62 tracked 13F filers disclose a position in JPRE as of the latest SEC 13F filings, a combined $370.8M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $270.3M | 5.7M | ▲+9.3% Added · +486K sh | Q1 2026 | |
| 2 | FIRST FOUNDATION ADVISORS | $14.2M | 295K | ▼−28% Reduced · −114K sh | Q1 2026 | |
| 3 | National Philanthropic Trust | $13.2M | 275K | ▲+4.3% Added · +11K sh | Q1 2026 | |
| 4 | ECLECTIC ASSOCIATES INC /ADV | $10.4M | 199K | ▲+15% Added · +26K sh | Q2 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $9.3M | 194K | ▲+10% Added · +18K sh | Q1 2026 | |
| 6 | Anderson Financial Strategies, LLC | $8.4M | 158K | ▼−0.1% Reduced · −220 sh | Q2 2026 | |
| 7 | Beta Wealth Group, Inc. | $6.3M | 121K | ▼−0.1% Reduced · −99 sh | Q2 2026 | |
| 8 | OARSMAN CAPITAL, INC. | $5.6M | 108K | ▲+17% Added · +15K sh | Q2 2026 | |
| 9 | LPL Financial LLC | $4.7M | 99K | ▼−20% Reduced · −24K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $3.7M | 77K | ▲+115% Added · +41K sh | Q1 2026 | |
| 11 | Cetera Investment Advisers | $2.7M | 56K | ▲+6.4% Added · +3K sh | Q1 2026 | |
| 12 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 41K | ▲+454% Added · +34K sh | Q1 2026 | |
| 13 | 21 West Wealth Management LLC | $1.6M | 30K | ▼−0.1% Reduced · −29 sh | Q2 2026 | |
| 14 | CENTRAL TRUST Co | $1.4M | 29K | ▲+26% Added · +6K sh | Q1 2026 | |
| 15 | ENVESTNET ASSET MANAGEMENT INC | $1.2M | 25K | ▲+6.5% Added · +2K sh | Q1 2026 | |
| 16 | One Capital Management, LLC | $1.2M | 24K | —Held | Q2 2026 | |
| 17 | CITADEL ADVISORS LLC | $1.1M | 21K | ▼−4.3% Reduced · −939 sh | Q2 2026 | |
| 18 | SILVER OAK SECURITIES, INCORPORATED | $1.0M | 20K | ▲+8.9% Added · +2K sh | Q2 2026 | |
| 19 | Orion Porfolio Solutions, LLC | $942K | 20K | ▲+44% Added · +6K sh | Q1 2026 | |
| 20 | Bill Few Associates, Inc. | $879K | 17K | ▼−0.7% Reduced · −122 sh | Q2 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $782K | 16K | —Held | Q1 2026 | |
| 22 | Independence Asset Advisors, LLC | $762K | 15K | ▲+0.5% Added · +78 sh | Q2 2026 | |
| 23 | Wealthcare Advisory Partners LLC | $723K | 14K | ▲+2.9% Added · +387 sh | Q2 2026 | |
| 24 | Tower Research Capital LLC (TRC) | $633K | 13K | ▲+64% Added · +5K sh | Q1 2026 | |
| 25 | Plus Group Wealth Advisors LLC | $633K | 12K | ▲+3.0% Added · +354 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in JPRE and 14 added to an existing one, while 8 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 25 funds | $8.2B |
| JPMORGAN CHASE & COJPM | 25 funds | $2.1B |
| APPLE INCAAPL | 24 funds | $4.4B |
| ALPHABET INC-CL AGOOGL | 24 funds | $3.7B |
| MICROSOFT CORPMSFT | 24 funds | $2.8B |
| BROADCOM INCAVGO | 24 funds | $2.6B |
| TESLA INCTSLA | 24 funds | $2.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 24 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 24 funds | $1.6B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 24 funds | $1.2B |
| VANGUARD S&P 500 ETFVOO | 24 funds | $938.8M |
| JOHNSON & JOHNSONJNJ | 24 funds | $706.0M |
Ranked by how many of JPRE's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPImc | 1288 funds | $18.1B |
| JPSTmc | 1100 funds | $23.8B |
| JMSTmc | 518 funds | $3.4B |
| JMUBmc | 471 funds | $5.0B |
| JCPBmc | 468 funds | $9.2B |
| JPIEmc | 441 funds | $5.2B |
| JQUAmc | 440 funds | $5.1B |
| JIREmc | 315 funds | $9.0B |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for JPRE
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/JPRE/capital-change-brief"
Use Arkolith's capital_change_brief for JPRE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for JPRE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.