% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for JPEM in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 368,512368,512 | $23M | — | TRIM -12% |
| 2 | BANK OF AMERICA CORP /DE/ | 328,412328,412 | $20M | — | — |
| 3 | MORGAN STANLEY | 216,224216,224 | $13M | — | TRIM -15% |
| 4 | Cetera Investment Advisers | 210,347210,347 | $13M | — | TRIM -11% |
| 5 | SAM Advisors, LLC | 197,195197,195 | $12M | — | — |
| 6 | American Money Management, LLC | 190,437190,437 | $12M | — | ADD 2% |
| 7 | WELLS FARGO & COMPANY/MN | 168,377168,377 | $10M | — | ADD 47% |
| 8 | Focus Partners Wealth | 157,999157,999 | $10M | — | — |
| 9 | KWB Wealth | 159,191159,191 | $10M | — | — |
| 10 | Cerity Partners LLC | 138,860138,860 | $9M | — | ADD 5% |
| 11 | Avantax Planning Partners, Inc. | 123,594123,594 | $8M | — | — |
| 12 | AMERIPRISE FINANCIAL INC | 119,892119,892 | $7M | — | ADD 8% |
| 13 | SEGALL BRYANT & HAMILL, LLC | 118,501118,501 | $7M | — | TRIM -6% |
| 14 | Linscomb Wealth, Inc. | 116,015116,015 | $7M | — | TRIM -15% |
| 15 | UBS Group AG | 104,859104,859 | $7M | — | ADD 909% |
| 16 | Independent Advisor Alliance | 95,04695,046 | $6M | — | NEW |
| 17 | MARSHALL WACE, LLP | 87,74087,740 | $5M | — | — |
| 18 | JPMORGAN CHASE & CO | 83,92183,921 | $5M | — | — |
| 19 | OSAIC HOLDINGS, INC. | 79,52879,528 | $5M | — | TRIM -13% |
| 20 | Tactive Advisors, LLC | 76,63576,635 | $5M | — | TRIM -42% |
| 21 | OLD MISSION CAPITAL LLC | 73,19373,193 | $5M | — | NEW |
| 22 | Berger Financial Group, Inc | 69,75269,752 | $4M | — | — |
| 23 | Avestar Capital, LLC | 67,25267,252 | $4M | — | — |
| 24 | JONES FINANCIAL COMPANIES LLLP | 67,27167,271 | $4M | — | ADD 50% |
| 25 | Summit Financial, LLC | 63,38363,383 | $4M | — | ADD 78% |
| 26 | COMMONWEALTH EQUITY SERVICES, LLC | 63,26263,262 | $4M | — | TRIM -32% |
| 27 | RAYMOND JAMES FINANCIAL INC | 57,54157,541 | $4M | — | ADD 2% |
| 28 | Jacobi Capital Management LLC | 54,39354,393 | $3M | — | ADD 13% |
| 29 | Strategic Financial Concepts, LLC | 52,87252,872 | $3M | — | ADD 73% |
| 30 | RHS Financial, LLC | 51,32151,321 | $3M | — | TRIM -14% |
| 31 | CITIGROUP INC | 50,91550,915 | $3M | — | — |
| 32 | CITADEL ADVISORS LLC | 50,49250,492 | $3M | — | NEW |
| 33 | GOLDMAN SACHS GROUP INC | 45,52645,526 | $3M | — | ADD 293% |
| 34 | Kingsview Wealth Management, LLC | 45,47045,470 | $3M | — | TRIM -4% |
| 35 | Schiavi & Co LLC | 43,20843,208 | $3M | — | TRIM -7% |
| 36 | TIEMANN INVESTMENT ADVISORS, LLC | 37,16537,165 | $2M | — | — |
| 37 | Accel Wealth Management | 33,88333,883 | $2M | — | — |
| 38 | Integrated Wealth Concepts LLC | 33,14533,145 | $2M | — | ADD 188% |
| 39 | BKM Wealth Management, LLC | 31,82631,826 | $2M | — | ADD 5% |
