JPIB

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$47.78

-0.04 (-0.08%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding JPIB · 2026-Q1 methodology → sources →

233 holders

% of shares outstanding held

—

Shares held (13F)

29,274,034

Reporting holders

233

Top holders

largest 100 of 233 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Avantax Planning Partners, Inc.	2,433,5362.4M	$116M	—	ADD 4%
2	LPL Financial LLC	1,557,0981.6M	$74M	—	ADD 9%
3	Rice Partnership, LLC	1,490,9681.5M	$71M	—	ADD 4%
4	FSM Wealth Advisors, LLC	1,164,8881.2M	$56M	—	ADD 27%
5	BANK OF AMERICA CORP /DE/	1,078,4431.1M	$52M	—	ADD 247%
6	HighTower Advisors, LLC	982,690982,690	$47M	—	ADD 13%
7	Prime Capital Investment Advisors, LLC	927,039927,039	$44M	—	ADD 763%
8	Parallel Advisors, LLC	883,008883,008	$42M	—	NEW
9	Cetera Investment Advisers	757,482757,482	$36M	—	ADD 29%
10	Kestra Investment Management, LLC	663,626663,626	$32M	—	NEW
11	RAYMOND JAMES FINANCIAL INC	612,587612,587	$29M	—	ADD 15%
12	Goldstone Financial Group, LLC	538,595538,595	$26M	—	—
13	MORGAN STANLEY	489,755489,755	$23M	—	TRIM -34%
14	Midwest Financial Partners Investments, Inc.	455,947455,947	$22M	—	ADD 7%
15	Hughes Financial Services, LLC	451,493451,493	$22M	—	ADD 4%
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	444,980444,980	$21M	—	ADD 48%
17	ForthRight Wealth Management, LLC	421,698421,698	$20M	—	ADD 9%
18	Hills Bank & Trust Co	417,820417,820	$20M	—	ADD 8%
19	Apella Capital, LLC	411,563411,563	$20M	—	ADD 193%
20	ENVESTNET ASSET MANAGEMENT INC	368,315368,315	$18M	—	ADD 267%
21	KINTRA WEALTH, LLC	362,816362,816	$17M	—	ADD 2%
22	ROYAL BANK OF CANADA	357,688357,688	$17M	—	ADD 164%
23	KMG FIDUCIARY PARTNERS, LLC	356,185356,185	$17M	—	ADD 3%
24	Certified Advisory Corp	351,573351,573	$17M	—	ADD 10%
25	Peak Financial Management, Inc.	344,083344,083	$16M	—	ADD 10%
26	Destiny Wealth Partners, LLC	311,935311,935	$15M	—	NEW
27	COMMONWEALTH EQUITY SERVICES, LLC	310,728310,728	$15M	—	ADD 8%
28	ADE, LLC	298,475298,475	$14M	—	NEW
29	Financial Connections Group, Inc.	242,579242,579	$12M	—	ADD 44%
30	Stadion Money Management, LLC	238,297238,297	$11M	—	—
31	JANE STREET GROUP, LLC	233,173233,173	$11M	—	ADD 30%
32	CGN Advisors LLC	220,081220,081	$11M	—	ADD 2%
33	Onyx Bridge Wealth Group LLC	212,625212,625	$10M	—	ADD 495%
34	ACIMA PRIVATE WEALTH, LLC	211,048211,048	$10M	—	—
35	MAI Capital Management	209,408209,408	$10M	—	ADD 3%
36	CAPTRUST FINANCIAL ADVISORS	209,274209,274	$10M	—	ADD 37%
37	Summit Financial, LLC	198,455198,455	$9M	—	ADD 54%
38	Cambridge Investment Research Advisors, Inc.	196,442196,442	$9M	—	ADD 43%
39	Peterson Wealth Advisors, LLC	191,457191,457	$9M	—	ADD 5%
40	Tidemark, LLC	181,269181,269	$9M	—	ADD 12%
41	Fiduciary Alliance LLC	178,828178,828	$9M	—	ADD 13%
42	Bleakley Financial Group, LLC	175,929175,929	$8M	—	ADD 2%
43	Baird Financial Group, Inc.	170,788170,788	$8M	—	—
44	Cadent Capital Advisors, LLC	160,223160,223	$8M	—	ADD 576%
45	Ignite Planners, LLC	159,584159,584	$8M	—	ADD 5%
46	Broadway Wealth Solutions, Inc.	152,731152,731	$7M	—	ADD 8%
47	Windsor Capital Management, LLC	151,601151,601	$7M	—	ADD 2%
