Who owns 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-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
167 tracked funds added or opened JPIE while 61 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
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 1.6% of theirs — a 1.5pp 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 2026-Q1 and 2026-Q2, across 461 tracked filers holding JPIE, 314 increased or opened the position and 158 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 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 24
- MEANS INVESTMENT CO., INC.$23M
- JANE STREET GROUP, LLC$21M
- Leverty Financial Group, LLC$10M
- McCarthy Asset Management, Inc.$8M
- RENAISSANCE TECHNOLOGIES LLC$6M
- Overbrook Management Corp$6M
Full exits 25
- Janney Montgomery Scott LLC$48M
- Cambridge Investment Research Advisors, Inc.$21M
- HighTower Advisors, LLC$16M
- Greenwich Wealth Management LLC$16M
- PARK AVENUE SECURITIES LLC$14M
- OLD MISSION CAPITAL LLC$9M
Largest adds
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC$216M
- JPMORGAN CHASE & CO$74M
- LPL Financial LLC$62M
- Sequoia Financial Advisors, LLC$34M
- Syntegra Private Wealth Group, LLC$26M
- BANK OF AMERICA CORP /DE/$24M
Largest trims
- Arkadios Wealth Advisors$42M
- Legacy Edge Advisors, LLC$19M
- ROYAL BANK OF CANADA$18M
- Private Advisor Group, LLC$17M
- COMMONWEALTH EQUITY SERVICES, LLC$11M
- Savant Capital, LLC$10M
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 |
|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 13,379,994 | $616M | 12.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 8,272,672 | $381M | 7.6% | 2026-Q2 |
| MORGAN STANLEY added | 7,308,659 | $337M | 6.7% | 2026-Q2 |
| Sequoia Financial Advisors, LLC added | 7,131,321 | $328M | 6.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 6,285,301 | $289M | 5.8% | 2026-Q2 |
| Savant Capital, LLC trimmed | 6,215,784 | $286M | 5.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 4,132,207 | $190M | 3.8% | 2026-Q2 |
| Waverly Advisors, LLC added | 2,667,808 | $123M | 2.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 2,634,836 | $121M | 2.4% | 2026-Q2 |
| LPL Financial LLC added | 2,071,878 | $95M | 1.9% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 2,013,557 | $93M | 1.8% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,894,283 | $87M | 1.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 1,726,054 | $80M | 1.6% | 2026-Q2 |
| Syntegra Private Wealth Group, LLC added | 1,662,025 | $77M | 1.5% | 2026-Q2 |
| Southern Financial Group, LLC added | 1,410,454 | $65M | 1.3% | 2026-Q2 |
| CARY STREET PARTNERS FINANCIAL LLC added | 1,225,072 | $56M | 1.1% | 2026-Q2 |
| Hilton Capital Management, LLC added | 1,183,795 | $55M | 1.1% | 2026-Q2 |
| Williams Financial, LLC added | 1,120,305 | $52M | 1.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 1,034,574 | $48M | 0.9% | 2026-Q2 |
| D'Orazio & Associates, Inc. added | 991,357 | $46M | 0.9% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 966,943 | $45M | 0.9% | 2026-Q2 |
| Enclave Advisors LLC added | 960,511 | $44M | 0.9% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 879,721 | $41M | 0.8% | 2026-Q2 |
| KINTRA WEALTH, LLC added | 848,974 | $39M | 0.8% | 2026-Q2 |
| Cornerstone Advisory, LLC added | 829,529 | $38M | 0.8% | 2026-Q2 |
| Diversified Enterprises, LLC added | 822,163 | $38M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers added | 810,798 | $37M | 0.7% | 2026-Q2 |
| Confluence Wealth Services, Inc. added | 740,802 | $34M | 0.7% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 712,743 | $33M | 0.7% | 2026-Q2 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC added | 642,277 | $30M | 0.6% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 630,709 | $29M | 0.6% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 610,186 | $28M | 0.6% | 2026-Q2 |
| Scott Capital Advisors, LLC added | 597,811 | $28M | 0.5% | 2026-Q2 |
| Armor Investment Advisors, LLC added | 589,846 | $27M | 0.5% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 582,072 | $27M | 0.5% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 574,844 | $26M | 0.5% | 2026-Q2 |
| Longview Financial Advisors LLC added | 571,553 | $26M | 0.5% | 2026-Q2 |
| Resonant Capital Advisors, LLC added | 562,989 | $26M | 0.5% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 549,852 | $25M | 0.5% | 2026-Q2 |
| Planned Solutions, Inc. added | 544,008 | $25M | 0.5% | 2026-Q2 |
