JCPB Institutional Ownership
Who owns JCPB and what the big funds did with it last quarter, from every SEC 13F filing. 505 funds reported holding JCPB at Jun 30, 2026.
- ▲365 buying vs 129 selling
- ▲Shares held by funds +27.6%
- ▲Funds holding +22
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 505 | 483 | +4.6% |
| In funds' top 10 | 86 | 90 | −4.4% |
| 13F shares | 254M | 199M | +27.6% |
| Held by funds | – | – | – |
| New positions | 59 | 64 | −7.8% |
| Increased | 306 | 293 | +4.4% |
| Reduced | 97 | 86 | +12.8% |
| Sold out | 32 | 24 | +33.3% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in JCPB
All superinvestors →
Who owns JCPB
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds78.4%
- Banks and brokers17.8%
- Pensions, insurers and other3.7%
The top 10 holders own 40.2% of all JCPB shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
453 funds changed their position- Fmr LLCAdded+5.8M sh
- Annex Advisory Services, LLCNew+5M sh
- Raymond James Financial IncAdded+2.3M sh
- Confluence Wealth Services, Inc.Added+876K sh
- Jpmorgan Chase & CoAdded+725K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Betterment LLC | – | 28.4M | $1.3B | +22.2M |
| 2 | HB Wealth Management, LLC | – | 15.6M | $731M | +1.2M |
| 3 | Morgan Stanley | – | 12.5M | $588M | +4.2M |
| 4 | Raymond James Financial Inc | – | 8.8M | $415M | +2.1M |
| 5 | Factory Mutual Insurance Co | – | 8M | $375M | +2.1M |
| 6 | Jpmorgan Chase & Co | – | 7.6M | $357M | +2M |
| 7 | OpenArc Corporate Advisory, LLC | – | 5.4M | $254M | +606K |
| 8 | Mariner, LLC | – | 5.4M | $253M | +673K |
| 9 | Bank of America Corp /de/ | – | 5.3M | $248M | −86K |
| 10 | Dynasty Wealth Management, LLC | – | 5M | $236M | +578K |
- Betterment LLC+22.2M sh+$1B
- Morgan Stanley+4.2M sh+$195M
- Factory Mutual Insurance Co+2.1M sh+$100M
- Raymond James Financial Inc+2.1M sh+$99.9M
- Modern Wealth Management, LLC+2.1M sh+$99.3M
- Jpmorgan Chase & Co+2M sh+$95.8M
- LPL Financial LLC+1.7M sh+$78M
- Northwestern Mutual Wealth Management Co+1.7M sh+$77.8M
- Alpine Bank Wealth Management−1.6M sh−$77.3M
- LeClair Wealth Partners LLC−453K sh−$21.3M
- Horizon Investments, LLC−416K sh−$19.4M
- Royal Bank of Canada−274K sh−$12.9M
- Susquehanna International Group, LLP−250K sh−$11.7M
- Savant Capital, LLC−168K sh−$7.9M
- Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors−127K sh−$6M
- BridgePort Financial Solutions, LLC−102K sh−$4.8M
JCPB institutional ownership FAQ
Who owns the most JCPB stock?
In Q2 2026 13F filings the largest holder of JCPB was Betterment LLC, followed by HB Wealth Management, LLC and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of JCPB is owned by institutions?
505 funds reported holding 254M JCPB shares at Jun 30, 2026.
Are hedge funds buying JCPB?
In Q2 2026, 365 funds bought JCPB (59 of them new positions) and 129 sold (32 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for JCPB is bullish.
What is JCPB's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this JCPB ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.