Who owns JPSE (JPSE)
Which tracked institutional funds hold JPSE, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPSE 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
26 tracked funds added or opened JPSE while 11 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
JPSE’s largest tracked holder by dollar value, Koss-Olinger Consulting, LLC, sizes it at 4.5% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.5pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JPSE 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 112 tracked filers holding JPSE, 51 increased or opened the position and 50 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 JPSE 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 5
- MAGNOLIA CAPITAL ADVISORS LLC$7M
- Equitable Holdings, Inc.$3M
- LexAurum Advisors, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Modern Wealth Management, LLC$1M
Full exits 4
- Vantus Wealth LLC$1M
- NewEdge Advisors, LLC$1M
- GOLDMAN SACHS GROUP INC$595K
- CARY STREET PARTNERS FINANCIAL LLC$519K
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$11M
- JPMORGAN CHASE & CO$7M
- BANK OF AMERICA CORP /DE/$3M
- LPL Financial LLC$2M
- Sprinkle Financial Consultants LLC$2M
- JONES FINANCIAL COMPANIES LLLP$2M
Largest trims
- Koss-Olinger Consulting, LLC$8M
- ENVESTNET ASSET MANAGEMENT INC$3M
- STIFEL FINANCIAL CORP$3M
- Western Wealth Management, LLC$1M
- LWM Advisory Services, LLC$636K
- AMERIPRISE FINANCIAL INC$577K
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 |
|---|---|---|---|---|
| Koss-Olinger Consulting, LLC trimmed | 1,028,198 | $54M | 12.7% | 2026-Q1 |
| LPL Financial LLC added | 907,121 | $48M | 11.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 738,588 | $39M | 9.1% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 610,879 | $32M | 7.5% | 2026-Q1 |
| Hartford Financial Management Inc. trimmed | 329,105 | $17M | 4.1% | 2026-Q1 |
| Aprio Wealth Management, LLC added | 316,608 | $17M | 3.9% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 299,535 | $16M | 3.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 272,566 | $14M | 3.4% | 2026-Q1 |
| Goldstein Advisors, LLC added | 230,661 | $12M | 2.8% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 213,561 | $11M | 2.6% | 2026-Q1 |
| APPLETON PARTNERS INC/MA added | 190,724 | $10M | 2.4% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 190,331 | $10M | 2.3% | 2026-Q1 |
| Sprinkle Financial Consultants LLC added | 174,823 | $9M | 2.2% | 2026-Q1 |
| Keystone Financial Services, LLC added | 161,304 | $8M | 2.0% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 155,462 | $8M | 1.9% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 140,307 | $7M | 1.7% | 2026-Q1 |
| MAGNOLIA CAPITAL ADVISORS LLC new | 139,921 | $7M | 1.7% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 134,828 | $7M | 1.7% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 135,129 | $7M | 1.6% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 128,660 | $7M | 1.6% | 2026-Q1 |
| Ipsen Advisor Group LLC added | 115,584 | $6M | 1.4% | 2026-Q1 |
| DAVENPORT & Co LLC added | 107,752 | $6M | 1.3% | 2026-Q1 |
| Capital Advisors Wealth Management, LLC trimmed | 90,927 | $5M | 1.1% | 2026-Q1 |
| Kingsview Wealth Management, LLC added | 72,837 | $4M | 0.9% | 2026-Q1 |
| First Pacific Financial added | 71,943 | $4M | 0.9% | 2026-Q1 |
| Family Capital Management, Inc. added | 65,987 | $3M | 0.8% | 2026-Q1 |
| Integrated Wealth Concepts LLC trimmed | 53,993 | $3M | 0.7% | 2026-Q1 |
| Cetera Investment Advisers added | 53,556 | $3M | 0.7% | 2026-Q1 |
| Equitable Holdings, Inc. new | 52,555 | $3M | 0.6% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 46,367 | $2M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 42,088 | $2M | 0.5% | 2026-Q1 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 41,032 | $2M | 0.5% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 37,783 | $2M | 0.5% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 36,400 | $2M | 0.4% | 2026-Q1 |
| Fifth Third Securities, Inc. added | 33,816 | $2M | 0.4% | 2026-Q1 |
| Advyzon Investment Management, LLC added | 32,723 | $2M | 0.4% | 2026-Q1 |
| J.W. COLE ADVISORS, INC. added | 31,736 | $2M | 0.4% | 2026-Q1 |
| Cornerstone Wealth Management, LLC trimmed | 26,921 | $1M | 0.3% | 2026-Q1 |
| KWB Wealth | 27,329 | $1M | 0.3% | 2026-Q1 |
