Who owns JCPB
Which tracked institutional funds hold JCPB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JCPB company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-14). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
208 tracked funds added or opened JCPB while 83 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
JCPB’s largest tracked holder by dollar value, HB Wealth Management, LLC, sizes it at 4.1% of its own reported 13F book, while the median holder sizes it at 1.8% of theirs — a 2.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JCPB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 486 tracked filers holding JCPB, 358 increased or opened the position and 157 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in JCPB between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 27
- PRUDENT INVESTORS NETWORK, INC.$51M
- Ocean Park Asset Management, LLC$29M
- LAWOOD & CO$14M
- ELEVATION POINT WEALTH PARTNERS, LLC$6M
- HighPoint Advisor Group LLC$3M
- FIDUCIARY FINANCIAL ADVISORS$2M
Full exits 30
- Betterment LLC$294M
- Janney Montgomery Scott LLC$168M
- HighTower Advisors, LLC$152M
- Capital Analysts, LLC$73M
- CWM, LLC$27M
- LeClair Wealth Partners LLC$21M
Largest adds
- MORGAN STANLEY$194M
- FACTORY MUTUAL INSURANCE CO$99M
- Modern Wealth Management, LLC$99M
- RAYMOND JAMES FINANCIAL INC$99M
- JPMORGAN CHASE & CO$97M
- LPL Financial LLC$78M
Largest trims
- Alpine Bank Wealth Management$78M
- Horizon Investments, LLC$20M
- ROYAL BANK OF CANADA$13M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$12M
- Savant Capital, LLC$8M
- BridgePort Financial Solutions, LLC$5M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HB Wealth Management, LLC added | 15,629,633 | $731M | 8.3% | 2026-Q2 |
| MORGAN STANLEY added | 12,525,713 | $588M | 6.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 8,833,732 | $415M | 4.7% | 2026-Q2 |
| FACTORY MUTUAL INSURANCE CO added | 7,983,314 | $375M | 4.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 7,576,615 | $357M | 4.0% | 2026-Q2 |
| OpenArc Corporate Advisory, LLC added | 5,415,913 | $254M | 2.9% | 2026-Q2 |
| Mariner, LLC added | 5,400,464 | $253M | 2.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,291,099 | $248M | 2.8% | 2026-Q2 |
| Dynasty Wealth Management, LLC added | 5,018,565 | $236M | 2.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,729,235 | $222M | 2.5% | 2026-Q2 |
| Modern Wealth Management, LLC added | 4,300,875 | $202M | 2.3% | 2026-Q2 |
| Legacy Wealth Management, LLC added | 4,057,660 | $190M | 2.2% | 2026-Q2 |
| Cetera Investment Advisers added | 3,497,566 | $164M | 1.9% | 2026-Q2 |
| LPL Financial LLC added | 3,334,790 | $157M | 1.8% | 2026-Q2 |
| Valeo Financial Advisors, LLC added | 3,126,531 | $138M | 1.6% | 2026-Q2 |
| Moss Adams Wealth Advisors LLC added | 2,903,040 | $136M | 1.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,877,606 | $135M | 1.5% | 2026-Q2 |
| Summit Financial Strategies, Inc. added | 2,800,552 | $131M | 1.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,614,575 | $123M | 1.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 2,453,732 | $115M | 1.3% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 2,367,229 | $111M | 1.3% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,340,725 | $110M | 1.2% | 2026-Q2 |
| First Pacific Financial added | 2,072,548 | $97M | 1.1% | 2026-Q2 |
| McAdam, LLC added | 1,973,980 | $93M | 1.1% | 2026-Q2 |
| CGN Advisors LLC added | 1,936,795 | $91M | 1.0% | 2026-Q2 |
| Savant Capital, LLC trimmed | 1,925,537 | $90M | 1.0% | 2026-Q2 |
| Grant Street Asset Management, Inc. added | 1,817,615 | $85M | 1.0% | 2026-Q2 |
| First Washington CORP added | 1,737,492 | $82M | 0.9% | 2026-Q2 |
| Avantax Planning Partners, Inc. added | 1,725,261 | $81M | 0.9% | 2026-Q2 |
| Bogart Wealth, LLC added | 1,716,003 | $81M | 0.9% | 2026-Q2 |
| D.B. Root & Company, LLC added | 1,637,457 | $77M | 0.9% | 2026-Q2 |
| Hughes Financial Services, LLC added | 1,620,206 | $76M | 0.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,568,916 | $74M | 0.8% | 2026-Q2 |
| Allen Capital Group, LLC added | 1,534,156 | $72M | 0.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,483,464 | $70M | 0.8% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 1,470,403 | $69M | 0.8% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 1,384,507 | $64M | 0.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,377,499 | $65M | 0.7% | 2026-Q2 |
| Corient Private Wealth LP added | 1,374,466 | $65M | 0.7% | 2026-Q2 |