| 40 | JANE STREET GROUP, LLC | 30,98330,983 | $2M | — | NEW |
| 41 | Birchwood Financial Partners, Inc. | 28,84028,840 | $2M | — | — |
| 42 | Merit Financial Group, LLC | 26,99126,991 | $2M | — | TRIM -15% |
| 43 | Focus Financial Network, Inc. | 26,93926,939 | $2M | — | ADD 7% |
| 44 | FLOW TRADERS U.S. LLC | 25,95125,951 | $2M | — | NEW |
| 45 | ROYAL BANK OF CANADA | 25,84925,849 | $2M | — | ADD 7% |
| 46 | &PARTNERS | 23,29123,291 | $1M | — | TRIM -4% |
| 47 | SIGNET FINANCIAL MANAGEMENT, LLC | 21,46721,467 | $1M | — | ADD 14% |
| 48 | NATIXIS ADVISORS, LLC | 20,39020,390 | $1M | — | NEW |
| 49 | Amplius Wealth Advisors, LLC | 15,12015,120 | $939,352 | — | TRIM -89% |
| 50 | Argent Trust Co | 14,48914,489 | $900,151 | — | — |
| 51 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14,25814,258 | $885,801 | — | TRIM -61% |
| 52 | Bond & Devick Financial Network, Inc. | 14,15114,151 | $879,154 | — | — |
| 53 | Allworth Financial LP | 13,45613,456 | $835,965 | — | TRIM -3% |
| 54 | MONECO ADVISORS, LLC | 13,29613,296 | $826,033 | — | ADD 21% |
| 55 | 5T Wealth, LLC | 13,25413,254 | $823,426 | — | — |
| 56 | Avidian Wealth Enterprises, LLC | 12,84212,842 | $797,799 | — | NEW |
| 57 | KELLY FINANCIAL GROUP LLC | 11,72311,723 | $728,310 | — | ADD 5% |
| 58 | Cambridge Investment Research Advisors, Inc. | 11,24311,243 | $699,000 | — | ADD 5% |
| 59 | Virtu Financial LLC | 10,89610,896 | $677,000 | — | NEW |
| 60 | Sigma Planning Corp | 10,56610,566 | $656,420 | — | — |
| 61 | Cedar Point Capital Partners, LLC | 10,49110,491 | $651,771 | — | TRIM -68% |
| 62 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 10,47910,479 | $651,045 | — | TRIM -7% |
| 63 | L & S Advisors Inc | 9,4639,463 | $587,895 | — | — |
| 64 | Equitable Holdings, Inc. | 9,3249,324 | $569,930 | — | ADD 37% |
| 65 | BARNES PETTEY FINANCIAL ADVISORS, LLC | 8,2368,236 | $511,588 | — | — |
| 66 | CAPTRUST FINANCIAL ADVISORS | 8,0268,026 | $498,628 | — | ADD 4% |
| 67 | DAYMARK WEALTH PARTNERS, LLC | 7,6147,614 | $473,050 | — | ADD 16% |
| 68 | Asset One Wealth Management LLC | 6,9546,954 | $453,949 | — | — |
| 69 | Sharkey, Howes & Javer | 7,2717,271 | $451,707 | — | TRIM -27% |
| 70 | ENVESTNET ASSET MANAGEMENT INC | 6,7296,729 | $418,023 | — | — |
| 71 | SHEPHERD KAPLAN KROCHUK, LLC | 6,6636,663 | $413,950 | — | TRIM -18% |
| 72 | Sovran Advisors, LLC | 5,8995,899 | $382,720 | — | TRIM -43% |
| 73 | MML INVESTORS SERVICES, LLC | 6,0646,064 | $376,744 | — | TRIM -13% |
| 74 | Lodestone Wealth Management LLC | 5,7755,775 | $358,779 | — | — |
| 75 | Corient Private Wealth LLC | 5,4525,452 | $338,714 | — | TRIM -98% |
