Who owns JPC
Which tracked institutional funds hold JPC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-25). 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
33 tracked funds added or opened JPC while 15 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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
JPC’s largest tracked holder by dollar value, MORGAN STANLEY, 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 JPC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPC 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 316 tracked filers holding JPC, 147 increased or opened the position and 125 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 JPC 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 4
- NewEdge Advisors, LLC$2M
- Diversify Advisory Services, LLC$766K
- Shaker Financial Services, LLC$689K
- KMT WEALTH MANAGEMENT, LLC$519K
Full exits 7
- Janney Montgomery Scott LLC$8M
- COHEN & STEERS, INC.$6M
- Cambridge Investment Research Advisors, Inc.$3M
- Thrivent Financial for Lutherans$1M
- HighTower Advisors, LLC$1M
- WEDBUSH SECURITIES INC$870K
Largest adds
- BANK OF AMERICA CORP /DE/$4M
- MORGAN STANLEY$4M
- Invesco Ltd.$2M
- RAYMOND JAMES FINANCIAL INC$2M
- WELLS FARGO & COMPANY/MN$2M
- LPL Financial LLC$2M
Largest trims
- Advisors Asset Management, Inc.$2M
- Hennion & Walsh Asset Management, Inc.$1M
- JANE STREET GROUP, LLC$1M
- GUGGENHEIM CAPITAL LLC$1M
- World Investment Advisors$545K
- Chicago Partners Investment Group LLC$321K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MORGAN STANLEY added | 5,655,933 | $45M | 9.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 5,038,736 | $40M | 8.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 4,690,122 | $37M | 7.9% | 2026-Q2 |
| UBS Group AG trimmed | 4,361,872 | $34M | 7.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 4,146,808 | $33M | 7.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 2,914,736 | $23M | 4.9% | 2026-Q2 |
| Invesco Ltd. added | 2,704,154 | $21M | 4.6% | 2026-Q2 |
| LPL Financial LLC added | 2,411,543 | $19M | 4.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC trimmed | 1,692,635 | $13M | 2.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,552,780 | $12M | 2.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,365,893 | $11M | 2.3% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,222,486 | $10M | 2.1% | 2026-Q2 |
| Cerity Partners LLC added | 1,217,956 | $10M | 2.1% | 2026-Q2 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 973,962 | $8M | 1.6% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 956,230 | $8M | 1.6% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 895,417 | $7M | 1.5% | 2026-Q2 |
| Smith Asset Management Co., LLC trimmed | 890,862 | $7M | 1.5% | 2026-Q2 |
| Cetera Investment Advisers added | 833,198 | $7M | 1.4% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 825,013 | $7M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 759,329 | $6M | 1.3% | 2026-Q2 |
| FCA CORP /TX added | 554,077 | $4M | 0.9% | 2026-Q2 |
| Moors & Cabot, Inc. added | 544,903 | $4M | 0.9% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 479,664 | $4M | 0.8% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 476,950 | $4M | 0.8% | 2026-Q2 |
| Chicago Partners Investment Group LLC trimmed | 463,127 | $4M | 0.8% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 454,537 | $4M | 0.8% | 2026-Q2 |
| Advisors Asset Management, Inc. trimmed | 447,769 | $4M | 0.8% | 2026-Q2 |
| PROTECTIVE LIFE CORP | 440,000 | $3M | 0.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 391,171 | $3M | 0.7% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 383,696 | $3M | 0.6% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 378,615 | $3M | 0.6% | 2026-Q2 |
| PRELUDE CAPITAL MANAGEMENT, LLC added | 350,000 | $3M | 0.6% | 2026-Q2 |
| Fiera Capital Corp added | 341,744 | $3M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 316,545 | $2M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 302,561 | $2M | 0.5% | 2026-Q2 |
| IBEX WEALTH ADVISORS trimmed | 288,992 | $2M | 0.5% | 2026-Q2 |
| Wealth Advisory Solutions, LLC added | 261,844 | $2M | 0.4% | 2026-Q2 |
| DAVENPORT & Co LLC added | 241,523 | $2M | 0.4% | 2026-Q2 |
| MSH Capital Advisors LLC trimmed | 240,963 | $2M | 0.4% | 2026-Q2 |
| Capital Investment Advisors, LLC trimmed | 236,459 | $2M | 0.4% | 2026-Q2 |
