111 tracked 13F filers disclose a position in JPEM as of the latest SEC 13F filings, a combined $272.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | $22.9M | 369K | ▼−12% Reduced · −49K sh | Q1 2026 | |
| 2 | BANK OF AMERICA CORP /DE/ | $20.4M | 328K | ▲+0.1% Added · +479 sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $13.4M | 216K | ▼−15% Reduced · −39K sh | Q1 2026 | |
| 4 | Cetera Investment Advisers | $13.1M | 210K | ▼−11% Reduced · −26K sh | Q1 2026 | |
| 5 | SAM Advisors, LLC | $12.6M | 201K | ▲+3.5% Added · +7K sh | Q2 2026 | |
| 6 | American Money Management, LLC | $12.4M | 197K | ▲+3.4% Added · +7K sh | Q2 2026 | |
| 7 | WELLS FARGO & COMPANY/MN | $10.5M | 168K | ▲+47% Added · +54K sh | Q1 2026 | |
| 8 | Focus Partners Wealth | $9.8M | 158K | ▲+1.1% Added · +2K sh | Q1 2026 | |
| 9 | KWB Wealth | $9.8M | 156K | ▼−1.7% Reduced · −3K sh | Q2 2026 | |
| 10 | Cerity Partners LLC | $8.6M | 139K | ▲+4.5% Added · +6K sh | Q1 2026 | |
| 11 | Avantax Planning Partners, Inc. | $8.0M | 127K | ▲+3.1% Added · +4K sh | Q2 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $7.4M | 120K | ▲+7.6% Added · +8K sh | Q1 2026 | |
| 13 | SEGALL BRYANT & HAMILL, LLC | $7.4M | 117K | ▼−1.0% Reduced · −1K sh | Q2 2026 | |
| 14 | Linscomb Wealth, Inc. | $6.8M | 109K | ▼−6.3% Reduced · −7K sh | Q2 2026 | |
| 15 | UBS Group AG | $6.5M | 105K | ▲10× Added · +94K sh | Q1 2026 | |
| 16 | MARSHALL WACE, LLP | $5.5M | 88K | —Held | Q1 2026 | |
| 17 | JPMORGAN CHASE & CO | $5.1M | 84K | ▲+1.1% Added · +939 sh | Q1 2026 | |
| 18 | OSAIC HOLDINGS, INC. | $4.9M | 80K | ▼−13% Reduced · −12K sh | Q1 2026 | |
| 19 | OLD MISSION CAPITAL LLC | $4.5M | 73K | ▲New +73K sh | Q1 2026 | |
| 20 | Summit Financial, LLC | $4.5M | 72K | ▲+13% Added · +8K sh | Q2 2026 | |
| 21 | Avestar Capital, LLC | $4.5M | 71K | ▲+5.9% Added · +4K sh | Q2 2026 | |
| 22 | Berger Financial Group, Inc | $4.3M | 68K | ▼−2.2% Reduced · −2K sh | Q2 2026 | |
| 23 | JONES FINANCIAL COMPANIES LLLP | $4.0M | 67K | ▲+50% Added · +22K sh | Q1 2026 | |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | $3.9M | 63K | ▼−32% Reduced · −29K sh | Q1 2026 | |
| 25 | Jacobi Capital Management LLC | $3.7M | 59K | ▲+8.9% Added · +5K sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in JPEM and 15 added to an existing one, while 18 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 47 funds | $43.5B |
| APPLE INCAAPL | 47 funds | $33.7B |
| MICROSOFT CORPMSFT | 46 funds | $27.6B |
| AMAZON.COM INCAMZN | 46 funds | $20.5B |
| ALPHABET INC-CL CGOOG | 45 funds | $11.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 45 funds | $5.9B |
| ISHARES CORE S&P 500 ETFIVV | 44 funds | $22.4B |
| ALPHABET INC-CL AGOOGL | 44 funds | $15.8B |
| META PLATFORMS INC-CLASS AMETA | 44 funds | $9.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 44 funds | $2.2B |
| TESLA INCTSLA | 43 funds | $9.5B |
| WALMART INCWMT | 43 funds | $4.4B |
Ranked by how many of JPEM's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPImc | 1286 funds | $18.1B |
| JPSTmc | 1102 funds | $23.7B |
| JMSTmc | 516 funds | $3.4B |
| JMUBmc | 469 funds | $5.0B |
| JCPBmc | 465 funds | $9.2B |
| JQUAmc | 439 funds | $5.1B |
| JPIEmc | 438 funds | $5.2B |
| JIREmc | 313 funds | $9.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JPEM
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JPEM/capital-change-brief"
Use Arkolith's capital_change_brief for JPEM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JPEM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.