| 76 | Private Advisor Group, LLC | 5,3225,322 | $330,659 | — | — |
| 77 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 5,0655,065 | $315,560 | — | TRIM -68% |
| 78 | PRECEDENT WEALTH PARTNERS, LLC | 4,7424,742 | $294,604 | — | TRIM -14% |
| 79 | Prime Capital Investment Advisors, LLC | 4,5624,562 | $283,413 | — | TRIM -97% |
| 80 | MN Wealth Advisors, LLC | 4,3874,387 | $272,595 | — | ADD 11% |
| 81 | Richard P Slaughter Associates Inc | 4,3414,341 | $269,692 | — | — |
| 82 | LOM Asset Management Ltd | 4,2554,255 | $264,349 | — | ADD 39% |
| 83 | 3Chopt Investment Partners, LLC | 4,1474,147 | $257,639 | — | — |
| 84 | HUNTINGTON NATIONAL BANK | 4,0934,093 | $254,283 | — | NEW |
| 85 | RVW Wealth, LLC | 3,7793,779 | $234,776 | — | — |
| 86 | 49 WEALTH MANAGEMENT, LLC | 3,6713,671 | $228,050 | — | TRIM -11% |
| 87 | Mariner, LLC | 3,5923,592 | $223,159 | — | NEW |
| 88 | Aprio Wealth Management, LLC | 3,5003,500 | $217,443 | — | — |
| 89 | Walkner Condon Financial Advisors LLC | 3,4133,413 | $212,038 | — | — |
| 90 | TRUIST FINANCIAL CORP | 3,2523,252 | $202,036 | — | NEW |
| 91 | ASSETMARK, INC | 3,1303,130 | $194,456 | — | NEW |
| 92 | Western Wealth Management, LLC | 2,8702,870 | $178,303 | — | NEW |
| 93 | Harbor Asset Planning, Inc. | 2,4352,435 | $151,356 | — | — |
| 94 | PNC FINANCIAL SERVICES GROUP, INC. | 2,3452,345 | $145,687 | — | — |
| 95 | SYM FINANCIAL Corp | 1,6541,654 | $102,757 | — | — |
| 96 | PRIVATE TRUST CO NA | 1,6231,623 | $100,831 | — | — |
| 97 | Farther Finance Advisors, LLC | 1,2481,248 | $77,907 | — | — |
| 98 | CWM, LLC | 1,2081,208 | $75,049 | — | ADD 25% |
| 99 | BlackRock, Inc. | 1,1111,111 | $69,011 | — | ADD 2% |
| 100 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 968968 | $60,139 | — | NEW |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| LPL Financial LLC | 293K | 299K | 317K | 397K | 418K | 369K | $23M |
| BANK OF AMERICA CORP /DE/ | 182K | 195K | 212K | 323K | 328K | 328K | $20M |
| MORGAN STANLEY | 210K | 211K | 246K | 252K | 255K | 216K | $13M |
| Cetera Investment Advisers | 24K | 24K | 18K | 232K | 236K | 210K | $13M |
| SAM Advisors, LLC | 187K | 186K | 191K | 193K | 195K | 197K | $12M |
| American Money Management, LLC | 182K | 189K | 186K | 183K | 186K | 190K | $12M |
| WELLS FARGO & COMPANY/MN | 29K | 44K | 44K | 89K | 114K | 168K | $10M |
| Focus Partners Wealth | 240K | 123K | 144K | 148K | 156K | 158K | $10M |
| KWB Wealth | 146K | 151K | 153K | 157K | 159K | 159K | $10M |
| Cerity Partners LLC | 157K | 152K | 148K | 145K | 133K | 139K | $9M |
| Avantax Planning Partners, Inc. | 120K | 117K | 121K | 125K | 123K | 124K | $8M |
| AMERIPRISE FINANCIAL INC | 98K | 93K | 96K | 98K | 111K | 120K | $7M |
