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Institutional Ownership · SEC Form 13F

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.

1,195
Institutional holders
494,284,945
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
JPMORGAN CHASE & CO trimmed100,296,477$5.1B24.7%2026-Q1
MORGAN STANLEY trimmed61,139,019$3.1B15.1%2026-Q1
LPL Financial LLC added19,901,775$1.0B4.9%2026-Q1
BANK OF AMERICA CORP /DE/ added16,198,546$820M4.0%2026-Q1
Betterment LLC added13,652,039$691M3.4%2026-Q1
WELLS FARGO & COMPANY/MN added11,901,249$602M2.9%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added11,632,152$589M2.9%2026-Q1
UBS Group AG added10,811,549$547M2.7%2026-Q1
HB Wealth Management, LLC added9,550,931$481M2.3%2026-Q1
FMR LLC trimmed8,567,157$434M2.1%2026-Q1
RAYMOND JAMES FINANCIAL INC added6,670,792$338M1.6%2026-Q1
Temasek Holdings (Private) Ltd5,919,494$300M1.5%2026-Q1
ENVESTNET ASSET MANAGEMENT INC added5,550,338$281M1.4%2026-Q1
ROYAL BANK OF CANADA added5,372,821$272M1.3%2026-Q1
Cerity Partners LLC added5,186,873$263M1.3%2026-Q1
FOSTER DYKEMA CABOT & PARTNERS, LLC trimmed4,759,095$241M1.2%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed3,642,456$184M0.9%2026-Q1
Cambridge Investment Research Advisors, Inc. added3,461,245$175M0.9%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added3,402,461$172M0.8%2026-Q1
Cetera Investment Advisers added3,377,302$171M0.8%2026-Q1
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP added2,811,500$142M0.7%2026-Q1
RiverFront Investment Group, LLC added2,742,910$139M0.7%2026-Q1
AMERIPRISE FINANCIAL INC trimmed2,700,377$137M0.7%2026-Q1
OSAIC HOLDINGS, INC. trimmed2,415,784$122M0.6%2026-Q1
AXXCESS WEALTH MANAGEMENT, LLC trimmed2,320,042$117M0.6%2026-Q1
JONES FINANCIAL COMPANIES LLLP added2,196,693$111M0.5%2026-Q1
FIFTH THIRD BANCORP added2,158,259$109M0.5%2026-Q1
Cornerstone Management, Inc. added2,054,190$104M0.5%2026-Q1
Bridgewater Advisors Inc. added1,919,555$97M0.5%2026-Q1
STIFEL FINANCIAL CORP added1,837,530$93M0.5%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC added1,813,703$92M0.4%2026-Q1
Focus Partners Wealth added1,791,951$91M0.4%2026-Q1
Ancora Advisors LLC trimmed1,790,784$91M0.4%2026-Q1
Waverly Advisors, LLC added1,757,191$89M0.4%2026-Q1
GREENWOOD GEARHART LLC added1,739,531$88M0.4%2026-Q1
Legacy Wealth Management, LLC added1,666,333$84M0.4%2026-Q1
ASSETMARK, INC added1,631,342$83M0.4%2026-Q1
Lido Advisors, LLC added1,609,839$81M0.4%2026-Q1
CWM, LLC added1,603,139$81M0.4%2026-Q1
TRUSTMARK BANK TRUST DEPARTMENT added1,405,198$71M0.3%2026-Q1
SIGNATUREFD, LLC added1,375,805$70M0.3%2026-Q1
HighTower Advisors, LLC added1,325,577$67M0.3%2026-Q1
Thrivent Financial for Lutherans added1,300,733$66M0.3%2026-Q1
Private Advisor Group, LLC added1,283,840$65M0.3%2026-Q1
Bramshill Investments, LLC added1,280,797$65M0.3%2026-Q1
Rock Creek Group LLC trimmed1,277,074$65M0.3%2026-Q1
Fluent Financial, LLC added1,257,356$64M0.3%2026-Q1
UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed1,249,816$63M0.3%2026-Q1
Crane Advisory, LLC added1,194,881$60M0.3%2026-Q1
Kensington Asset Management, LLC1,161,999$59M0.3%2026-Q1
