Who owns JPIE (JPIE)
Which tracked institutional funds hold JPIE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPIE 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 JPIE is one-sided between 2025-Q4 and 2026-Q1: 170 added or opened and 50 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
JPIE’s largest tracked holder by dollar value, CHARLES SCHWAB INVESTMENT MANAGEMENT INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 1.4% of theirs — a 1.3pp gap the other way — the median holder sizes JPIE more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPIE 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 438 tracked filers holding JPIE, 326 increased or opened the position and 125 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 JPIE 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 26
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$400M
- Resonant Capital Advisors, LLC$25M
- True North Advisors, LLC$24M
- Integrated Wealth Concepts LLC$17M
- Pearl Planning LLC$16M
- Clear Trail Advisors, LLC$14M
Full exits 14
- Heritage Financial Services, LLC$132M
- RENAISSANCE TECHNOLOGIES LLC$10M
- McCarthy Asset Management, Inc.$8M
- VICUS CAPITAL$4M
- FOREFRONT WEALTH MANAGEMENT INC.$3M
- Janney Capital Management LLC$3M
Largest adds
- Savant Capital, LLC$133M
- WELLS FARGO & COMPANY/MN$92M
- Arkadios Wealth Advisors$42M
- Sequoia Financial Advisors, LLC$35M
- BANK OF AMERICA CORP /DE/$23M
- Apollon Wealth Management, LLC$19M
Largest trims
- JPMORGAN CHASE & CO$50M
- Vigilare Wealth Management$17M
- Rockefeller Capital Management L.P.$12M
- NewEdge Advisors, LLC$10M
- Envestnet Portfolio Solutions, Inc.$8M
- Vestmark Advisory Solutions, Inc.$5M
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 8,679,689 | $400M | 8.6% | 2026-Q1 |
| MORGAN STANLEY added | 7,134,311 | $329M | 7.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 6,698,452 | $308M | 6.7% | 2026-Q1 |
| Savant Capital, LLC added | 6,431,394 | $296M | 6.4% | 2026-Q1 |
| Sequoia Financial Advisors, LLC added | 6,383,524 | $294M | 6.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 5,782,305 | $266M | 5.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,616,685 | $167M | 3.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,602,855 | $120M | 2.6% | 2026-Q1 |
| Waverly Advisors, LLC added | 2,491,534 | $115M | 2.5% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 2,287,927 | $105M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 1,735,652 | $80M | 1.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 1,643,821 | $76M | 1.6% | 2026-Q1 |
| Arkadios Wealth Advisors added | 1,203,036 | $55M | 1.2% | 2026-Q1 |
| CARY STREET PARTNERS FINANCIAL LLC added | 1,127,724 | $52M | 1.1% | 2026-Q1 |
| Syntegra Private Wealth Group, LLC added | 1,103,819 | $51M | 1.1% | 2026-Q1 |
| Williams Financial, LLC trimmed | 1,051,067 | $48M | 1.0% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 1,034,259 | $48M | 1.0% | 2026-Q1 |
| Hilton Capital Management, LLC added | 969,267 | $45M | 1.0% | 2026-Q1 |
| D'Orazio & Associates, Inc. added | 946,406 | $44M | 0.9% | 2026-Q1 |
| Wagner Wealth Management, LLC added | 905,261 | $42M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 885,099 | $41M | 0.9% | 2026-Q1 |
| Enclave Advisors LLC trimmed | 878,087 | $40M | 0.9% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 809,994 | $37M | 0.8% | 2026-Q1 |
| Diversified Enterprises, LLC added | 793,208 | $37M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 733,690 | $34M | 0.7% | 2026-Q1 |
| LPL Financial LLC added | 721,310 | $33M | 0.7% | 2026-Q1 |
| Cornerstone Advisory, LLC added | 688,590 | $32M | 0.7% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC added | 656,955 | $30M | 0.7% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 637,188 | $29M | 0.6% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 601,468 | $28M | 0.6% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 595,211 | $27M | 0.6% | 2026-Q1 |
| Lineweaver Wealth Advisors, LLC added | 584,811 | $27M | 0.6% | 2026-Q1 |
| KINTRA WEALTH, LLC added | 577,197 | $27M | 0.6% | 2026-Q1 |
| Scott Capital Advisors, LLC added | 572,035 | $26M | 0.6% | 2026-Q1 |
| NewEdge Wealth, LLC added | 567,053 | $26M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 555,971 | $26M | 0.6% | 2026-Q1 |
| Confluence Wealth Services, Inc. added | 555,847 | $26M | 0.6% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 551,927 | $25M | 0.5% | 2026-Q1 |
| Armor Investment Advisors, LLC added | 543,115 | $25M | 0.5% | 2026-Q1 |
