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 $514.45M in JEMA holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of JEMA tracked by InsiderSet, reporting ownership valued at approximately $181.31M in its March 31, 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 $197.06M, representing an estimated gain of +8.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed JEMA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Vestmark Advisory Solutions, Inc., Kelly Financial Group 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
110
Total Reported Value
$514.45M
Largest Holder
Morgan Stanley
Largest Position
$181.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
118
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,484,660 | $181,306,863 | $197,057,523 | +$15,750,660 | +8.69% | |
| Vestmark Advisory Solutions, Inc. | 0.39% | 682,876 | $35,530,038 | $38,616,638 | +$3,086,600 | +8.69% | |
| Kelly Financial Group Llc | 6.96% | 490,232 | $31,316,020 | $27,722,620 | -$3,593,400 | -11.47% | |
| Lido Advisors, Llc | 0.10% | 485,512 | $25,261,237 | $27,455,704 | +$2,194,467 | +8.69% | |
| Burkett Financial Services, Llc | 6.94% | 347,312 | $22,186,290 | $19,640,494 | -$2,545,796 | -11.47% | |
| Pallas Capital Advisors Llc | 0.77% | 392,944 | $20,444,866 | $22,220,983 | +$1,776,117 | +8.69% | |
| Jane Street Group, Llc | 0.02% | 371,283 | $19,317,854 | $20,996,054 | +$1,678,200 | +8.69% | |
| Lpl Financial Llc | 0.00% | 345,405 | $17,971,404 | $19,532,653 | +$1,561,249 | +8.69% | |
| Wagner Wealth Management, Llc | 2.27% | 191,766 | $12,250,032 | $10,844,367 | -$1,405,665 | -11.47% | |
| Advantage Trust Co | 4.18% | 185,951 | $11,878,550 | $10,515,529 | -$1,363,021 | -11.47% | |
| Daymark Wealth Partners, Llc | 0.36% | 222,237 | $11,562,978 | $12,567,502 | +$1,004,524 | +8.69% | |
| Envestnet Asset Management Inc | 0.00% | 192,128 | $9,996,426 | $10,864,838 | +$868,412 | +8.69% | |
| Arkadios Wealth Advisors | 0.15% | 178,969 | $9,311,775 | $10,120,697 | +$808,922 | +8.69% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 160,225 | $8,336,507 | $9,060,724 | +$724,217 | +8.69% | |
| Old Mission Capital Llc | 0.18% | 143,175 | $7,449,395 | $8,096,546 | +$647,151 | +8.69% | |
| Bank Of America Corp | 0.00% | 133,158 | $6,928,211 | $7,530,085 | +$601,874 | +8.69% | |
| Susquehanna International Group, Llp | 0.01% | 129,539 | $6,739,914 | $7,325,430 | +$585,516 | +8.69% | |
| National Bank Of Canada | 0.01% | 127,500 | $6,633,825 | $7,210,125 | +$576,300 | +8.69% | |
| Cetera Investment Advisers | 0.01% | 121,155 | $6,303,679 | $6,851,315 | +$547,636 | +8.69% | |
| Wj Wealth Management, Llc | 2.78% | 113,984 | $5,930,558 | $6,445,795 | +$515,237 | +8.69% | |
| Perigon Wealth Management, Llc | 0.09% | 100,439 | $5,225,861 | $5,679,825 | +$453,964 | +8.69% | |
| Jones Financial Companies Lllp | 0.00% | 73,965 | $3,750,026 | $4,182,721 | +$432,695 | +11.54% | |
| 5T Wealth, Llc | 1.26% | 53,074 | $3,390,305 | $3,001,335 | -$388,970 | -11.47% | |
| Osaic Holdings, Inc. | 0.00% | 52,840 | $2,749,122 | $2,988,102 | +$238,980 | +8.69% | |
| Commonwealth Equity Services, Llc | 0.00% | 40,564 | $2,591,250 | $2,293,894 | -$297,356 | -11.48% | |
| &Partners | 0.01% | 46,195 | $2,403,630 | $2,612,327 | +$208,697 | +8.68% | |
| Newedge Wealth, Llc | 0.03% | 44,777 | $2,329,750 | $2,532,139 | +$202,389 | +8.69% | |
| Kestra Advisory Services, Llc | 0.01% | 29,925 | $1,911,619 | $1,692,259 | -$219,360 | -11.48% | |
| Centennial Bank/Ar/ | 0.64% | 34,119 | $1,775,212 | $1,929,429 | +$154,217 | +8.69% | |
| Fortitude Financial, Llc | 1.49% | 25,888 | $1,653,752 | $1,463,966 | -$189,786 | -11.48% | |
| Mml Investors Services, Llc | 0.00% | 27,891 | $1,451,178 | $1,577,236 | +$126,058 | +8.69% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,790 | $1,423,227 | $1,288,775 | -$134,453 | -9.45% | |
| First Bank & Trust | 0.20% | 21,427 | $1,368,757 | $1,211,697 | -$157,060 | -11.47% | |
| Formidable Asset Management, Llc | 0.22% | 26,002 | $1,352,884 | $1,470,413 | +$117,529 | +8.69% | |
| Nautilus Advisors Llc | 0.76% | 20,559 | $1,283,893 | $1,162,611 | -$121,282 | -9.45% | |
| Unique Wealth, Llc | 0.14% | 19,375 | $1,237,675 | $1,095,656 | -$142,019 | -11.47% | |
| Stifel Financial Corp | 0.00% | 23,196 | $1,206,893 | $1,311,734 | +$104,841 | +8.69% | |
| Farther Finance Advisors, Llc | 0.01% | 18,097 | $1,155,177 | $1,023,385 | -$131,792 | -11.41% | |
| Creativeone Wealth, Llc | 0.03% | 21,567 | $1,122,088 | $1,219,614 | +$97,526 | +8.69% | |
| Tbh Global Asset Management, Llc | 0.22% | 20,768 | $1,081,159 | $1,174,430 | +$93,271 | +8.63% | |
| Goldman Sachs Group Inc | 0.00% | 19,690 | $1,024,471 | $1,113,470 | +$88,999 | +8.69% | |
| Cwm, Llc | 0.00% | 17,828 | $927,567 | $1,008,173 | +$80,606 | +8.69% | |
| Citadel Advisors Llc | 0.00% | 17,412 | $905,946 | $984,649 | +$78,703 | +8.69% | |
| Sanctuary Advisors, Llc | 0.00% | 16,920 | $880,348 | $956,826 | +$76,478 | +8.69% | |
| Massmutual Private Wealth & Trust, Fsb | 0.02% | 13,451 | $859,250 | $760,654 | -$98,596 | -11.47% | |
| Merited Wealth, Llc | 0.66% | 15,289 | $795,487 | $864,593 | +$69,106 | +8.69% | |
| Saxony Capital Management, Llc | 0.36% | 12,141 | $775,567 | $686,574 | -$88,993 | -11.47% | |
| 3Chopt Investment Partners, Llc | 0.14% | 11,692 | $746,885 | $661,183 | -$85,702 | -11.47% | |
| Rockefeller Capital Management L.P. | 0.00% | 13,706 | $713,132 | $775,074 | +$61,942 | +8.69% | |
| Elevation Wealth Management Llc | 0.48% | 10,073 | $643,450 | $569,628 | -$73,822 | -11.47% |
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.