Who owns JPEF (JPEF)
Which tracked institutional funds hold JPEF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPEF 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
24 tracked funds added or opened JPEF while 25 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
JPEF’s largest tracked holder by dollar value, RAYMOND JAMES FINANCIAL INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes JPEF more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPEF 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 123 tracked filers holding JPEF, 59 increased or opened the position and 62 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 JPEF 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 6
- Avantax Planning Partners, Inc.$128M
- MAGNOLIA CAPITAL ADVISORS LLC$4M
- HRT FINANCIAL LP$3M
- Mayflower Financial Advisors, LLC$1M
- Medallion Wealth Advisors, LLC$786K
- Integrated Wealth Concepts LLC$518K
Full exits 5
- Thrivent Financial for Lutherans$16M
- Empire Life Investments Inc.$3M
- FLAGSHIP WEALTH ADVISORS, LLC$3M
- TRUIST FINANCIAL CORP$2M
- CITADEL ADVISORS LLC$690K
Largest adds
- MORGAN STANLEY$43M
- Cetera Investment Advisers$36M
- WELLS FARGO & COMPANY/MN$15M
- JPMORGAN CHASE & CO$9M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$5M
- Mariner, LLC$5M
Largest trims
- RAYMOND JAMES FINANCIAL INC$28M
- MML INVESTORS SERVICES, LLC$17M
- Janney Montgomery Scott LLC$14M
- Beaumont Financial Advisors, LLC$10M
- Balance Wealth, LLC$8M
- OSAIC HOLDINGS, INC.$6M
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC trimmed | 1,925,866 | $138M | 13.3% | 2026-Q1 |
| Avantax Planning Partners, Inc. new | 1,787,833 | $128M | 12.3% | 2026-Q1 |
| LPL Financial LLC added | 1,315,349 | $94M | 9.1% | 2026-Q1 |
| Cetera Investment Advisers added | 1,075,233 | $77M | 7.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 673,133 | $48M | 4.6% | 2026-Q1 |
| MORGAN STANLEY added | 600,341 | $43M | 4.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 556,296 | $40M | 3.8% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 517,225 | $36M | 3.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 450,969 | $32M | 3.1% | 2026-Q1 |
| Beaumont Financial Advisors, LLC trimmed | 392,979 | $28M | 2.7% | 2026-Q1 |
| Stratos Wealth Partners, LTD. added | 349,984 | $25M | 2.4% | 2026-Q1 |
| Leverty Financial Group, LLC added | 339,216 | $24M | 2.3% | 2026-Q1 |
| Balance Wealth, LLC trimmed | 268,448 | $19M | 1.8% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 259,526 | $19M | 1.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 248,655 | $18M | 1.7% | 2026-Q1 |
| MONECO ADVISORS, LLC trimmed | 219,224 | $16M | 1.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 213,765 | $15M | 1.4% | 2026-Q1 |
| NOVEM GROUP trimmed | 162,249 | $12M | 1.1% | 2026-Q1 |
| COZAD ASSET MANAGEMENT INC trimmed | 139,217 | $10M | 1.0% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 130,662 | $9M | 0.9% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 122,738 | $9M | 0.8% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 110,349 | $8M | 0.8% | 2026-Q1 |
| LEVEL FOUR ADVISORY SERVICES, LLC trimmed | 100,069 | $7M | 0.7% | 2026-Q1 |
| Crestwood Advisors Group, LLC added | 99,027 | $7M | 0.7% | 2026-Q1 |
| DAVENPORT & Co LLC added | 89,691 | $6M | 0.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 80,142 | $6M | 0.6% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 76,985 | $6M | 0.5% | 2026-Q1 |
| MBL Wealth, LLC trimmed | 74,642 | $5M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 70,999 | $5M | 0.5% | 2026-Q1 |
| CASTLE WEALTH MANAGEMENT LLC added | 69,902 | $5M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 67,659 | $5M | 0.5% | 2026-Q1 |
| Investment Planning Advisors, Inc. added | 65,573 | $5M | 0.5% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 61,960 | $4M | 0.4% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC new | 58,383 | $4M | 0.4% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 51,549 | $4M | 0.4% | 2026-Q1 |
| IFP Advisors, Inc trimmed | 49,576 | $4M | 0.3% | 2026-Q1 |
| D.A. DAVIDSON & CO. trimmed | 46,055 | $3M | 0.3% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 41,022 | $3M | 0.3% | 2026-Q1 |
| HRT FINANCIAL LP new | 37,295 | $3M | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 36,904 | $3M | 0.3% | 2026-Q1 |