48	Financial Management Professionals, Inc.	144,846144,846	$7M	—	ADD 9%
49	AssuredPartners Investment Advisors, LLC	144,486144,486	$7M	—	ADD 2%
50	POWER WEALTH MANAGEMENT LLC	142,145142,145	$7M	—	TRIM -13%
51	Sonoma Allocations LLC	142,252142,252	$7M	—	—
52	CREATIVE FINANCIAL DESIGNS INC /ADV	140,640140,640	$7M	—	—
53	Thrivent Financial for Lutherans	138,292138,292	$7M	—	ADD 95%
54	Treasure Coast Financial Planning	134,402134,402	$6M	—	ADD 4%
55	Cerity Partners LLC	133,844133,844	$6M	—	NEW
56	HALBERT HARGROVE GLOBAL ADVISORS, LLC	127,589127,589	$6M	—	TRIM -4%
57	Econ Financial Services Corp	119,109119,109	$6M	—	ADD 165%
58	Manske Wealth Management	119,102119,102	$6M	—	ADD 7%
59	FIRST AMERICAN TRUST, FSB	117,551117,551	$6M	—	ADD 9%
60	Refined Wealth Management	116,594116,594	$6M	—	NEW
61	Marmo Financial Group, LLC	109,996109,996	$5M	—	—
62	Elmwood Wealth Management, Inc.	106,980106,980	$5M	—	ADD 34%
63	Cedar Mountain Advisors, LLC	105,457105,457	$5M	—	—
64	CARY STREET PARTNERS FINANCIAL LLC	105,293105,293	$5M	—	ADD 11%
65	LexAurum Advisors, LLC	103,731103,731	$5M	—	NEW
66	OSAIC HOLDINGS, INC.	103,448103,448	$5M	—	ADD 54%
67	Beacon Pointe Advisors, LLC	98,18298,182	$5M	—	ADD 6%
68	ARKANSAS FINANCIAL GROUP, INC.	93,80093,800	$5M	—	ADD 19%
69	Roof Eidam Maycock Peralta, LLC	93,13593,135	$4M	—	—
70	Spectrum Wealth Advisory Group, LLC	91,89291,892	$4M	—	ADD 601%
71	Avior Wealth Management, LLC	89,01889,018	$4M	—	NEW
72	JPMORGAN CHASE & CO	86,17486,174	$4M	—	ADD 245%
73	Philadelphia Investment Partners, LLC	84,20984,209	$4M	—	NEW
74	New Capital Management LP	84,10684,106	$4M	—	NEW
75	Private Advisor Group, LLC	80,49680,496	$4M	—	TRIM -16%
76	Focus Partners Advisor Solutions, LLC	79,53379,533	$4M	—	ADD 77%
77	White & Co Financial Planning Inc	71,09771,097	$3M	—	ADD 10%
78	Winter & Associates, Inc.	70,36870,368	$3M	—	ADD 57%
79	Stratos Wealth Advisors, LLC	68,61668,616	$3M	—	ADD 5%
80	MMA ASSET MANAGEMENT LLC	68,20968,209	$3M	—	NEW
81	ADAMSBROWN WEALTH CONSULTANTS LLC	67,57367,573	$3M	—	TRIM -5%
82	CITADEL ADVISORS LLC	66,94266,942	$3M	—	TRIM -7%
83	Mach-1 Financial Group, LLC	66,58866,588	$3M	—	ADD 6%
84	Waverly Advisors, LLC	64,90164,901	$3M	—	ADD 7%
85	&PARTNERS	63,21163,211	$3M	—	ADD 13%
86	Jacobi Capital Management LLC	62,97262,972	$3M	—	ADD 15%
87	OneAscent Financial Services LLC	62,63662,636	$3M	—	—
88	Etesian Wealth Advisors, Inc.	60,92960,929	$3M	—	ADD 11%
89	RIVERSEDGE ADVISORS, LLC	60,14960,149	$3M	—	NEW
90	Koshinski Asset Management, Inc.	59,71159,711	$3M	—	TRIM -3%
91	Systelligence, LLC	56,67656,676	$3M	—	TRIM -28%
92	Brendel Financial Advisors LLC	50,72950,729	$2M	—	NEW
93	Rockefeller Capital Management L.P.	50,55750,557	$2M	—	TRIM -9%
94	Bouvel Investment Partners, LLC	49,87449,874	$2M	—	—
95	SYM FINANCIAL Corp	49,43449,434	$2M	—	ADD 13%
96	Sunrise Financial Services, LLC	45,24145,241	$2M	—	ADD 10%
97	Sanctuary Advisors, LLC	44,99544,995	$2M	—	ADD 31%
98	MAGNOLIA CAPITAL ADVISORS LLC	44,76944,769	$2M	—	NEW
99	OPPENHEIMER & CO INC	44,73444,734	$2M	—	—
100	Equitable Holdings, Inc.	43,33143,331	$2M	—	ADD 91%

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Avantax Planning Partners, Inc.

