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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| JPMORGAN CHASE & CO added | 45,330,378 | $2.4B | 74.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 1,626,980 | $85M | 2.7% | 2026-Q1 |
| MORGAN STANLEY added | 1,443,805 | $75M | 2.4% | 2026-Q1 |
| LPL Financial LLC added | 1,154,806 | $60M | 1.9% | 2026-Q1 |
| Composition Wealth, LLC added | 918,297 | $48M | 1.5% | 2026-Q1 |
| Schiavi & Co LLC added | 895,620 | $47M | 1.5% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC added | 875,688 | $46M | 1.4% | 2026-Q1 |
| UBS Group AG trimmed | 835,208 | $44M | 1.4% | 2026-Q1 |
| M&T Bank Corp added | 660,890 | $34M | 1.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 402,817 | $21M | 0.7% | 2026-Q1 |
| MBM WEALTH CONSULTANTS, LLC added | 339,073 | $18M | 0.6% | 2026-Q1 |
| TD Capital Management LLC added | 263,719 | $14M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 256,575 | $13M | 0.4% | 2026-Q1 |
| Stonebridge Financial Group, LLC added | 251,426 | $13M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 238,074 | $12M | 0.4% | 2026-Q1 |
| FMA Wealth Management, LLC added | 237,701 | $12M | 0.4% | 2026-Q1 |
| Bulwark Capital Corp added | 236,214 | $12M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 233,532 | $12M | 0.4% | 2026-Q1 |
| Intellus Advisors LLC added | 233,446 | $12M | 0.4% | 2026-Q1 |
| Essential Planning, LLC. added | 228,857 | $12M | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 209,656 | $11M | 0.3% | 2026-Q1 |
| Boulder Wealth Advisors, LLC added | 189,278 | $10M | 0.3% | 2026-Q1 |
| Wealth Advisors of Tampa Bay, LLC added | 184,934 | $10M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 178,243 | $9M | 0.3% | 2026-Q1 |
| Juno Financial Group LLC new | 166,445 | $9M | 0.3% | 2026-Q1 |
| OakTrust Wealth Advisors, LLC added | 164,982 | $9M | 0.3% | 2026-Q1 |
| Whipplewood Advisors, LLC new | 150,354 | $8M | 0.2% | 2026-Q1 |
| ANCHOR CAPITAL ADVISORS LLC new | 137,119 | $7M | 0.2% | 2026-Q1 |
| DRIVE WEALTH MANAGEMENT, LLC trimmed | 134,983 | $7M | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 123,694 | $6M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 120,550 | $6M | 0.2% | 2026-Q1 |
| MONECO ADVISORS, LLC added | 107,589 | $6M | 0.2% | 2026-Q1 |
| Apella Capital, LLC new | 99,726 | $5M | 0.2% | 2026-Q1 |
| Bleakley Financial Group, LLC added | 96,340 | $5M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 86,466 | $5M | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 86,230 | $5M | 0.1% | 2026-Q1 |
| Sunrise Financial Services, LLC new | 85,734 | $4M | 0.1% | 2026-Q1 |
| Members Advisory Group LLC added | 84,693 | $4M | 0.1% | 2026-Q1 |
| AE Wealth Management LLC added | 80,782 | $4M | 0.1% | 2026-Q1 |
| Equitable Holdings, Inc. added | 80,549 | $4M | 0.1% | 2026-Q1 |
| Grey Ledge Advisors, LLC trimmed | 70,483 | $4M | 0.1% | 2026-Q1 |
| Janney Montgomery Scott LLC added | 70,126 | $4M | 0.1% | 2026-Q1 |
| Wealthcare Advisory Partners LLC added | 66,526 | $3M | 0.1% | 2026-Q1 |
| Nautilus Advisors LLC trimmed | 61,491 | $3M | 0.1% | 2026-Q1 |
| Diversified Portfolios, Inc. added | 56,007 | $3M | 0.1% | 2026-Q1 |
| First Commonwealth Financial Corp /PA/ added | 50,815 | $3M | 0.1% | 2026-Q1 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 45,407 | $2M | 0.1% | 2026-Q1 |
| Kraft, Davis & Associates, LLC new | 44,274 | $2M | 0.1% | 2026-Q1 |
| NICOLET BANKSHARES INC new | 43,690 | $2M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 41,080 | $2M | 0.1% | 2026-Q1 |
