Who owns 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-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 JHPI is one-sided between 2026-Q1 and 2026-Q2: 16 added or opened and 5 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 2026-Q1 and 2026-Q2, across 49 tracked filers holding JHPI, 34 increased or opened the position and 19 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 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 3
- NewEdge Advisors, LLC$755K
- FWG Holdings, LLC$755K
- J.W. COLE ADVISORS, INC.$567K
Full exits 5
- Granite Bay Wealth Management, LLC$18M
- Janney Montgomery Scott LLC$3M
- CWM, LLC$3M
- JANE STREET GROUP, LLC$1M
- HighTower Advisors, LLC$796K
Largest adds
- COMMONWEALTH EQUITY SERVICES, LLC$5M
- LPL Financial LLC$3M
- JONES FINANCIAL COMPANIES LLLP$2M
- Private Advisor Group, LLC$2M
- Eldridge Investment Advisors, Inc.$1M
- FFG RETIREMENT ADVISORS LLC$1M
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 | 1,122,823 | $25M | 15.7% | 2026-Q2 |
| Eldridge Investment Advisors, Inc. added | 601,948 | $14M | 8.4% | 2026-Q2 |
| PTM WEALTH MANAGEMENT, LLC added | 558,563 | $13M | 7.8% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 465,439 | $11M | 6.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 317,351 | $7M | 4.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 262,570 | $6M | 3.7% | 2026-Q2 |
| FFG RETIREMENT ADVISORS LLC added | 233,827 | $5M | 3.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 225,421 | $5M | 3.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 181,169 | $4M | 2.5% | 2026-Q2 |
| Robbins Farley added | 172,059 | $4M | 2.4% | 2026-Q2 |
| Burk Holdings LLC added | 155,379 | $4M | 2.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 145,931 | $3M | 2.0% | 2026-Q2 |
| Uniting Wealth Partners, LLC added | 144,730 | $3M | 2.0% | 2026-Q2 |
| BDFS Capital LLC trimmed | 137,265 | $3M | 1.9% | 2026-Q2 |
| Mutual Advisors, LLC added | 133,940 | $3M | 1.9% | 2026-Q2 |
| 1620 INVESTMENT ADVISORS, INC. added | 67,434 | $2M | 0.9% | 2026-Q2 |
| &PARTNERS added | 64,636 | $1M | 0.9% | 2026-Q2 |
| Meridian Wealth Management, LLC trimmed | 59,387 | $1M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 56,290 | $1M | 0.8% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 52,816 | $1M | 0.7% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. added | 49,408 | $1M | 0.7% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 42,539 | $966K | 0.6% | 2026-Q2 |
| Beacon Financial Advisory LLC added | 38,712 | $879K | 0.5% | 2026-Q2 |
| IFS Group,LLC added | 37,450 | $850K | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 33,245 | $755K | 0.5% | 2026-Q2 |
| FWG Holdings, LLC new | 33,330 | $755K | 0.5% | 2026-Q2 |
| Widmann Financial Services, Inc. added | 28,655 | $650K | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 24,967 | $567K | 0.3% | 2026-Q2 |
| Compass Ion Advisors, LLC added | 24,957 | $567K | 0.3% | 2026-Q2 |
| Quad-Cities Investment Group, LLC added | 22,538 | $512K | 0.3% | 2026-Q2 |
| Empire Financial Management Company, LLC added | 17,563 | $399K | 0.2% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 17,455 | $396K | 0.2% | 2026-Q2 |
| Tiller Private Wealth, Inc. new | 15,499 | $352K | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 14,743 | $335K | 0.2% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC added | 14,160 | $321K | 0.2% | 2026-Q2 |
| Indivisible Partners trimmed | 12,782 | $290K | 0.2% | 2026-Q2 |
| Stonebridge Financial Planning Group, LLC trimmed | 12,014 | $273K | 0.2% | 2026-Q2 |
| GENESIS PRIVATE WEALTH, LLC | 12,000 | $272K | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP new | 10,013 | $227K | 0.1% | 2026-Q2 |
| Leading Edge Financial Planning LLC trimmed | 9,727 | $221K | 0.1% | 2026-Q2 |
| Spire Wealth Management | 8,150 | $185K | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC | 5,289 | $120K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,305 | $75K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN new | 2,000 | $45K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 1,820 | $41K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 1,073 | $24K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 824 | $19K | 0.0% | 2026-Q2 |
| MORGAN STANLEY added | 302 | $7K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 3 | $68 | 0.0% | 2026-Q2 |
| Granite Bay Wealth Management, LLC added | 815,457 | $18M | 11.3% | 2026-Q1 stale (1 quarter behind) |
| Janney Montgomery Scott LLC trimmed | 149,925 | $3M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 145,307 | $3M | 2.0% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC added | 47,035 | $1M | 0.7% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 35,271 | $796K | 0.5% | 2026-Q1 stale (1 quarter behind) |
| NATIXIS ADVISORS, LLC new | 21,464 | $485K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 20,124 | $454K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Capital Advisors, Ltd. LLC added | 12,599 | $284K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| MAI Capital Management new | 471 | $11K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Sound Income Strategies, LLC | 138 | $3K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG trimmed | 19 | $429 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| PRINCIPAL SECURITIES, INC. new | 22,477 | $513K | 0.3% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 2,104 | $48K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 180,066 | $4M | 2.6% | 2025-Q3 stale (3 quarters behind) |
| Atria Investments, Inc trimmed | 44,643 | $1M | 0.6% | 2025-Q2 stale (4 quarters behind) |
| ORG Partners LLC new | 1,500 | $34K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| EverSource Wealth Advisors, LLC | 1,219 | $27K | 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.