Who owns JCPB (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-Q1 13F filings. 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
The tracked-fund tape on JCPB is one-sided between 2025-Q4 and 2026-Q1: 199 added or opened and 54 trimmed or exited — on balance accumulating.
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 4.4% of its own reported 13F book, while the median holder sizes it at 1.9% of theirs — a 2.5pp 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 2025-Q4 and 2026-Q1, across 477 tracked filers holding JCPB, 361 increased or opened the position and 117 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 2025-Q4 and 2026-Q1 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 26
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$26M
- LeClair Wealth Partners LLC$21M
- ALPS ADVISORS INC$18M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$13M
- SAGESPRING WEALTH PARTNERS, LLC$11M
- MBL Wealth, LLC$11M
Full exits 16
- FAS Wealth Partners, Inc.$16M
- Choice Wealth Advisors, LLC$16M
- Janney Capital Management LLC$13M
- Thrivent Financial for Lutherans$9M
- Arlington Financial Advisors, LLC$8M
- Pine Valley Investments Ltd Liability Co$4M
Largest adds
- Betterment LLC$288M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$145M
- HB Wealth Management, LLC$90M
- RAYMOND JAMES FINANCIAL INC$90M
- MORGAN STANLEY$90M
- LPL Financial LLC$64M
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$46M
- Alpine Bank Wealth Management$35M
- BANK OF AMERICA CORP /DE/$27M
- Kestra Advisory Services, LLC$12M
- Cerity Partners LLC$11M
- SMITHBRIDGE ASSET MANAGEMENT INC/DE$10M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| HB Wealth Management, LLC added | 14,422,179 | $676M | 8.3% | 2026-Q1 |
| MORGAN STANLEY added | 8,362,414 | $394M | 4.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,705,129 | $316M | 3.9% | 2026-Q1 |
| Betterment LLC added | 6,234,652 | $294M | 3.6% | 2026-Q1 |
| FACTORY MUTUAL INSURANCE CO | 5,846,314 | $275M | 3.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 5,543,281 | $260M | 3.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,376,654 | $253M | 3.1% | 2026-Q1 |
| OpenArc Corporate Advisory, LLC added | 4,810,272 | $226M | 2.8% | 2026-Q1 |
| Mariner, LLC added | 4,727,615 | $223M | 2.7% | 2026-Q1 |
| Dynasty Wealth Management, LLC added | 4,440,748 | $209M | 2.6% | 2026-Q1 |
| Legacy Wealth Management, LLC added | 3,867,634 | $182M | 2.2% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 3,568,823 | $168M | 2.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 3,223,744 | $152M | 1.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,072,664 | $145M | 1.8% | 2026-Q1 |
| Valeo Financial Advisors, LLC added | 2,906,052 | $128M | 1.6% | 2026-Q1 |
| Summit Financial Strategies, Inc. added | 2,639,364 | $124M | 1.5% | 2026-Q1 |
| Moss Adams Wealth Advisors LLC added | 2,625,401 | $124M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,614,826 | $123M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,405,004 | $113M | 1.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. added | 2,339,155 | $110M | 1.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,219,007 | $104M | 1.3% | 2026-Q1 |
| Modern Wealth Management, LLC added | 2,186,266 | $102M | 1.3% | 2026-Q1 |
| Cetera Investment Advisers added | 2,096,483 | $99M | 1.2% | 2026-Q1 |
| Savant Capital, LLC added | 2,093,938 | $99M | 1.2% | 2026-Q1 |
| First Pacific Financial added | 2,005,687 | $94M | 1.2% | 2026-Q1 |
| Alpine Bank Wealth Management trimmed | 1,923,666 | $91M | 1.1% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 1,830,246 | $86M | 1.1% | 2026-Q1 |
| CGN Advisors LLC added | 1,801,494 | $85M | 1.0% | 2026-Q1 |
| Grant Street Asset Management, Inc. added | 1,759,697 | $83M | 1.0% | 2026-Q1 |
| Avantax Planning Partners, Inc. added | 1,674,613 | $79M | 1.0% | 2026-Q1 |
| LPL Financial LLC added | 1,673,654 | $79M | 1.0% | 2026-Q1 |
| Bogart Wealth, LLC added | 1,570,632 | $74M | 0.9% | 2026-Q1 |
| Capital Analysts, LLC added | 1,552,515 | $73M | 0.9% | 2026-Q1 |
| First Washington CORP added | 1,545,169 | $73M | 0.9% | 2026-Q1 |
| D.B. Root & Company, LLC added | 1,540,528 | $73M | 0.9% | 2026-Q1 |
| Hughes Financial Services, LLC added | 1,506,498 | $71M | 0.9% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,490,284 | $70M | 0.9% | 2026-Q1 |
| Allen Capital Group, LLC added | 1,470,695 | $69M | 0.9% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,367,913 | $64M | 0.8% | 2026-Q1 |
