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Institutional Ownership · SEC Form 13F

Who owns JHPI (JHPI)


Which tracked institutional funds hold JHPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JHPI 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.

53
Institutional holders
5,965,704
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on JHPI is one-sided between 2025-Q4 and 2026-Q1: 14 added or opened and 4 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

JHPI’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JHPI more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in JHPI 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 53 tracked filers holding JHPI, 37 increased or opened the position and 16 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 JHPI 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 5

  • PTM WEALTH MANAGEMENT, LLC$11M
  • Uniting Wealth Partners, LLC$3M
  • Mutual Advisors, LLC$3M
  • IFS Group,LLC$823K
  • HighPoint Advisor Group LLC$587K

Full exits 3

  • NewEdge Advisors, LLC$628K
  • PRINCIPAL SECURITIES, INC.$513K
  • J.W. COLE ADVISORS, INC.$512K

Largest adds

  • LPL Financial LLC$8M
  • CWM, LLC$3M
  • JONES FINANCIAL COMPANIES LLLP$2M
  • OSAIC HOLDINGS, INC.$2M
  • Granite Bay Wealth Management, LLC$833K
  • BANK OF AMERICA CORP /DE/$698K

Largest trims

  • Janney Montgomery Scott LLC$524K

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).

FundSharesReported value% of valueQuarter
LPL Financial LLC added1,005,845$23M16.0%2026-Q1
Granite Bay Wealth Management, LLC added815,457$18M13.0%2026-Q1
Eldridge Investment Advisors, Inc. trimmed539,553$12M8.6%2026-Q1
PTM WEALTH MANAGEMENT, LLC new500,947$11M8.0%2026-Q1
BANK OF AMERICA CORP /DE/ added289,784$7M4.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed225,940$5M3.6%2026-Q1
OSAIC HOLDINGS, INC. added225,590$5M3.6%2026-Q1
FFG RETIREMENT ADVISORS LLC trimmed169,963$4M2.7%2026-Q1
Robbins Farley added158,882$4M2.5%2026-Q1
Janney Montgomery Scott LLC trimmed149,925$3M2.4%2026-Q1
Private Advisor Group, LLC trimmed148,584$3M2.4%2026-Q1
BDFS Capital LLC added148,215$3M2.4%2026-Q1
Sanctuary Advisors, LLC trimmed146,088$3M2.3%2026-Q1
CWM, LLC added145,307$3M2.3%2026-Q1
Burk Holdings LLC added141,651$3M2.3%2026-Q1
Uniting Wealth Partners, LLC added139,414$3M2.2%2026-Q1
Mutual Advisors, LLC new126,556$3M2.0%2026-Q1
JONES FINANCIAL COMPANIES LLLP added101,258$2M1.6%2026-Q1
1620 INVESTMENT ADVISORS, INC. added64,970$1M1.0%2026-Q1
Meridian Wealth Management, LLC added64,589$1M1.0%2026-Q1
&PARTNERS added63,936$1M1.0%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added49,711$1M0.8%2026-Q1
Etesian Wealth Advisors, Inc. added47,304$1M0.8%2026-Q1
JANE STREET GROUP, LLC added47,035$1M0.7%2026-Q1
Rockefeller Capital Management L.P. added39,187$885K0.6%2026-Q1
Beacon Financial Advisory LLC added38,156$862K0.6%2026-Q1
Cetera Investment Advisers added37,253$841K0.6%2026-Q1
IFS Group,LLC added36,450$823K0.6%2026-Q1
HighTower Advisors, LLC trimmed35,271$796K0.6%2026-Q1
HighPoint Advisor Group LLC new25,982$587K0.4%2026-Q1
Compass Ion Advisors, LLC added23,192$524K0.4%2026-Q1
Quad-Cities Investment Group, LLC added22,065$498K0.4%2026-Q1
NATIXIS ADVISORS, LLC new21,464$485K0.3%2026-Q1
Cambridge Investment Research Advisors, Inc. added20,124$454K0.3%2026-Q1
Indivisible Partners added19,618$443K0.3%2026-Q1
ZACKS INVESTMENT MANAGEMENT trimmed18,116$409K0.3%2026-Q1
Widmann Financial Services, Inc. new16,440$371K0.3%2026-Q1
Empire Financial Management Company, LLC added15,096$341K0.2%2026-Q1
LAUREL OAK WEALTH MANAGEMENT, LLC new13,422$303K0.2%2026-Q1
Stonebridge Financial Planning Group, LLC added12,684$286K0.2%2026-Q1
Capital Advisors, Ltd. LLC added12,599$284K0.2%2026-Q1
GENESIS PRIVATE WEALTH, LLC12,000$271K0.2%2026-Q1
Leading Edge Financial Planning LLC added9,761$220K0.2%2026-Q1
Spire Wealth Management8,150$184K0.1%2026-Q1
Farther Finance Advisors, LLC trimmed5,289$120K0.1%2026-Q1
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC3,305$75K0.1%2026-Q1
HARBOUR INVESTMENTS, INC.1,820$41K0.0%2026-Q1
Allworth Financial LP added824$19K0.0%2026-Q1
MAI Capital Management new471$11K0.0%2026-Q1
MORGAN STANLEY trimmed301$7K0.0%2026-Q1
Sound Income Strategies, LLC138$3K0.0%2026-Q1
UBS Group AG trimmed19$4290.0%2026-Q1
ASSETMARK, INC trimmed3$680.0%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added180,066$4M2.9%2025-Q3 stale
Atria Investments, Inc trimmed44,643$1M0.7%2025-Q2 stale
NewEdge Advisors, LLC added27,507$628K0.4%2025-Q4 stale
PRINCIPAL SECURITIES, INC. new22,477$513K0.4%2025-Q4 stale
J.W. COLE ADVISORS, INC. added22,429$512K0.4%2025-Q4 stale
Kestra Advisory Services, LLC new2,104$48K0.0%2025-Q4 stale
ORG Partners LLC new1,500$34K0.0%2025-Q2 stale
EverSource Wealth Advisors, LLC1,219$27K0.0%2025-Q2 stale
Global Retirement Partners, LLC added1,048$24K0.0%2025-Q4 stale
CONCOURSE FINANCIAL GROUP SECURITIES, INC.00.0%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.

HoldersTotal shares

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.

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