| TCP Asset Management, LLC trimmed | 41,045 | $2M | 0.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 40,252 | $2M | 0.1% | 2026-Q1 |
| Scott Capital Advisors, LLC new | 39,203 | $2M | 0.1% | 2026-Q1 |
| Savvy Advisors, Inc. added | 37,880 | $2M | 0.1% | 2026-Q1 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 36,601 | $2M | 0.1% | 2026-Q1 |
| KANE INVESTMENT MANAGEMENT, INC. added | 36,313 | $2M | 0.1% | 2026-Q1 |
| D.A. DAVIDSON & CO. added | 35,625 | $2M | 0.1% | 2026-Q1 |
| &PARTNERS added | 32,965 | $2M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 31,643 | $2M | 0.1% | 2026-Q1 |
| Ascent Group, LLC added | 30,822 | $2M | 0.1% | 2026-Q1 |
| Capital Group Private Client Services, Inc. added | 30,197 | $2M | 0.0% | 2026-Q1 |
| Rossby Financial, LCC added | 28,739 | $1M | 0.0% | 2026-Q1 |
| PROTECTIVE LIFE CORP new | 28,428 | $1M | 0.0% | 2026-Q1 |
| IRON Financial LLC new | 25,834 | $1M | 0.0% | 2026-Q1 |
| Accretive Wealth Partners, LLC new | 24,813 | $1M | 0.0% | 2026-Q1 |
| Saiph Capital, LLC trimmed | 24,632 | $1M | 0.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 22,841 | $1M | 0.0% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 21,968 | $1M | 0.0% | 2026-Q1 |
| Synergy Asset Management, LLC trimmed | 20,967 | $1M | 0.0% | 2026-Q1 |
| WCG Wealth Advisors LLC added | 19,060 | $995K | 0.0% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 18,903 | $987K | 0.0% | 2026-Q1 |
| HAZLETT, BURT & WATSON, INC. added | 18,402 | $962K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 18,078 | $943K | 0.0% | 2026-Q1 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC added | 17,347 | $905K | 0.0% | 2026-Q1 |
| WJ Wealth Management, LLC trimmed | 17,271 | $901K | 0.0% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 17,198 | $898K | 0.0% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 17,187 | $896K | 0.0% | 2026-Q1 |
| Vawter Financial, Ltd. added | 12,897 | $673K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 12,526 | $654K | 0.0% | 2026-Q1 |
| Rollins Financial Advisors, LLC new | 12,404 | $647K | 0.0% | 2026-Q1 |
| KWB Wealth trimmed | 12,143 | $636K | 0.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 12,026 | $628K | 0.0% | 2026-Q1 |
| BlueStem Wealth Partners, LLC added | 11,809 | $616K | 0.0% | 2026-Q1 |
| Cloud Capital Management, LLC added | 10,474 | $546K | 0.0% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 10,415 | $544K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,092 | $527K | 0.0% | 2026-Q1 |
| Cerity Partners LLC added | 9,776 | $510K | 0.0% | 2026-Q1 |
| Creative Planning added | 9,249 | $483K | 0.0% | 2026-Q1 |
| Ameritas Investment Partners, Inc. new | 9,218 | $481K | 0.0% | 2026-Q1 |
| PFG Advisors | 9,118 | $476K | 0.0% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 8,954 | $467K | 0.0% | 2026-Q1 |
| OPPENHEIMER & CO INC new | 8,730 | $456K | 0.0% | 2026-Q1 |
| Farther Finance Advisors, LLC added | 104,553 | $5M | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC new | 65,130 | $3M | 0.1% | 2025-Q3 stale |
| Coppell Advisory Solutions LLC new | 45,069 | $3M | 0.1% | 2025-Q1 stale |
| MIdWestOne Financial Group, Inc. added | 43,841 | $2M | 0.1% | 2025-Q4 stale |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors trimmed | 30,730 | $2M | 0.1% | 2025-Q4 stale |
| Planning Project LLC new | 20,135 | $1M | 0.0% | 2025-Q4 stale |
| COMERICA BANK trimmed | 17,850 | $934K | 0.0% | 2025-Q4 stale |
| J.W. COLE ADVISORS, INC. added | 9,164 | $480K | 0.0% | 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.
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.