Who owns 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-Q2 13F filings (latest filed 2026-08-18). 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
90 tracked funds added or opened JPIB while 31 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
JPIB’s largest tracked holder by dollar value, Avantax Planning Partners, Inc., sizes it at 3.0% of its own reported 13F book, while the median holder sizes it at 0.6% 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 2026-Q1 and 2026-Q2, across 236 tracked filers holding JPIB, 165 increased or opened the position and 87 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 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 16
- Modern Wealth Management, LLC$13M
- ARQ WEALTH ADVISORS, LLC$10M
- NewEdge Advisors, LLC$8M
- Odyssey Group, LLC$5M
- Retirement Planning Group, LLC$5M
- Kroeger Financial Partners$5M
Full exits 14
- HighTower Advisors, LLC$47M
- Financial Connections Group, Inc.$12M
- Onyx Bridge Wealth Group LLC$10M
- Cambridge Investment Research Advisors, Inc.$9M
- AllGen Financial Advisors, Inc.$7M
- Thrivent Financial for Lutherans$7M
Largest adds
- Hills Bank & Trust Co$41M
- RAYMOND JAMES FINANCIAL INC$13M
- FSM Wealth Advisors, LLC$11M
- LPL Financial LLC$8M
- Rice Partnership, LLC$7M
- Patton Albertson Miller Group, LLC$7M
Largest trims
- KINTRA WEALTH, LLC$15M
- JANE STREET GROUP, LLC$8M
- ROYAL BANK OF CANADA$7M
- Tidemark, LLC$7M
- Kestra Investment Management, LLC$6M
- Destiny Wealth Partners, LLC$6M
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 | 2,518,715 | $122M | 8.8% | 2026-Q2 |
| LPL Financial LLC added | 1,698,263 | $82M | 5.9% | 2026-Q2 |
| Rice Partnership, LLC added | 1,625,600 | $79M | 5.7% | 2026-Q2 |
| FSM Wealth Advisors, LLC added | 1,379,133 | $67M | 4.8% | 2026-Q2 |
| Hills Bank & Trust Co added | 1,265,473 | $61M | 4.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,181,490 | $57M | 4.1% | 2026-Q2 |
| Parallel Advisors, LLC added | 988,934 | $48M | 3.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 924,746 | $45M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 878,679 | $42M | 3.1% | 2026-Q2 |
| Cetera Investment Advisers added | 808,930 | $39M | 2.8% | 2026-Q2 |
| MORGAN STANLEY added | 569,467 | $28M | 2.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 567,754 | $27M | 2.0% | 2026-Q2 |
| Goldstone Financial Group, LLC added | 566,365 | $27M | 2.0% | 2026-Q2 |
| Kestra Investment Management, LLC trimmed | 534,010 | $26M | 1.9% | 2026-Q2 |
| Hughes Financial Services, LLC added | 495,030 | $24M | 1.7% | 2026-Q2 |
| Midwest Financial Partners Investments, Inc. added | 482,644 | $23M | 1.7% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 456,577 | $22M | 1.6% | 2026-Q2 |
| ForthRight Wealth Management, LLC added | 455,739 | $22M | 1.6% | 2026-Q2 |
| Apella Capital, LLC added | 441,355 | $21M | 1.5% | 2026-Q2 |
| KMG FIDUCIARY PARTNERS, LLC added | 366,185 | $18M | 1.3% | 2026-Q2 |
| Certified Advisory Corp added | 364,814 | $18M | 1.3% | 2026-Q2 |
| Peak Financial Management, Inc. added | 357,597 | $17M | 1.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 325,000 | $16M | 1.1% | 2026-Q2 |
| ADE, LLC added | 306,297 | $15M | 1.1% | 2026-Q2 |
| Modern Wealth Management, LLC new | 275,212 | $13M | 1.0% | 2026-Q2 |
| Stadion Money Management, LLC trimmed | 237,297 | $11M | 0.8% | 2026-Q2 |
| CGN Advisors LLC added | 232,330 | $11M | 0.8% | 2026-Q2 |
| MAI Capital Management added | 220,129 | $11M | 0.8% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 215,439 | $10M | 0.8% | 2026-Q2 |
| Summit Financial, LLC added | 213,225 | $10M | 0.7% | 2026-Q2 |
| ARQ WEALTH ADVISORS, LLC new | 207,372 | $10M | 0.7% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 206,281 | $10M | 0.7% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 198,525 | $10M | 0.7% | 2026-Q2 |
| Destiny Wealth Partners, LLC trimmed | 189,248 | $9M | 0.7% | 2026-Q2 |
| Fiduciary Alliance LLC added | 185,036 | $9M | 0.6% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 178,555 | $9M | 0.6% | 2026-Q2 |
| Baird Financial Group, Inc. added | 175,141 | $8M | 0.6% | 2026-Q2 |
| Cadent Capital Advisors, LLC added | 168,597 | $8M | 0.6% | 2026-Q2 |
| Broadway Wealth Solutions, Inc. added | 165,627 | $8M | 0.6% | 2026-Q2 |
| Ignite Planners, LLC added | 163,239 | $8M | 0.6% | 2026-Q2 |
