Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
48 tracked funds added or opened JPLD while 29 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
JPLD’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp 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 2026-Q1 and 2026-Q2, across 153 tracked filers holding JPLD, 99 increased or opened the position and 60 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 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 15
- Wealthquest Corp$36M
- Spinnaker Investment Group, LLC$14M
- Per Stirling Capital Management, LLC.$14M
- KINTRA WEALTH, LLC$5M
- WBH ADVISORY INC$4M
- Turning Point Benefit Group, Inc.$4M
Full exits 12
- JANE STREET GROUP, LLC$12M
- HighTower Advisors, LLC$11M
- Boulder Wealth Advisors, LLC$10M
- Janney Montgomery Scott LLC$4M
- FLOW TRADERS U.S. LLC$2M
- Cambridge Investment Research Advisors, Inc.$1M
Largest adds
- FMR LLC$125M
- M&T Bank Corp$24M
- Scott Capital Advisors, LLC$15M
- MBM WEALTH CONSULTANTS, LLC$9M
- Kraft, Davis & Associates, LLC$7M
- MORGAN STANLEY$4M
Largest trims
- JPMORGAN CHASE & CO$75M
- Allspring Global Investments Holdings, LLC$46M
- LPL Financial LLC$6M
- CAPTRUST FINANCIAL ADVISORS$3M
- Bulwark Capital Corp$2M
- Whipplewood Advisors, LLC$2M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 43,927,253 | $2.3B | 69.6% | 2026-Q2 |
| FMR LLC added | 2,401,346 | $125M | 3.8% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,569,546 | $82M | 2.5% | 2026-Q2 |
| MORGAN STANLEY added | 1,528,082 | $80M | 2.4% | 2026-Q2 |
| M&T Bank Corp added | 1,114,155 | $58M | 1.8% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,040,372 | $54M | 1.6% | 2026-Q2 |
| Schiavi & Co LLC added | 972,807 | $51M | 1.5% | 2026-Q2 |
| Composition Wealth, LLC added | 970,536 | $51M | 1.5% | 2026-Q2 |
| UBS Group AG added | 908,104 | $47M | 1.4% | 2026-Q2 |
| Wealthquest Corp new | 696,093 | $36M | 1.1% | 2026-Q2 |
| MBM WEALTH CONSULTANTS, LLC added | 513,387 | $27M | 0.8% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 399,217 | $21M | 0.6% | 2026-Q2 |
| Scott Capital Advisors, LLC added | 321,805 | $17M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 297,241 | $16M | 0.5% | 2026-Q2 |
| Essential Planning, LLC. added | 296,964 | $15M | 0.5% | 2026-Q2 |
| TD Capital Management LLC added | 273,341 | $14M | 0.4% | 2026-Q2 |
| Spinnaker Investment Group, LLC new | 269,007 | $14M | 0.4% | 2026-Q2 |
| Per Stirling Capital Management, LLC. new | 263,352 | $14M | 0.4% | 2026-Q2 |
| Intellus Advisors LLC added | 244,244 | $13M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 235,613 | $12M | 0.4% | 2026-Q2 |
| FMA Wealth Management, LLC trimmed | 233,539 | $12M | 0.4% | 2026-Q2 |
| Stonebridge Financial Group, LLC trimmed | 231,761 | $12M | 0.4% | 2026-Q2 |
| Bulwark Capital Corp trimmed | 196,887 | $10M | 0.3% | 2026-Q2 |
| Wealth Advisors of Tampa Bay, LLC added | 192,111 | $10M | 0.3% | 2026-Q2 |
| OakTrust Wealth Advisors, LLC added | 184,590 | $10M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC added | 181,890 | $9M | 0.3% | 2026-Q2 |
| Juno Financial Group LLC added | 177,780 | $9M | 0.3% | 2026-Q2 |
| Kraft, Davis & Associates, LLC added | 175,879 | $9M | 0.3% | 2026-Q2 |
| DRIVE WEALTH MANAGEMENT, LLC added | 153,466 | $8M | 0.2% | 2026-Q2 |
| ANCHOR CAPITAL ADVISORS LLC added | 141,013 | $7M | 0.2% | 2026-Q2 |
| Cetera Investment Advisers added | 140,347 | $7M | 0.2% | 2026-Q2 |
| MONECO ADVISORS, LLC added | 137,540 | $7M | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 115,846 | $6M | 0.2% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 115,738 | $6M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 115,505 | $6M | 0.2% | 2026-Q2 |
| Apella Capital, LLC trimmed | 99,443 | $5M | 0.2% | 2026-Q2 |
| KINTRA WEALTH, LLC new | 98,702 | $5M | 0.2% | 2026-Q2 |
| Bleakley Financial Group, LLC trimmed | 93,775 | $5M | 0.1% | 2026-Q2 |
| Sunrise Financial Services, LLC added | 93,755 | $5M | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 86,516 | $5M | 0.1% | 2026-Q2 |
| WBH ADVISORY INC new | 85,565 | $4M | 0.1% | 2026-Q2 |
