JEMA Institutional Ownership & Shareholders
JPMORGAN ACTIVEBUILDERS EMER (JEMA) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.61B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $891.31M, representing an estimated loss of -10.65% 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
116
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
115
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 | $891,314,604 | -$106,242,351 | -10.65% | |
| Morgan Stanley | 0.01% | 1,800,049 | $114,987,183 | $101,360,759 | -$13,626,424 | -11.85% | |
| Lido Advisors, Llc | 0.18% | 773,438 | $49,407,306 | $43,552,294 | -$5,855,012 | -11.85% | |
| Lpl Financial Llc | 0.01% | 758,297 | $48,440,019 | $42,699,704 | -$5,740,315 | -11.85% | |
| Janney Montgomery Scott Llc | 0.09% | 709,308 | $45,311,000 | $39,941,133 | -$5,369,867 | -11.85% | |
| Vestmark Advisory Solutions, Inc. | 0.41% | 682,817 | $43,618,350 | $38,449,425 | -$5,168,925 | -11.85% | |
| Wny Asset Management, Llc | 3.50% | 611,253 | $39,046,842 | $34,419,656 | -$4,627,186 | -11.85% | |
| Kelly Financial Group Llc | 7.18% | 503,897 | $31,186,186 | $28,374,440 | -$2,811,746 | -9.02% | |
| Pallas Capital Advisors Llc | 0.81% | 413,250 | $26,398,407 | $23,270,108 | -$3,128,300 | -11.85% | |
| Burkett Financial Services, Llc | 6.61% | 353,873 | $21,901,254 | $19,926,589 | -$1,974,665 | -9.02% | |
| Daymark Wealth Partners, Llc | 0.39% | 253,314 | $16,181,669 | $14,264,111 | -$1,917,558 | -11.85% | |
| Envestnet Asset Management Inc | 0.00% | 210,936 | $13,474,577 | $11,877,806 | -$1,596,771 | -11.85% | |
| Cetera Investment Advisers | 0.01% | 190,207 | $12,150,404 | $10,710,556 | -$1,439,848 | -11.85% | |
| Advantage Trust Co | 4.25% | 195,327 | $12,088,788 | $10,998,863 | -$1,089,925 | -9.02% | |
| Wagner Wealth Management, Llc | 2.07% | 191,302 | $11,839,710 | $10,772,216 | -$1,067,494 | -9.02% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 160,225 | $8,336,507 | $9,022,270 | +$685,763 | +8.23% | |
| Wj Wealth Management, Llc | 3.07% | 121,850 | $7,783,511 | $6,861,374 | -$922,138 | -11.85% | |
| Perigon Wealth Management, Llc | 0.12% | 122,054 | $7,553,946 | $6,872,861 | -$681,085 | -9.02% | |
| Jane Street Group, Llc | 0.00% | 116,141 | $7,419,087 | $6,539,900 | -$879,187 | -11.85% | |
| Jones Financial Companies Lllp | 0.00% | 113,994 | $7,172,502 | $6,419,002 | -$753,500 | -10.51% | |
| Osaic Holdings, Inc. | 0.01% | 111,121 | $7,098,213 | $6,257,224 | -$840,989 | -11.85% | |
| Old Mission Capital Llc | 0.12% | 76,739 | $4,902,087 | $4,321,173 | -$580,914 | -11.85% | |
| National Bank Of Canada | 0.00% | 70,500 | $4,503,540 | $3,969,855 | -$533,685 | -11.85% | |
| Susquehanna International Group, Llp | 0.00% | 65,445 | $4,180,627 | $3,685,208 | -$495,419 | -11.85% | |
| Wayfinding Financial, Llc | 1.43% | 58,972 | $3,767,000 | $3,320,713 | -$446,287 | -11.85% | |
| 5T Wealth, Llc | 1.26% | 53,074 | $3,390,305 | $2,988,597 | -$401,708 | -11.85% | |
| &Partners | 0.01% | 47,471 | $3,048,689 | $2,673,092 | -$375,597 | -12.32% | |
| Newedge Wealth, Llc | 0.03% | 41,288 | $2,637,468 | $2,324,927 | -$312,541 | -11.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 41,331 | $2,558,000 | $2,327,349 | -$230,651 | -9.02% | |
| M Holdings Securities, Inc. | 0.31% | 35,835 | $2,251,000 | $2,017,869 | -$233,131 | -10.36% | |
| Centennial Bank/Ar/ | 0.71% | 34,468 | $2,201,816 | $1,940,893 | -$260,923 | -11.85% | |