| Mutual Advisors, LLC added | 36,899 | $3M | 0.3% | 2026-Q1 |
| D L CARLSON INVESTMENT GROUP INC added | 36,808 | $3M | 0.3% | 2026-Q1 |
| Fifth Third Securities, Inc. trimmed | 36,270 | $3M | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 31,666 | $2M | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 29,406 | $2M | 0.2% | 2026-Q1 |
| Ignite Planners, LLC trimmed | 22,089 | $2M | 0.2% | 2026-Q1 |
| Herold Advisors, Inc. added | 20,965 | $2M | 0.1% | 2026-Q1 |
| Mayflower Financial Advisors, LLC new | 18,183 | $1M | 0.1% | 2026-Q1 |
| First Citizens Financial Corp | 17,443 | $1M | 0.1% | 2026-Q1 |
| CORA CAPITAL ADVISORS LLC added | 16,970 | $1M | 0.1% | 2026-Q1 |
| SFG Wealth Management, LLC. trimmed | 15,866 | $1M | 0.1% | 2026-Q1 |
| Capital Advisors, Ltd. LLC trimmed | 15,027 | $1M | 0.1% | 2026-Q1 |
| Morangie Management LLC | 15,020 | $1M | 0.1% | 2026-Q1 |
| Southland Equity Partners LLC added | 14,975 | $1M | 0.1% | 2026-Q1 |
| World Investment Advisors | 13,217 | $949K | 0.1% | 2026-Q1 |
| 5T Wealth, LLC trimmed | 12,846 | $922K | 0.1% | 2026-Q1 |
| Prosperity Financial Group, Inc. trimmed | 12,603 | $905K | 0.1% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 12,376 | $889K | 0.1% | 2026-Q1 |
| Willow Financial LLC trimmed | 11,354 | $815K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC added | 11,274 | $810K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC new | 10,946 | $786K | 0.1% | 2026-Q1 |
| Private Advisor Group, LLC added | 10,553 | $758K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 10,474 | $752K | 0.1% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,134 | $728K | 0.1% | 2026-Q1 |
| OneDigital Investment Advisors LLC added | 8,273 | $594K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV | 7,383 | $530K | 0.1% | 2026-Q1 |
| Modern Wealth Management, LLC trimmed | 7,307 | $527K | 0.1% | 2026-Q1 |
| Snowden Capital Advisors LLC trimmed | 7,321 | $526K | 0.1% | 2026-Q1 |
| Csenge Advisory Group trimmed | 7,225 | $519K | 0.0% | 2026-Q1 |
| Integrated Wealth Concepts LLC new | 7,217 | $518K | 0.0% | 2026-Q1 |
| Atlas Private Wealth Advisors added | 6,965 | $500K | 0.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 5,829 | $419K | 0.0% | 2026-Q1 |
| INTEGRITY WEALTH ADVISORS, INC. trimmed | 5,555 | $399K | 0.0% | 2026-Q1 |
| Essex Financial Services, Inc. | 4,973 | $357K | 0.0% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 4,563 | $328K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 4,501 | $323K | 0.0% | 2026-Q1 |
| Independent Advisor Alliance new | 4,380 | $315K | 0.0% | 2026-Q1 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 4,357 | $313K | 0.0% | 2026-Q1 |
| BROWN ADVISORY INC | 4,248 | $305K | 0.0% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC new | 3,856 | $277K | 0.0% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 236,329 | $17M | 1.6% | 2025-Q2 stale |
| Thrivent Financial for Lutherans trimmed | 220,287 | $16M | 1.6% | 2025-Q4 stale |
| SPC Financial, Inc. added | 142,141 | $11M | 1.0% | 2025-Q3 stale |
| BridgePort Financial Solutions, LLC added | 78,776 | $6M | 0.5% | 2025-Q2 stale |
| Empire Life Investments Inc. trimmed | 44,279 | $3M | 0.3% | 2025-Q4 stale |
| FLAGSHIP WEALTH ADVISORS, LLC added | 37,738 | $3M | 0.3% | 2025-Q4 stale |
| Good Life Advisors, LLC trimmed | 34,844 | $2M | 0.2% | 2025-Q2 stale |
| TRUIST FINANCIAL CORP trimmed | 32,644 | $2M | 0.2% | 2025-Q4 stale |
| Tyler-Stone Wealth Management added | 33,602 | $2M | 0.2% | 2025-Q2 stale |
| Eldridge Investment Advisors, Inc. trimmed | 23,568 | $2M | 0.1% | 2025-Q1 stale |
| Fort Point Capital Partners LLC added | 15,387 | $1M | 0.1% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 11,411 | $845K | 0.1% | 2025-Q3 stale |
| Apexium Financial, LP new | 10,134 | $751K | 0.1% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 9,235 | $690K | 0.1% | 2025-Q4 stale |
| Vienna Asset Management LLC added | 5,631 | $421K | 0.0% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC new | 5,431 | $406K | 0.0% | 2025-Q4 stale |
| DENVER WEALTH MANAGEMENT, INC. | 4,883 | $365K | 0.0% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 5,548 | $318K | 0.0% | 2025-Q1 stale |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,197 | $316K | 0.0% | 2025-Q4 stale |
| NCP Inc. new | 4,154 | $310K | 0.0% | 2025-Q4 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.