605K

747K

1.3M

2.3M

2.4M

$116M

LPL Financial LLC

173K

291K

426K

818K

1.4M

1.6M

$74M

Rice Partnership, LLC

—

1.3M

1.4M

1.5M

$71M

FSM Wealth Advisors, LLC

329K

567K

670K

754K

917K

1.2M

$56M

BANK OF AMERICA CORP /DE/

472K

497K

616K

250K

311K

1.1M

$52M

HighTower Advisors, LLC

255K

273K

274K

316K

867K

983K

$47M

Prime Capital Investment Advisors, LLC

154K

157K

111K

110K

107K

927K

$44M

Parallel Advisors, LLC

—

883K

$42M

Cetera Investment Advisers

80K

35K

118K

444K

587K

757K

$36M

Kestra Investment Management, LLC

—

664K

$32M

RAYMOND JAMES FINANCIAL INC

306K

350K

443K

498K

535K

613K

$29M

Goldstone Financial Group, LLC

17K

459K

501K

541K

539K

$26M

MORGAN STANLEY

179K

355K

419K

470K

745K

490K

$23M

Midwest Financial Partners Investments, Inc.

—

427K

456K

$22M

Hughes Financial Services, LLC

—

373

378K

397K

434K

451K

$22M

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.

Institutional footprint by quarter

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	233	29,274,034	—	$1.4B
2025-Q4	209	22,057,631	—	$1.1B
2025-Q3	184	18,444,420	—	$904M
2025-Q2	160	14,566,404	—	$708M
2025-Q1	129	9,527,109	—	$456M
2024-Q4	125	8,387,358	—	$396M
2024-Q3	113	7,578,585	—	$369M
2024-Q2	120	7,618,989	—	$359M
2024-Q1	115	7,439,433	—	$354M

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.

Institutional ownership· 13F filers holding JPIB · 2026-Q1 methodology → sources →

233 holders

% of shares outstanding held

—

Shares held (13F)

