Who owns JPIB (JPIB)
Which tracked institutional funds hold JPIB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPIB 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
The tracked-fund tape on JPIB is one-sided between 2025-Q4 and 2026-Q1: 81 added or opened and 18 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
JPIB’s largest tracked holder by dollar value, Avantax Planning Partners, Inc., sizes it at 3.2% of its own reported 13F book, while the median holder sizes it at 0.8% of theirs — a 2.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JPIB 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 233 tracked filers holding JPIB, 171 increased or opened the position and 64 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 JPIB 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 25
- Parallel Advisors, LLC$42M
- Kestra Investment Management, LLC$32M
- Destiny Wealth Partners, LLC$15M
- ADE, LLC$14M
- Cerity Partners LLC$6M
- Refined Wealth Management$6M
Full exits 6
- NewEdge Advisors, LLC$8M
- AllGen Financial Advisors, Inc.$7M
- Running Point Capital Advisors, LLC$6M
- Clear Point Advisors Inc.$1M
- STIFEL FINANCIAL CORP$879K
- VISTA INVESTMENT PARTNERS II, LLC$847K
Largest adds
- Prime Capital Investment Advisors, LLC$39M
- BANK OF AMERICA CORP /DE/$36M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$21M
- Apella Capital, LLC$13M
- ENVESTNET ASSET MANAGEMENT INC$13M
- FSM Wealth Advisors, LLC$11M
Largest trims
- MORGAN STANLEY$13M
- VERUS CAPITAL PARTNERS, LLC$6M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- POWER WEALTH MANAGEMENT LLC$1M
- Systelligence, LLC$1M
- Beta Wealth Group, Inc.$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 |
|---|---|---|---|---|
| Avantax Planning Partners, Inc. added | 2,433,536 | $116M | 8.7% | 2026-Q1 |
| LPL Financial LLC added | 1,557,098 | $74M | 5.5% | 2026-Q1 |
| Rice Partnership, LLC added | 1,490,968 | $71M | 5.3% | 2026-Q1 |
| FSM Wealth Advisors, LLC added | 1,164,888 | $56M | 4.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 1,078,443 | $52M | 3.8% | 2026-Q1 |
| HighTower Advisors, LLC added | 982,690 | $47M | 3.5% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC added | 927,039 | $44M | 3.3% | 2026-Q1 |
| Parallel Advisors, LLC added | 883,008 | $42M | 3.1% | 2026-Q1 |
| Cetera Investment Advisers added | 757,482 | $36M | 2.7% | 2026-Q1 |
| Kestra Investment Management, LLC new | 663,626 | $32M | 2.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 612,587 | $29M | 2.2% | 2026-Q1 |
| Goldstone Financial Group, LLC trimmed | 538,595 | $26M | 1.9% | 2026-Q1 |
| MORGAN STANLEY trimmed | 489,755 | $23M | 1.7% | 2026-Q1 |
| Midwest Financial Partners Investments, Inc. added | 455,947 | $22M | 1.6% | 2026-Q1 |
| Hughes Financial Services, LLC added | 451,493 | $22M | 1.6% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 444,980 | $21M | 1.6% | 2026-Q1 |
| ForthRight Wealth Management, LLC added | 421,698 | $20M | 1.5% | 2026-Q1 |
| Hills Bank & Trust Co added | 417,820 | $20M | 1.5% | 2026-Q1 |
| Apella Capital, LLC added | 411,563 | $20M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 368,315 | $18M | 1.3% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 362,816 | $17M | 1.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 357,688 | $17M | 1.3% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC added | 356,185 | $17M | 1.3% | 2026-Q1 |
| Certified Advisory Corp added | 351,573 | $17M | 1.3% | 2026-Q1 |
| Peak Financial Management, Inc. added | 344,083 | $16M | 1.2% | 2026-Q1 |
| Destiny Wealth Partners, LLC new | 311,935 | $15M | 1.1% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 310,728 | $15M | 1.1% | 2026-Q1 |
| ADE, LLC new | 298,475 | $14M | 1.1% | 2026-Q1 |
| Financial Connections Group, Inc. added | 242,579 | $12M | 0.9% | 2026-Q1 |
| Stadion Money Management, LLC added | 238,297 | $11M | 0.8% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 233,173 | $11M | 0.8% | 2026-Q1 |
| CGN Advisors LLC added | 220,081 | $11M | 0.8% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 212,625 | $10M | 0.8% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 211,048 | $10M | 0.8% | 2026-Q1 |
| MAI Capital Management added | 209,408 | $10M | 0.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 209,274 | $10M | 0.7% | 2026-Q1 |
| Summit Financial, LLC added | 198,455 | $9M | 0.7% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 196,442 | $9M | 0.7% | 2026-Q1 |
