Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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
41 tracked funds added or opened JPEF while 19 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
JPEF’s largest tracked holder by dollar value, Avantax Planning Partners, Inc., sizes it at 3.8% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 3.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 112 tracked filers holding JPEF, 58 increased or opened the position and 68 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 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
- Evergreen Wealth Partners LLC$7M
- National Philanthropic Trust$793K
- Friday Financial$669K
- Focus Partners Advisor Solutions, LLC$641K
Full exits 9
- Cambridge Investment Research Advisors, Inc.$5M
- Mariner, LLC$5M
- Janney Montgomery Scott LLC$4M
- THOROUGHBRED FINANCIAL SERVICES, LLC$3M
- Contango Wealth Management LLC$3M
- HRT FINANCIAL LP$3M
Largest adds
- Cetera Investment Advisers$31M
- Avantax Planning Partners, Inc.$26M
- LPL Financial LLC$21M
- RAYMOND JAMES FINANCIAL INC$8M
- JONES FINANCIAL COMPANIES LLLP$7M
- WELLS FARGO & COMPANY/MN$6M
Largest trims
- Beaumont Financial Advisors, LLC$5M
- IFP Advisors, Inc$3M
- ENVESTNET ASSET MANAGEMENT INC$3M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$1M
- NOVEM GROUP$1M
- STIFEL FINANCIAL CORP$1M
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 |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. added | 1,924,120 | $155M | 13.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,823,280 | $146M | 13.2% | 2026-Q2 |
| LPL Financial LLC added | 1,432,378 | $115M | 10.4% | 2026-Q2 |
| Cetera Investment Advisers added | 1,343,883 | $108M | 9.7% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 617,646 | $50M | 4.5% | 2026-Q2 |
| MORGAN STANLEY added | 600,496 | $48M | 4.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 563,226 | $45M | 4.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 552,306 | $43M | 3.9% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 438,377 | $35M | 3.2% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 360,268 | $29M | 2.6% | 2026-Q2 |
| Leverty Financial Group, LLC added | 345,623 | $28M | 2.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 298,799 | $24M | 2.2% | 2026-Q2 |
| Beaumont Financial Advisors, LLC trimmed | 285,193 | $23M | 2.1% | 2026-Q2 |
| Balance Wealth Partners LLC added | 274,373 | $22M | 2.0% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 236,466 | $19M | 1.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 226,959 | $18M | 1.6% | 2026-Q2 |
| MONECO ADVISORS, LLC trimmed | 190,357 | $15M | 1.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 140,979 | $11M | 1.0% | 2026-Q2 |
| COZAD ASSET MANAGEMENT INC trimmed | 133,507 | $11M | 1.0% | 2026-Q2 |
| NOVEM GROUP trimmed | 128,961 | $10M | 0.9% | 2026-Q2 |
| AlphaCore Capital LLC trimmed | 124,528 | $10M | 0.9% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 121,565 | $10M | 0.9% | 2026-Q2 |
| Crestwood Advisors Group, LLC added | 119,383 | $10M | 0.9% | 2026-Q2 |
| LEVEL FOUR ADVISORY SERVICES, LLC added | 100,760 | $8M | 0.7% | 2026-Q2 |
| DAVENPORT & Co LLC added | 98,693 | $8M | 0.7% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 91,930 | $7M | 0.7% | 2026-Q2 |
| Private Advisor Group, LLC added | 85,107 | $7M | 0.6% | 2026-Q2 |
| Evergreen Wealth Partners LLC new | 81,434 | $7M | 0.6% | 2026-Q2 |
| MBL Wealth, LLC added | 75,077 | $6M | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 71,941 | $6M | 0.5% | 2026-Q2 |
| CASTLE WEALTH MANAGEMENT LLC trimmed | 68,720 | $6M | 0.5% | 2026-Q2 |
| Investment Planning Advisors, Inc. added | 65,993 | $5M | 0.5% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 63,776 | $5M | 0.5% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 55,314 | $4M | 0.4% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 40,647 | $3M | 0.3% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 37,569 | $3M | 0.3% | 2026-Q2 |
| D L CARLSON INVESTMENT GROUP INC added | 37,260 | $3M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 35,361 | $3M | 0.3% | 2026-Q2 |
| Herold Advisors, Inc. added | 27,188 | $2M | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 23,247 | $2M | 0.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 21,890 | $2M | 0.2% | 2026-Q2 |
