Who owns JHCR
Which tracked institutional funds hold JHCR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHCR 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
The tracked-fund tape on JHCR is one-sided between 2026-Q1 and 2026-Q2: 9 added or opened and 1 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
JHCR’s largest tracked holder by dollar value, MANUFACTURERS LIFE INSURANCE COMPANY, THE, sizes it at 1.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JHCR 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 12 tracked filers holding JHCR, 11 increased or opened the position and 3 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 JHCR 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 6
- AMERIPRISE FINANCIAL INC$14M
- ENVESTNET ASSET MANAGEMENT INC$11M
- Simplicity Wealth,LLC$5M
- JPMORGAN CHASE & CO$2M
- CoreCap Advisors, LLC$1M
- Envestnet Portfolio Solutions, Inc.$889K
Full exits 1
- JANE STREET GROUP, LLC$1M
Largest adds
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$72M
- Pine Valley Investments Ltd Liability Co$1M
- GOLDMAN SACHS GROUP INC$410K
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 |
|---|---|---|---|---|
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 90,283,858 | $2.3B | 98.3% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC new | 540,865 | $14M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 451,648 | $11M | 0.5% | 2026-Q2 |
| Simplicity Wealth,LLC new | 203,669 | $5M | 0.2% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 63,233 | $2M | 0.1% | 2026-Q2 |
| CoreCap Advisors, LLC new | 56,496 | $1M | 0.1% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 55,612 | $1M | 0.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 47,147 | $1M | 0.1% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 42,455 | $1M | 0.0% | 2026-Q2 |
| Envestnet Portfolio Solutions, Inc. new | 35,195 | $889K | 0.0% | 2026-Q2 |
| JM2 Capital Inc. new | 17,605 | $445K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 11,401 | $288K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 46,953 | $1M | 0.1% | 2026-Q1 stale (1 quarter behind) |
| COMMONWEALTH EQUITY SERVICES, LLC new | 9,576 | $242K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Global Retirement Partners, LLC new | 67 | $2K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| UBS Group AG new | 26 | $656 | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.