29,274,034

Reporting holders

233

Top holders

largest 100 of 233 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Avantax Planning Partners, Inc.	2,433,5362.4M	$116M	—	ADD 4%
2	LPL Financial LLC	1,557,0981.6M	$74M	—	ADD 9%
3	Rice Partnership, LLC	1,490,9681.5M	$71M	—	ADD 4%
4	FSM Wealth Advisors, LLC	1,164,8881.2M	$56M	—	ADD 27%
5	BANK OF AMERICA CORP /DE/	1,078,4431.1M	$52M	—	ADD 247%
6	HighTower Advisors, LLC	982,690982,690	$47M	—	ADD 13%
7	Prime Capital Investment Advisors, LLC	927,039927,039	$44M	—	ADD 763%
8	Parallel Advisors, LLC	883,008883,008	$42M	—	NEW
9	Cetera Investment Advisers	757,482757,482	$36M	—	ADD 29%
10	Kestra Investment Management, LLC	663,626663,626	$32M	—	NEW
11	RAYMOND JAMES FINANCIAL INC	612,587612,587	$29M	—	ADD 15%
12	Goldstone Financial Group, LLC	538,595538,595	$26M	—	—
13	MORGAN STANLEY	489,755489,755	$23M	—	TRIM -34%
14	Midwest Financial Partners Investments, Inc.	455,947455,947	$22M	—	ADD 7%
15	Hughes Financial Services, LLC	451,493451,493	$22M	—	ADD 4%
16	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	444,980444,980	$21M	—	ADD 48%
17	ForthRight Wealth Management, LLC	421,698421,698	$20M	—	ADD 9%
18	Hills Bank & Trust Co	417,820417,820	$20M	—	ADD 8%
19	Apella Capital, LLC	411,563411,563	$20M	—	ADD 193%
20	ENVESTNET ASSET MANAGEMENT INC	368,315368,315	$18M	—	ADD 267%
21	KINTRA WEALTH, LLC	362,816362,816	$17M	—	ADD 2%
22	ROYAL BANK OF CANADA	357,688357,688	$17M	—	ADD 164%
23	KMG FIDUCIARY PARTNERS, LLC	356,185356,185	$17M	—	ADD 3%
24	Certified Advisory Corp	351,573351,573	$17M	—	ADD 10%
25	Peak Financial Management, Inc.	344,083344,083	$16M	—	ADD 10%
26	Destiny Wealth Partners, LLC	311,935311,935	$15M	—	NEW
27	COMMONWEALTH EQUITY SERVICES, LLC	310,728310,728	$15M	—	ADD 8%
28	ADE, LLC	298,475298,475	$14M	—	NEW
29	Financial Connections Group, Inc.	242,579242,579	$12M	—	ADD 44%
30	Stadion Money Management, LLC	238,297238,297	$11M	—	—
31	JANE STREET GROUP, LLC	233,173233,173	$11M	—	ADD 30%
32	CGN Advisors LLC	220,081220,081	$11M	—	ADD 2%
33	Onyx Bridge Wealth Group LLC	212,625212,625	$10M	—	ADD 495%
34	ACIMA PRIVATE WEALTH, LLC	211,048211,048	$10M	—	—
35	MAI Capital Management	209,408209,408	$10M	—	ADD 3%
36	CAPTRUST FINANCIAL ADVISORS	209,274209,274	$10M	—	ADD 37%
37	Summit Financial, LLC	198,455198,455	$9M	—	ADD 54%
38	Cambridge Investment Research Advisors, Inc.	196,442196,442	$9M	—	ADD 43%
39	Peterson Wealth Advisors, LLC	191,457191,457	$9M	—	ADD 5%
40	Tidemark, LLC	181,269181,269	$9M	—	ADD 12%
41	Fiduciary Alliance LLC	178,828178,828	$9M	—	ADD 13%
42	Bleakley Financial Group, LLC	175,929175,929	$8M	—	ADD 2%
43	Baird Financial Group, Inc.	170,788170,788	$8M	—	—
44	Cadent Capital Advisors, LLC	160,223160,223	$8M	—	ADD 576%
45	Ignite Planners, LLC	159,584159,584	$8M	—	ADD 5%
46	Broadway Wealth Solutions, Inc.	152,731152,731	$7M	—	ADD 8%
47	Windsor Capital Management, LLC	151,601151,601	$7M	—	ADD 2%
48	Financial Management Professionals, Inc.	144,846144,846	$7M	—	ADD 9%
49	AssuredPartners Investment Advisors, LLC	144,486144,486	$7M	—	ADD 2%
50	POWER WEALTH MANAGEMENT LLC	142,145142,145	$7M	—	TRIM -13%
51	Sonoma Allocations LLC	142,252142,252	$7M	—	—
52	CREATIVE FINANCIAL DESIGNS INC /ADV	140,640140,640	$7M	—	—
53	Thrivent Financial for Lutherans	138,292138,292	$7M	—	ADD 95%
54	Treasure Coast Financial Planning	134,402134,402	$6M	—	ADD 4%
55	Cerity Partners LLC	133,844133,844	$6M	—	NEW
56	HALBERT HARGROVE GLOBAL ADVISORS, LLC	127,589127,589	$6M	—	TRIM -4%
57	Econ Financial Services Corp	119,109119,109	$6M	—	ADD 165%
58	Manske Wealth Management	119,102119,102	$6M	—	ADD 7%
59	FIRST AMERICAN TRUST, FSB	117,551117,551	$6M	—	ADD 9%
60	Refined Wealth Management	116,594116,594	$6M	—	NEW
61	Marmo Financial Group, LLC	109,996109,996	$5M	—	—
62	Elmwood Wealth Management, Inc.	106,980106,980	$5M	—	ADD 34%
63	Cedar Mountain Advisors, LLC	105,457105,457	$5M	—	—
64	CARY STREET PARTNERS FINANCIAL LLC	105,293105,293	$5M	—	ADD 11%
65	LexAurum Advisors, LLC	103,731103,731	$5M	—	NEW
66	OSAIC HOLDINGS, INC.	103,448103,448	$5M	—	ADD 54%
67	Beacon Pointe Advisors, LLC	98,18298,182	$5M	—	ADD 6%
68	ARKANSAS FINANCIAL GROUP, INC.	93,80093,800	$5M	—	ADD 19%
69	Roof Eidam Maycock Peralta, LLC	93,13593,135	$4M	—	—
70	Spectrum Wealth Advisory Group, LLC	91,89291,892	$4M	—	ADD 601%
71	Avior Wealth Management, LLC	89,01889,018	$4M	—	NEW
72	JPMORGAN CHASE & CO	86,17486,174	$4M	—	ADD 245%
73	Philadelphia Investment Partners, LLC	84,20984,209	$4M	—	NEW
74	New Capital Management LP	84,10684,106	$4M	—	NEW
75	Private Advisor Group, LLC	80,49680,496	$4M	—	TRIM -16%
76	Focus Partners Advisor Solutions, LLC	79,53379,533	$4M	—	ADD 77%
77	White & Co Financial Planning Inc	71,09771,097	$3M	—	ADD 10%
78	Winter & Associates, Inc.	70,36870,368	$3M	—	ADD 57%
79	Stratos Wealth Advisors, LLC	68,61668,616	$3M	—	ADD 5%
80	MMA ASSET MANAGEMENT LLC	68,20968,209	$3M	—	NEW
81	ADAMSBROWN WEALTH CONSULTANTS LLC	67,57367,573	$3M	—	TRIM -5%
82	CITADEL ADVISORS LLC	66,94266,942	$3M	—	TRIM -7%
83	Mach-1 Financial Group, LLC	66,58866,588	$3M	—	ADD 6%
84	Waverly Advisors, LLC	64,90164,901	$3M	—	ADD 7%
85	&PARTNERS	63,21163,211	$3M	—	ADD 13%
86	Jacobi Capital Management LLC	62,97262,972	$3M	—	ADD 15%
87	OneAscent Financial Services LLC	62,63662,636	$3M	—	—
88	Etesian Wealth Advisors, Inc.	60,92960,929	$3M	—	ADD 11%
89	RIVERSEDGE ADVISORS, LLC	60,14960,149	$3M	—	NEW
90	Koshinski Asset Management, Inc.	59,71159,711	$3M	—	TRIM -3%
91	Systelligence, LLC	56,67656,676	$3M	—	TRIM -28%
92	Brendel Financial Advisors LLC	50,72950,729	$2M	—	NEW
93	Rockefeller Capital Management L.P.	50,55750,557	$2M	—	TRIM -9%
94	Bouvel Investment Partners, LLC	49,87449,874	$2M	—	—
95	SYM FINANCIAL Corp	49,43449,434	$2M	—	ADD 13%
96	Sunrise Financial Services, LLC	45,24145,241	$2M	—	ADD 10%
97	Sanctuary Advisors, LLC	44,99544,995	$2M	—	ADD 31%
98	MAGNOLIA CAPITAL ADVISORS LLC	44,76944,769	$2M	—	NEW
99	OPPENHEIMER & CO INC	44,73444,734	$2M	—	—
100	Equitable Holdings, Inc.	43,33143,331	$2M	—	ADD 91%