| McAdam, LLC added | 1,311,932 | $62M | 0.8% | 2026-Q1 |
| Wiser Wealth Management, Inc added | 1,285,354 | $61M | 0.7% | 2026-Q1 |
| SENTINEL PENSION ADVISORS, LLC added | 1,263,562 | $59M | 0.7% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 1,186,981 | $56M | 0.7% | 2026-Q1 |
| Harbor Group, Inc. added | 1,071,438 | $50M | 0.6% | 2026-Q1 |
| Corient Private Wealth LLC added | 1,032,176 | $49M | 0.6% | 2026-Q1 |
| Horizon Investments, LLC added | 988,340 | $46M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 966,425 | $45M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 939,980 | $44M | 0.5% | 2026-Q1 |
| Bouchey Financial Group Ltd added | 912,812 | $43M | 0.5% | 2026-Q1 |
| Berger Financial Group, Inc trimmed | 875,258 | $41M | 0.5% | 2026-Q1 |
| Destiny Wealth Partners, LLC added | 868,586 | $41M | 0.5% | 2026-Q1 |
| SNS Financial Group, LLC added | 830,813 | $39M | 0.5% | 2026-Q1 |
| Joseph Group Capital Management added | 825,177 | $39M | 0.5% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC added | 798,274 | $38M | 0.5% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 796,523 | $38M | 0.5% | 2026-Q1 |
| VOISARD ASSET MANAGEMENT GROUP, INC. added | 784,246 | $37M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 782,995 | $37M | 0.5% | 2026-Q1 |
| Avidian Wealth Enterprises, LLC added | 771,998 | $36M | 0.4% | 2026-Q1 |
| Aspen Wealth Management LLC added | 767,937 | $36M | 0.4% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC added | 749,446 | $35M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 733,242 | $35M | 0.4% | 2026-Q1 |
| Focus Partners Wealth trimmed | 100,487 | $34M | 0.4% | 2026-Q1 |
| Continuum Advisory, LLC added | 713,740 | $34M | 0.4% | 2026-Q1 |
| Hartford Financial Management Inc. trimmed | 706,122 | $33M | 0.4% | 2026-Q1 |
| Forum Private Client Group LLC added | 678,514 | $32M | 0.4% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 663,236 | $31M | 0.4% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC added | 653,344 | $31M | 0.4% | 2026-Q1 |
| Crusonia Wealth Advisors LLC added | 651,759 | $31M | 0.4% | 2026-Q1 |
| Apella Capital, LLC added | 646,732 | $31M | 0.4% | 2026-Q1 |
| Cerity Partners LLC trimmed | 637,695 | $30M | 0.4% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 618,151 | $29M | 0.4% | 2026-Q1 |
| Aptus Capital Advisors, LLC added | 614,474 | $29M | 0.4% | 2026-Q1 |
| GUARDIAN WEALTH ADVISORS, LLC / NC added | 614,474 | $29M | 0.4% | 2026-Q1 |
| 46 Peaks LLC added | 610,925 | $29M | 0.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 608,329 | $29M | 0.4% | 2026-Q1 |
| Tarbox Family Office, Inc. trimmed | 597,818 | $28M | 0.3% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 592,576 | $28M | 0.3% | 2026-Q1 |
| Walkner Condon Financial Advisors LLC added | 587,402 | $28M | 0.3% | 2026-Q1 |
| CWM, LLC added | 582,362 | $27M | 0.3% | 2026-Q1 |
| IMA Advisory Services, Inc. added | 579,129 | $27M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 577,757 | $27M | 0.3% | 2026-Q1 |
| Johnson Financial Group, Inc. added | 576,938 | $27M | 0.3% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 562,109 | $26M | 0.3% | 2026-Q1 |
| Mascoma Wealth Management LLC added | 561,371 | $26M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 543,683 | $26M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 540,435 | $25M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 532,813 | $25M | 0.3% | 2026-Q1 |
| Spire Wealth Management added | 531,041 | $25M | 0.3% | 2026-Q1 |
| KICKSTAND VENTURES, LLC. added | 510,234 | $24M | 0.3% | 2026-Q1 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 505,209 | $24M | 0.3% | 2026-Q1 |
| Magnus Financial Group LLC added | 493,777 | $23M | 0.3% | 2026-Q1 |
| Steele Capital Management, Inc. trimmed | 483,143 | $23M | 0.3% | 2026-Q1 |
| Baird Financial Group, Inc. added | 467,250 | $22M | 0.3% | 2026-Q1 |
| STEPHENS INC /AR/ trimmed | 464,349 | $22M | 0.3% | 2026-Q1 |
| Bond & Devick Financial Network, Inc. added | 457,321 | $22M | 0.3% | 2026-Q1 |
| Corrigan Financial, Inc. added | 790,495 | $37M | 0.5% | 2025-Q1 stale |
| SPC Financial, Inc. added | 582,182 | $28M | 0.3% | 2025-Q3 stale |
| JANE STREET GROUP, LLC added | 505,139 | $24M | 0.3% | 2025-Q2 stale |
| CITADEL ADVISORS LLC added | 480,836 | $23M | 0.3% | 2025-Q3 stale |
| Blue Oak Capital, LLC added | 461,416 | $22M | 0.3% | 2025-Q2 stale |
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.