JPMORGAN ACTIVEBUILDERS EMER (JEMA) Institutional Shareholders
JPMORGAN ACTIVEBUILDERS EMER (JEMA) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.61B in JEMA holdings during the latest filing period.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of JEMA tracked by InsiderSet, reporting ownership valued at approximately $997.56M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $985.95M, representing an estimated loss of -1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed JEMA value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Morgan Stanley, Lido Advisors, Llc, and several other long-term asset managers with concentrated positions in JPMORGAN ACTIVEBUILDERS EMER (JEMA).
This page ranks the largest institutional JEMA shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
113
Total Reported Value
$1.61B
Largest Holder
Jpmorgan Chase & Co
Largest Position
$997.56M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.06% | 15,828,709 | $997,556,955 | $985,951,289 | -$11,605,666 | -1.16% | |
| Morgan Stanley | 0.01% | 1,800,049 | $114,987,183 | $112,122,892 | -$2,864,291 | -2.49% | |
| Lido Advisors, Llc | 0.18% | 773,438 | $49,407,306 | $48,176,525 | -$1,230,781 | -2.49% | |
| Lpl Financial Llc | 0.01% | 758,297 | $48,440,019 | $47,233,410 | -$1,206,609 | -2.49% | |
| Janney Montgomery Scott Llc | 0.09% | 709,308 | $45,311,000 | $44,181,944 | -$1,129,056 | -2.49% | |
| Vestmark Advisory Solutions, Inc. | 0.41% | 682,817 | $43,618,350 | $42,531,852 | -$1,086,498 | -2.49% | |
| Wny Asset Management, Llc | 3.50% | 611,253 | $39,046,842 | $38,074,216 | -$972,626 | -2.49% | |
| Kelly Financial Group Llc | 6.96% | 490,232 | $31,316,020 | $30,535,963 | -$780,057 | -2.49% | |
| Pallas Capital Advisors Llc | 0.81% | 413,250 | $26,398,407 | $25,740,847 | -$657,560 | -2.49% | |
| Burkett Financial Services, Llc | 6.94% | 347,312 | $22,186,290 | $21,633,648 | -$552,642 | -2.49% | |
| Daymark Wealth Partners, Llc | 0.39% | 253,314 | $16,181,669 | $15,778,625 | -$403,044 | -2.49% | |
| Envestnet Asset Management Inc | 0.00% | 210,936 | $13,474,577 | $13,138,950 | -$335,627 | -2.49% | |
| Wagner Wealth Management, Llc | 2.27% | 191,766 | $12,250,032 | $11,944,874 | -$305,158 | -2.49% | |
| Cetera Investment Advisers | 0.01% | 190,207 | $12,150,404 | $11,847,766 | -$302,638 | -2.49% | |
| Advantage Trust Co | 4.18% | 185,951 | $11,878,550 | $11,582,665 | -$295,885 | -2.49% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 160,225 | $8,336,507 | $9,980,223 | +$1,643,716 | +19.72% | |
| Wj Wealth Management, Llc | 3.07% | 121,850 | $7,783,511 | $7,589,890 | -$193,621 | -2.49% | |
| Perigon Wealth Management, Llc | 0.12% | 116,753 | $7,458,206 | $7,272,404 | -$185,802 | -2.49% | |
| Jane Street Group, Llc | 0.00% | 116,141 | $7,419,087 | $7,234,284 | -$184,803 | -2.49% | |
| Jones Financial Companies Lllp | 0.00% | 113,994 | $7,172,502 | $7,100,549 | -$71,953 | -1.00% | |
| Osaic Holdings, Inc. | 0.01% | 111,121 | $7,098,213 | $6,921,594 | -$176,619 | -2.49% | |
