Who owns JPUS
Which tracked institutional funds hold JPUS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See JPUS company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 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
13 tracked funds added or opened JPUS 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
JPUS’s largest tracked holder by dollar value, Modera Wealth Management, LLC, sizes it at 0.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in JPUS 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 91 tracked filers holding JPUS, 43 increased or opened the position and 41 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 JPUS 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 3
- Hershey Financial Advisers, LLC$1M
- LexAurum Advisors, LLC$1M
- VestGen Advisors, LLC$773K
Full exits 4
- Independent Wealth Network Inc.$2M
- TWO SIGMA INVESTMENTS, LP$880K
- JANE STREET GROUP, LLC$618K
- Clear Point Advisors Inc.$501K
Largest adds
- CAPTRUST FINANCIAL ADVISORS$2M
- JONES FINANCIAL COMPANIES LLLP$2M
- LPL Financial LLC$1M
- Sterneck Capital Management, LLC$961K
- UBS Group AG$803K
- ST GERMAIN D J CO INC$615K
Largest trims
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$6M
- BANK OF AMERICA CORP /DE/$4M
- HighPoint Advisor Group LLC$4M
- NewEdge Advisors, LLC$1M
- Modera Wealth Management, LLC$633K
- PLANNING ALTERNATIVES LTD /ADV$387K
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 |
|---|---|---|---|---|
| Modera Wealth Management, LLC trimmed | 246,972 | $32M | 11.3% | 2026-Q1 |
| ST GERMAIN D J CO INC trimmed | 237,790 | $31M | 10.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 230,203 | $30M | 10.5% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS added | 228,110 | $30M | 10.4% | 2026-Q1 |
| UBS Group AG trimmed | 131,804 | $17M | 6.0% | 2026-Q1 |
| HighPoint Advisor Group LLC trimmed | 118,596 | $15M | 5.4% | 2026-Q1 |
| Sterneck Capital Management, LLC added | 92,122 | $12M | 4.2% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 77,077 | $10M | 3.6% | 2026-Q1 |
| LPL Financial LLC added | 73,878 | $10M | 3.4% | 2026-Q1 |
| MORGAN STANLEY added | 52,455 | $7M | 2.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 51,853 | $7M | 2.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 45,304 | $6M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 40,765 | $5M | 1.8% | 2026-Q1 |
| Financially in Tune, LLC added | 39,157 | $5M | 1.8% | 2026-Q1 |
| Apollon Wealth Management, LLC trimmed | 38,820 | $5M | 1.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 32,339 | $4M | 1.5% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,274 | $3M | 1.1% | 2026-Q1 |
| Vise Technologies, Inc. | 23,509 | $3M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 22,368 | $3M | 1.0% | 2026-Q1 |
| HHM Wealth Advisors, LLC trimmed | 21,801 | $3M | 1.0% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 20,752 | $3M | 0.9% | 2026-Q1 |
| MN Wealth Advisors, LLC trimmed | 15,534 | $2M | 0.7% | 2026-Q1 |
| Schiavi & Co LLC | 26,410 | $2M | 0.6% | 2026-Q1 |
| Private Advisor Group, LLC added | 12,252 | $2M | 0.6% | 2026-Q1 |
| Farther Finance Advisors, LLC trimmed | 11,451 | $1M | 0.5% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 11,193 | $1M | 0.5% | 2026-Q1 |
| RHS Financial, LLC trimmed | 10,512 | $1M | 0.5% | 2026-Q1 |
| Hershey Financial Advisers, LLC new | 10,367 | $1M | 0.5% | 2026-Q1 |
| LexAurum Advisors, LLC trimmed | 8,893 | $1M | 0.4% | 2026-Q1 |
| PLANNING ALTERNATIVES LTD /ADV trimmed | 8,523 | $1M | 0.4% | 2026-Q1 |
| Patten Group, Inc. added | 7,256 | $945K | 0.3% | 2026-Q1 |
| Elevation Wealth Management LLC added | 6,663 | $868K | 0.3% | 2026-Q1 |
| Avant Capital LLC trimmed | 6,578 | $856K | 0.3% | 2026-Q1 |
| VestGen Advisors, LLC added | 5,688 | $773K | 0.3% | 2026-Q1 |
| Wealth Enhancement Trust Services, Inc. trimmed | 5,874 | $765K | 0.3% | 2026-Q1 |
| KELLY FINANCIAL GROUP LLC trimmed | 4,699 | $612K | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 4,473 | $582K | 0.2% | 2026-Q1 |
| Empire Financial Management Company, LLC trimmed | 4,398 | $573K | 0.2% | 2026-Q1 |