| Mission Hills Financial Advisory, LLC added | 226,584 | $2M | 0.4% | 2026-Q2 |
| CoreCap Advisors, LLC added | 222,698 | $2M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 215,674 | $2M | 0.4% | 2026-Q2 |
| Wright Wealth LLC added | 210,089 | $2M | 0.4% | 2026-Q2 |
| XTX Topco Ltd added | 202,045 | $2M | 0.3% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 202,041 | $2M | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 199,488 | $2M | 0.3% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 186,542 | $1M | 0.3% | 2026-Q2 |
| &PARTNERS trimmed | 178,942 | $1M | 0.3% | 2026-Q2 |
| UMB Bank, n.a. added | 174,854 | $1M | 0.3% | 2026-Q2 |
| Jupiter Wealth Management LLC | 168,733 | $1M | 0.3% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 157,446 | $1M | 0.3% | 2026-Q2 |
| E&G Advisors, LLC trimmed | 153,251 | $1M | 0.3% | 2026-Q2 |
| Hennion & Walsh Asset Management, Inc. trimmed | 141,288 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC added | 139,246 | $1M | 0.2% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC | 137,079 | $1M | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 133,224 | $1M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 130,543 | $1M | 0.2% | 2026-Q2 |
| StoneX Group Inc. added | 129,640 | $1M | 0.2% | 2026-Q2 |
| Bramshill Investments, LLC added | 126,165 | $994K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 110,331 | $869K | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 106,429 | $839K | 0.2% | 2026-Q2 |
| Cornerstone Advisory, LLC | 104,883 | $826K | 0.2% | 2026-Q2 |
| Triumph Capital Management added | 103,070 | $812K | 0.2% | 2026-Q2 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC added | 101,328 | $798K | 0.2% | 2026-Q2 |
| Palogic Value Management, L.P. | 100,564 | $792K | 0.2% | 2026-Q2 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 99,591 | $766K | 0.2% | 2026-Q2 |
| Diversify Advisory Services, LLC added | 99,591 | $766K | 0.2% | 2026-Q2 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 96,899 | $764K | 0.2% | 2026-Q2 |
| Benchmark Investment Advisors LLC | 88,000 | $693K | 0.1% | 2026-Q2 |
| Spire Wealth Management added | 87,837 | $692K | 0.1% | 2026-Q2 |
| Shaker Financial Services, LLC added | 87,000 | $689K | 0.1% | 2026-Q2 |
| MARINO, STRAM & ASSOCIATES LLC | 86,571 | $682K | 0.1% | 2026-Q2 |
| Abel Hall, LLC | 83,600 | $659K | 0.1% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 83,222 | $656K | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 82,625 | $651K | 0.1% | 2026-Q2 |
| ROTHSCHILD INVESTMENT LLC added | 80,967 | $638K | 0.1% | 2026-Q2 |
| Shulman DeMeo Asset Management LLC trimmed | 77,280 | $609K | 0.1% | 2026-Q2 |
| Samalin Investment Counsel, LLC trimmed | 74,884 | $590K | 0.1% | 2026-Q2 |
| Pathstone Holdings, LLC | 74,508 | $587K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 73,658 | $580K | 0.1% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 71,105 | $560K | 0.1% | 2026-Q2 |
| RVW Wealth, LLC | 70,922 | $559K | 0.1% | 2026-Q2 |
| INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV added | 69,250 | $546K | 0.1% | 2026-Q2 |
| Arax Advisory Partners added | 69,092 | $544K | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 67,977 | $536K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 67,074 | $529K | 0.1% | 2026-Q2 |
| Kingsbury Capital Investment Advisors LLC added | 65,897 | $519K | 0.1% | 2026-Q2 |
| KMT WEALTH MANAGEMENT, LLC new | 65,897 | $519K | 0.1% | 2026-Q2 |
| Live Oak Private Wealth LLC | 65,572 | $517K | 0.1% | 2026-Q2 |
| Everstar Asset Management, LLC trimmed | 64,911 | $511K | 0.1% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added | 64,859 | $508K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 63,120 | $497K | 0.1% | 2026-Q2 |
| Accel Wealth Management trimmed | 61,818 | $487K | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 61,444 | $484K | 0.1% | 2026-Q2 |
| Centurion Wealth Management LLC trimmed | 58,732 | $463K | 0.1% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 57,103 | $450K | 0.1% | 2026-Q2 |
| WEALTH EFFECTS LLC | 56,090 | $442K | 0.1% | 2026-Q2 |
| RITHOLTZ WEALTH MANAGEMENT added | 55,306 | $436K | 0.1% | 2026-Q2 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 55,269 | $436K | 0.1% | 2026-Q2 |
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.