JPMORGAN ACTIVEBUILDERS EMER (JEMA) Top 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 March 31, 2026. The institutional investors covered on this page collectively reported approximately $474.46M 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 $221.79M, representing an estimated gain of +22.33% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed JEMA value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Vestmark Advisory Solutions, Inc., 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
109
Total Reported Value
$474.46M
Largest Holder
Morgan Stanley
Largest Position
$181.31M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
114
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 | $221,793,034 | +$40,486,171 | +22.33% | |
| Vestmark Advisory Solutions, Inc. | 0.39% | 682,876 | $35,530,038 | $43,463,965 | +$7,933,927 | +22.33% | |
| Lido Advisors, Llc | 0.10% | 485,512 | $25,261,237 | $30,902,062 | +$5,640,825 | +22.33% | |
| Kelly Financial Group Llc | 6.33% | 483,823 | $25,170,747 | $30,794,560 | +$5,623,813 | +22.34% | |
| Pallas Capital Advisors Llc | 0.77% | 392,944 | $20,444,866 | $25,010,257 | +$4,565,391 | +22.33% | |
| Jane Street Group, Llc | 0.02% | 371,283 | $19,317,854 | $23,631,569 | +$4,313,715 | +22.33% | |
| Lpl Financial Llc | 0.00% | 345,405 | $17,971,404 | $21,984,476 | +$4,013,072 | +22.33% | |
| Daymark Wealth Partners, Llc | 0.36% | 222,237 | $11,562,978 | $14,145,029 | +$2,582,051 | +22.33% | |
| Envestnet Asset Management Inc | 0.00% | 192,128 | $9,996,426 | $12,228,640 | +$2,232,214 | +22.33% | |
| Wagner Wealth Management, Llc | 2.01% | 191,559 | $9,966,799 | $12,192,424 | +$2,225,625 | +22.33% | |
| Arkadios Wealth Advisors | 0.15% | 178,969 | $9,311,775 | $11,391,090 | +$2,079,315 | +22.33% | |
| Advantage Trust Co | 4.07% | 174,425 | $9,075,333 | $11,101,872 | +$2,026,539 | +22.33% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 160,225 | $8,336,507 | $10,198,065 | +$1,861,558 | +22.33% | |
| Old Mission Capital Llc | 0.18% | 143,175 | $7,449,395 | $9,112,860 | +$1,663,465 | +22.33% | |
| Bank Of America Corp | 0.00% | 133,158 | $6,928,211 | $8,475,294 | +$1,547,083 | +22.33% | |
| Susquehanna International Group, Llp | 0.01% | 129,539 | $6,739,914 | $8,244,950 | +$1,505,036 | +22.33% | |
| National Bank Of Canada | 0.01% | 127,500 | $6,633,825 | $8,115,171 | +$1,481,346 | +22.33% | |
| Cetera Investment Advisers | 0.01% | 121,155 | $6,303,679 | $7,711,322 | +$1,407,643 | +22.33% | |
| Wj Wealth Management, Llc | 2.78% | 113,984 | $5,930,558 | $7,254,899 | +$1,324,341 | +22.33% | |
| Perigon Wealth Management, Llc | 0.09% | 100,439 | $5,225,861 | $6,392,782 | +$1,166,921 | +22.33% | |
| Jones Financial Companies Lllp | 0.00% | 73,965 | $3,750,026 | $4,707,754 | +$957,728 | +25.54% | |
| 5T Wealth, Llc | 1.13% | 54,729 | $2,847,550 | $3,483,413 | +$635,863 | +22.33% | |
| Osaic Holdings, Inc. | 0.00% | 52,840 | $2,749,122 | $3,363,181 | +$614,059 | +22.34% | |
| &Partners | 0.01% | 46,195 | $2,403,630 | $2,940,238 | +$536,608 | +22.32% | |
| Newedge Wealth, Llc | 0.03% | 44,777 | $2,329,750 | $2,849,984 | +$520,234 | +22.33% | |
| Commonwealth Equity Services, Llc | 0.00% | 37,405 | $1,946,170 | $2,380,768 | +$434,598 | +22.33% | |
| Centennial Bank/Ar/ | 0.64% | 34,119 | $1,775,212 | $2,171,620 | +$396,408 | +22.33% | |
| Kestra Advisory Services, Llc | 0.01% | 27,941 | $1,453,778 | $1,778,400 | +$324,622 | +22.33% | |
| Mml Investors Services, Llc | 0.00% | 27,891 | $1,451,178 | $1,775,218 | +$324,040 | +22.33% | |
| Fortitude Financial, Llc | 0.64% | 23,202 | $1,207,200 | $1,476,770 | +$269,570 | +22.33% | |
| Stifel Financial Corp | 0.00% | 23,196 | $1,206,893 | $1,476,388 | +$269,495 | +22.33% | |
| Creativeone Wealth, Llc | 0.03% | 21,567 | $1,122,088 | $1,372,705 | +$250,617 | +22.33% | |
| Tbh Global Asset Management, Llc | 0.22% | 20,768 | $1,081,159 | $1,321,850 | +$240,691 | +22.26% | |
| Nautilus Advisors Llc | 0.73% | 20,333 | $1,057,912 | $1,294,163 | +$236,251 | +22.33% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 19,916 | $1,035,013 | $1,267,622 | +$232,609 | +22.47% | |
| Goldman Sachs Group Inc | 0.00% | 19,690 | $1,024,471 | $1,253,237 | +$228,766 | +22.33% | |
| First Bank & Trust | 0.16% | 18,938 | $985,344 | $1,205,373 | +$220,029 | +22.33% | |
| Cwm, Llc | 0.00% | 17,828 | $927,567 | $1,134,724 | +$207,157 | +22.33% | |
| Citadel Advisors Llc | 0.00% | 17,412 | $905,946 | $1,108,246 | +$202,300 | +22.33% | |
| Sanctuary Advisors, Llc | 0.00% | 16,920 | $880,348 | $1,076,931 | +$196,583 | +22.33% | |
| Massmutual Private Wealth & Trust, Fsb | 0.02% | 15,959 | $830,347 | $1,015,765 | +$185,418 | +22.33% | |
| Merited Wealth, Llc | 0.66% | 15,289 | $795,487 | $973,120 | +$177,633 | +22.33% | |
| Rockefeller Capital Management L.P. | 0.00% | 13,706 | $713,132 | $872,365 | +$159,233 | +22.33% | |
| Bay Colony Advisory Group, Inc D/B/A Bay Colony Advisors | 0.08% | 13,184 | $685,964 | $839,141 | +$153,177 | +22.33% | |
| Saxony Capital Management, Llc | 0.38% | 12,669 | $659,168 | $806,362 | +$147,194 | +22.33% | |
| Unique Wealth, Llc | 0.09% | 12,487 | $649,699 | $794,778 | +$145,079 | +22.33% | |
| 3Chopt Investment Partners, Llc | 0.15% | 12,385 | $644,392 | $788,285 | +$143,893 | +22.33% | |
| Lake Street Private Wealth, Llc | 0.08% | 11,691 | $608,275 | $744,113 | +$135,838 | +22.33% | |
| Elevation Wealth Management Llc | 0.52% | 10,859 | $564,983 | $691,158 | +$126,175 | +22.33% | |
| Ascent Group, Llc | 0.02% | 8,772 | $456,407 | $558,324 | +$101,917 | +22.33% |
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.