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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| LPL Financial LLC added | 1,005,845 | $23M | 16.0% | 2026-Q1 |
| Granite Bay Wealth Management, LLC added | 815,457 | $18M | 13.0% | 2026-Q1 |
| Eldridge Investment Advisors, Inc. trimmed | 539,553 | $12M | 8.6% | 2026-Q1 |
| PTM WEALTH MANAGEMENT, LLC new | 500,947 | $11M | 8.0% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 289,784 | $7M | 4.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 225,940 | $5M | 3.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 225,590 | $5M | 3.6% | 2026-Q1 |
| FFG RETIREMENT ADVISORS LLC trimmed | 169,963 | $4M | 2.7% | 2026-Q1 |
| Robbins Farley added | 158,882 | $4M | 2.5% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 149,925 | $3M | 2.4% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 148,584 | $3M | 2.4% | 2026-Q1 |
| BDFS Capital LLC added | 148,215 | $3M | 2.4% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 146,088 | $3M | 2.3% | 2026-Q1 |
| CWM, LLC added | 145,307 | $3M | 2.3% | 2026-Q1 |
| Burk Holdings LLC added | 141,651 | $3M | 2.3% | 2026-Q1 |
| Uniting Wealth Partners, LLC added | 139,414 | $3M | 2.2% | 2026-Q1 |
| Mutual Advisors, LLC new | 126,556 | $3M | 2.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 101,258 | $2M | 1.6% | 2026-Q1 |
| 1620 INVESTMENT ADVISORS, INC. added | 64,970 | $1M | 1.0% | 2026-Q1 |
| Meridian Wealth Management, LLC added | 64,589 | $1M | 1.0% | 2026-Q1 |
| &PARTNERS added | 63,936 | $1M | 1.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 49,711 | $1M | 0.8% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 47,304 | $1M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 47,035 | $1M | 0.7% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 39,187 | $885K | 0.6% | 2026-Q1 |
| Beacon Financial Advisory LLC added | 38,156 | $862K | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 37,253 | $841K | 0.6% | 2026-Q1 |
| IFS Group,LLC added | 36,450 | $823K | 0.6% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 35,271 | $796K | 0.6% | 2026-Q1 |
| HighPoint Advisor Group LLC new | 25,982 | $587K | 0.4% | 2026-Q1 |
| Compass Ion Advisors, LLC added | 23,192 | $524K | 0.4% | 2026-Q1 |
| Quad-Cities Investment Group, LLC added | 22,065 | $498K | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC new | 21,464 | $485K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,124 | $454K | 0.3% | 2026-Q1 |
| Indivisible Partners added | 19,618 | $443K | 0.3% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 18,116 | $409K | 0.3% | 2026-Q1 |
| Widmann Financial Services, Inc. new | 16,440 | $371K | 0.3% | 2026-Q1 |
| Empire Financial Management Company, LLC added | 15,096 | $341K | 0.2% | 2026-Q1 |
| LAUREL OAK WEALTH MANAGEMENT, LLC new | 13,422 | $303K | 0.2% | 2026-Q1 |
| Stonebridge Financial Planning Group, LLC added | 12,684 | $286K | 0.2% | 2026-Q1 |
| Capital Advisors, Ltd. LLC added | 12,599 | $284K | 0.2% | 2026-Q1 |
| GENESIS PRIVATE WEALTH, LLC | 12,000 | $271K | 0.2% | 2026-Q1 |
| Leading Edge Financial Planning LLC added | 9,761 | $220K | 0.2% | 2026-Q1 |
| Spire Wealth Management | 8,150 | $184K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 5,289 | $120K | 0.1% | 2026-Q1 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,305 | $75K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. | 1,820 | $41K | 0.0% | 2026-Q1 |
| Allworth Financial LP added | 824 | $19K | 0.0% | 2026-Q1 |
| MAI Capital Management new | 471 | $11K | 0.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 301 | $7K | 0.0% | 2026-Q1 |
| Sound Income Strategies, LLC | 138 | $3K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 19 | $429 | 0.0% | 2026-Q1 |
| ASSETMARK, INC trimmed | 3 | $68 | 0.0% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 180,066 | $4M | 2.9% | 2025-Q3 stale |
| Atria Investments, Inc trimmed | 44,643 | $1M | 0.7% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 27,507 | $628K | 0.4% | 2025-Q4 stale |
| PRINCIPAL SECURITIES, INC. new | 22,477 | $513K | 0.4% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 22,429 | $512K | 0.4% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 2,104 | $48K | 0.0% | 2025-Q4 stale |
| ORG Partners LLC new | 1,500 | $34K | 0.0% | 2025-Q2 stale |
| EverSource Wealth Advisors, LLC | 1,219 | $27K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC added | 1,048 | $24K | 0.0% | 2025-Q4 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 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.
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.