| SENTINEL PENSION ADVISORS, LLC added | 1,333,579 | $62M | 0.7% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 1,328,664 | $62M | 0.7% | 2026-Q2 |
| Wiser Wealth Management, Inc added | 1,314,982 | $62M | 0.7% | 2026-Q2 |
| Bluespring Wealth Management, LLC added | 1,307,709 | $61M | 0.7% | 2026-Q2 |
| Bouchey Financial Group, Ltd. added | 1,261,080 | $59M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 1,200,263 | $57M | 0.6% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 1,177,891 | $55M | 0.6% | 2026-Q2 |
| Harbor Group, Inc. added | 1,094,360 | $51M | 0.6% | 2026-Q2 |
| PRUDENT INVESTORS NETWORK, INC. new | 1,079,613 | $51M | 0.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 977,779 | $46M | 0.5% | 2026-Q2 |
| Berger Financial Group, Inc added | 934,157 | $44M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 885,704 | $42M | 0.5% | 2026-Q2 |
| ALPS ADVISORS INC added | 876,310 | $41M | 0.5% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 864,714 | $40M | 0.5% | 2026-Q2 |
| Joseph Group Capital Management added | 862,060 | $40M | 0.5% | 2026-Q2 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 861,280 | $40M | 0.5% | 2026-Q2 |
| Johnson Financial Group, Inc. added | 858,571 | $40M | 0.5% | 2026-Q2 |
| Aspen Wealth Management LLC added | 852,446 | $40M | 0.5% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 838,089 | $39M | 0.4% | 2026-Q2 |
| Avidian Wealth Enterprises, LLC added | 805,719 | $38M | 0.4% | 2026-Q2 |
| Hartford Financial Management Inc. added | 768,534 | $36M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 742,996 | $35M | 0.4% | 2026-Q2 |
| Continuum Advisory, LLC added | 735,937 | $35M | 0.4% | 2026-Q2 |
| Forum Private Client Group LLC added | 714,849 | $34M | 0.4% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 714,345 | $34M | 0.4% | 2026-Q2 |
| Crusonia Wealth Advisors LLC added | 710,974 | $33M | 0.4% | 2026-Q2 |
| Apella Capital, LLC added | 692,502 | $32M | 0.4% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC added | 686,820 | $32M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 675,324 | $32M | 0.4% | 2026-Q2 |
| IMA Advisory Services, Inc. added | 670,530 | $31M | 0.4% | 2026-Q2 |
| Walkner Condon Financial Advisors LLC added | 658,867 | $31M | 0.4% | 2026-Q2 |
| 46 Peaks LLC added | 643,426 | $30M | 0.3% | 2026-Q2 |
| Ocean Park Asset Management, LLC new | 622,400 | $29M | 0.3% | 2026-Q2 |
| Tarbox Family Office, Inc. added | 622,035 | $29M | 0.3% | 2026-Q2 |
| Cerity Partners LLC trimmed | 620,739 | $29M | 0.3% | 2026-Q2 |
| FAS Wealth Partners, Inc. added | 620,441 | $29M | 0.3% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 618,038 | $29M | 0.3% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 617,587 | $29M | 0.3% | 2026-Q2 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 617,587 | $29M | 0.3% | 2026-Q2 |
| Mach-1 Financial Group, LLC trimmed | 613,574 | $29M | 0.3% | 2026-Q2 |
| Mascoma Wealth Management LLC added | 600,244 | $28M | 0.3% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 589,566 | $28M | 0.3% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 581,531 | $27M | 0.3% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 572,286 | $27M | 0.3% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 552,176 | $26M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 543,683 | $26M | 0.3% | 2026-Q2 |
| Waterloo Capital, L.P. added | 540,035 | $25M | 0.3% | 2026-Q2 |
| Magnus Financial Group LLC added | 531,372 | $25M | 0.3% | 2026-Q2 |
| Spire Wealth Management added | 531,055 | $25M | 0.3% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 498,974 | $23M | 0.3% | 2026-Q2 |
| TD Capital Management LLC added | 485,392 | $23M | 0.3% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. added | 484,437 | $23M | 0.3% | 2026-Q2 |
| Bond & Devick Financial Network, Inc. added | 480,768 | $23M | 0.3% | 2026-Q2 |
| STEPHENS INC /AR/ added | 471,767 | $22M | 0.3% | 2026-Q2 |
| Steele Capital Management, Inc. trimmed | 471,492 | $22M | 0.3% | 2026-Q2 |
| Baird Financial Group, Inc. added | 471,415 | $22M | 0.3% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 468,994 | $22M | 0.2% | 2026-Q2 |
| American Money Management, LLC added | 465,390 | $22M | 0.2% | 2026-Q2 |
| Blue Water Asset Management added | 465,341 | $22M | 0.2% | 2026-Q2 |
| KICKSTAND VENTURES, LLC. trimmed | 459,648 | $22M | 0.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 459,380 | $22M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.