Who owns JPHY
Which tracked institutional funds hold JPHY, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPHY 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 JPHY is one-sided between 2026-Q1 and 2026-Q2: 10 added or opened and 2 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
JPHY’s largest tracked holder by dollar value, California Public Employees Retirement System, sizes it at 1.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JPHY 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 24 tracked filers holding JPHY, 20 increased or opened the position and 8 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 JPHY 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 5
- State of New Jersey Common Pension Fund D$25M
- SEI INVESTMENTS CO$21M
- INDEPENDENT FINANCIAL GROUP, LLC$3M
- ENVESTNET ASSET MANAGEMENT INC$2M
- PRINCIPAL SECURITIES, INC.$2M
Full exits 1
- JANE STREET GROUP, LLC$909K
Largest adds
- California Public Employees Retirement System$12M
- JPMORGAN CHASE & CO$9M
- CMH Wealth Management LLC$2M
- BENJAMIN EDWARDS INC$590K
- ASSETMARK, INC$379K
Largest trims
- Farther Finance Advisors, LLC$2M
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 |
|---|---|---|---|---|
| California Public Employees Retirement System | 39,896,037 | $2.0B | 91.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,011,477 | $51M | 2.3% | 2026-Q2 |
| BENJAMIN EDWARDS INC added | 569,345 | $29M | 1.3% | 2026-Q2 |
| CMH Wealth Management LLC added | 537,374 | $27M | 1.2% | 2026-Q2 |
| State of New Jersey Common Pension Fund D new | 500,000 | $25M | 1.1% | 2026-Q2 |
| SEI INVESTMENTS CO new | 422,662 | $21M | 1.0% | 2026-Q2 |
| ASSETMARK, INC added | 295,226 | $15M | 0.7% | 2026-Q2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC trimmed | 136,535 | $7M | 0.3% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 50,894 | $3M | 0.1% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 50,809 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC new | 37,084 | $2M | 0.1% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. new | 36,840 | $2M | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 25,177 | $1M | 0.1% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 10,729 | $541K | 0.0% | 2026-Q2 |
| LPL Financial LLC new | 8,282 | $418K | 0.0% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 8,173 | $412K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP new | 1,861 | $94K | 0.0% | 2026-Q2 |
| MORGAN STANLEY new | 900 | $45K | 0.0% | 2026-Q2 |
| Continuum Advisory, LLC new | 315 | $16K | 0.0% | 2026-Q2 |
| Rossby Financial, LCC added | 150 | $8K | 0.0% | 2026-Q2 |
| DHJJ Financial Advisors, Ltd. added | 115 | $6K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. new | 104 | $5K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 100 | $5K | 0.0% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV new | 64 | $3K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 18,117 | $909K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Advisory Services Network, LLC new | 900 | $45K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| UBS Group AG added | 107 | $5K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC new | 47 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO new | 21 | $1K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Parallel Advisors, LLC new | 17 | $853 | 0.0% | 2026-Q1 stale (1 quarter behind) |
| New Millennium Group LLC new | 7,984 | $404K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| TFB Advisors LLC new | 5,670 | $287K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors new | 4,978 | $252K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CITADEL ADVISORS LLC new | 3,957 | $200K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Investment Partners Asset Management, Inc. new | 46,198 | $2M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| CW Advisors, LLC new | 39,066 | $2M | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Dynamic Advisor Solutions LLC new | 11,682 | $545K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CGN Advisors LLC new | 5,784 | $270K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. new | 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.