| Financial Management Professionals, Inc. added | 159,347 | $8M | 0.6% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 157,488 | $8M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 156,216 | $8M | 0.5% | 2026-Q2 |
| Windsor Capital Management, LLC added | 153,939 | $7M | 0.5% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC added | 153,213 | $7M | 0.5% | 2026-Q2 |
| Sonoma Allocations LLC added | 150,342 | $7M | 0.5% | 2026-Q2 |
| Patton Albertson Miller Group, LLC added | 150,308 | $7M | 0.5% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 147,747 | $7M | 0.5% | 2026-Q2 |
| Avior Wealth Management, LLC added | 146,848 | $7M | 0.5% | 2026-Q2 |
| Manske Wealth Management added | 144,822 | $7M | 0.5% | 2026-Q2 |
| POWER WEALTH MANAGEMENT LLC added | 143,496 | $7M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 142,629 | $7M | 0.5% | 2026-Q2 |
| Treasure Coast Financial Planning trimmed | 133,875 | $6M | 0.5% | 2026-Q2 |
| Focus Partners Advisor Solutions, LLC added | 130,063 | $6M | 0.5% | 2026-Q2 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC added | 129,182 | $6M | 0.4% | 2026-Q2 |
| FIRST AMERICAN TRUST, FSB added | 127,787 | $6M | 0.4% | 2026-Q2 |
| CREATIVE FINANCIAL DESIGNS INC /ADV trimmed | 126,496 | $6M | 0.4% | 2026-Q2 |
| Econ Financial Services Corp added | 126,038 | $6M | 0.4% | 2026-Q2 |
| Winter & Associates, Inc. added | 125,022 | $6M | 0.4% | 2026-Q2 |
| LexAurum Advisors, LLC added | 119,855 | $6M | 0.4% | 2026-Q2 |
| Refined Wealth Management added | 119,352 | $6M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 113,120 | $5M | 0.4% | 2026-Q2 |
| Odyssey Group, LLC new | 113,013 | $5M | 0.4% | 2026-Q2 |
| Retirement Planning Group, LLC new | 112,138 | $5M | 0.4% | 2026-Q2 |
| Elmwood Wealth Management, Inc. added | 111,022 | $5M | 0.4% | 2026-Q2 |
| Kroeger Financial Partners new | 109,337 | $5M | 0.4% | 2026-Q2 |
| Cerity Partners LLC trimmed | 109,238 | $5M | 0.4% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 108,113 | $5M | 0.4% | 2026-Q2 |
| Beacon Pointe Advisors, LLC added | 104,663 | $5M | 0.4% | 2026-Q2 |
| ARKANSAS FINANCIAL GROUP, INC. added | 103,507 | $5M | 0.4% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC added | 97,660 | $5M | 0.3% | 2026-Q2 |
| Ellenbecker Investment Group new | 96,621 | $5M | 0.3% | 2026-Q2 |
| Philadelphia Investment Partners, LLC added | 93,538 | $5M | 0.3% | 2026-Q2 |
| New Capital Management LP added | 84,820 | $4M | 0.3% | 2026-Q2 |
| CROBAN new | 78,946 | $4M | 0.3% | 2026-Q2 |
| White & Co Financial Planning Inc added | 77,901 | $4M | 0.3% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. added | 74,529 | $4M | 0.3% | 2026-Q2 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC added | 72,804 | $4M | 0.3% | 2026-Q2 |
| Jacobi Capital Management LLC added | 71,463 | $3M | 0.2% | 2026-Q2 |
| Mach-1 Financial Group, LLC added | 71,148 | $3M | 0.2% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 70,573 | $3M | 0.2% | 2026-Q2 |
| MMA ASSET MANAGEMENT LLC added | 68,636 | $3M | 0.2% | 2026-Q2 |
| &PARTNERS added | 67,702 | $3M | 0.2% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 66,521 | $3M | 0.2% | 2026-Q2 |
| Waverly Advisors, LLC added | 65,677 | $3M | 0.2% | 2026-Q2 |
| ADAMSBROWN WEALTH CONSULTANTS LLC trimmed | 65,231 | $3M | 0.2% | 2026-Q2 |
| OneAscent Financial Services LLC added | 64,474 | $3M | 0.2% | 2026-Q2 |
| Eaton Financial Holdings Company, LLC added | 63,480 | $3M | 0.2% | 2026-Q2 |
| RIVERSEDGE ADVISORS, LLC added | 61,246 | $3M | 0.2% | 2026-Q2 |
| IFP Advisors, Inc added | 59,642 | $3M | 0.2% | 2026-Q2 |
| Cardinal Strategic Wealth Guidance new | 57,389 | $3M | 0.2% | 2026-Q2 |
| Koshinski Asset Management, Inc. trimmed | 56,190 | $3M | 0.2% | 2026-Q2 |
| Bouvel Investment Partners, LLC added | 55,274 | $3M | 0.2% | 2026-Q2 |
| Total Clarity Wealth Management, Inc. added | 54,487 | $3M | 0.2% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 52,622 | $3M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 51,906 | $3M | 0.2% | 2026-Q2 |
| Brendel Financial Advisors LLC added | 51,898 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 51,886 | $3M | 0.2% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 51,590 | $2M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 51,542 | $2M | 0.2% | 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.