N.E.W. Advisory Services LLC added1,159,813$59M0.3%2026-Q1
SEI INVESTMENTS CO added1,158,003$59M0.3%2026-Q1
Capital Asset Advisory Services LLC added1,144,116$58M0.3%2026-Q1
Integrated Wealth Concepts LLC added1,130,440$57M0.3%2026-Q1
Acorns Advisers, LLC added1,066,602$54M0.3%2026-Q1
CAPTRUST FINANCIAL ADVISORS trimmed1,063,710$54M0.3%2026-Q1
Gotham Asset Management, LLC added943,704$48M0.2%2026-Q1
Ridgepath Capital Management LLC added938,877$48M0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed924,343$47M0.2%2026-Q1
CITIZENS FINANCIAL GROUP INC/RI added923,074$47M0.2%2026-Q1
PFG Investments, LLC trimmed920,333$47M0.2%2026-Q1
Valmark Advisers, Inc. added907,346$46M0.2%2026-Q1
Round Rock Advisors LLC added906,061$46M0.2%2026-Q1
AlphaCore Capital LLC added861,264$44M0.2%2026-Q1
Peterson Wealth Advisors, LLC trimmed835,319$42M0.2%2026-Q1
STEPHENS INC /AR/ added829,222$42M0.2%2026-Q1
Alpha Omega Wealth Management LLC added814,189$41M0.2%2026-Q1
Intrua Financial, LLC added808,670$41M0.2%2026-Q1
AdvisorNet Financial, Inc added801,965$41M0.2%2026-Q1
MAI Capital Management trimmed788,602$40M0.2%2026-Q1
HIGHLINE WEALTH PARTNERS LLC added787,994$40M0.2%2026-Q1
Naviter Wealth, LLC added773,899$39M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed748,092$38M0.2%2026-Q1
AE Wealth Management LLC added732,218$37M0.2%2026-Q1
Great Point Wealth Advisors, LLC added723,010$37M0.2%2026-Q1
Kestra Advisory Services, LLC added720,145$36M0.2%2026-Q1
RETIREMENT INCOME SOLUTIONS, INC added719,459$36M0.2%2026-Q1
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC trimmed719,059$36M0.2%2026-Q1
Rosenberg Matthew Hamilton added717,520$36M0.2%2026-Q1
Dakota Wealth Management added704,400$36M0.2%2026-Q1
FRANKLIN RESOURCES INC added695,095$35M0.2%2026-Q1
San Luis Wealth Advisors LLC trimmed693,273$35M0.2%2026-Q1
MGO ONE SEVEN LLC trimmed690,378$35M0.2%2026-Q1
NewEdge Advisors, LLC trimmed474,198$35M0.2%2026-Q1
Mariner, LLC added688,034$35M0.2%2026-Q1
State of Tennessee, Department of Treasury added649,100$33M0.2%2026-Q1
Phoenix Wealth Advisors added646,844$33M0.2%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added640,765$32M0.2%2026-Q1
Roberts Wealth Advisors, LLC added637,497$32M0.2%2026-Q1
BEACON INVESTMENT ADVISORY SERVICES, INC. added617,567$31M0.2%2026-Q1
Janney Montgomery Scott LLC trimmed614,451$31M0.2%2026-Q1
StrongBox Wealth, LLC added608,954$31M0.2%2026-Q1
Gerber Kawasaki Wealth & Investment Management trimmed607,469$31M0.1%2026-Q1
Independent Advisor Alliance added604,741$31M0.1%2026-Q1
RENAISSANCE TECHNOLOGIES LLC added2,277,600$115M0.6%2025-Q1 stale
John A. Wolfe & Associates, Inc. new1,255,984$64M0.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added1,203,845$61M0.3%2025-Q2 stale
OLD MISSION CAPITAL LLC added882,681$45M0.2%2025-Q3 stale
Iron Horse Wealth Management, LLC added690,854$35M0.2%2025-Q2 stale
Donoghue Forlines LLC added653,942$33M0.2%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.

HoldersTotal shares

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.

Learn how to read institutional ownership