Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
318 tracked funds added or opened JPST while 284 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
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 0.8% of theirs — a 0.5pp 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 2026-Q1 and 2026-Q2, across 1157 tracked filers holding JPST, 586 increased or opened the position and 606 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 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 37
- MEMBERS CAPITAL ADVISORS INC$46M
- Morton Capital Management LLC/CA$29M
- Thomasville National Bank$21M
- Diversify Advisory Services, LLC$20M
- BNP PARIBAS FINANCIAL MARKETS$20M
- Matthew Goff Investment Advisor, LLC$17M
Full exits 66
- Betterment LLC$691M
- Cambridge Investment Research Advisors, Inc.$175M
- CWM, LLC$81M
- HighTower Advisors, LLC$67M
- Thrivent Financial for Lutherans$66M
- Acorns Advisers, LLC$54M
Largest adds
- FMR LLC$213M
- MORGAN STANLEY$112M
- QUADRANT CAPITAL GROUP LLC$100M
- BANK OF AMERICA CORP /DE/$97M
- Kensington Asset Management, LLC$78M
- CITIGROUP INC$61M
Largest trims
- JPMORGAN CHASE & CO$102M
- Legacy Wealth Management, LLC$83M
- ENVESTNET ASSET MANAGEMENT INC$64M
- RiverFront Investment Group, LLC$59M
- Fluent Financial, LLC$52M
- UBS Group AG$47M
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 98,255,683 | $5.0B | 25.0% | 2026-Q2 |
| MORGAN STANLEY added | 63,410,002 | $3.2B | 16.1% | 2026-Q2 |
| LPL Financial LLC added | 19,992,863 | $1.0B | 5.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 18,129,440 | $917M | 4.6% | 2026-Q2 |
| FMR LLC added | 12,793,148 | $647M | 3.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 12,005,579 | $607M | 3.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 11,835,783 | $599M | 3.0% | 2026-Q2 |
| HB Wealth Management, LLC added | 10,065,428 | $507M | 2.5% | 2026-Q2 |
| UBS Group AG trimmed | 9,881,452 | $500M | 2.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 6,111,281 | $309M | 1.6% | 2026-Q2 |
| Temasek Holdings (Private) Ltd | 5,919,494 | $299M | 1.5% | 2026-Q2 |
| Cerity Partners LLC added | 5,448,316 | $276M | 1.4% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 5,291,854 | $268M | 1.3% | 2026-Q2 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC added | 4,831,585 | $244M | 1.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 4,289,310 | $217M | 1.1% | 2026-Q2 |
| Cetera Investment Advisers added | 4,090,820 | $207M | 1.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 3,883,899 | $196M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 3,647,775 | $184M | 0.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 2,839,964 | $144M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 2,714,023 | $137M | 0.7% | 2026-Q2 |
| Kensington Asset Management, LLC added | 2,701,053 | $137M | 0.7% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 2,667,552 | $135M | 0.7% | 2026-Q2 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP trimmed | 2,455,093 | $124M | 0.6% | 2026-Q2 |
| Waverly Advisors, LLC added | 2,360,792 | $119M | 0.6% | 2026-Q2 |
| Cornerstone Management, Inc. added | 2,248,144 | $114M | 0.6% | 2026-Q2 |
| FIFTH THIRD BANCORP added | 2,170,646 | $110M | 0.6% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 2,142,892 | $108M | 0.5% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 2,080,200 | $105M | 0.5% | 2026-Q2 |
| Bridgewater Advisors Inc. added | 2,057,137 | $104M | 0.5% | 2026-Q2 |
| QUADRANT CAPITAL GROUP LLC trimmed | 1,973,968 | $100M | 0.5% | 2026-Q2 |
| AXXCESS WEALTH MANAGEMENT, LLC trimmed | 1,922,804 | $97M | 0.5% | 2026-Q2 |
| GREENWOOD GEARHART LLC added | 1,827,293 | $92M | 0.5% | 2026-Q2 |
| Focus Partners Wealth added | 1,804,211 | $91M | 0.5% | 2026-Q2 |
| ASSETMARK, INC added | 1,778,961 | $90M | 0.5% | 2026-Q2 |
| Ancora Advisors LLC trimmed | 1,774,918 | $90M | 0.5% | 2026-Q2 |
| RiverFront Investment Group, LLC trimmed | 1,580,803 | $80M | 0.4% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 1,449,390 | $73M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 1,335,879 | $68M | 0.3% | 2026-Q2 |
| Rock Creek Group LLC added | 1,303,970 | $66M | 0.3% | 2026-Q2 |
| TRUSTMARK BANK TRUST DEPARTMENT trimmed | 1,300,703 | $66M | 0.3% | 2026-Q2 |
| SIGNATUREFD, LLC trimmed | 1,294,929 | $65M | 0.3% | 2026-Q2 |
