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Institutional Ownership · SEC Form 13F

Who owns JPLD (JPLD)


Which tracked institutional funds hold JPLD, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPLD 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.

144
Institutional holders
60,818,677
Shares held (tracked funds)

How the tape is positioned

The tracked-fund tape on JPLD is one-sided between 2025-Q4 and 2026-Q1: 52 added or opened and 17 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

JPLD’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in JPLD 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 144 tracked filers holding JPLD, 107 increased or opened the position and 42 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 JPLD 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 16

  • Juno Financial Group LLC$9M
  • Whipplewood Advisors, LLC$8M
  • ANCHOR CAPITAL ADVISORS LLC$7M
  • Apella Capital, LLC$5M
  • Sunrise Financial Services, LLC$4M
  • Kraft, Davis & Associates, LLC$2M

Full exits 5

  • Farther Finance Advisors, LLC$5M
  • MIdWestOne Financial Group, Inc.$2M
  • Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$2M
  • Planning Project LLC$1M
  • COMERICA BANK$934K

Largest adds

  • JPMORGAN CHASE & CO$403M
  • CAPTRUST FINANCIAL ADVISORS$83M
  • Allspring Global Investments Holdings, LLC$46M
  • LPL Financial LLC$17M
  • M&T Bank Corp$14M
  • Boulder Wealth Advisors, LLC$8M

