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Funds Holding JMEE

On this page, we present all of the funds holding JMEE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JMEE, with a link to that fund's top holdings. The next columns indicate the amount of JMEE stock held by each of the funds holding JMEE, followed by the JMEE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 68 funds holding JMEE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding JMEE), click the fund name in the "Holder" column of the funds-holding-JMEE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
JPMorgan Chase & Co.12,093,499$649,542 12/31/2023
     JMEE12,093,499$649,542 12/31/2023
LPL Financial LLC439,419$23,601 12/31/2023
     JMEE439,419$23,601 12/31/2023
Wagner Wealth Management LLC293,265$17,165 03/31/2024
     JMEE293,265$17,165 03/31/2024
Systelligence LLC210,464$12,318 03/31/2024
     JMEE210,464$12,318 03/31/2024
CWM LLC156,350$9,151 03/31/2024
     JMEE156,350$9,151 03/31/2024
RWM Asset Management LLC115,325$6,750 03/31/2024
     JMEE115,325$6,750 03/31/2024
Stewardship Advisors LLC99,135$5,802 03/31/2024
     JMEE99,135$5,802 03/31/2024
Advisor Group Holdings Inc.97,800$5,253 12/31/2023
     JMEE97,800$5,253 12/31/2023
Lakeridge Wealth Management LLC59,507$3,196 12/31/2023
     JMEE59,507$3,196 12/31/2023
Creative Financial Designs Inc. ADV57,382$3,082 12/31/2023
     JMEE57,382$3,082 12/31/2023
Triad Wealth Partners LLC52,502$3,073 03/31/2024
     JMEE52,502$3,073 03/31/2024
Raymond James Financial Services Advisors Inc.51,528$3,016 03/31/2024
     JMEE51,528$3,016 03/31/2024
WJ Wealth Management LLC47,612$2,787 03/31/2024
     JMEE47,612$2,787 03/31/2024
Leo Wealth LLC41,451$2,338 12/31/2023
     JMEE41,451$2,338 12/31/2023
Royal Bank of Canada39,700$2,132 12/31/2023
     JMEE39,700$2,132 12/31/2023
Stifel Financial Corp39,063$2,098 12/31/2023
     JMEE39,063$2,098 12/31/2023
PCG Wealth Advisors LLC33,147$1,940 03/31/2024
     JMEE33,147$1,940 03/31/2024
US Bancorp DE34,540$1,855 12/31/2023
     JMEE34,540$1,855 12/31/2023
Northwestern Mutual Wealth Management Co.31,967$1,717 12/31/2023
     JMEE31,967$1,717 12/31/2023
Redhawk Wealth Advisors Inc.30,417$1,634 12/31/2023
     JMEE30,417$1,634 12/31/2023
Ruggaard & Associates LLC30,389$1,632 12/31/2023
     JMEE30,389$1,632 12/31/2023
Rockland Trust Co.25,291$1,480 03/31/2024
     JMEE25,291$1,480 03/31/2024
Zimmermann Investment Management & Planning LLC24,985$1,462 03/31/2024
     JMEE24,985$1,462 03/31/2024
Equitable Holdings Inc.26,180$1,406 12/31/2023
     JMEE26,180$1,406 12/31/2023
Cetera Investment Advisers24,709$1,327 12/31/2023
     JMEE24,709$1,327 12/31/2023
Benjamin F. Edwards & Company Inc.21,753$1,168 12/31/2023
     JMEE21,753$1,168 12/31/2023
Private Advisor Group LLC17,725$952 12/31/2023
     JMEE17,725$952 12/31/2023
Commonwealth Equity Services LLC16,959$911 12/31/2023
     JMEE16,959$911 12/31/2023
Kestra Advisory Services LLC14,459$777 12/31/2023
     JMEE14,459$777 12/31/2023
UBS Group AG13,531$727 12/31/2023
     JMEE13,531$727 12/31/2023
