JPLD Institutional Ownership
Who owns JPLD and what the big funds did with it last quarter, from every SEC 13F filing. 163 funds reported holding JPLD at Jun 30, 2026.
- ▲106 buying vs 55 selling
- ▲Shares held by funds +4.5%
- ▲Funds holding +17
- ▼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 | 163 | 146 | +11.6% |
| In funds' top 10 | 12 | 12 | 0.0% |
| 13F shares | 63.6M | 60.8M | +4.5% |
| Held by funds | – | – | – |
| New positions | 34 | 39 | −12.8% |
| Increased | 72 | 67 | +7.5% |
| Reduced | 38 | 24 | +58.3% |
| Sold out | 17 | 12 | +41.7% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in JPLD
All superinvestors →Who owns JPLD
share of fund held shares- Index and passive funds0.0%
- Active managers and hedge funds22.0%
- Banks and brokers78.0%
- Pensions, insurers and other0.0%
The top 10 holders own 86.7% of all JPLD shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
134 funds changed their position- Fmr LLCAdded+2.4M sh
- Jpmorgan Chase & CoTrimmed−1.7M sh
- Captrust Financial AdvisorsTrimmed−981K sh
- Choice Wealth Advisors LLCNew+328K sh
- Wealthquest CorpAdded+234K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase & Co | – | 43.9M | $2.3B | −1.4M |
| 2 | Fmr LLC | – | 2.4M | $125M | +2.4M |
| 3 | Captrust Financial Advisors | – | 1.6M | $81.9M | −57K |
| 4 | Morgan Stanley | – | 1.5M | $79.8M | +84K |
| 5 | M&T Bank Corp | – | 1.1M | $58.1M | +453K |
| 6 | LPL Financial LLC | – | 1M | $54.3M | −114K |
| 7 | Schiavi & Co LLC | – | 973K | $50.8M | +77K |
| 8 | Composition Wealth, LLC | – | 971K | $50.7M | +52K |
| 9 | UBS Group AG | – | 908K | $47.4M | +73K |
| 10 | Wealthquest Corp | – | 696K | $36.3M | +696K |
- Fmr LLC+2.4M sh+$125M
- Wealthquest Corp+696K sh+$36.3M
- M&T Bank Corp+453K sh+$23.7M
- Scott Capital Advisors, LLC+283K sh+$14.7M
- Spinnaker Investment Group, LLC+269K sh+$14M
- Per Stirling Capital Management, LLC.+263K sh+$13.7M
- Mbm Wealth Consultants, LLC+174K sh+$9.1M
- Kraft, Davis & Associates, LLC+132K sh+$6.8M
- Jpmorgan Chase & Co−1.4M sh−$73.2M
- Allspring Global Investments Holdings, LLC−876K sh−$45.5M
- Jane Street Group, LLC−234K sh−$12.2M
- Boulder Wealth Advisors, LLC−189K sh−$9.9M
- LPL Financial LLC−114K sh−$6M
- Captrust Financial Advisors−57K sh−$3M
- Janney Montgomery Scott LLC−46K sh−$2.4M
- Flow Traders U.s. LLC−41K sh−$2.1M
JPLD institutional ownership FAQ
Who owns the most JPLD stock?
In Q2 2026 13F filings the largest holder of JPLD was Jpmorgan Chase & Co, followed by Fmr LLC and Captrust Financial Advisors. Index fund managers are usually the biggest holders of large companies.
What percentage of JPLD is owned by institutions?
163 funds reported holding 63.6M JPLD shares at Jun 30, 2026.
Are hedge funds buying JPLD?
In Q2 2026, 106 funds bought JPLD (34 of them new positions) and 55 sold (17 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for JPLD is bullish.
What is JPLD's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this JPLD 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.