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Avantax Planning Partners, Inc.

605K

747K

1.3M

2.3M

2.4M

$116M

LPL Financial LLC

173K

291K

426K

818K

1.4M

1.6M

$74M

Rice Partnership, LLC

—

1.3M

1.4M

1.5M

$71M

FSM Wealth Advisors, LLC

329K

567K

670K

754K

917K

1.2M

$56M

BANK OF AMERICA CORP /DE/

472K

497K

616K

250K

311K

1.1M

$52M

HighTower Advisors, LLC

255K

273K

274K

316K

867K

983K

$47M

Prime Capital Investment Advisors, LLC

154K

157K

111K

110K

107K

927K

$44M

Parallel Advisors, LLC

—

883K

$42M

Cetera Investment Advisers

80K

35K

118K

444K

587K

757K

$36M

Kestra Investment Management, LLC

—

664K

$32M

RAYMOND JAMES FINANCIAL INC

306K

350K

443K

498K

535K

613K

$29M

Goldstone Financial Group, LLC

17K

459K

501K

541K

539K

$26M

MORGAN STANLEY

179K

355K

419K

470K

745K

490K

$23M

Midwest Financial Partners Investments, Inc.

—

427K

456K

$22M

Hughes Financial Services, LLC

—

373

378K

397K

434K

451K

$22M

Institutional footprint by quarter

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	233	29,274,034	—	$1.4B
2025-Q4	209	22,057,631	—	$1.1B
2025-Q3	184	18,444,420	—	$904M
2025-Q2	160	14,566,404	—	$708M
2025-Q1	129	9,527,109	—	$456M
2024-Q4	125	8,387,358	—	$396M
2024-Q3	113	7,578,585	—	$369M
2024-Q2	120	7,618,989	—	$359M
2024-Q1	115	7,439,433	—	$354M

Short interest has its own tab now — open SI →

JPIB☆

Institutional ownership· 13F filers holding JPIB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding JPIB · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

JPIB