| Lineweaver Wealth Advisors, LLC trimmed | 537,386 | $25M | 0.5% | 2026-Q2 |
| Schneider Downs Wealth Management Advisors, LP added | 533,150 | $25M | 0.5% | 2026-Q2 |
| TPG Financial Advisors, LLC added | 526,755 | $24M | 0.5% | 2026-Q2 |
| NavPoint Financial, Inc. added | 519,341 | $24M | 0.5% | 2026-Q2 |
| Certified Advisory Corp added | 517,962 | $24M | 0.5% | 2026-Q2 |
| Visionary Wealth Advisors trimmed | 503,272 | $23M | 0.5% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. new | 501,929 | $23M | 0.5% | 2026-Q2 |
| Apollon Wealth Management, LLC added | 498,556 | $23M | 0.5% | 2026-Q2 |
| NewEdge Wealth, LLC trimmed | 495,830 | $23M | 0.5% | 2026-Q2 |
| True North Advisors, LLC trimmed | 488,499 | $22M | 0.4% | 2026-Q2 |
| ELEMENT POINTE ADVISORS, LLC added | 485,022 | $22M | 0.4% | 2026-Q2 |
| Echo Wealth Management, LLC added | 466,277 | $21M | 0.4% | 2026-Q2 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV added | 466,095 | $21M | 0.4% | 2026-Q2 |
| Vestmark Advisory Solutions, Inc. added | 451,814 | $21M | 0.4% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 450,787 | $21M | 0.4% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 447,195 | $21M | 0.4% | 2026-Q2 |
| One Capital Management, LLC | 435,070 | $20M | 0.4% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 414,634 | $19M | 0.4% | 2026-Q2 |
| HBW ADVISORY SERVICES LLC trimmed | 408,821 | $19M | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 397,952 | $18M | 0.4% | 2026-Q2 |
| NORTHLAND SECURITIES, INC. trimmed | 397,103 | $18M | 0.4% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 392,373 | $18M | 0.4% | 2026-Q2 |
| Pearl Planning LLC added | 391,356 | $18M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 379,655 | $17M | 0.3% | 2026-Q2 |
| Magnus Financial Group LLC added | 372,965 | $17M | 0.3% | 2026-Q2 |
| Bernardo Wealth Planning LLC added | 371,857 | $17M | 0.3% | 2026-Q2 |
| ELEVATION POINT WEALTH PARTNERS, LLC added | 369,273 | $17M | 0.3% | 2026-Q2 |
| Tradition Wealth Management, LLC added | 355,491 | $16M | 0.3% | 2026-Q2 |
| Pinion Investment Advisors, LLC added | 349,358 | $16M | 0.3% | 2026-Q2 |
| Merit Financial Group, LLC added | 339,992 | $16M | 0.3% | 2026-Q2 |
| PLANNING DIRECTIONS INC added | 334,845 | $15M | 0.3% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 329,163 | $15M | 0.3% | 2026-Q2 |
| Clear Trail Advisors, LLC added | 329,004 | $15M | 0.3% | 2026-Q2 |
| SMITH, MOORE & CO. added | 321,603 | $15M | 0.3% | 2026-Q2 |
| HARBOR ADVISORY CORP /MA/ added | 309,388 | $14M | 0.3% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 306,182 | $14M | 0.3% | 2026-Q2 |
| Arkadios Wealth Advisors trimmed | 302,038 | $14M | 0.3% | 2026-Q2 |
| O'ROURKE & COMPANY, Inc added | 286,947 | $13M | 0.3% | 2026-Q2 |
| American Financial Advisors, LLC added | 286,634 | $13M | 0.3% | 2026-Q2 |
| FMA Wealth Management, LLC trimmed | 272,348 | $13M | 0.2% | 2026-Q2 |
| FAGAN ASSOCIATES, INC. added | 272,160 | $13M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC added | 267,010 | $12M | 0.2% | 2026-Q2 |
| Bridgewealth Advisory Group, LLC added | 265,243 | $12M | 0.2% | 2026-Q2 |
| Krilogy Financial LLC trimmed | 248,774 | $11M | 0.2% | 2026-Q2 |
| Richard W. Paul & Associates, LLC added | 247,862 | $11M | 0.2% | 2026-Q2 |
| Andrews Advisory Associates, LLC added | 233,186 | $11M | 0.2% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC added | 231,407 | $11M | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 229,432 | $11M | 0.2% | 2026-Q2 |
| Financial Futures Ltd Liability Co. added | 224,615 | $10M | 0.2% | 2026-Q2 |
| Leverty Financial Group, LLC new | 224,324 | $10M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 222,697 | $10M | 0.2% | 2026-Q2 |
| S Harris Financial Group, LLC added | 219,612 | $10M | 0.2% | 2026-Q2 |
| Penney Financial, LLC added | 211,958 | $10M | 0.2% | 2026-Q2 |
| Mutual Advisors, LLC added | 210,670 | $10M | 0.2% | 2026-Q2 |
| MGO ONE SEVEN LLC added | 208,086 | $10M | 0.2% | 2026-Q2 |
| Royal Harbor Partners, LLC added | 206,758 | $10M | 0.2% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 206,221 | $9M | 0.2% | 2026-Q2 |
| Independence Asset Advisors, LLC added | 205,692 | $9M | 0.2% | 2026-Q2 |
| BankPlus Wealth Management LLC added | 205,578 | $9M | 0.2% | 2026-Q2 |
| FOUNDERS FINANCIAL SECURITIES LLC added | 205,467 | $9M | 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.