| Mml Investors Services, Llc | 0.00% | 33,284 | $2,126,201 | $1,874,222 | -$251,979 | -11.85% | |
| Citadel Advisors Llc | 0.00% | 33,277 | $2,125,735 | $1,873,828 | -$251,907 | -11.85% | |
| Integrated Wealth Concepts Llc | 0.01% | 29,517 | $1,885,520 | $1,662,102 | -$223,418 | -11.85% | |
| Kestra Advisory Services, Llc | 0.01% | 29,940 | $1,853,013 | $1,685,921 | -$167,092 | -9.02% | |
| Nearwater Capital Markets, Ltd | 0.03% | 28,000 | $1,788,640 | $1,576,680 | -$211,960 | -11.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 27,753 | $1,709,659 | $1,562,771 | -$146,888 | -8.59% | |
| Fortitude Financial, Llc | 0.77% | 26,556 | $1,643,551 | $1,495,368 | -$148,183 | -9.02% | |
| First Bank & Trust | 0.23% | 25,413 | $1,572,811 | $1,431,006 | -$141,805 | -9.02% | |
| Goldman Sachs Group Inc | 0.00% | 23,355 | $1,491,917 | $1,315,120 | -$176,797 | -11.85% | |
| Stifel Financial Corp | 0.00% | 23,013 | $1,470,072 | $1,295,862 | -$174,210 | -11.85% | |
| Tbh Global Asset Management, Llc | 0.26% | 22,339 | $1,427,016 | $1,257,909 | -$169,107 | -11.85% | |
| Merited Wealth, Llc | 0.98% | 22,731 | $1,406,822 | $1,279,983 | -$126,839 | -9.02% | |
| Natixis Advisors, Llc | 0.00% | 21,397 | $1,366,000 | $1,204,865 | -$161,135 | -11.80% | |
| Formidable Asset Management, Llc | 0.22% | 26,002 | $1,352,884 | $1,464,173 | +$111,289 | +8.23% | |
| Unique Wealth, Llc | 0.14% | 20,193 | $1,249,745 | $1,137,068 | -$112,677 | -9.02% | |
| Creativeone Wealth, Llc | 0.03% | 19,229 | $1,228,338 | $1,082,785 | -$145,553 | -11.85% | |
| Nautilus Advisors Llc | 0.72% | 19,214 | $1,189,138 | $1,081,940 | -$107,198 | -9.01% | |
| Sanctuary Advisors, Llc | 0.00% | 16,834 | $1,075,356 | $947,923 | -$127,433 | -11.85% | |
| Capital Analysts, Llc | 0.02% | 16,012 | $1,022,000 | $901,636 | -$120,364 | -11.78% |
Frequently asked questions about JEMA
Who are the largest institutional holders of JEMA?
The largest institutional holders of JEMA reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Morgan Stanley, Lido Advisors, Llc, Lpl Financial Llc, and Janney Montgomery Scott Llc. InsiderSet ranks institutional holders by their latest reported JEMA position.
What is JEMA institutional ownership?
This page tracks JEMA positions reported by institutional investment managers through SEC Form 13F. JPMORGAN ACTIVEBUILDERS EMER (JEMA) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own JEMA?
InsiderSet currently tracks 116 institutional managers reporting JEMA holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of JEMA shareholders.
How much JEMA stock do institutions own?
Institutional investment managers disclosed approximately $1.61B in JEMA holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was JEMA institutional ownership last updated?
The latest JEMA institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional JEMA holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its JEMA position after the reporting date.
Are institutions buying or selling JEMA?
Institutional buying and selling can be analyzed by comparing JEMA positions across consecutive 13F reporting periods. InsiderSet's JEMA Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View JEMA ownership changes.
How has JEMA institutional ownership changed over time?
InsiderSet tracks JEMA institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.