| Ignite Planners, LLC trimmed | 21,779 | $2M | 0.2% | 2026-Q2 |
| CORA CAPITAL ADVISORS LLC added | 21,429 | $2M | 0.2% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 20,704 | $1M | 0.1% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 19,297 | $2M | 0.1% | 2026-Q2 |
| First Citizens Financial Corp added | 19,053 | $2M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 18,499 | $1M | 0.1% | 2026-Q2 |
| Mayflower Financial Advisors, LLC trimmed | 17,548 | $1M | 0.1% | 2026-Q2 |
| SFG Wealth Management, LLC. | 15,866 | $1M | 0.1% | 2026-Q2 |
| Southland Equity Partners LLC added | 15,420 | $1M | 0.1% | 2026-Q2 |
| Morangie Management LLC trimmed | 14,775 | $1M | 0.1% | 2026-Q2 |
| World Investment Advisors | 13,217 | $949K | 0.1% | 2026-Q2 |
| Prosperity Financial Group, Inc. added | 12,702 | $1M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 12,446 | $1,000K | 0.1% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC trimmed | 12,162 | $977K | 0.1% | 2026-Q2 |
| 5T Wealth, LLC trimmed | 12,092 | $971K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 11,096 | $891K | 0.1% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,134 | $814K | 0.1% | 2026-Q2 |
| National Philanthropic Trust new | 9,875 | $793K | 0.1% | 2026-Q2 |
| SMITH SHELLNUT WILSON LLC /ADV added | 9,450 | $759K | 0.1% | 2026-Q2 |
| Friday Financial new | 8,322 | $669K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 8,281 | $665K | 0.1% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC new | 7,982 | $641K | 0.1% | 2026-Q2 |
| Csenge Advisory Group trimmed | 7,144 | $574K | 0.1% | 2026-Q2 |
| Atlas Private Wealth Advisors added | 7,100 | $570K | 0.1% | 2026-Q2 |
| Snowden Capital Advisors LLC trimmed | 6,779 | $545K | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 6,700 | $538K | 0.0% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 6,302 | $506K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 6,106 | $490K | 0.0% | 2026-Q2 |
| OneDigital Investment Advisors LLC trimmed | 5,768 | $463K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 5,314 | $427K | 0.0% | 2026-Q2 |
| Essex Financial Services, Inc. | 4,973 | $399K | 0.0% | 2026-Q2 |
| FMR LLC added | 4,601 | $370K | 0.0% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 4,533 | $364K | 0.0% | 2026-Q2 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 4,357 | $350K | 0.0% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,264 | $343K | 0.0% | 2026-Q2 |
| BROWN ADVISORY INC | 4,248 | $341K | 0.0% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 3,855 | $310K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 3,854 | $310K | 0.0% | 2026-Q2 |
| Retirement Planning Group, LLC new | 3,570 | $287K | 0.0% | 2026-Q2 |
| WNY Asset Management, LLC trimmed | 3,443 | $277K | 0.0% | 2026-Q2 |
| Wealthcare Advisory Partners LLC | 3,283 | $264K | 0.0% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 3,282 | $264K | 0.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 3,253 | $261K | 0.0% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 3,137 | $252K | 0.0% | 2026-Q2 |
| NORTHLAND SECURITIES, INC. trimmed | 3,048 | $245K | 0.0% | 2026-Q2 |
| HBK Sorce Advisory LLC added | 2,999 | $247K | 0.0% | 2026-Q2 |
| StoneX Group Inc. trimmed | 2,699 | $217K | 0.0% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 2,668 | $214K | 0.0% | 2026-Q2 |
| GoalVest Advisory LLC trimmed | 2,658 | $214K | 0.0% | 2026-Q2 |
| GENTRY PRIVATE WEALTH, LLC trimmed | 2,658 | $214K | 0.0% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 2,604 | $209K | 0.0% | 2026-Q2 |
| Pasadena Private Wealth, LLC new | 2,600 | $209K | 0.0% | 2026-Q2 |
| 3Chopt Investment Partners, LLC trimmed | 1,838 | $148K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,797 | $144K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 1,511 | $121K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,444 | $116K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 1,168 | $94K | 0.0% | 2026-Q2 |
| 1015 Capital Partners, LLC added | 1,150 | $92K | 0.0% | 2026-Q2 |
| Institute for Wealth Management, LLC. trimmed | 865 | $69K | 0.0% | 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.