% of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for JCPI in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 10.4M | 10.2M | 10.9M | 22.1M | 10.4M | 9.8M | $470M |
| MAI Capital Management | 234K | 242K | 246K | 253K | 263K | 278K | $13M |
| OXFORD FINANCIAL GROUP, LTD. LLC | 336K | 323K | 292K | 280K | 268K | 258K | $12M |
| LPL Financial LLC | 18K | 38K | 105K | 119K | 138K | 152K | $7M |
| UBS Group AG | 144K | 125K | 129K | 133K | 134K | 132K | $6M |
| AE Wealth Management LLC | 285 | 285 | 285 | 51K | 87K | 111K | $5M |
| Private Advisor Group, LLC | — | 5K | — | 36K | 70K | 102K | $5M |
| Avior Wealth Management, LLC | — | — | — | 14K | 96K | 101K | $5M |
| Systelligence, LLC | — | — | — | — | — | 99K | $5M |
| RAYMOND JAMES FINANCIAL INC | 103K | 112K | 112K | 132K | 139K | 69K | $3M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 49K | 52K | 53K | 55K | 56K | 58K | $3M |
| GOLDMAN SACHS GROUP INC | — | — | — | 21K | 563K | 57K | $3M |
| Balanced Rock Investment Advisors LLC | — | — | 44K | 49K | 52K | 53K | $3M |
| ENVESTNET ASSET MANAGEMENT INC | 5K | — | 30K | 32K | 46K | 51K | $2M |
| MML INVESTORS SERVICES, LLC | — | — | 29K | 30K | 42K | 45K | $2M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 59 | 11,904,430 | — | $574M |
| 2025-Q4 | 52 | 12,989,472 |
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Systelligence, LLC | +98,825 | $5M | OPEN |
| Private Advisor Group, LLC | +31,431 | $2M | ADD |
| Cambridge Investment Research Advisors, Inc. | +27,008 | $1M | OPEN |
| AE Wealth Management LLC | +24,785 | $1M | ADD |
| Cornerstone Planning Group LLC | +23,820 | $1M | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| JPMORGAN CHASE & CO | −662,450 | $32M | TRIM |
| GOLDMAN SACHS GROUP INC | −505,976 | $24M | TRIM |
| RAYMOND JAMES FINANCIAL INC | −69,505 | $3M | TRIM |
| JANE STREET GROUP, LLC | −50,716 | $2M | TRIM |
| SAGE RHINO CAPITAL LLC | −47,727 | $2M | TRIM |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| — |
| $626M |
| 2025-Q3 | 44 | 23,718,816 | — | $1.2B |
| 2025-Q2 | 38 | 12,388,553 | — | $598M |
| 2025-Q1 | 32 | 11,563,397 | — | $557M |
| 2024-Q4 | 31 | 11,560,701 | — | $541M |
| 2024-Q3 | 30 | 22,456,655 | — | $1.1B |
| 2024-Q2 | 28 | 21,727,383 | — | $1.0B |
| 2024-Q1 | 25 | 22,542,132 | — | $1.1B |
| 2023-Q4 | 29 | 13,272,246 | — | $617M |
| 2023-Q3 | 32 | 7,722,016 | — | $349M |
| 2023-Q2 | 32 | 7,928,685 | — | $366M |
| 2023-Q1 | 32 | 16,308,091 | — | $774M |
| 2022-Q4 | 38 | 14,660,991 | — | $672M |
| 2022-Q3 | 37 | 15,485,975 | — | $703M |
| 2022-Q2 | 27 | 16,448,432 | — | $794M |
| 2022-Q1 | 1 | 491 | — | $25,000 |
