Who owns JPRE
Which tracked institutional funds hold JPRE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPRE company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-20). 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
12 tracked funds added or opened JPRE while 6 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
JPRE’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JPRE 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 62 tracked filers holding JPRE, 31 increased or opened the position and 31 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 JPRE 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.
Full exits 4
- Ducere Wealth Management LLC$4M
- TWO SIGMA INVESTMENTS, LP$4M
- Cambridge Investment Research Advisors, Inc.$1M
- Tower Research Capital LLC (TRC)$633K
Largest adds
- JPMORGAN CHASE & CO$24M
- WELLS FARGO & COMPANY/MN$3M
- Medallion Wealth Advisors, LLC$3M
- RAYMOND JAMES FINANCIAL INC$2M
- ECLECTIC ASSOCIATES INC /ADV$2M
- OARSMAN CAPITAL, INC.$1M
Largest trims
- FIRST FOUNDATION ADVISORS$4M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$829K
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 trimmed | 5,537,229 | $294M | 70.5% | 2026-Q2 |
| National Philanthropic Trust trimmed | 255,407 | $13M | 3.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 219,739 | $11M | 2.7% | 2026-Q2 |
| ECLECTIC ASSOCIATES INC /ADV added | 198,949 | $10M | 2.5% | 2026-Q2 |
| FIRST FOUNDATION ADVISORS trimmed | 197,518 | $10M | 2.5% | 2026-Q2 |
| Anderson Financial Strategies, LLC trimmed | 158,021 | $8M | 2.0% | 2026-Q2 |
| Beta Wealth Group, Inc. trimmed | 120,874 | $6M | 1.5% | 2026-Q2 |
| OARSMAN CAPITAL, INC. added | 107,800 | $6M | 1.3% | 2026-Q2 |
| LPL Financial LLC trimmed | 97,193 | $5M | 1.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 70,245 | $4M | 0.9% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 55,677 | $3M | 0.7% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 8,147 | $3M | 0.6% | 2026-Q2 |
| CENTRAL TRUST Co added | 34,244 | $2M | 0.4% | 2026-Q2 |
| 21 West Wealth Management LLC trimmed | 30,473 | $2M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 23,110 | $1M | 0.3% | 2026-Q2 |
| One Capital Management, LLC | 24,426 | $1M | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 22,345 | $1M | 0.3% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 21,772 | $1M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 21,416 | $1M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 21,094 | $1M | 0.3% | 2026-Q2 |
| SILVER OAK SECURITIES, INCORPORATED added | 20,121 | $1M | 0.3% | 2026-Q2 |
| Bill Few Associates, Inc. trimmed | 16,851 | $879K | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC | 16,261 | $848K | 0.2% | 2026-Q2 |
| Independence Asset Advisors, LLC added | 14,605 | $762K | 0.2% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 13,847 | $723K | 0.2% | 2026-Q2 |
| Plus Group Wealth Advisors LLC added | 12,137 | $633K | 0.2% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,111 | $632K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,822 | $617K | 0.1% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 10,346 | $540K | 0.1% | 2026-Q2 |
| Milestone Asset Management Group, LLC added | 9,397 | $490K | 0.1% | 2026-Q2 |
| Certified Advisory Corp added | 9,292 | $485K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 8,936 | $466K | 0.1% | 2026-Q2 |
| Whipplewood Advisors, LLC trimmed | 8,870 | $463K | 0.1% | 2026-Q2 |
| MORGAN STANLEY added | 6,531 | $341K | 0.1% | 2026-Q2 |
| Swisher Financial Concepts, Inc. trimmed | 6,429 | $335K | 0.1% | 2026-Q2 |
| Stratos Wealth Partners, LTD. trimmed | 5,780 | $302K | 0.1% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC added | 4,550 | $237K | 0.1% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 4,510 | $235K | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP | 4,453 | $232K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. new | 4,307 | $225K | 0.1% | 2026-Q2 |
| MOR Wealth Management, LLC new | 3,990 | $208K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 1,824 | $95K | 0.0% | 2026-Q2 |
| ASSETMARK, INC trimmed | 1,788 | $93K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 995 | $52K | 0.0% | 2026-Q2 |
| Center for Financial Planning, Inc. | 981 | $51K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. | 874 | $46K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 673 | $35K | 0.0% | 2026-Q2 |
| MCDONALD PARTNERS LLC new | 666 | $35K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 642 | $34K | 0.0% | 2026-Q2 |
| Spire Wealth Management | 600 | $31K | 0.0% | 2026-Q2 |
| FMR LLC new | 457 | $24K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 426 | $23K | 0.0% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC | 371 | $19K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 336 | $18K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 224 | $12K | 0.0% | 2026-Q2 |
| JFS WEALTH ADVISORS, LLC new | 154 | $8K | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 150 | $8K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC trimmed | 75 | $4K | 0.0% | 2026-Q2 |
| Vision Retirement, LLC trimmed | 66 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 34 | $2K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC | 13 | $678 | 0.0% | 2026-Q2 |
| ROYAL BANK OF CANADA | 1 | — | 0.0% | 2026-Q2 |
| Ducere Wealth Management LLC trimmed | 89,546 | $4M | 1.0% | 2026-Q1 stale (1 quarter behind) |
| TWO SIGMA INVESTMENTS, LP added | 77,100 | $4M | 0.9% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. added | 25,242 | $1M | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Tower Research Capital LLC (TRC) added | 13,164 | $633K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Capital Analysts, LLC added | 5,947 | $286K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| FIRST AMERICAN TRUST, FSB trimmed | 4,428 | $213K | 0.1% | 2026-Q1 stale (1 quarter behind) |
| JANE STREET GROUP, LLC trimmed | 4,262 | $205K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| WFA of San Diego, LLC | 443 | $21K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| Capital Investment Advisory Services, LLC | 339 | $16K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| VANGUARD ADVISERS INC new | 44 | $2K | 0.0% | 2026-Q1 stale (1 quarter behind) |
| BANK OF AMERICA CORP /DE/ added | 18,185 | $849K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| HENGEHOLD CAPITAL MANAGEMENT LLC | 4,451 | $208K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Kestra Advisory Services, LLC new | 962 | $45K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 655 | $31K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| Rockefeller Capital Management L.P. | 386 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Advisors, LLC added | 381 | $18K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| CIBC Private Wealth Group LLC new | 105 | $5K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| US BANCORP \DE\ new | 64 | $3K | 0.0% | 2025-Q4 stale (2 quarters behind) |
| J.W. COLE ADVISORS, INC. added | 4,702 | $225K | 0.1% | 2025-Q3 stale (3 quarters behind) |
| CWM, LLC | 9 | — | 0.0% | 2025-Q3 stale (3 quarters behind) |
| Gradient Investments LLC added | 154,278 | $7M | 1.8% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. added | 21,501 | $1M | 0.2% | 2025-Q2 stale (4 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 13,628 | $649K | 0.2% | 2025-Q2 stale (4 quarters behind) |
| Belpointe Asset Management LLC trimmed | 8,419 | $401K | 0.1% | 2025-Q2 stale (4 quarters behind) |
| Perkins Coie Trust Co | 110 | $5K | 0.0% | 2025-Q2 stale (4 quarters behind) |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale (4 quarters behind) |
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.