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-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 JPUS is one-sided between 2026-Q1 and 2026-Q2: 26 added or opened and 7 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
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 2026-Q1 and 2026-Q2, across 100 tracked filers holding JPUS, 47 increased or opened the position and 40 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 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 7
- Sanctuary Advisors, LLC$24M
- Kingsview Wealth Management, LLC$9M
- Beacon Pointe Advisors, LLC$6M
- CITADEL ADVISORS LLC$2M
- Stratos Wealth Partners, LTD.$978K
- BASSO CAPITAL MANAGEMENT, L.P.$635K
Full exits 3
- Financially in Tune, LLC$5M
- Cambridge Investment Research Advisors, Inc.$3M
- Hershey Financial Advisers, LLC$1M
Largest adds
- AMERIPRISE FINANCIAL INC$8M
- CAPTRUST FINANCIAL ADVISORS$3M
- JONES FINANCIAL COMPANIES LLLP$2M
- UBS Group AG$2M
- NewEdge Advisors, LLC$2M
- Modera Wealth Management, LLC$1M
Largest trims
- BANK OF AMERICA CORP /DE/$25M
- HighPoint Advisor Group LLC$1M
- VestGen Advisors, LLC$374K
- OSAIC HOLDINGS, INC.$292K
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 |
|---|---|---|---|---|
| Modera Wealth Management, LLC trimmed | 238,963 | $34M | 10.9% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS added | 234,669 | $33M | 10.7% | 2026-Q2 |
| ST GERMAIN D J CO INC trimmed | 226,862 | $32M | 10.3% | 2026-Q2 |
| Sanctuary Advisors, LLC new | 171,147 | $24M | 7.8% | 2026-Q2 |
| UBS Group AG added | 133,858 | $19M | 6.1% | 2026-Q2 |
| HighPoint Advisor Group LLC trimmed | 99,853 | $14M | 4.5% | 2026-Q2 |
| Sterneck Capital Management, LLC trimmed | 91,995 | $13M | 4.2% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 76,910 | $11M | 3.5% | 2026-Q2 |
| LPL Financial LLC trimmed | 73,334 | $10M | 3.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 64,225 | $9M | 2.9% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 63,644 | $9M | 2.9% | 2026-Q2 |
| Kingsview Wealth Management, LLC new | 63,386 | $9M | 2.9% | 2026-Q2 |
| MORGAN STANLEY added | 52,987 | $7M | 2.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 49,071 | $7M | 2.2% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 43,799 | $6M | 2.0% | 2026-Q2 |
| Beacon Pointe Advisors, LLC new | 39,826 | $6M | 1.8% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 36,807 | $5M | 1.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 35,537 | $5M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 27,944 | $4M | 1.3% | 2026-Q2 |
| Vise Technologies, Inc. added | 26,562 | $4M | 1.2% | 2026-Q2 |
| Schiavi & Co LLC trimmed | 26,164 | $2M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 23,557 | $3M | 1.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 22,289 | $3M | 1.0% | 2026-Q2 |
| HHM Wealth Advisors, LLC trimmed | 20,536 | $3M | 0.9% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 16,797 | $2M | 0.8% | 2026-Q2 |
| MN Wealth Advisors, LLC trimmed | 15,529 | $2M | 0.7% | 2026-Q2 |
| RHS Financial, LLC added | 13,492 | $2M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 13,222 | $2M | 0.6% | 2026-Q2 |
| Farther Finance Advisors, LLC trimmed | 11,280 | $2M | 0.5% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 11,193 | $2M | 0.5% | 2026-Q2 |
| NewEdge Advisors, LLC added | 10,949 | $2M | 0.5% | 2026-Q2 |
| LexAurum Advisors, LLC trimmed | 8,711 | $1M | 0.4% | 2026-Q2 |
| PLANNING ALTERNATIVES LTD /ADV trimmed | 7,922 | $1M | 0.4% | 2026-Q2 |
| Stratos Wealth Partners, LTD. new | 6,975 | $978K | 0.3% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 6,816 | $956K | 0.3% | 2026-Q2 |
| Avant Capital LLC added | 6,794 | $953K | 0.3% | 2026-Q2 |
| Elevation Wealth Management LLC added | 6,670 | $935K | 0.3% | 2026-Q2 |
| Wealth Enhancement Trust Services, Inc. added | 6,209 | $770K | 0.2% | 2026-Q2 |
| Patten Group, Inc. trimmed | 5,936 | $832K | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 5,624 | $789K | 0.3% | 2026-Q2 |