| Financial Engines Advisors L.L.C. trimmed | 23,210 | $1M | 0.3% | 2026-Q1 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 20,907 | $1M | 0.3% | 2026-Q1 |
| Modern Wealth Management, LLC new | 20,764 | $1M | 0.3% | 2026-Q1 |
| Sanctuary Advisors, LLC trimmed | 19,218 | $1M | 0.2% | 2026-Q1 |
| GTS SECURITIES LLC trimmed | 19,041 | $998K | 0.2% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,318 | $751K | 0.2% | 2026-Q1 |
| Capital Developers, LLC trimmed | 13,573 | $712K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 13,551 | $710K | 0.2% | 2026-Q1 |
| Cordgrass Capital Advisors, LLC trimmed | 13,516 | $709K | 0.2% | 2026-Q1 |
| Gallacher Capital Management LLC trimmed | 13,457 | $706K | 0.2% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC trimmed | 12,928 | $678K | 0.2% | 2026-Q1 |
| COMPASS CAPITAL MANAGEMENT, INC | 12,170 | $638K | 0.2% | 2026-Q1 |
| McLaughlin Asset Management, Inc. trimmed | 11,859 | $622K | 0.1% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. | 11,034 | $579K | 0.1% | 2026-Q1 |
| Western Wealth Management, LLC trimmed | 10,985 | $576K | 0.1% | 2026-Q1 |
| LWM Advisory Services, LLC trimmed | 10,295 | $540K | 0.1% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 9,186 | $482K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 9,123 | $478K | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 9,075 | $476K | 0.1% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD | 8,965 | $470K | 0.1% | 2026-Q1 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,965 | $470K | 0.1% | 2026-Q1 |
| KPP Advisory Services LLC | 8,926 | $468K | 0.1% | 2026-Q1 |
| Miller Global Investments, LLC trimmed | 8,655 | $454K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP trimmed | 8,532 | $447K | 0.1% | 2026-Q1 |
| Focus Partners Wealth | 8,033 | $421K | 0.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 8,024 | $421K | 0.1% | 2026-Q1 |
| TITLEIST ASSET MANAGEMENT, LLC added | 7,471 | $392K | 0.1% | 2026-Q1 |
| Summit Financial, LLC new | 7,468 | $392K | 0.1% | 2026-Q1 |
| Aviance Capital Partners, LLC | 7,113 | $373K | 0.1% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 6,396 | $335K | 0.1% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 6,387 | $335K | 0.1% | 2026-Q1 |
| Redwood Financial Network Corp trimmed | 6,301 | $330K | 0.1% | 2026-Q1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. added | 6,287 | $330K | 0.1% | 2026-Q1 |
| Mariner, LLC trimmed | 5,736 | $301K | 0.1% | 2026-Q1 |
| STEPHENS INC /AR/ added | 5,638 | $296K | 0.1% | 2026-Q1 |
| Intrua Financial, LLC | 5,498 | $288K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,324 | $282K | 0.1% | 2026-Q1 |
| THOROUGHBRED FINANCIAL SERVICES, LLC added | 5,260 | $275K | 0.1% | 2026-Q1 |
| WealthPlan Investment Management, LLC new | 4,983 | $261K | 0.1% | 2026-Q1 |
| Creative Planning new | 4,496 | $236K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 4,452 | $233K | 0.1% | 2026-Q1 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 4,303 | $226K | 0.1% | 2026-Q1 |
| MONEY CONCEPTS CAPITAL CORP added | 4,260 | $223K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 4,088 | $214K | 0.1% | 2026-Q1 |
| Vantus Wealth LLC new | 26,935 | $1M | 0.3% | 2025-Q4 stale |
| NewEdge Advisors, LLC trimmed | 20,689 | $1M | 0.2% | 2025-Q4 stale |
| GOLDMAN SACHS GROUP INC trimmed | 11,890 | $595K | 0.1% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 11,810 | $537K | 0.1% | 2025-Q2 stale |
| CARY STREET PARTNERS FINANCIAL LLC new | 10,371 | $519K | 0.1% | 2025-Q4 stale |
| ZEGA Investments, LLC trimmed | 11,447 | $499K | 0.1% | 2025-Q1 stale |
| Mendel Money Management added | 9,961 | $453K | 0.1% | 2025-Q2 stale |
| Prospera Financial Services Inc added | 7,519 | $375K | 0.1% | 2025-Q3 stale |
| Stratos Wealth Partners, LTD. trimmed | 5,911 | $294K | 0.1% | 2025-Q3 stale |
| ProCore Advisors, LLC new | 5,520 | $276K | 0.1% | 2025-Q4 stale |
| SAGESPRING WEALTH PARTNERS, LLC added | 5,467 | $272K | 0.1% | 2025-Q3 stale |
| Centerpoint Advisory Group trimmed | 5,866 | $267K | 0.1% | 2025-Q2 stale |
| Teamwork Financial Advisors, LLC trimmed | 5,253 | $239K | 0.1% | 2025-Q2 stale |
| Atria Wealth Solutions, Inc. trimmed | 5,133 | $233K | 0.1% | 2025-Q2 stale |
| HBK Sorce Advisory LLC | 4,069 | $223K | 0.1% | 2025-Q4 stale |
| Beck Bode, LLC trimmed | 4,344 | $218K | 0.1% | 2025-Q4 stale |
| Financial Advocates Investment Management trimmed | 4,314 | $215K | 0.1% | 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.