Jane Street Group LLC13,057$701 12/31/2023
     JMEE13,057$701 12/31/2023
Wells Trecaso Financial Group LLC11,551$676 03/31/2024
     JMEE11,551$676 03/31/2024
Trademark Financial Management LLC12,310$661 12/31/2023
     JMEE12,310$661 12/31/2023
Concurrent Investment Advisors LLC11,592$623 12/31/2023
     JMEE11,592$623 12/31/2023
Bond & Devick Financial Network Inc.10,623$622 03/31/2024
     JMEE10,623$622 03/31/2024
Creative Planning11,213$602 12/31/2023
     JMEE11,213$602 12/31/2023
Cambridge Investment Research Advisors Inc.9,790$573 03/31/2024
     JMEE9,790$573 03/31/2024
Merit Financial Group LLC9,791$526 12/31/2023
     JMEE9,791$526 12/31/2023
Cetera Advisor Networks LLC9,650$518 12/31/2023
     JMEE9,650$518 12/31/2023
SFG Wealth Management LLC.8,239$482 03/31/2024
     JMEE8,239$482 03/31/2024
O Dell Group LLC6,888$370 12/31/2023
     JMEE6,888$370 12/31/2023
Private Trust Co. NA5,093$298 03/31/2024
     JMEE5,093$298 03/31/2024
Thrivent Financial for Lutherans5,510$296 12/31/2023
     JMEE5,510$296 12/31/2023
Northwest Capital Management Inc3,925$230 03/31/2024
     JMEE3,925$230 03/31/2024
Global Retirement Partners LLC3,790$222 03/31/2024
     JMEE3,790$222 03/31/2024
Breakwater Capital Group3,760$220 03/31/2024
     JMEE3,760$220 03/31/2024
Envestnet Asset Management Inc.3,921$211 12/31/2023
     JMEE3,921$211 12/31/2023
Morgan Stanley3,589$193 12/31/2023
     JMEE3,589$193 12/31/2023
Bank of America Corp DE2,698$145 12/31/2023
     JMEE2,698$145 12/31/2023
Glass Jacobson Investment Advisors llc2,100$123 03/31/2024
     JMEE2,100$123 03/31/2024
Center for Financial Planning Inc.1,223$72 03/31/2024
     JMEE1,223$72 03/31/2024
Proequities Inc.1,312$70 12/31/2023
     JMEE1,312$70 12/31/2023
Dividend Assets Capital LLC1,306$70 12/31/2023
     JMEE1,306$70 12/31/2023
Aspire Wealth Management Corp1,224$66 12/31/2023
     JMEE1,224$66 12/31/2023
Advisory Services Network LLC1,201$65 12/31/2023
     JMEE1,201$65 12/31/2023
Principal Securities Inc.879$47 12/31/2023
     JMEE879$47 12/31/2023
Comerica Bank859$46 12/31/2023
     JMEE859$46 12/31/2023
Householder Group Estate & Retirement Specialist LLC676$36 12/31/2023
     JMEE676$36 12/31/2023
Allworth Financial LP453$27 03/31/2024
     JMEE453$27 03/31/2024
Strategic Investment Solutions Inc. IL216$12 12/31/2023
     JMEE216$12 12/31/2023
MeadowBrook Investment Advisors LLC141$8 12/31/2023
     JMEE141$8 12/31/2023
FMR LLC108$6 12/31/2023
     JMEE108$6 12/31/2023
Cambridge Trust Co.72$4 12/31/2023
     JMEE72$4 12/31/2023
Capital Analysts LLC49$3 12/31/2023
     JMEE49$3 12/31/2023
PrairieView Partners LLC62$3 12/31/2023
     JMEE62$3 12/31/2023
Sunbelt Securities Inc.41$2 03/31/2024
     JMEE41$2 03/31/2024
McIlrath & Eck LLC15$1 12/31/2023
     JMEE15$1 12/31/2023
Farmers & Merchants Investments Inc.1$0 03/31/2024
     JMEE1$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     JMEE1$0 12/31/2023

See Summary: Institutional Holders of JMEE
See Details: Top 10 Hedge Funds Holding JMEE
Also See: JMEE Holdings Changes

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