Who owns JPIN
Which tracked institutional funds hold JPIN, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPIN company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
17 tracked funds added or opened JPIN while 9 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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
JPIN’s largest tracked holder by dollar value, UBS Group AG, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes JPIN more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPIN 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 114 tracked filers holding JPIN, 48 increased or opened the position and 48 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 JPIN 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 4
- LexAurum Advisors, LLC$1M
- Summit Financial, LLC$773K
- Advisory Services Network, LLC$659K
- GTS SECURITIES LLC$557K
Full exits 2
- TBH Global Asset Management, LLC$5M
- Edge Financial Advisors LLC$671K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- UBS Group AG$2M
- MORGAN STANLEY$2M
- JANE STREET GROUP, LLC$913K
- Cerity Partners LLC$771K
- Sterneck Capital Management, LLC$748K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$12M
- ROYAL BANK OF CANADA$5M
- BANK OF AMERICA CORP /DE/$4M
- FLOW TRADERS U.S. LLC$2M
- CITADEL ADVISORS LLC$1M
- JPMORGAN CHASE & CO$923K
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 |
|---|---|---|---|---|
| UBS Group AG added | 481,244 | $34M | 13.1% | 2026-Q1 |
| MORGAN STANLEY added | 312,182 | $22M | 8.5% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 286,350 | $20M | 7.8% | 2026-Q1 |
| Cerity Partners LLC added | 207,902 | $15M | 5.6% | 2026-Q1 |
| Sterneck Capital Management, LLC added | 172,204 | $12M | 4.7% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 162,935 | $12M | 4.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 146,979 | $10M | 4.0% | 2026-Q1 |
| LPL Financial LLC trimmed | 137,086 | $10M | 3.7% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 123,355 | $9M | 3.4% | 2026-Q1 |
| Focus Partners Wealth added | 122,207 | $9M | 3.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 121,851 | $9M | 3.3% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 103,429 | $7M | 2.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 86,612 | $6M | 2.4% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 88,979 | $6M | 2.3% | 2026-Q1 |
| KKM Financial LLC | 60,634 | $4M | 1.6% | 2026-Q1 |
| Allworth Financial LP added | 49,829 | $4M | 1.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 48,492 | $3M | 1.3% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 39,390 | $3M | 1.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 34,145 | $2M | 0.9% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 33,130 | $2M | 0.9% | 2026-Q1 |
| 5T Wealth, LLC trimmed | 32,008 | $2M | 0.9% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 29,596 | $2M | 0.8% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 26,456 | $2M | 0.7% | 2026-Q1 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 25,381 | $2M | 0.7% | 2026-Q1 |
| AlphaCore Capital LLC trimmed | 21,257 | $2M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 19,867 | $1M | 0.5% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 18,755 | $1M | 0.5% | 2026-Q1 |
| Apella Capital, LLC trimmed | 17,663 | $1M | 0.5% | 2026-Q1 |
| Financially in Tune, LLC trimmed | 18,018 | $1M | 0.5% | 2026-Q1 |
| Sherman Wealth Management LLC added | 17,806 | $1M | 0.5% | 2026-Q1 |
| Mendel Money Management added | 17,658 | $1M | 0.5% | 2026-Q1 |
| Quantinno Capital Management LP added | 17,350 | $1M | 0.5% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 16,828 | $1M | 0.5% | 2026-Q1 |
| Stonehearth Capital Management, LLC trimmed | 14,514 | $1M | 0.4% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 14,056 | $1M | 0.4% | 2026-Q1 |
| RVW Wealth, LLC added | 13,857 | $987K | 0.4% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 13,740 | $979K | 0.4% | 2026-Q1 |
| Kathmere Capital Management, LLC | 13,698 | $976K | 0.4% | 2026-Q1 |
| Vise Technologies, Inc. | 13,966 | $952K | 0.4% | 2026-Q1 |
| Spire Wealth Management added | 13,020 | $928K | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 12,570 | $896K | 0.3% | 2026-Q1 |