| Bramshill Investments, LLC added | 1,282,964 | $65M | 0.3% | 2026-Q2 |
| N.E.W. Advisory Services LLC added | 1,272,405 | $64M | 0.3% | 2026-Q2 |
| NewEdge Advisors, LLC added | 1,260,051 | $64M | 0.3% | 2026-Q2 |
| Crane Advisory, LLC added | 1,198,932 | $61M | 0.3% | 2026-Q2 |
| Capital Asset Advisory Services LLC added | 1,185,486 | $60M | 0.3% | 2026-Q2 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC trimmed | 1,181,875 | $60M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO added | 1,174,372 | $59M | 0.3% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 1,125,142 | $57M | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 1,104,176 | $56M | 0.3% | 2026-Q2 |
| Naviter Wealth, LLC added | 1,099,150 | $56M | 0.3% | 2026-Q2 |
| WNY Asset Management, LLC added | 1,060,184 | $54M | 0.3% | 2026-Q2 |
| Gotham Asset Management, LLC added | 1,046,242 | $53M | 0.3% | 2026-Q2 |
| NorthCoast Asset Management LLC added | 1,002,831 | $51M | 0.3% | 2026-Q2 |
| Phoenix Wealth Advisors added | 994,969 | $50M | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 986,804 | $50M | 0.3% | 2026-Q2 |
| Round Rock Advisors LLC added | 953,692 | $48M | 0.2% | 2026-Q2 |
| PFG Investments, LLC trimmed | 912,435 | $46M | 0.2% | 2026-Q2 |
| AE Wealth Management LLC added | 905,774 | $46M | 0.2% | 2026-Q2 |
| MEMBERS CAPITAL ADVISORS INC added | 900,000 | $46M | 0.2% | 2026-Q2 |
| AlphaCore Capital LLC added | 885,033 | $45M | 0.2% | 2026-Q2 |
| Peterson Wealth Advisors, LLC added | 866,882 | $44M | 0.2% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 846,270 | $43M | 0.2% | 2026-Q2 |
| CITIZENS FINANCIAL GROUP INC/RI trimmed | 838,201 | $42M | 0.2% | 2026-Q2 |
| STEPHENS INC /AR/ trimmed | 826,961 | $42M | 0.2% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 821,078 | $42M | 0.2% | 2026-Q2 |
| Alpha Omega Wealth Management LLC trimmed | 797,365 | $40M | 0.2% | 2026-Q2 |
| MAI Capital Management added | 794,088 | $40M | 0.2% | 2026-Q2 |
| Great Point Wealth Advisors, LLC added | 744,455 | $38M | 0.2% | 2026-Q2 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC added | 722,623 | $37M | 0.2% | 2026-Q2 |
| RETIREMENT INCOME SOLUTIONS, INC trimmed | 718,740 | $36M | 0.2% | 2026-Q2 |
| Cobblestone Asset Management LLC added | 716,865 | $36M | 0.2% | 2026-Q2 |
| FRANKLIN RESOURCES INC added | 714,153 | $36M | 0.2% | 2026-Q2 |
| Mariner, LLC added | 706,267 | $36M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 695,481 | $35M | 0.2% | 2026-Q2 |
| Dakota Wealth Management trimmed | 686,045 | $35M | 0.2% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 685,795 | $35M | 0.2% | 2026-Q2 |
| Rosenberg Matthew Hamilton trimmed | 681,739 | $34M | 0.2% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 678,604 | $34M | 0.2% | 2026-Q2 |
| Roof Eidam Maycock Peralta, LLC added | 670,922 | $34M | 0.2% | 2026-Q2 |
| MCMORGAN & CO LLC added | 668,362 | $34M | 0.2% | 2026-Q2 |
| Valmark Advisers, Inc. trimmed | 663,670 | $34M | 0.2% | 2026-Q2 |
| Roberts Wealth Advisors, LLC added | 658,706 | $33M | 0.2% | 2026-Q2 |
| Dynamic Advisor Solutions LLC added | 654,851 | $33M | 0.2% | 2026-Q2 |
| HIGHLINE WEALTH PARTNERS LLC trimmed | 651,468 | $33M | 0.2% | 2026-Q2 |
| Gerber Kawasaki Wealth & Investment Management added | 643,064 | $33M | 0.2% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. added | 640,700 | $32M | 0.2% | 2026-Q2 |
| &PARTNERS added | 623,361 | $32M | 0.2% | 2026-Q2 |
| LexAurum Advisors, LLC added | 619,993 | $31M | 0.2% | 2026-Q2 |
| StrongBox Wealth, LLC added | 618,387 | $31M | 0.2% | 2026-Q2 |
| Requisite Capital Management, LLC added | 612,480 | $31M | 0.2% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC added | 610,033 | $31M | 0.2% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 587,095 | $30M | 0.1% | 2026-Q2 |
| SkyOak Wealth, LLC added | 581,430 | $29M | 0.1% | 2026-Q2 |
| Morton Capital Management LLC/CA new | 573,696 | $29M | 0.1% | 2026-Q2 |
| IMZ Advisory Inc added | 571,842 | $29M | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. added | 565,252 | $29M | 0.1% | 2026-Q2 |
| MBM WEALTH CONSULTANTS, LLC added | 560,962 | $28M | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC trimmed | 553,871 | $28M | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC trimmed | 551,569 | $28M | 0.1% | 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.