| KELLY FINANCIAL GROUP LLC trimmed | 4,688 | $657K | 0.2% | 2026-Q2 |
| CITIGROUP INC added | 4,559 | $639K | 0.2% | 2026-Q2 |
| Allegheny Financial Group added | 4,547 | $638K | 0.2% | 2026-Q2 |
| BASSO CAPITAL MANAGEMENT, L.P. new | 4,528 | $635K | 0.2% | 2026-Q2 |
| Clear Point Advisors Inc. added | 4,507 | $632K | 0.2% | 2026-Q2 |
| Empire Financial Management Company, LLC | 4,398 | $617K | 0.2% | 2026-Q2 |
| BELLEVUE ASSET MANAGEMENT, LLC added | 4,224 | $592K | 0.2% | 2026-Q2 |
| Targeted Financial Services LLC trimmed | 4,211 | $591K | 0.2% | 2026-Q2 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | 3,897 | $546K | 0.2% | 2026-Q2 |
| FMR LLC trimmed | 3,527 | $495K | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 3,269 | $458K | 0.1% | 2026-Q2 |
| ALBION FINANCIAL GROUP /UT | 3,200 | $449K | 0.1% | 2026-Q2 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC trimmed | 3,109 | $436K | 0.1% | 2026-Q2 |
| VestGen Advisors, LLC trimmed | 2,844 | $399K | 0.1% | 2026-Q2 |
| RFG Advisory, LLC new | 2,823 | $396K | 0.1% | 2026-Q2 |
| Kathmere Capital Management, LLC | 2,797 | $392K | 0.1% | 2026-Q2 |
| CreativeOne Wealth, LLC trimmed | 2,696 | $378K | 0.1% | 2026-Q2 |
| Etesian Wealth Advisors, Inc. trimmed | 2,659 | $373K | 0.1% | 2026-Q2 |
| Intrua Financial, LLC | 2,630 | $369K | 0.1% | 2026-Q2 |
| Medallion Wealth Advisors, LLC added | 2,537 | $235K | 0.1% | 2026-Q2 |
| INTERACTIVE FINANCIAL ADVISORS, INC. trimmed | 2,466 | $345K | 0.1% | 2026-Q2 |
| Focus Financial Network, Inc. added | 2,345 | $329K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC new | 2,257 | $317K | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 2,200 | $309K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 2,184 | $306K | 0.1% | 2026-Q2 |
| MGO ONE SEVEN LLC | 2,010 | $282K | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP | 2,000 | $280K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 1,753 | $246K | 0.1% | 2026-Q2 |
| Summit Financial, LLC | 1,735 | $243K | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 1,687 | $237K | 0.1% | 2026-Q2 |
| Aptus Capital Advisors, LLC | 1,631 | $229K | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 1,630 | $229K | 0.1% | 2026-Q2 |
| GTS SECURITIES LLC | 1,629 | $228K | 0.1% | 2026-Q2 |
| Birchwood Financial Partners, Inc. added | 1,543 | $216K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV new | 1,524 | $214K | 0.1% | 2026-Q2 |
| Apella Capital, LLC added | 1,517 | $213K | 0.1% | 2026-Q2 |
| CLG LLC new | 1,503 | $211K | 0.1% | 2026-Q2 |
| GuidedMoney, LLC new | 1,500 | $210K | 0.1% | 2026-Q2 |
| Continuum Advisory, LLC trimmed | 1,373 | $193K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 1,108 | $155K | 0.1% | 2026-Q2 |
| ROYAL BANK OF CANADA | 1,100 | $154K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 1,042 | $146K | 0.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 948 | $133K | 0.0% | 2026-Q2 |
| BlackRock, Inc. new | 880 | $123K | 0.0% | 2026-Q2 |
| Ancora Advisors LLC | 712 | $100K | 0.0% | 2026-Q2 |
| Cassaday & Co Wealth Management LLC | 637 | $89K | 0.0% | 2026-Q2 |
| PRIVATE TRUST CO NA | 625 | $88K | 0.0% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 565 | $79K | 0.0% | 2026-Q2 |
| Horizon Investments, LLC trimmed | 500 | $70K | 0.0% | 2026-Q2 |
| Harbor Asset Planning, Inc. added | 396 | $56K | 0.0% | 2026-Q2 |
| Geneos Wealth Management Inc. trimmed | 350 | $49K | 0.0% | 2026-Q2 |
| ASSETMARK, INC | 140 | $20K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 137 | $19K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 121 | $17K | 0.0% | 2026-Q2 |
| Wagner Wealth Management, LLC added | 98 | $14K | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 72 | $10K | 0.0% | 2026-Q2 |
| Nova Wealth Management, Inc. | 33 | $5K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 18 | $3K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc | 3 | $421 | 0.0% | 2026-Q2 |
| Qube Research & Technologies Ltd trimmed | 1 | $140 | 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.