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-Q1 13F filings (latest filed 2026-05-18). 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
14 tracked funds added or opened JPC while 39 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 320 tracked filers holding JPC, 145 increased or opened the position and 136 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 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 4
- Jupiter Wealth Management LLC$1M
- MILLENNIUM MANAGEMENT LLC$749K
- XTX Topco Ltd$682K
- Benchmark Investment Advisors LLC$664K
Full exits 8
- Penserra Capital Management LLC$7M
- CAMPBELL CAPITAL MANAGEMENT INC$3M
- NewEdge Advisors, LLC$3M
- J.W. COLE ADVISORS, INC.$2M
- Sowell Financial Services LLC$1M
- Thoma Capital Management LLC$1M
Largest adds
- ROYAL BANK OF CANADA$13M
- CAPTRUST FINANCIAL ADVISORS$2M
- HARBOUR INVESTMENTS, INC.$773K
- Cerity Partners LLC$687K
- World Investment Advisors$605K
- Waverly Advisors, LLC$536K
Largest trims
- MORGAN STANLEY$15M
- Invesco Ltd.$6M
- UBS Group AG$2M
- Advisors Asset Management, Inc.$2M
- LPL Financial LLC$1M
- GUGGENHEIM CAPITAL 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 |
|---|---|---|---|---|
| MORGAN STANLEY trimmed | 5,442,892 | $41M | 8.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 4,777,122 | $36M | 7.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 4,648,791 | $35M | 7.3% | 2026-Q1 |
| UBS Group AG added | 4,399,194 | $33M | 6.9% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 4,071,964 | $31M | 6.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,881,952 | $22M | 4.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 2,550,991 | $19M | 4.0% | 2026-Q1 |
| LPL Financial LLC added | 2,279,903 | $17M | 3.6% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 1,907,472 | $14M | 3.0% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,536,912 | $12M | 2.4% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 1,221,702 | $9M | 1.9% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,214,016 | $9M | 1.9% | 2026-Q1 |
| Cerity Partners LLC added | 1,194,265 | $9M | 1.9% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,107,112 | $8M | 1.7% | 2026-Q1 |
| GREATMARK INVESTMENT PARTNERS, INC. trimmed | 985,860 | $7M | 1.6% | 2026-Q1 |
| MGO ONE SEVEN LLC added | 982,812 | $7M | 1.5% | 2026-Q1 |
| Smith Asset Management Co., LLC trimmed | 911,404 | $7M | 1.4% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 888,223 | $7M | 1.4% | 2026-Q1 |
| Cetera Investment Advisers added | 803,340 | $6M | 1.3% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 794,989 | $6M | 1.3% | 2026-Q1 |
| COHEN & STEERS, INC. | 785,251 | $6M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 744,388 | $6M | 1.2% | 2026-Q1 |
| Advisors Asset Management, Inc. trimmed | 669,557 | $5M | 1.1% | 2026-Q1 |
| Moors & Cabot, Inc. added | 539,130 | $4M | 0.8% | 2026-Q1 |
| FCA CORP /TX added | 526,494 | $4M | 0.8% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 488,314 | $4M | 0.8% | 2026-Q1 |
| Stratos Wealth Partners, LTD. trimmed | 489,684 | $4M | 0.8% | 2026-Q1 |
| Lido Advisors, LLC added | 454,737 | $3M | 0.7% | 2026-Q1 |
| PROTECTIVE LIFE CORP | 440,000 | $3M | 0.7% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 437,603 | $3M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 431,675 | $3M | 0.7% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 400,398 | $3M | 0.6% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 350,571 | $3M | 0.6% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 351,622 | $3M | 0.6% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 338,977 | $3M | 0.5% | 2026-Q1 |
| Fiera Capital Corp trimmed | 329,854 | $2M | 0.5% | 2026-Q1 |
| Hennion & Walsh Asset Management, Inc. trimmed | 326,333 | $2M | 0.5% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 310,476 | $2M | 0.5% | 2026-Q1 |
| IBEX WEALTH ADVISORS trimmed | 292,047 | $2M | 0.5% | 2026-Q1 |
| PRELUDE CAPITAL MANAGEMENT, LLC trimmed | 289,477 | $2M | 0.5% | 2026-Q1 |
| Capital Investment Advisors, LLC trimmed | 269,938 | $2M | 0.4% | 2026-Q1 |
| MSH Capital Advisors LLC trimmed | 252,239 | $2M | 0.4% | 2026-Q1 |
