Who owns JPST (JPST)
Which tracked institutional funds hold JPST, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPST 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
353 tracked funds added or opened JPST while 255 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
JPST’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.7% of theirs — a 0.3pp gap the other way — the median holder sizes JPST more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in JPST 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 1195 tracked filers holding JPST, 647 increased or opened the position and 546 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 JPST 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 37
- LexAurum Advisors, LLC$28M
- Leverty Financial Group, LLC$26M
- CITADEL ADVISORS LLC$14M
- MAGNOLIA CAPITAL ADVISORS LLC$12M
- RETIREMENT CAPITAL STRATEGIES$11M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$11M
Full exits 43
- John A. Wolfe & Associates, Inc.$64M
- Thomasville National Bank$21M
- COMERICA BANK$19M
- SOL Capital Management CO$14M
- Tradewinds, LLC.$14M
- Heritage Financial Services, LLC$13M
Largest adds
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$122M
- WELLS FARGO & COMPANY/MN$116M
- ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP$97M
- UBS Group AG$68M
- ENVESTNET ASSET MANAGEMENT INC$62M
- Fluent Financial, LLC$49M
Largest trims
- JPMORGAN CHASE & CO$314M
- AXXCESS WEALTH MANAGEMENT, LLC$276M
- FMR LLC$110M
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$105M
- QUADRANT CAPITAL GROUP LLC$88M
- NorthCoast Asset Management LLC$57M
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 | 100,296,477 | $5.1B | 24.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 61,139,019 | $3.1B | 15.1% | 2026-Q1 |
| LPL Financial LLC added | 19,901,775 | $1.0B | 4.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 16,198,546 | $820M | 4.0% | 2026-Q1 |
| Betterment LLC added | 13,652,039 | $691M | 3.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 11,901,249 | $602M | 2.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 11,632,152 | $589M | 2.9% | 2026-Q1 |
| UBS Group AG added | 10,811,549 | $547M | 2.7% | 2026-Q1 |
| HB Wealth Management, LLC added | 9,550,931 | $481M | 2.3% | 2026-Q1 |
| FMR LLC trimmed | 8,567,157 | $434M | 2.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 6,670,792 | $338M | 1.6% | 2026-Q1 |
| Temasek Holdings (Private) Ltd | 5,919,494 | $300M | 1.5% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 5,550,338 | $281M | 1.4% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 5,372,821 | $272M | 1.3% | 2026-Q1 |
| Cerity Partners LLC added | 5,186,873 | $263M | 1.3% | 2026-Q1 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC trimmed | 4,759,095 | $241M | 1.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 3,642,456 | $184M | 0.9% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 3,461,245 | $175M | 0.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,402,461 | $172M | 0.8% | 2026-Q1 |
| Cetera Investment Advisers added | 3,377,302 | $171M | 0.8% | 2026-Q1 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added | 2,811,500 | $142M | 0.7% | 2026-Q1 |
| RiverFront Investment Group, LLC added | 2,742,910 | $139M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 2,700,377 | $137M | 0.7% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 2,415,784 | $122M | 0.6% | 2026-Q1 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 2,320,042 | $117M | 0.6% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 2,196,693 | $111M | 0.5% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 2,158,259 | $109M | 0.5% | 2026-Q1 |
| Cornerstone Management, Inc. added | 2,054,190 | $104M | 0.5% | 2026-Q1 |
| Bridgewater Advisors Inc. added | 1,919,555 | $97M | 0.5% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 1,837,530 | $93M | 0.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 1,813,703 | $92M | 0.4% | 2026-Q1 |
| Focus Partners Wealth added | 1,791,951 | $91M | 0.4% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 1,790,784 | $91M | 0.4% | 2026-Q1 |
| Waverly Advisors, LLC added | 1,757,191 | $89M | 0.4% | 2026-Q1 |
| GREENWOOD GEARHART LLC added | 1,739,531 | $88M | 0.4% | 2026-Q1 |
| Legacy Wealth Management, LLC added | 1,666,333 | $84M | 0.4% | 2026-Q1 |
| ASSETMARK, INC added | 1,631,342 | $83M | 0.4% | 2026-Q1 |
| Lido Advisors, LLC added | 1,609,839 | $81M | 0.4% | 2026-Q1 |
| CWM, LLC added | 1,603,139 | $81M | 0.4% | 2026-Q1 |
