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Institutions Holding JMEE (174 holders)

174 institutions currently hold JMEE, ranked below by position value.

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Key HoldersTotal ValueAvg Weight
JPMORGAN CHASE & CO$684.1M0.04%
FMR LLC$160.6M0.01%
LPL Financial LLC$142.4M0.04%
CWM, LLC$70.4M0.18%
Crestwood Advisors Group, LLC$67.0M1.13%
Cetera Investment Advisers$45.5M0.05%
Syntegra Private Wealth Group, LLC$41.2M3.91%
Bank of New York Mellon Corp$37.6M0.01%
GREAT VALLEY ADVISOR GROUP, INC.$37.1M0.67%
JONES FINANCIAL COMPANIES LLLP$30.1M0.01%
Wagner Wealth Management, LLC$28.8M5.82%
OSAIC HOLDINGS, INC.$27.8M0.04%
Arkadios Wealth Advisors$27.2M0.44%
RAYMOND JAMES FINANCIAL INC$26.7M0.01%
Meridian Financial Partners LLC$22.9M8.72%
CGC Financial Services, LLC$22.7M6.55%
SHP Wealth Management$21.5M1.62%
Independent Advisor Alliance$18.9M0.20%
VERUS CAPITAL PARTNERS, LLC$18.2M1.24%
Advisory Resource Group$17.3M2.97%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$17.2M0.01%
Retirement Management Systems Inc.$14.4M3.46%
B & T Capital Management DBA Alpha Capital Management$14.0M2.03%
WealthPlan Investment Management, LLC$13.2M0.73%
ROYAL BANK OF CANADA$12.3M0.00%
Bond & Devick Financial Network, Inc.$11.7M3.27%
COMMONWEALTH EQUITY SERVICES, LLC$11.7M0.02%
ENVESTNET ASSET MANAGEMENT INC$9.3M0.00%
Tradition Wealth Management, LLC$8.5M0.61%
Capital Developers, LLC$7.5M6.72%
Private Advisor Group, LLC$7.2M0.03%
Macco Financial Group, Inc.$7.1M5.40%
STIFEL FINANCIAL CORP$7.1M0.01%
Kestra Advisory Services, LLC$6.8M0.03%
Scarborough Advisors, LLC$6.7M0.73%
CREATIVE FINANCIAL DESIGNS INC /ADV$6.6M0.40%
Legacy Private Trust Co.$6.2M0.38%
Concurrent Investment Advisors, LLC$6.2M0.07%
MML INVESTORS SERVICES, LLC$6.1M0.02%
Stewardship Advisors, LLC$6.0M1.37%
FLYNN ZITO CAPITAL MANAGEMENT, LLC$5.8M1.84%
Lakeridge Wealth Management LLC$5.5M2.35%
Destiny Wealth Partners, LLC$4.4M0.48%
Plan Group Financial, LLC$4.1M0.95%
Modern Wealth Management, LLC$3.9M0.07%
American Trust$3.8M0.34%
BARNES PETTEY FINANCIAL ADVISORS, LLC$3.8M1.65%
Schwallier Wealth Management LLC$3.7M2.73%
Platform Technology Partners$3.7M0.70%
ASHTON THOMAS SECURITIES, LLC$3.6M0.45%
Atlas Legacy Advisors, LLC$3.5M0.64%
Baird Financial Group, Inc.$3.3M0.01%
UBS Group AG$3.3M0.00%
Allegheny Financial Group$3.2M0.43%
Kingsview Wealth Management, LLC$3.2M0.04%
Pinnacle Financial Partners, Inc.$3.0M0.02%
Total Clarity Wealth Management, Inc.$3.0M0.70%
AMERIPRISE FINANCIAL INC$2.7M0.00%
FIFTH THIRD SECURITIES, INC.$2.7M0.18%
Cambridge Investment Research Advisors, Inc.$2.6M0.01%
NATIONAL BANK OF CANADA /FI/$2.6M0.00%
GREENWOOD CAPITAL ASSOCIATES LLC$2.4M0.27%
Choice Wealth Advisors LLC$2.4M0.95%
JANE STREET GROUP, LLC$2.2M0.00%
SilverOak Wealth Management LLC$2.0M0.32%
INTEGRITY WEALTH ADVISORS, INC.$2.0M1.19%
Fermata Advisors, LLC$1.9M0.44%
US BANCORP \DE\$1.9M0.00%
Asset Allocation Strategies LLC$1.9M0.33%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.9M0.00%