| SEGALL BRYANT & HAMILL, LLC | 162K | 142K | 140K | 132K | 125K | 119K | $7M |
| Linscomb Wealth, Inc. | 155K | 149K | 143K | 138K | 137K | 116K | $7M |
| UBS Group AG | 12K | 17K | 8K | 9K | 10K | 105K | $7M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Independent Advisor Alliance | +95,046 | $6M | OPEN |
| UBS Group AG | +94,464 | $6M | ADD |
| OLD MISSION CAPITAL LLC | +73,193 | $5M | OPEN |
| WELLS FARGO & COMPANY/MN | +54,170 | $3M | ADD |
| CITADEL ADVISORS LLC | +50,492 | $3M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Corient Private Wealth LLC | −258,230 | $16M | TRIM |
| Prime Capital Investment Advisors, LLC | −174,682 | $11M | TRIM |
| Amplius Wealth Advisors, LLC | −122,498 | $8M | TRIM |
| Tactive Advisors, LLC | −54,789 | $3M | TRIM |
| LPL Financial LLC | −49,111 | $3M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 125 | 4,719,556 | — | $293M |
| 2025-Q4 | 115 | 4,971,385 | — | $302M |
| 2025-Q3 | 107 | 4,841,389 | — | $285M |
| 2025-Q2 | 116 | 4,873,824 | — | $274M |
| 2025-Q1 | 116 | 4,786,420 | — | $252M |
| 2024-Q4 | 120 | 4,965,468 | — | $255M |
| 2024-Q3 | 113 | 7,209,330 | — | $307M |
| 2024-Q2 | 120 | 4,843,795 | — | $237M |
| 2024-Q1 | 113 | 4,816,087 | — | $257M |
| 2023-Q4 | 110 | 4,470,728 | — | $234M |
| 2023-Q3 | 107 | 4,481,915 | — | $226M |
| 2023-Q2 | 101 | 4,644,162 | — | $234M |
| 2023-Q1 | 87 | 4,097,583 | — | $207M |
| 2022-Q4 | 79 | 4,112,940 | — | $203M |
| 2022-Q3 | 58 | 2,300,211 | — | $103M |
| 2022-Q2 | 50 | 1,962,682 | — | $97M |
| 2022-Q1 | 59 | 1,864,468 | — | $104M |
| 2021-Q4 | 58 | 1,679,447 | — | $95M |
| 2021-Q3 | 53 | 1,362,550 | — | $78M |
| 2021-Q2 | 58 | 1,879,518 | — | $111M |
| 2021-Q1 | 62 | 3,108,170 | — | $177M |
| 2020-Q4 | 61 | 2,958,167 | — | $162M |
| 2020-Q3 | 65 | 3,416,474 | — | $159M |
| 2020-Q2 | 71 | 3,185,776 | — | $146M |
| 2020-Q1 | 72 | 3,406,349 | — | $136M |
| 2019-Q4 | 72 | 4,293,887 | — | $245M |
| 2019-Q3 | 69 | 4,543,984 | — | $239M |
| 2019-Q2 | 66 | 3,705,884 | — | $206M |
| 2019-Q1 | 66 | 3,555,116 | — | $193M |
| 2018-Q4 | 59 | 2,967,977 | — | $151M |
| 2018-Q3 | 47 | 2,409,087 | — | $130M |
| 2018-Q2 | 47 | 2,354,398 | — | $127M |
| 2018-Q1 | 44 | 2,089,522 | — | $127M |
| 2017-Q4 | 38 | 1,526,283 | — | $89M |
| 2017-Q3 | 31 | 1,621,187 | — | $92M |
| 2017-Q2 | 29 | 1,570,207 | — | $82M |
| 2017-Q1 | 22 | 1,630,406 | — | $83M |
| 2016-Q4 | 13 | 770,848 | — | $36M |
| 2016-Q3 | 10 | 686,590 | — | $34M |
| 2016-Q2 | 8 | 519,981 | — | $23M |
| 2016-Q1 | 5 | 508,178 | — | $23M |
| 2015-Q4 | 6 | 732,492 | — | $30M |
| 2015-Q3 | 5 | 738,474 | — | $32M |
| 2015-Q2 | 5 | 1,024,843 | — | $53M |
| 2015-Q1 | 2 | 481,507 | — | $25M |