| Targeted Financial Services LLC added | 4,269 | $556K | 0.2% | 2026-Q1 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 4,219 | $549K | 0.2% | 2026-Q1 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. trimmed | 3,897 | $507K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 3,757 | $489K | 0.2% | 2026-Q1 |
| Allegheny Financial Group added | 3,675 | $479K | 0.2% | 2026-Q1 |
| FMR LLC trimmed | 3,591 | $468K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 3,587 | $467K | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 3,552 | $462K | 0.2% | 2026-Q1 |
| FOSTER & MOTLEY INC trimmed | 3,541 | $461K | 0.2% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 3,407 | $444K | 0.2% | 2026-Q1 |
| ALBION FINANCIAL GROUP /UT | 3,200 | $417K | 0.1% | 2026-Q1 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 3,149 | $410K | 0.1% | 2026-Q1 |
| CreativeOne Wealth, LLC | 2,896 | $377K | 0.1% | 2026-Q1 |
| Etesian Wealth Advisors, Inc. trimmed | 2,809 | $366K | 0.1% | 2026-Q1 |
| Kathmere Capital Management, LLC | 2,797 | $364K | 0.1% | 2026-Q1 |
| Gateway Wealth Partners, LLC new | 2,754 | $359K | 0.1% | 2026-Q1 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 2,738 | $357K | 0.1% | 2026-Q1 |
| Intrua Financial, LLC | 2,630 | $342K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 2,476 | $322K | 0.1% | 2026-Q1 |
| Focus Financial Network, Inc. added | 2,336 | $304K | 0.1% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 2,176 | $283K | 0.1% | 2026-Q1 |
| Midwest Trust Co new | 2,047 | $267K | 0.1% | 2026-Q1 |
| MGO ONE SEVEN LLC | 2,010 | $262K | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP | 2,000 | $260K | 0.1% | 2026-Q1 |
| Summit Financial, LLC new | 1,735 | $226K | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 1,679 | $219K | 0.1% | 2026-Q1 |
| Aptus Capital Advisors, LLC | 1,631 | $212K | 0.1% | 2026-Q1 |
| GTS SECURITIES LLC | 1,629 | $212K | 0.1% | 2026-Q1 |
| Apella Capital, LLC trimmed | 1,510 | $207K | 0.1% | 2026-Q1 |
| Birchwood Financial Partners, Inc. added | 1,536 | $200K | 0.1% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 1,405 | $183K | 0.1% | 2026-Q1 |
| MAI Capital Management added | 1,257 | $164K | 0.1% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 1,208 | $157K | 0.1% | 2026-Q1 |
| Medallion Wealth Advisors, LLC | 1,100 | $143K | 0.1% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,100 | $143K | 0.1% | 2026-Q1 |
| Horizon Investments, LLC added | 1,000 | $130K | 0.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 948 | $123K | 0.0% | 2026-Q1 |
| CWM, LLC trimmed | 892 | $116K | 0.0% | 2026-Q1 |
| Advisory Services Network, LLC trimmed | 868 | $113K | 0.0% | 2026-Q1 |
| Ancora Advisors LLC trimmed | 712 | $93K | 0.0% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC new | 637 | $83K | 0.0% | 2026-Q1 |
| PRIVATE TRUST CO NA added | 625 | $81K | 0.0% | 2026-Q1 |
| Geneos Wealth Management Inc. | 410 | $53K | 0.0% | 2026-Q1 |
| Harbor Asset Planning, Inc. added | 394 | $51K | 0.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 22,713 | $3M | 0.9% | 2025-Q1 stale |
| Independent Wealth Network Inc. added | 15,514 | $2M | 0.7% | 2025-Q4 stale |
| Fort Point Capital Partners LLC trimmed | 15,983 | $2M | 0.7% | 2025-Q2 stale |
| GOLDMAN SACHS GROUP INC added | 7,633 | $902K | 0.3% | 2025-Q2 stale |
| TWO SIGMA INVESTMENTS, LP new | 7,100 | $880K | 0.3% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 4,986 | $618K | 0.2% | 2025-Q4 stale |
| One Capital Management, LLC | 4,528 | $522K | 0.2% | 2025-Q1 stale |
| Clear Point Advisors Inc. trimmed | 4,044 | $501K | 0.2% | 2025-Q4 stale |
| NWAM LLC trimmed | 3,629 | $448K | 0.2% | 2025-Q3 stale |
| Spire Wealth Management added | 3,051 | $378K | 0.1% | 2025-Q4 stale |
| Blue Oak Capital, LLC trimmed | 2,596 | $299K | 0.1% | 2025-Q1 stale |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,882 | $233K | 0.1% | 2025-Q3 stale |
| NORTH STAR ASSET MANAGEMENT INC trimmed | 2,000 | $230K | 0.1% | 2025-Q1 stale |
| Virtue Capital Management, LLC | 1,916 | $220K | 0.1% | 2025-Q1 stale |
| Continuum Advisory, LLC | 1,571 | $181K | 0.1% | 2025-Q1 stale |
| Ameritas Advisory Services, LLC trimmed | 890 | $105K | 0.0% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC new | 731 | $91K | 0.0% | 2025-Q4 stale |
| Arlington Trust Co LLC | 500 | $62K | 0.0% | 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.