| AE Wealth Management LLC added | 83,636 | $4M | 0.1% | 2026-Q2 |
| Members Advisory Group LLC trimmed | 81,398 | $4M | 0.1% | 2026-Q2 |
| Turning Point Benefit Group, Inc. new | 76,806 | $4M | 0.1% | 2026-Q2 |
| Grey Ledge Advisors, LLC added | 75,720 | $4M | 0.1% | 2026-Q2 |
| Diversified Portfolios, Inc. added | 59,893 | $3M | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC trimmed | 57,903 | $3M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 56,391 | $3M | 0.1% | 2026-Q2 |
| Nautilus Advisors LLC trimmed | 56,020 | $3M | 0.1% | 2026-Q2 |
| Ascent Group, LLC added | 54,982 | $3M | 0.1% | 2026-Q2 |
| Insight Wealth Partners, LLC new | 53,268 | $3M | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 53,257 | $3M | 0.1% | 2026-Q2 |
| GREAT VALLEY ADVISOR GROUP, INC. added | 48,689 | $3M | 0.1% | 2026-Q2 |
| Rossby Financial, LCC added | 48,568 | $3M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 47,835 | $2M | 0.1% | 2026-Q2 |
| WINEBRENNER CAPITAL MANAGEMENT LLC trimmed | 45,345 | $2M | 0.1% | 2026-Q2 |
| Cedarwood Wealth LLC new | 43,630 | $2M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. added | 42,564 | $2M | 0.1% | 2026-Q2 |
| NICOLET BANKSHARES INC trimmed | 41,833 | $2M | 0.1% | 2026-Q2 |
| KANE INVESTMENT MANAGEMENT, INC. added | 41,226 | $2M | 0.1% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 40,808 | $2M | 0.1% | 2026-Q2 |
| &PARTNERS added | 36,067 | $2M | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 35,931 | $2M | 0.1% | 2026-Q2 |
| D.A. DAVIDSON & CO. trimmed | 35,216 | $2M | 0.1% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 30,517 | $2M | 0.0% | 2026-Q2 |
| BFSG, LLC added | 28,856 | $2M | 0.0% | 2026-Q2 |
| IRON Financial LLC added | 26,202 | $1M | 0.0% | 2026-Q2 |
| First Commonwealth Financial Corp /PA/ trimmed | 25,775 | $1M | 0.0% | 2026-Q2 |
| Saiph Capital, LLC added | 24,668 | $1M | 0.0% | 2026-Q2 |
| TCP Asset Management, LLC trimmed | 24,151 | $1M | 0.0% | 2026-Q2 |
| Accretive Wealth Partners, LLC trimmed | 21,441 | $1M | 0.0% | 2026-Q2 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC added | 21,115 | $1M | 0.0% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 20,600 | $1M | 0.0% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 19,246 | $1M | 0.0% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 18,500 | $966K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 18,078 | $943K | 0.0% | 2026-Q2 |
| PROTECTIVE LIFE CORP trimmed | 17,813 | $930K | 0.0% | 2026-Q2 |
| OPPENHEIMER & CO INC added | 16,725 | $873K | 0.0% | 2026-Q2 |
| KWB Wealth added | 16,643 | $869K | 0.0% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC new | 16,470 | $860K | 0.0% | 2026-Q2 |
| WJ Wealth Management, LLC trimmed | 16,089 | $840K | 0.0% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 15,414 | $804K | 0.0% | 2026-Q2 |
| Valor Advisors LLC trimmed | 15,232 | $795K | 0.0% | 2026-Q2 |
| BlueStem Wealth Partners, LLC added | 15,059 | $786K | 0.0% | 2026-Q2 |
| Vawter Financial, Ltd. added | 12,991 | $678K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 12,526 | $654K | 0.0% | 2026-Q2 |
| Cedar Mountain Advisors, LLC added | 12,267 | $640K | 0.0% | 2026-Q2 |
| Cerity Partners LLC added | 10,510 | $548K | 0.0% | 2026-Q2 |
| Lakeside Advisors, INC. new | 10,500 | $548K | 0.0% | 2026-Q2 |
| Moors & Cabot, Inc. new | 10,370 | $541K | 0.0% | 2026-Q2 |
| Cottage Street Advisors LLC new | 10,027 | $523K | 0.0% | 2026-Q2 |
| Trellis Wealth Advisors LLC new | 9,841 | $514K | 0.0% | 2026-Q2 |
| Ameritas Investment Partners, Inc. added | 9,746 | $509K | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 9,451 | $493K | 0.0% | 2026-Q2 |
| PFG Advisors added | 9,446 | $493K | 0.0% | 2026-Q2 |
| Creative Planning added | 9,390 | $490K | 0.0% | 2026-Q2 |
| Arax Advisory Partners added | 8,633 | $451K | 0.0% | 2026-Q2 |
| IHT Wealth Management, LLC new | 8,596 | $449K | 0.0% | 2026-Q2 |
| CIBC WORLD MARKET INC. trimmed | 7,911 | $413K | 0.0% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 7,901 | $412K | 0.0% | 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.