DAYMARK WEALTH PARTNERS, LLC$1.8M0.06%
Avestar Capital, LLC$1.8M0.12%
Ruggaard & Associates LLC$1.8M0.72%
WBH ADVISORY INC$1.8M0.13%
McLaughlin Asset Management, Inc.$1.7M1.66%
NATIXIS ADVISORS, LLC$1.7M0.00%
Merit Financial Group, LLC$1.6M0.01%
Fortitude Financial, LLC$1.6M0.85%
WEST MICHIGAN ADVISORS, LLC$1.6M0.34%
Arete Wealth Advisors, LLC$1.5M0.12%
Rooted Wealth Advisors, Inc.$1.4M0.38%
Rothschild Wealth LLC$1.4M0.12%
Capital Advisors Wealth Management, LLC$1.4M0.18%
BENJAMIN EDWARDS INC$1.3M0.01%
Cordgrass Capital Advisors, LLC$1.2M0.28%
WealthPLAN Partners, LLC$1.1M0.21%
MGO ONE SEVEN LLC$1.0M0.02%
United Advisor Group, LLC$909.8K0.11%
PAX Financial Group, LLC$900.5K0.15%
Freedom Financial Partners LLC$851.0K0.30%
Summit Wealth Partners, LLC$769.8K0.12%
Western Wealth Management, LLC$769.3K0.03%
Gateway Wealth Partners, LLC$722.6K0.03%
Harbor Asset Planning, Inc.$652.8K0.55%
Vise Technologies, Inc.$624.7K0.01%
ROCKLAND TRUST CO$611.5K0.02%
Keating Financial Advisory Services, Inc.$603.3K0.10%
Heritage Wealth Management, Inc.$601.7K0.30%
MTM FINANCIAL GROUP, LLC$544.7K0.26%
Everest Financial Group LLC$528.4K0.09%
Cornerstone Wealth Management, LLC$504.5K0.03%
BANK OF AMERICA CORP /DE/$487.5K0.00%
EARNED WEALTH ADVISORS, LLC$459.3K0.03%
AVAII WEALTH MANAGEMENT, LLC$458.9K0.16%
Mariner, LLC$441.8K0.00%
Krilogy Financial LLC$437.8K0.01%
&PARTNERS$435.3K0.00%
HighTower Advisors, LLC$418.9K0.00%
Advisory Services Network, LLC$395.9K0.01%
KESTRA PRIVATE WEALTH SERVICES, LLC$390.0K0.00%
HighPoint Advisor Group LLC$381.4K0.02%
Stratos Wealth Partners, LTD.$378.6K0.00%
Sequent Planning LLC$377.7K0.09%
ASSETMARK, INC$374.3K0.00%
Triad Wealth Partners, LLC$365.6K0.03%
Creative Planning$353.7K0.00%
SFAM, LLC$348.5K0.32%
Steward Partners Investment Advisory, LLC$346.1K0.00%
LUTS & GREENLEIGH GROUP, INC.$341.5K0.27%
BROWN BROTHERS HARRIMAN & CO$339.4K0.00%
Dynamic Advisor Solutions LLC$331.8K0.01%
BlackRock, Inc.$313.3K0.00%
PRIVATE TRUST CO NA$296.8K0.03%
World Investment Advisors$287.8K0.00%
MAI Capital Management$273.2K0.00%
Sowell Financial Services LLC$273.0K0.01%
Garden State Investment Advisory Services LLC$271.0K0.06%
SMITH, MOORE & CO.$267.7K0.02%
PCG Wealth Advisors, LLC$267.6K0.07%
Ausdal Financial Partners, Inc.$263.7K0.01%
NESTEGG ADVISORS, INC.$258.4K0.23%
Breakwater Capital Group$241.8K0.03%
Stone House Investment Management, LLC$240.0K0.04%
Intrua Financial, LLC$239.9K0.02%
SPINNAKER TRUST$237.3K0.01%
Alteri Wealth LLC$225.7K0.07%
Signal Advisors Wealth, LLC$221.0K0.02%
Janney Montgomery Scott LLC$212.0K0.00%
MORGAN STANLEY$194.1K0.00%
Triumph Capital Management$150.6K0.03%
Glass Jacobson Investment Advisors llc$140.2K0.05%
PNC FINANCIAL SERVICES GROUP, INC.$139.7K0.00%
HAZLETT, BURT & WATSON, INC.$116.0K0.04%
Center for Financial Planning, Inc.$81.7K0.01%
IFP Advisors, Inc$49.9K0.00%
Golden State Wealth Management, LLC$46.9K0.01%
GODSEY & GIBB, INC$46.4K0.00%
Pinnacle Bancorp, Inc.$37.7K0.01%
Capital Analysts, LLC$34.0K0.00%
Banco de Sabadell, S.A$34.0K0.02%