JAAA Institutional Ownership
Who owns JAAA and what the big funds did with it last quarter, from every SEC 13F filing. 909 funds reported holding JAAA at Jun 30, 2026.
- ▲543 buying vs 320 selling
- ▲Shares held by funds +1.7%
- ▲Funds holding +66
- ▲Superinvestors: 1 added, 0 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 909 | 843 | +7.8% |
| In funds' top 10 | 130 | 121 | +7.4% |
| 13F shares | 365M | 358M | +1.7% |
| Held by funds | – | – | – |
| New positions | 111 | 81 | +37.0% |
| Increased | 432 | 439 | −1.6% |
| Reduced | 273 | 255 | +7.1% |
| Sold out | 47 | 77 | −39.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 17K | −100.0% |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in JAAA
All superinvestors →
Who owns JAAA
share of fund held shares- Index and passive funds2.9%
- Active managers and hedge funds62.9%
- Banks and brokers33.8%
- Pensions, insurers and other0.4%
The top 10 holders own 43.3% of all JAAA shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
788 funds changed their position- RPOA Advisors, Inc.New+6.2M sh
- Cambridge Investment Research Advisors, Inc.Trimmed−2.2M sh
- LPL Financial LLCAdded+2M sh
- Raymond James Financial IncAdded+1.9M sh
- Johnson Financial Group, LLCAdded+1.4M sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Bank of America Corp /de/ | – | 42.9M | $2.2B | +2.5M |
| 2 | Allianz SE | – | 33.3M | $1.7B | −6.8M |
| 3 | Morgan Stanley | – | 21.6M | $1.1B | +796K |
| 4 | LPL Financial LLC | – | 13M | $658M | −225K |
| 5 | Focus Partners Wealth | – | 9.4M | $478M | +97K |
| 6 | Charles Schwab Investment Management Inc | – | 7.9M | $397M | +4.1M |
| 7 | Wells Fargo & Company/mn | – | 7.8M | $394M | +911K |
| 8 | Raymond James Financial Inc | – | 7.4M | $375M | +155K |
| 9 | UBS Group AG | – | 7.4M | $374M | +555K |
| 10 | Envestnet Asset Management Inc | – | 6.9M | $350M | +591K |
- Charles Schwab Investment Management Inc+4.1M sh+$205M
- Bank of America Corp /de/+2.5M sh+$129M
- Waverly Advisors, LLC+2.3M sh+$114M
- Cambridge Investment Research Advisors, Inc.+2.2M sh+$113M
- Janney Montgomery Scott LLC+1.5M sh+$73.9M
- Ameritas Advisory Services, LLC+1.2M sh+$61M
- Arax Advisory Partners+1.1M sh+$57.4M
- CGC Financial Services, LLC+1.1M sh+$57.1M
- Barings LLC−8M sh−$404M
- Allianz SE−6.8M sh−$345M
- 1900 Wealth Management LLC−2.4M sh−$124M
- Fmr LLC−1.1M sh−$53.5M
- State of Tennessee, Department of Treasury−793K sh−$39.9M
- Flaharty Asset Management, LLC−704K sh−$35.6M
- Highline Wealth Partners LLC−694K sh−$35M
- Aprio Wealth Management, LLC−661K sh−$33.3M
JAAA institutional ownership FAQ
Who owns the most JAAA stock?
In Q2 2026 13F filings the largest holder of JAAA was Bank of America Corp /de/, followed by Allianz SE and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of JAAA is owned by institutions?
909 funds reported holding 365M JAAA shares at Jun 30, 2026.
Are hedge funds buying JAAA?
In Q2 2026, 543 funds bought JAAA (111 of them new positions) and 320 sold (47 sold out completely). Among well known investors, 1 added and 0 cut. Our fund sentiment for JAAA is strongly bullish.
What is JAAA's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this JAAA ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.