| Peterson Wealth Advisors, LLC added | 191,457 | $9M | 0.7% | 2026-Q1 |
| Tidemark, LLC added | 181,269 | $9M | 0.6% | 2026-Q1 |
| Fiduciary Alliance LLC added | 178,828 | $9M | 0.6% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 175,929 | $8M | 0.6% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 170,788 | $8M | 0.6% | 2026-Q1 |
| Cadent Capital Advisors, LLC added | 160,223 | $8M | 0.6% | 2026-Q1 |
| Ignite Planners, LLC added | 159,584 | $8M | 0.6% | 2026-Q1 |
| Broadway Wealth Solutions, Inc. added | 152,731 | $7M | 0.5% | 2026-Q1 |
| Windsor Capital Management, LLC added | 151,601 | $7M | 0.5% | 2026-Q1 |
| Financial Management Professionals, Inc. added | 144,846 | $7M | 0.5% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC added | 144,486 | $7M | 0.5% | 2026-Q1 |
| POWER WEALTH MANAGEMENT LLC trimmed | 142,145 | $7M | 0.5% | 2026-Q1 |
| Sonoma Allocations LLC trimmed | 142,252 | $7M | 0.5% | 2026-Q1 |
| CREATIVE FINANCIAL DESIGNS INC /ADV added | 140,640 | $7M | 0.5% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 138,292 | $7M | 0.5% | 2026-Q1 |
| Treasure Coast Financial Planning added | 134,402 | $6M | 0.5% | 2026-Q1 |
| Cerity Partners LLC new | 133,844 | $6M | 0.5% | 2026-Q1 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC trimmed | 127,589 | $6M | 0.5% | 2026-Q1 |
| Econ Financial Services Corp added | 119,109 | $6M | 0.4% | 2026-Q1 |
| Manske Wealth Management added | 119,102 | $6M | 0.4% | 2026-Q1 |
| FIRST AMERICAN TRUST, FSB added | 117,551 | $6M | 0.4% | 2026-Q1 |
| Refined Wealth Management new | 116,594 | $6M | 0.4% | 2026-Q1 |
| Marmo Financial Group, LLC trimmed | 109,996 | $5M | 0.4% | 2026-Q1 |
| Elmwood Wealth Management, Inc. added | 106,980 | $5M | 0.4% | 2026-Q1 |
| Cedar Mountain Advisors, LLC added | 105,457 | $5M | 0.4% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 105,293 | $5M | 0.4% | 2026-Q1 |
| LexAurum Advisors, LLC added | 103,731 | $5M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 103,448 | $5M | 0.4% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 98,182 | $5M | 0.3% | 2026-Q1 |
| ARKANSAS FINANCIAL GROUP, INC. added | 93,800 | $5M | 0.3% | 2026-Q1 |
| Roof Eidam Maycock Peralta, LLC | 93,135 | $4M | 0.3% | 2026-Q1 |
| Spectrum Wealth Advisory Group, LLC added | 91,892 | $4M | 0.3% | 2026-Q1 |
| Avior Wealth Management, LLC new | 89,018 | $4M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 86,174 | $4M | 0.3% | 2026-Q1 |
| Philadelphia Investment Partners, LLC new | 84,209 | $4M | 0.3% | 2026-Q1 |
| New Capital Management LP new | 84,106 | $4M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 80,496 | $4M | 0.3% | 2026-Q1 |
| Focus Partners Advisor Solutions, LLC added | 79,533 | $4M | 0.3% | 2026-Q1 |
| White & Co Financial Planning Inc added | 71,097 | $3M | 0.3% | 2026-Q1 |
| Winter & Associates, Inc. added | 70,368 | $3M | 0.2% | 2026-Q1 |
| Stratos Wealth Advisors, LLC added | 68,616 | $3M | 0.2% | 2026-Q1 |
| MMA ASSET MANAGEMENT LLC new | 68,209 | $3M | 0.2% | 2026-Q1 |
| ADAMSBROWN WEALTH CONSULTANTS LLC trimmed | 67,573 | $3M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 66,942 | $3M | 0.2% | 2026-Q1 |
| Mach-1 Financial Group, LLC added | 66,588 | $3M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC added | 64,901 | $3M | 0.2% | 2026-Q1 |
| &PARTNERS added | 63,211 | $3M | 0.2% | 2026-Q1 |
| Jacobi Capital Management LLC added | 62,972 | $3M | 0.2% | 2026-Q1 |
| OneAscent Financial Services LLC added | 62,636 | $3M | 0.2% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. added | 60,929 | $3M | 0.2% | 2026-Q1 |
| RIVERSEDGE ADVISORS, LLC new | 60,149 | $3M | 0.2% | 2026-Q1 |
| Koshinski Asset Management, Inc. trimmed | 59,711 | $3M | 0.2% | 2026-Q1 |
| Systelligence, LLC trimmed | 56,676 | $3M | 0.2% | 2026-Q1 |
| Brendel Financial Advisors LLC new | 50,729 | $2M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 50,557 | $2M | 0.2% | 2026-Q1 |
| Bouvel Investment Partners, LLC trimmed | 49,874 | $2M | 0.2% | 2026-Q1 |
| SYM FINANCIAL Corp added | 49,434 | $2M | 0.2% | 2026-Q1 |
| Sunrise Financial Services, LLC added | 45,241 | $2M | 0.2% | 2026-Q1 |
| AVANTAX ADVISORY SERVICES, INC. added | 248,358 | $12M | 0.9% | 2025-Q2 stale |
| NewEdge Advisors, LLC added | 164,316 | $8M | 0.6% | 2025-Q4 stale |
| AllGen Financial Advisors, Inc. added | 149,488 | $7M | 0.5% | 2025-Q4 stale |
| Running Point Capital Advisors, LLC added | 120,664 | $6M | 0.4% | 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.