Largest trims

  • FLOW TRADERS U.S. LLC$16M
  • UBS Group AG$11M
  • CITADEL ADVISORS LLC$5M
  • HighTower Advisors, LLC$4M
  • Grey Ledge Advisors, LLC$2M
  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO added45,330,378$2.4B74.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS added1,626,980$85M2.7%2026-Q1
MORGAN STANLEY added1,443,805$75M2.4%2026-Q1
LPL Financial LLC added1,154,806$60M1.9%2026-Q1
Composition Wealth, LLC added918,297$48M1.5%2026-Q1
Schiavi & Co LLC added895,620$47M1.5%2026-Q1
Allspring Global Investments Holdings, LLC added875,688$46M1.4%2026-Q1
UBS Group AG trimmed835,208$44M1.4%2026-Q1
M&T Bank Corp added660,890$34M1.1%2026-Q1
BANK OF AMERICA CORP /DE/ added402,817$21M0.7%2026-Q1
MBM WEALTH CONSULTANTS, LLC added339,073$18M0.6%2026-Q1
TD Capital Management LLC added263,719$14M0.4%2026-Q1
JONES FINANCIAL COMPANIES LLLP added256,575$13M0.4%2026-Q1
Stonebridge Financial Group, LLC added251,426$13M0.4%2026-Q1
RAYMOND JAMES FINANCIAL INC added238,074$12M0.4%2026-Q1
FMA Wealth Management, LLC added237,701$12M0.4%2026-Q1
Bulwark Capital Corp added236,214$12M0.4%2026-Q1
JANE STREET GROUP, LLC added233,532$12M0.4%2026-Q1
Intellus Advisors LLC added233,446$12M0.4%2026-Q1
Essential Planning, LLC. added228,857$12M0.4%2026-Q1
HighTower Advisors, LLC trimmed209,656$11M0.3%2026-Q1
Boulder Wealth Advisors, LLC added189,278$10M0.3%2026-Q1
Wealth Advisors of Tampa Bay, LLC added184,934$10M0.3%2026-Q1
Private Advisor Group, LLC added178,243$9M0.3%2026-Q1
Juno Financial Group LLC new166,445$9M0.3%2026-Q1
OakTrust Wealth Advisors, LLC added164,982$9M0.3%2026-Q1
Whipplewood Advisors, LLC new150,354$8M0.2%2026-Q1
ANCHOR CAPITAL ADVISORS LLC new137,119$7M0.2%2026-Q1
DRIVE WEALTH MANAGEMENT, LLC trimmed134,983$7M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added123,694$6M0.2%2026-Q1
Cetera Investment Advisers trimmed120,550$6M0.2%2026-Q1
MONECO ADVISORS, LLC added107,589$6M0.2%2026-Q1
Apella Capital, LLC new99,726$5M0.2%2026-Q1
Bleakley Financial Group, LLC added96,340$5M0.2%2026-Q1
OSAIC HOLDINGS, INC. added86,466$5M0.1%2026-Q1
Steward Partners Investment Advisory, LLC added86,230$5M0.1%2026-Q1
Sunrise Financial Services, LLC new85,734$4M0.1%2026-Q1
Members Advisory Group LLC added84,693$4M0.1%2026-Q1
AE Wealth Management LLC added80,782$4M0.1%2026-Q1
Equitable Holdings, Inc. added80,549$4M0.1%2026-Q1
Grey Ledge Advisors, LLC trimmed70,483$4M0.1%2026-Q1
Janney Montgomery Scott LLC added70,126$4M0.1%2026-Q1
Wealthcare Advisory Partners LLC added66,526$3M0.1%2026-Q1
Nautilus Advisors LLC trimmed61,491$3M0.1%2026-Q1
Diversified Portfolios, Inc. added56,007$3M0.1%2026-Q1
First Commonwealth Financial Corp /PA/ added50,815$3M0.1%2026-Q1
WINEBRENNER CAPITAL MANAGEMENT LLC trimmed45,407$2M0.1%2026-Q1
Kraft, Davis & Associates, LLC new44,274$2M0.1%2026-Q1
NICOLET BANKSHARES INC new43,690$2M0.1%2026-Q1
FLOW TRADERS U.S. LLC trimmed41,080$2M0.1%2026-Q1
TCP Asset Management, LLC trimmed41,045$2M0.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added40,252$2M0.1%2026-Q1
Scott Capital Advisors, LLC new39,203$2M0.1%2026-Q1
Savvy Advisors, Inc. added37,880$2M0.1%2026-Q1
GREAT VALLEY ADVISOR GROUP, INC. added36,601$2M0.1%2026-Q1
KANE INVESTMENT MANAGEMENT, INC. added36,313$2M0.1%2026-Q1
D.A. DAVIDSON & CO. added35,625$2M0.1%2026-Q1
&PARTNERS added32,965$2M0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed31,643$2M0.1%2026-Q1
Ascent Group, LLC added30,822$2M0.1%2026-Q1
Capital Group Private Client Services, Inc. added30,197$2M0.0%2026-Q1
Rossby Financial, LCC added28,739$1M0.0%2026-Q1
PROTECTIVE LIFE CORP new28,428$1M0.0%2026-Q1
IRON Financial LLC new25,834$1M0.0%2026-Q1
Accretive Wealth Partners, LLC new24,813$1M0.0%2026-Q1
Saiph Capital, LLC trimmed24,632$1M0.0%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed22,841$1M0.0%2026-Q1
MML INVESTORS SERVICES, LLC trimmed21,968$1M0.0%2026-Q1
Synergy Asset Management, LLC trimmed20,967$1M0.0%2026-Q1
WCG Wealth Advisors LLC added19,060$995K0.0%2026-Q1
STIFEL FINANCIAL CORP added18,903$987K0.0%2026-Q1
HAZLETT, BURT & WATSON, INC. added18,402$962K0.0%2026-Q1
FIFTH THIRD BANCORP added18,078$943K0.0%2026-Q1
PRAIRIEVIEW WEALTH PARTNERS, LLC added17,347$905K0.0%2026-Q1
WJ Wealth Management, LLC trimmed17,271$901K0.0%2026-Q1
TRUIST FINANCIAL CORP trimmed17,198$898K0.0%2026-Q1
HRT FINANCIAL LP trimmed17,187$896K0.0%2026-Q1
Vawter Financial, Ltd. added12,897$673K0.0%2026-Q1
PRIVATE TRUST CO NA added12,526$654K0.0%2026-Q1
Rollins Financial Advisors, LLC new12,404$647K0.0%2026-Q1
KWB Wealth trimmed12,143$636K0.0%2026-Q1
OLD MISSION CAPITAL LLC trimmed12,026$628K0.0%2026-Q1
BlueStem Wealth Partners, LLC added11,809$616K0.0%2026-Q1
Cloud Capital Management, LLC added10,474$546K0.0%2026-Q1
Jaffetilchin Investment Partners, LLC added10,415$544K0.0%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed10,092$527K0.0%2026-Q1
Cerity Partners LLC added9,776$510K0.0%2026-Q1
Creative Planning added9,249$483K0.0%2026-Q1
Ameritas Investment Partners, Inc. new9,218$481K0.0%2026-Q1
PFG Advisors9,118$476K0.0%2026-Q1
Bank of New York Mellon Corp trimmed8,954$467K0.0%2026-Q1
OPPENHEIMER & CO INC new8,730$456K0.0%2026-Q1
Farther Finance Advisors, LLC added104,553$5M0.2%2025-Q4 stale
GOLDMAN SACHS GROUP INC new65,130$3M0.1%2025-Q3 stale
Coppell Advisory Solutions LLC new45,069$3M0.1%2025-Q1 stale
MIdWestOne Financial Group, Inc. added43,841$2M0.1%2025-Q4 stale
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed30,730$2M0.1%2025-Q4 stale
Planning Project LLC new20,135$1M0.0%2025-Q4 stale
COMERICA BANK trimmed17,850$934K0.0%2025-Q4 stale
J.W. COLE ADVISORS, INC. added9,164$480K0.0%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.

HoldersTotal shares

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.

Learn how to read institutional ownership