| TRUSTMARK BANK TRUST DEPARTMENT added | 1,405,198 | $71M | 0.3% | 2026-Q1 |
| SIGNATUREFD, LLC added | 1,375,805 | $70M | 0.3% | 2026-Q1 |
| HighTower Advisors, LLC added | 1,325,577 | $67M | 0.3% | 2026-Q1 |
| Thrivent Financial for Lutherans added | 1,300,733 | $66M | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 1,283,840 | $65M | 0.3% | 2026-Q1 |
| Bramshill Investments, LLC added | 1,280,797 | $65M | 0.3% | 2026-Q1 |
| Rock Creek Group LLC trimmed | 1,277,074 | $65M | 0.3% | 2026-Q1 |
| Fluent Financial, LLC added | 1,257,356 | $64M | 0.3% | 2026-Q1 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,249,816 | $63M | 0.3% | 2026-Q1 |
| Crane Advisory, LLC added | 1,194,881 | $60M | 0.3% | 2026-Q1 |
| Kensington Asset Management, LLC | 1,161,999 | $59M | 0.3% | 2026-Q1 |
| N.E.W. Advisory Services LLC added | 1,159,813 | $59M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 1,158,003 | $59M | 0.3% | 2026-Q1 |
| Capital Asset Advisory Services LLC added | 1,144,116 | $58M | 0.3% | 2026-Q1 |
| Integrated Wealth Concepts LLC added | 1,130,440 | $57M | 0.3% | 2026-Q1 |
| Acorns Advisers, LLC added | 1,066,602 | $54M | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 1,063,710 | $54M | 0.3% | 2026-Q1 |
| Gotham Asset Management, LLC added | 943,704 | $48M | 0.2% | 2026-Q1 |
| Ridgepath Capital Management LLC added | 938,877 | $48M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 924,343 | $47M | 0.2% | 2026-Q1 |
| CITIZENS FINANCIAL GROUP INC/RI added | 923,074 | $47M | 0.2% | 2026-Q1 |
| PFG Investments, LLC trimmed | 920,333 | $47M | 0.2% | 2026-Q1 |
| Valmark Advisers, Inc. added | 907,346 | $46M | 0.2% | 2026-Q1 |
| Round Rock Advisors LLC added | 906,061 | $46M | 0.2% | 2026-Q1 |
| AlphaCore Capital LLC added | 861,264 | $44M | 0.2% | 2026-Q1 |
| Peterson Wealth Advisors, LLC trimmed | 835,319 | $42M | 0.2% | 2026-Q1 |
| STEPHENS INC /AR/ added | 829,222 | $42M | 0.2% | 2026-Q1 |
| Alpha Omega Wealth Management LLC added | 814,189 | $41M | 0.2% | 2026-Q1 |
| Intrua Financial, LLC added | 808,670 | $41M | 0.2% | 2026-Q1 |
| AdvisorNet Financial, Inc added | 801,965 | $41M | 0.2% | 2026-Q1 |
| MAI Capital Management trimmed | 788,602 | $40M | 0.2% | 2026-Q1 |
| HIGHLINE WEALTH PARTNERS LLC added | 787,994 | $40M | 0.2% | 2026-Q1 |
| Naviter Wealth, LLC added | 773,899 | $39M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 748,092 | $38M | 0.2% | 2026-Q1 |
| AE Wealth Management LLC added | 732,218 | $37M | 0.2% | 2026-Q1 |
| Great Point Wealth Advisors, LLC added | 723,010 | $37M | 0.2% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 720,145 | $36M | 0.2% | 2026-Q1 |
| RETIREMENT INCOME SOLUTIONS, INC added | 719,459 | $36M | 0.2% | 2026-Q1 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed | 719,059 | $36M | 0.2% | 2026-Q1 |
| Rosenberg Matthew Hamilton added | 717,520 | $36M | 0.2% | 2026-Q1 |
| Dakota Wealth Management added | 704,400 | $36M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 695,095 | $35M | 0.2% | 2026-Q1 |
| San Luis Wealth Advisors LLC trimmed | 693,273 | $35M | 0.2% | 2026-Q1 |
| MGO ONE SEVEN LLC trimmed | 690,378 | $35M | 0.2% | 2026-Q1 |
| NewEdge Advisors, LLC trimmed | 474,198 | $35M | 0.2% | 2026-Q1 |
| Mariner, LLC added | 688,034 | $35M | 0.2% | 2026-Q1 |
| State of Tennessee, Department of Treasury added | 649,100 | $33M | 0.2% | 2026-Q1 |
| Phoenix Wealth Advisors added | 646,844 | $33M | 0.2% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 640,765 | $32M | 0.2% | 2026-Q1 |
| Roberts Wealth Advisors, LLC added | 637,497 | $32M | 0.2% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 617,567 | $31M | 0.2% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 614,451 | $31M | 0.2% | 2026-Q1 |
| StrongBox Wealth, LLC added | 608,954 | $31M | 0.2% | 2026-Q1 |
| Gerber Kawasaki Wealth & Investment Management trimmed | 607,469 | $31M | 0.1% | 2026-Q1 |
| Independent Advisor Alliance added | 604,741 | $31M | 0.1% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC added | 2,277,600 | $115M | 0.6% | 2025-Q1 stale |
| John A. Wolfe & Associates, Inc. new | 1,255,984 | $64M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 1,203,845 | $61M | 0.3% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 882,681 | $45M | 0.2% | 2025-Q3 stale |
| Iron Horse Wealth Management, LLC added | 690,854 | $35M | 0.2% | 2025-Q2 stale |
| Donoghue Forlines LLC added | 653,942 | $33M | 0.2% | 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.