10.0M | 0.0% | +54.4% |
| Wagner Wealth Management, LLC | Wealth advisor | 191.6K | $10.0M | 2.0% | +1.5% |
| Arkadios Wealth Advisors | Wealth advisor | 179.0K | $9.3M | 0.2% | New |
| Advantage Trust Co | Wealth advisor | 174.4K | $9.1M | 4.1% | +12.9% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 160.2K | $8.3M | 0.0% | New |
| OLD MISSION CAPITAL LLC | Wealth advisor | 143.2K | $7.4M | 0.2% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 133.2K | $6.9M | 0.0% | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 129.5K | $6.7M | 0.0% | -31.0% |
| NATIONAL BANK OF CANADA /FI/ | Diversified mechanical | 127.5K | $6.6M | 0.0% | New |
| Cetera Investment Advisers | Wealth advisor | 121.2K | $6.3M | 0.0% | +13.4% |
| WJ Wealth Management, LLC | Wealth advisor | 114.0K | $5.9M | 2.8% | New |
| Perigon Wealth Management, LLC | Wealth advisor | 100.4K | $5.2M | 0.1% | +13.9% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 74.0K | $3.8M | 0.0% | +49.6% |
| 5T Wealth, LLC | Wealth advisor | 54.7K | $2.8M | 1.1% | -1.1% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 52.8K | $2.7M | 0.0% | +80.9% |
| &PARTNERS | Diversified mechanical | 46.2K | $2.4M | 0.0% | New |
| NewEdge Wealth, LLC | Other | 44.8K | $2.3M | 0.0% | New |
| M Holdings Securities, Inc. | Wealth advisor | 35.3K | $2.0M | 0.1% | +3.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 37.4K | $1.9M | 0.0% | -4.3% |
| Centennial Bank/AR/ | Wealth advisor | 34.1K | $1.8M | 0.6% | +17.1% |
| Kestra Advisory Services, LLC | Wealth advisor | 27.9K | $1.5M | 0.0% | +25.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 27.9K | $1.5M | 0.0% | +9.5% |
| Fortitude Financial, LLC | Wealth advisor | 23.2K | $1.2M | 0.6% | New |
| STIFEL FINANCIAL CORP | Diversified mechanical | 23.2K | $1.2M | 0.0% | +2.8% |
| CreativeOne Wealth, LLC | Wealth advisor | 21.6K | $1.1M | 0.0% | -6.6% |
| TBH Global Asset Management, LLC | Other | 20.8K | $1.1M | 0.2% | New |
| Nautilus Advisors LLC | Other | 20.3K | $1.1M | 0.7% | +25.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 19.9K | $1.0M | 0.0% | +16.0% |
| GOLDMAN SACHS GROUP INC | Bank broker | 19.7K | $1.0M | 0.0% | +249.1% |
| First Bank & Trust | Other | 18.9K | $985K | 0.2% | +40.5% |
| CWM, LLC | Wealth advisor | 17.8K | $928K | 0.0% | +8.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 17.4K | $906K | 0.0% | New |
| Sanctuary Advisors, LLC | Wealth advisor | 16.9K | $880K | 0.0% | +16.5% |
| MassMutual Private Wealth & Trust, FSB | Diversified mechanical | 16.0K | $830K | 0.0% | -11.6% |
| Merited Wealth, LLC | Wealth advisor | 15.3K | $795K | 0.7% | +29.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 15.1K | $783K | 0.0% | +2.6% |
| NATIXIS ADVISORS, LLC | Diversified mechanical | 14.4K | $748K | 0.0% | +43.7% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 13.7K | $713K | 0.0% | -8.6% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | Wealth advisor | 13.2K | $686K | 0.1% | -5.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.