| DAVENPORT & Co LLC trimmed | 240,022 | $2M | 0.4% | 2026-Q1 |
| Wealth Advisory Solutions, LLC trimmed | 219,469 | $2M | 0.3% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 218,363 | $2M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 216,026 | $2M | 0.3% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 206,694 | $2M | 0.3% | 2026-Q1 |
| Wealthspire Advisors, LLC added | 202,659 | $2M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 198,972 | $2M | 0.3% | 2026-Q1 |
| Wright Wealth LLC added | 194,179 | $1M | 0.3% | 2026-Q1 |
| &PARTNERS trimmed | 179,290 | $1M | 0.3% | 2026-Q1 |
| Jupiter Wealth Management LLC trimmed | 168,733 | $1M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans | 161,712 | $1M | 0.3% | 2026-Q1 |
| UMB Bank, n.a. | 158,854 | $1M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 155,624 | $1M | 0.2% | 2026-Q1 |
| E&G Advisors, LP trimmed | 153,900 | $1M | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 139,034 | $1M | 0.2% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 137,282 | $1M | 0.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 137,079 | $1M | 0.2% | 2026-Q1 |
| WEDBUSH SECURITIES INC added | 115,387 | $870K | 0.2% | 2026-Q1 |
| Mission Hills Financial Advisory, LLC added | 112,170 | $846K | 0.2% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 109,229 | $824K | 0.2% | 2026-Q1 |
| Samalin Investment Counsel, LLC trimmed | 105,673 | $797K | 0.2% | 2026-Q1 |
| Cornerstone Advisory, LLC | 104,883 | $791K | 0.2% | 2026-Q1 |
| DIVERSIFY WEALTH MANAGEMENT, LLC added | 98,708 | $780K | 0.2% | 2026-Q1 |
| Palogic Value Management, L.P. | 100,564 | $758K | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 99,111 | $753K | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 99,927 | $753K | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 99,353 | $749K | 0.2% | 2026-Q1 |
| MELFA WEALTH MANAGEMENT, INC. trimmed | 97,015 | $731K | 0.2% | 2026-Q1 |
| Triumph Capital Management added | 93,553 | $711K | 0.1% | 2026-Q1 |
| StoneX Group Inc. added | 92,101 | $700K | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 90,392 | $682K | 0.1% | 2026-Q1 |
| Benchmark Investment Advisors LLC | 88,000 | $664K | 0.1% | 2026-Q1 |
| MARINO, STRAM & ASSOCIATES LLC | 86,571 | $653K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC added | 86,099 | $649K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 85,582 | $644K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 85,035 | $641K | 0.1% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 84,083 | $634K | 0.1% | 2026-Q1 |
| Abel Hall, LLC added | 83,600 | $630K | 0.1% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 82,933 | $625K | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 82,462 | $622K | 0.1% | 2026-Q1 |
| Spire Wealth Management trimmed | 79,969 | $603K | 0.1% | 2026-Q1 |
| Shulman DeMeo Asset Management LLC trimmed | 77,701 | $586K | 0.1% | 2026-Q1 |
| Bramshill Investments, LLC trimmed | 75,329 | $568K | 0.1% | 2026-Q1 |
| Pathstone Holdings, LLC added | 74,508 | $562K | 0.1% | 2026-Q1 |
| ROTHSCHILD INVESTMENT LLC added | 71,079 | $536K | 0.1% | 2026-Q1 |
| RVW Wealth, LLC | 70,922 | $535K | 0.1% | 2026-Q1 |
| Penserra Capital Management LLC added | 922,135 | $7M | 1.6% | 2025-Q4 stale |
| SIT INVESTMENT ASSOCIATES INC trimmed | 529,686 | $4M | 0.9% | 2025-Q3 stale |
| CAMPBELL CAPITAL MANAGEMENT INC trimmed | 348,264 | $3M | 0.6% | 2025-Q4 stale |
| NewEdge Advisors, LLC added | 340,448 | $3M | 0.6% | 2025-Q4 stale |
| PFG Advisors new | 225,212 | $2M | 0.4% | 2025-Q1 stale |
| J.W. COLE ADVISORS, INC. added | 209,431 | $2M | 0.4% | 2025-Q4 stale |
| READYSTATE ASSET MANAGEMENT LP added | 179,162 | $1M | 0.3% | 2025-Q3 stale |
| Sowell Financial Services LLC trimmed | 154,997 | $1M | 0.3% | 2025-Q4 stale |
| Thoma Capital Management LLC trimmed | 154,498 | $1M | 0.3% | 2025-Q4 stale |
| Linscomb Wealth, Inc. new | 97,000 | $778K | 0.2% | 2025-Q2 stale |
| Anchor Capital Management Group Inc | 70,000 | $574K | 0.1% | 2025-Q4 stale |
| Stolper Co added | 69,231 | $555K | 0.1% | 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.