| Resonant Capital Advisors, LLC new | 542,367 | $25M | 0.5% | 2026-Q1 |
| Planned Solutions, Inc. added | 533,069 | $25M | 0.5% | 2026-Q1 |
| Longview Financial Advisors LLC added | 520,045 | $24M | 0.5% | 2026-Q1 |
| True North Advisors, LLC new | 519,605 | $24M | 0.5% | 2026-Q1 |
| TPG Financial Advisors, LLC added | 519,386 | $24M | 0.5% | 2026-Q1 |
| Visionary Wealth Advisors trimmed | 507,149 | $23M | 0.5% | 2026-Q1 |
| NavPoint Financial, Inc. added | 498,900 | $23M | 0.5% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 482,437 | $22M | 0.5% | 2026-Q1 |
| Schneider Downs Wealth Management Advisors, LP added | 473,032 | $22M | 0.5% | 2026-Q1 |
| ELEMENT POINTE ADVISORS, LLC added | 472,900 | $22M | 0.5% | 2026-Q1 |
| Certified Advisory Corp added | 472,470 | $22M | 0.5% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 462,969 | $21M | 0.5% | 2026-Q1 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added | 461,397 | $21M | 0.5% | 2026-Q1 |
| Legacy Edge Advisors, LLC added | 444,395 | $20M | 0.4% | 2026-Q1 |
| Echo Wealth Management, LLC added | 441,628 | $20M | 0.4% | 2026-Q1 |
| One Capital Management, LLC added | 435,070 | $20M | 0.4% | 2026-Q1 |
| Vestmark Advisory Solutions, Inc. trimmed | 433,885 | $20M | 0.4% | 2026-Q1 |
| Private Advisor Group, LLC added | 430,196 | $20M | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 415,690 | $19M | 0.4% | 2026-Q1 |
| HBW ADVISORY SERVICES LLC added | 410,617 | $19M | 0.4% | 2026-Q1 |
| NORTHLAND SECURITIES, INC. trimmed | 407,339 | $19M | 0.4% | 2026-Q1 |
| Peterson Wealth Advisors, LLC added | 406,200 | $19M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 404,369 | $19M | 0.4% | 2026-Q1 |
| Horizon Investments, LLC added | 375,016 | $17M | 0.4% | 2026-Q1 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 365,184 | $17M | 0.4% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 358,756 | $17M | 0.4% | 2026-Q1 |
| Pearl Planning LLC new | 358,146 | $16M | 0.4% | 2026-Q1 |
| Magnus Financial Group LLC added | 358,045 | $16M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC added | 353,899 | $16M | 0.4% | 2026-Q1 |
| Greenwich Wealth Management LLC trimmed | 346,190 | $16M | 0.3% | 2026-Q1 |
| Tradition Wealth Management, LLC added | 326,486 | $15M | 0.3% | 2026-Q1 |
| Merit Financial Group, LLC added | 325,982 | $15M | 0.3% | 2026-Q1 |
| Geneos Wealth Management Inc. trimmed | 324,347 | $15M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 313,650 | $14M | 0.3% | 2026-Q1 |
| Bernardo Wealth Planning LLC added | 308,578 | $14M | 0.3% | 2026-Q1 |
| SMITH, MOORE & CO. added | 307,497 | $14M | 0.3% | 2026-Q1 |
| Clear Trail Advisors, LLC new | 297,772 | $14M | 0.3% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 295,831 | $14M | 0.3% | 2026-Q1 |
| FMA Wealth Management, LLC added | 275,341 | $13M | 0.3% | 2026-Q1 |
| Pinion Investment Advisors, LLC added | 263,252 | $12M | 0.3% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 263,966 | $12M | 0.3% | 2026-Q1 |
| HARBOR ADVISORY CORP /MA/ new | 262,618 | $12M | 0.3% | 2026-Q1 |
| American Financial Advisors, LLC added | 261,282 | $12M | 0.3% | 2026-Q1 |
| Perigon Wealth Management, LLC added | 259,155 | $12M | 0.3% | 2026-Q1 |
| Krilogy Financial LLC added | 257,446 | $12M | 0.3% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. added | 250,805 | $12M | 0.2% | 2026-Q1 |
| FAGAN ASSOCIATES, INC. added | 246,240 | $11M | 0.2% | 2026-Q1 |
| Bridgewealth Advisory Group, LLC added | 245,878 | $11M | 0.2% | 2026-Q1 |
| CHOREO, LLC added | 241,843 | $11M | 0.2% | 2026-Q1 |
| O'ROURKE & COMPANY, Inc added | 241,622 | $11M | 0.2% | 2026-Q1 |
| Waterloo Capital, L.P. added | 239,785 | $11M | 0.2% | 2026-Q1 |
| Richard W. Paul & Associates, LLC added | 234,753 | $11M | 0.2% | 2026-Q1 |
| PLANNING DIRECTIONS INC new | 229,934 | $11M | 0.2% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 220,793 | $10M | 0.2% | 2026-Q1 |
| Andrews Advisory Associates, LLC added | 219,949 | $10M | 0.2% | 2026-Q1 |
| Financial Futures Ltd Liability Co. added | 211,128 | $10M | 0.2% | 2026-Q1 |
| Penney Financial, LLC added | 208,599 | $10M | 0.2% | 2026-Q1 |
| Heritage Financial Services, LLC added | 2,848,628 | $132M | 2.9% | 2025-Q4 stale |
| Fortress Wealth Management, Inc. trimmed | 337,830 | $16M | 0.3% | 2025-Q3 stale |
| Obsidian Personal Planning Solutions LLC added | 298,749 | $14M | 0.3% | 2025-Q3 stale |
| Blue Investment Partners LLC added | 222,272 | $10M | 0.2% | 2025-Q2 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.