Institutional Holders (2026 Q1)
105 + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JPME. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Stonehaven Wealth & Tax Solutions, LLC | 2.32% | 22,890 | $2.6M |
| 2 | Manske Wealth Management | 1.92% | 59,844 | $6.9M |
| 3 | Cassilly Financial Group LLC | 1.55% | 15,627 | $1.8M |
| 4 | LWM Advisory Services, LLC | 1.28% | 10,474 | $1.2M |
| 5 | Cpwa, LLC | 0.71% | 4,918 | $595K |
| 6 | RVW Wealth, LLC | 0.57% | 63,630 | $7.3M |
| 7 | Gallacher Capital Management LLC | 0.53% | 12,133 | $1.4M |
| 8 | Traub Capital Management LLC | 0.49% | 4,270 | $489K |
| 9 | Entelevest, LLC | 0.47% | 4,064 | $466K |
| 10 | Empirical Asset Management, LLC | 0.45% | 14,887 | $1.7M |
| 11 | McLaughlin Asset Management, Inc. | 0.44% | 3,976 | $455K |
| 12 | Cosner Financial Group, LLC | 0.38% | 6,009 | $688K |
| 13 | 1900 Wealth Management LLC | 0.34% | 46,344 | $5.3M |
| 14 | Bluedoor Private Wealth, LLC | 0.32% | 6,084 | $697K |
| 15 | Landmark Wealth Management, INC. | 0.28% | 6,518 | $746K |
| 16 | Luts & Greenleigh Group, INC. | 0.24% | 2,593 | $297K |
| 17 | Richard P Slaughter Associates Inc | 0.23% | 9,185 | $1.1M |
| 18 | KWB Wealth | 0.21% | 19,504 | $2.1M |
| 19 | Advyzon Investment Management, LLC | 0.19% | 18,463 | $2.1M |
| 20 | FSM Wealth Advisors, LLC | 0.15% | 10,132 | $1.2M |
| 21 | Archford Capital Strategies, LLC | 0.14% | 10,693 | $1.2M |
| 22 | Goldstein Advisors, LLC | 0.14% | 10,626 | $1.2M |
| 23 | Curry Webb Wealth Management LLC | 0.11% | 2,101 | $241K |
| 24 | Adamsbrown Wealth Consultants LLC | 0.11% | 3,530 | $404K |
| 25 | Trilogy Capital Inc. | 0.09% | 18,022 | $2.1M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|