% 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 JPSV in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 200,000200,000 | $12M | — | — |
| 2 | Geneos Wealth Management Inc. | 143,935143,935 | $8M | — | TRIM -4% |
| 3 | CITADEL ADVISORS LLC | 7,1977,197 | $423,271 | — | NEW |
| 4 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 6767 | $3,961 | — | — |
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 | 200K | 200K | 200K | 400K | 200K | 200K | $12M |
| Geneos Wealth Management Inc. | 46K | 151K | 126K | 139K | 149K | 144K | $8M |
| CITADEL ADVISORS LLC | — | — | 4K | 4K | — | 7K | $423,271 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | — | — | — | — | 67 | 67 | $3,961 |
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 | 4 | 351,199 | — | $21M |
| 2025-Q4 | 7 | 359,250 | — | $21M |
| 2025-Q3 | 6 | 547,785 | — | $32M |
| 2025-Q2 | 6 | 345,877 | — | $19M |
| 2025-Q1 | 6 | 358,370 | — | $20M |
| 2024-Q4 |
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 | |
|---|---|---|---|
| CITADEL ADVISORS LLC | +7,197 | $423,271 | OPEN |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| OPAL CAPITAL LLC | −5,586 | $328,525 | CLOSE |
| Geneos Wealth Management Inc. | −5,316 | $312,646 | TRIM |
| ROYAL BANK OF CANADA | −3,219 | $189,316 | CLOSE |
| OSAIC HOLDINGS, INC. | −1,096 | $64,458 | CLOSE |
| UBS Group AG | −31 | $1,823 | CLOSE |
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).
| 5 |
| 251,301 |
| — |
| $15M |
| 2024-Q3 | 2 | 411,638 | — | $25M |
| 2024-Q2 | 3 | 401,037 | — | $22M |
| 2024-Q1 | 4 | 423,333 | — | $24M |
| 2023-Q4 | 2 | 413,687 | — | $23M |
| 2023-Q3 | 2 | 206,698 | — | $10M |
| 2023-Q2 | 2 | 210,056 | — | $10M |
| 2023-Q1 | 2 | 207,981 | — | $10M |