| Old Mission Capital Llc | 0.12% | 76,739 | $4,902,087 | $4,779,980 | -$122,107 | -2.49% | |
| National Bank Of Canada | 0.00% | 70,500 | $4,503,540 | $4,391,360 | -$112,180 | -2.49% | |
| Susquehanna International Group, Llp | 0.00% | 65,445 | $4,180,627 | $4,076,491 | -$104,136 | -2.49% | |
| Wayfinding Financial, Llc | 1.43% | 58,972 | $3,767,000 | $3,673,295 | -$93,705 | -2.49% | |
| 5T Wealth, Llc | 1.26% | 53,074 | $3,390,305 | $3,305,916 | -$84,389 | -2.49% | |
| &Partners | 0.01% | 47,471 | $3,048,689 | $2,956,912 | -$91,777 | -3.01% | |
| Newedge Wealth, Llc | 0.03% | 41,288 | $2,637,468 | $2,571,780 | -$65,688 | -2.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,564 | $2,591,250 | $2,526,683 | -$64,567 | -2.49% | |
| M Holdings Securities, Inc. | 0.31% | 35,835 | $2,251,000 | $2,232,119 | -$18,881 | -0.84% | |
| Centennial Bank/Ar/ | 0.71% | 34,468 | $2,201,816 | $2,146,970 | -$54,846 | -2.49% | |
| Mml Investors Services, Llc | 0.00% | 33,284 | $2,126,201 | $2,073,220 | -$52,981 | -2.49% | |
| Citadel Advisors Llc | 0.00% | 33,277 | $2,125,735 | $2,072,784 | -$52,951 | -2.49% | |
| Kestra Advisory Services, Llc | 0.01% | 29,925 | $1,911,619 | $1,863,992 | -$47,627 | -2.49% | |
| Integrated Wealth Concepts Llc | 0.01% | 29,517 | $1,885,520 | $1,838,579 | -$46,941 | -2.49% | |
| Nearwater Capital Markets, Ltd | 0.03% | 28,000 | $1,788,640 | $1,744,086 | -$44,554 | -2.49% | |
| Fortitude Financial, Llc | 1.49% | 25,888 | $1,653,752 | $1,612,532 | -$41,220 | -2.49% | |
| Goldman Sachs Group Inc | 0.00% | 23,355 | $1,491,917 | $1,454,755 | -$37,162 | -2.49% | |
| Stifel Financial Corp | 0.00% | 23,013 | $1,470,072 | $1,433,452 | -$36,620 | -2.49% | |
| Tbh Global Asset Management, Llc | 0.26% | 22,339 | $1,427,016 | $1,391,470 | -$35,546 | -2.49% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,790 | $1,423,227 | $1,419,562 | -$3,665 | -0.26% | |
| Merited Wealth, Llc | 0.98% | 21,626 | $1,381,469 | $1,347,058 | -$34,411 | -2.49% | |
| First Bank & Trust | 0.20% | 21,427 | $1,368,757 | $1,334,662 | -$34,095 | -2.49% | |
| Natixis Advisors, Llc | 0.00% | 21,397 | $1,366,000 | $1,332,793 | -$33,207 | -2.43% | |
| Formidable Asset Management, Llc | 0.22% | 26,002 | $1,352,884 | $1,619,633 | +$266,749 | +19.72% | |
| Nautilus Advisors Llc | 0.76% | 20,559 | $1,283,893 | $1,280,595 | -$3,298 | -0.26% | |
| Unique Wealth, Llc | 0.14% | 19,375 | $1,237,675 | $1,206,846 | -$30,830 | -2.49% | |
| Creativeone Wealth, Llc | 0.03% | 19,229 | $1,228,338 | $1,197,751 | -$30,587 | -2.49% | |
| Farther Finance Advisors, Llc | 0.01% | 18,097 | $1,155,177 | $1,127,240 | -$27,937 | -2.42% | |
| Sanctuary Advisors, Llc | 0.00% | 16,834 | $1,075,356 | $1,048,570 | -$26,786 | -2.49% |
Frequently asked questions about JEMA
Who owns the most JEMA stock?
The largest holders of JEMA are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for JPMORGAN ACTIVEBUILDERS EMER (JEMA).
Is JEMA widely held by superinvestors?
Many widely followed stocks like JEMA appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly JEMA is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.