Who owns 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-Q2 13F filings (latest filed 2026-08-19). 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 JPSE is one-sided between 2026-Q1 and 2026-Q2: 37 added or opened and 9 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
JPSE’s largest tracked holder by dollar value, Koss-Olinger Consulting, LLC, sizes it at 5.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 5.0pp 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 2026-Q1 and 2026-Q2, across 111 tracked filers holding JPSE, 54 increased or opened the position and 59 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 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 4
- QUANTUM FINANCIAL PARTNERS LLC$3M
- Vantus Wealth LLC$2M
- NewEdge Advisors, LLC$629K
- Private Advisor Group, LLC$628K
Full exits 4
- APPLETON PARTNERS INC/MA$10M
- Equitable Holdings, Inc.$3M
- Cambridge Investment Research Advisors, Inc.$2M
- Capital Developers, LLC$712K
Largest adds
- Koss-Olinger Consulting, LLC$11M
- Sanctuary Advisors, LLC$10M
- Integrated Wealth Concepts LLC$7M
- LPL Financial LLC$5M
- MORGAN STANLEY$4M
- TRUIST FINANCIAL CORP$4M
Largest trims
- RAYMOND JAMES FINANCIAL INC$10M
- BANK OF AMERICA CORP /DE/$7M
- TWO SIGMA INVESTMENTS, LP$1M
- Aprio Wealth Management, LLC$1M
- Modern Wealth Management, LLC$453K
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 |
|---|---|---|---|---|
| Koss-Olinger Consulting, LLC added | 1,075,753 | $65M | 13.7% | 2026-Q2 |
| LPL Financial LLC trimmed | 866,298 | $52M | 11.0% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 475,290 | $29M | 6.0% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 415,702 | $25M | 5.3% | 2026-Q2 |
| Hartford Financial Management Inc. trimmed | 322,294 | $19M | 4.1% | 2026-Q2 |
| MORGAN STANLEY added | 309,893 | $19M | 3.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 294,425 | $18M | 3.7% | 2026-Q2 |
| Aprio Wealth Management, LLC trimmed | 257,360 | $15M | 3.3% | 2026-Q2 |
| Goldstein Advisors, LLC added | 230,728 | $14M | 2.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 219,139 | $13M | 2.8% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 194,646 | $12M | 2.5% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 189,522 | $11M | 2.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 182,399 | $11M | 2.3% | 2026-Q2 |
| Sprinkle Financial Consultants LLC added | 179,745 | $11M | 2.3% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 177,474 | $11M | 2.3% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 169,257 | $10M | 2.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 165,572 | $10M | 2.1% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 161,891 | $10M | 2.0% | 2026-Q2 |
| Keystone Financial Services, LLC added | 161,413 | $10M | 2.1% | 2026-Q2 |
| MAGNOLIA CAPITAL ADVISORS LLC added | 149,258 | $9M | 1.9% | 2026-Q2 |
| Financial Solutions Advisory Group, Inc. trimmed | 145,788 | $9M | 1.8% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 141,751 | $9M | 1.8% | 2026-Q2 |
| Ipsen Advisor Group LLC added | 116,107 | $7M | 1.5% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 94,588 | $6M | 1.2% | 2026-Q2 |
| Capital Advisors Wealth Management, LLC added | 91,151 | $5M | 1.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC added | 73,986 | $4M | 0.9% | 2026-Q2 |
| First Pacific Financial trimmed | 70,723 | $4M | 0.9% | 2026-Q2 |
| Family Capital Management, Inc. trimmed | 65,362 | $4M | 0.8% | 2026-Q2 |
| QUANTUM FINANCIAL PARTNERS LLC new | 56,119 | $3M | 0.7% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 53,531 | $3M | 0.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 44,845 | $3M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 43,455 | $3M | 0.6% | 2026-Q2 |
| STONEHAVEN WEALTH & TAX SOLUTIONS, LLC added | 41,525 | $2M | 0.5% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 35,118 | $2M | 0.4% | 2026-Q2 |
| Vantus Wealth LLC added | 34,408 | $2M | 0.4% | 2026-Q2 |
| Advyzon Investment Management, LLC added | 33,839 | $2M | 0.4% | 2026-Q2 |
| J.W. COLE ADVISORS, INC. added | 31,825 | $2M | 0.4% | 2026-Q2 |
| Fifth Third Securities, Inc. trimmed | 30,136 | $2M | 0.4% | 2026-Q2 |
| KWB Wealth added | 27,808 | $2M | 0.4% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 25,823 | $2M | 0.3% | 2026-Q2 |