| Independent Wealth Network Inc. added | 11,779 | $839K | 0.3% | 2026-Q1 |
| Summit Financial, LLC new | 10,844 | $773K | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 9,965 | $710K | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 9,727 | $693K | 0.3% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 9,575 | $682K | 0.3% | 2026-Q1 |
| RHS Financial, LLC trimmed | 9,390 | $669K | 0.3% | 2026-Q1 |
| SIGNET FINANCIAL MANAGEMENT, LLC trimmed | 9,383 | $668K | 0.3% | 2026-Q1 |
| Advisory Services Network, LLC added | 9,245 | $659K | 0.3% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 9,206 | $656K | 0.3% | 2026-Q1 |
| AlTi Global, Inc. | 8,758 | $624K | 0.2% | 2026-Q1 |
| Private Advisor Group, LLC added | 8,429 | $601K | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 7,969 | $568K | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 7,824 | $557K | 0.2% | 2026-Q1 |
| HHM Wealth Advisors, LLC | 7,585 | $540K | 0.2% | 2026-Q1 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC trimmed | 7,369 | $525K | 0.2% | 2026-Q1 |
| Vawter Financial, Ltd. | 7,311 | $521K | 0.2% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ trimmed | 7,287 | $519K | 0.2% | 2026-Q1 |
| Schiavi & Co LLC | 7,076 | $504K | 0.2% | 2026-Q1 |
| Empire Financial Management Company, LLC | 7,030 | $501K | 0.2% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 6,650 | $474K | 0.2% | 2026-Q1 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 5,945 | $424K | 0.2% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 5,738 | $409K | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 5,704 | $406K | 0.2% | 2026-Q1 |
| Modern Wealth Management, LLC added | 5,610 | $405K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 5,674 | $404K | 0.2% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 5,607 | $399K | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC trimmed | 5,416 | $386K | 0.1% | 2026-Q1 |
| NorthRock Partners, LLC added | 4,306 | $307K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 4,012 | $286K | 0.1% | 2026-Q1 |
| CITIGROUP INC trimmed | 3,566 | $254K | 0.1% | 2026-Q1 |
| Facet Wealth, Inc. | 3,564 | $254K | 0.1% | 2026-Q1 |
| Trilogy Capital Inc. trimmed | 3,496 | $249K | 0.1% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 3,361 | $243K | 0.1% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 3,347 | $238K | 0.1% | 2026-Q1 |
| 3Chopt Investment Partners, LLC | 3,325 | $237K | 0.1% | 2026-Q1 |
| Summit Wealth Partners, LLC trimmed | 3,216 | $229K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 3,121 | $222K | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | 3,052 | $217K | 0.1% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 2,902 | $207K | 0.1% | 2026-Q1 |
| Virtu Financial LLC trimmed | 2,807 | $200K | 0.1% | 2026-Q1 |
| MAI Capital Management | 1,529 | $109K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC added | 1,457 | $104K | 0.0% | 2026-Q1 |
| Lodestone Wealth Management LLC added | 1,341 | $96K | 0.0% | 2026-Q1 |
| FMR LLC added | 1,231 | $88K | 0.0% | 2026-Q1 |
| Horizon Investments, LLC added | 974 | $69K | 0.0% | 2026-Q1 |
| Savoie Capital LLC | 93,330 | $6M | 2.3% | 2025-Q2 stale |
| TBH Global Asset Management, LLC new | 98,804 | $5M | 1.8% | 2025-Q4 stale |
| Blue Oak Capital, LLC trimmed | 13,734 | $881K | 0.3% | 2025-Q2 stale |
| Edge Financial Advisors LLC added | 9,845 | $671K | 0.3% | 2025-Q4 stale |
| SYNOVUS FINANCIAL CORP added | 9,662 | $644K | 0.2% | 2025-Q3 stale |
| Gimbal Financial | 7,946 | $529K | 0.2% | 2025-Q3 stale |
| Worth Financial Advisory Group, LLC trimmed | 6,866 | $468K | 0.2% | 2025-Q4 stale |
| COMERICA BANK added | 5,607 | $382K | 0.1% | 2025-Q4 stale |
| American Trust trimmed | 4,262 | $284K | 0.1% | 2025-Q3 stale |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 3,815 | $254K | 0.1% | 2025-Q3 stale |
| GWN SECURITIES INC. new | 3,664 | $221K | 0.1% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 3,323 | $213K | 0.1% | 2025-Q2 stale |
| ALBION FINANCIAL GROUP /UT added | 1,520 | $87K | 0.0% | 2025-Q1 stale |
| Wealthspire Advisors, LLC trimmed | 1,185 | $79K | 0.0% | 2025-Q3 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.