| Financial Engines Advisors L.L.C. added | 23,531 | $1M | 0.3% | 2026-Q2 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC trimmed | 18,980 | $1M | 0.2% | 2026-Q2 |
| GTS SECURITIES LLC trimmed | 18,972 | $1M | 0.2% | 2026-Q2 |
| Gallacher Capital Management LLC added | 15,047 | $905K | 0.2% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 14,285 | $859K | 0.2% | 2026-Q2 |
| Cordgrass Capital Advisors, LLC trimmed | 13,478 | $811K | 0.2% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 13,336 | $802K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 13,267 | $798K | 0.2% | 2026-Q2 |
| McLaughlin Asset Management, Inc. added | 11,863 | $714K | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 11,300 | $680K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 11,157 | $671K | 0.1% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. | 11,034 | $655K | 0.1% | 2026-Q2 |
| Modern Wealth Management, LLC trimmed | 10,634 | $640K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 10,554 | $635K | 0.1% | 2026-Q2 |
| Go Invest LLC trimmed | 10,462 | $629K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 10,454 | $629K | 0.1% | 2026-Q2 |
| Private Advisor Group, LLC new | 10,434 | $628K | 0.1% | 2026-Q2 |
| MONEY CONCEPTS CAPITAL CORP added | 9,681 | $582K | 0.1% | 2026-Q2 |
| COMPASS CAPITAL MANAGEMENT, INC trimmed | 9,225 | $555K | 0.1% | 2026-Q2 |
| KPP Advisory Services LLC | 8,926 | $537K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 8,546 | $514K | 0.1% | 2026-Q2 |
| Miller Global Investments, LLC trimmed | 8,365 | $503K | 0.1% | 2026-Q2 |
| Pinnacle Wealth Management Advisory Group, LLC trimmed | 7,975 | $480K | 0.1% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD trimmed | 7,975 | $480K | 0.1% | 2026-Q2 |
| Focus Partners Wealth trimmed | 7,440 | $448K | 0.1% | 2026-Q2 |
| TITLEIST ASSET MANAGEMENT, LLC trimmed | 7,391 | $445K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 7,359 | $443K | 0.1% | 2026-Q2 |
| Aviance Capital Partners, LLC | 7,113 | $428K | 0.1% | 2026-Q2 |
| LWM Advisory Services, LLC trimmed | 7,091 | $427K | 0.1% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 6,393 | $385K | 0.1% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 6,056 | $362K | 0.1% | 2026-Q2 |
| Redwood Financial Network Corp trimmed | 5,816 | $350K | 0.1% | 2026-Q2 |
| STEPHENS INC /AR/ added | 5,654 | $340K | 0.1% | 2026-Q2 |
| Intrua Financial, LLC | 5,498 | $331K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 5,318 | $317K | 0.1% | 2026-Q2 |
| Trademark Financial Management, LLC added | 5,060 | $304K | 0.1% | 2026-Q2 |
| WealthPlan Investment Management, LLC trimmed | 4,807 | $289K | 0.1% | 2026-Q2 |
| Creative Planning added | 4,498 | $271K | 0.1% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 4,452 | $268K | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 4,383 | $264K | 0.1% | 2026-Q2 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV trimmed | 4,159 | $250K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 3,705 | $223K | 0.0% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC new | 3,530 | $212K | 0.0% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 3,432 | $206K | 0.0% | 2026-Q2 |
| Centerpoint Advisory Group trimmed | 3,384 | $204K | 0.0% | 2026-Q2 |
| SAGESPRING WEALTH PARTNERS, LLC trimmed | 3,370 | $203K | 0.0% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 3,048 | $149K | 0.0% | 2026-Q2 |
| FMR LLC added | 2,120 | $128K | 0.0% | 2026-Q2 |
| Founders Financial Alliance, LLC new | 1,600 | $96K | 0.0% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT | 1,573 | $95K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 1,272 | $77K | 0.0% | 2026-Q2 |
| Private Wealth Management Group, LLC | 1,253 | $75K | 0.0% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 1,170 | $70K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 837 | $50K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC added | 795 | $48K | 0.0% | 2026-Q2 |
| Lodestone Wealth Management LLC added | 661 | $40K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 620 | $37K | 0.0% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 407 | $24K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc trimmed | 369 | $22K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 352 | $21K | 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.