227 tracked 13F filers disclose a position in JPIB as of the latest SEC 13F filings, a combined $1.4B 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 | Avantax Planning Partners, Inc. | $121.8M | 2.5M | ▲+3.5% Added · +85K sh | Q2 2026 | |
| 2 | Rice Partnership, LLC | $78.6M | 1.6M | ▲+9.0% Added · +135K sh | Q2 2026 | |
| 3 | LPL Financial LLC | $74.5M | 1.6M | ▲+9.2% Added · +132K sh | Q1 2026 | |
| 4 | FSM Wealth Advisors, LLC | $66.7M | 1.4M | ▲+18% Added · +214K sh | Q2 2026 | |
| 5 | Hills Bank & Trust Co | $61.2M | 1.3M | ▲+203% Added · +848K sh | Q2 2026 | |
| 6 | BANK OF AMERICA CORP /DE/ | $51.6M | 1.1M | ▲+247% Added · +768K sh | Q1 2026 | |
| 7 | HighTower Advisors, LLC | $47.0M | 983K | ▲+13% Added · +116K sh | Q1 2026 | |
| 8 | Prime Capital Investment Advisors, LLC | $44.7M | 925K | ▼−0.2% Reduced · −2K sh | Q2 2026 | |
| 9 | Parallel Advisors, LLC | $42.2M | 883K | ▲New +883K sh | Q1 2026 | |
| 10 | Cetera Investment Advisers | $36.2M | 757K | ▲+29% Added · +170K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $29.3M | 613K | ▲+15% Added · +78K sh | Q1 2026 | |
| 12 | Goldstone Financial Group, LLC | $27.4M | 566K | ▲+5.2% Added · +28K sh | Q2 2026 | |
| 13 | Kestra Investment Management, LLC | $25.8M | 534K | ▼−20% Reduced · −130K sh | Q2 2026 | |
| 14 | Hughes Financial Services, LLC | $23.9M | 495K | ▲+9.6% Added · +44K sh | Q2 2026 | |
| 15 | MORGAN STANLEY | $23.4M | 490K | ▼−34% Reduced · −255K sh | Q1 2026 | |
| 16 | Midwest Financial Partners Investments, Inc. | $23.3M | 483K | ▲+5.8% Added · +27K sh | Q2 2026 | |
| 17 | ForthRight Wealth Management, LLC | $22.0M | 456K | ▲+8.1% Added · +34K sh | Q2 2026 | |
| 18 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $21.3M | 445K | ▲+48% Added · +145K sh | Q1 2026 | |
| 19 | Apella Capital, LLC | $21.3M | 441K | ▲+7.2% Added · +30K sh | Q2 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $17.6M | 368K | ▲+267% Added · +268K sh | Q1 2026 | |
| 21 | KMG FIDUCIARY PARTNERS, LLC | $17.7M | 366K | ▲+2.8% Added · +10K sh | Q2 2026 | |
| 22 | Certified Advisory Corp | $17.6M | 365K | ▲+3.8% Added · +13K sh | Q2 2026 | |
| 23 | KINTRA WEALTH, LLC | $17.3M | 363K | ▲+2.0% Added · +7K sh | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $17.1M | 358K | ▲+164% Added · +222K sh | Q1 2026 | |
| 25 | Peak Financial Management, Inc. | $17.3M | 358K | ▲+3.9% Added · +14K 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, 6 funds opened a new position in JPIB and 43 added to an existing one, while 6 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 |
|---|---|---|
| APPLE INCAAPL | 124 funds | $14.5B |
| MICROSOFT CORPMSFT | 121 funds | $9.9B |
| AMAZON.COM INCAMZN | 120 funds | $8.2B |
| NVIDIA CORPNVDA | 119 funds | $16.1B |
| ALPHABET INC-CL AGOOGL | 116 funds | $6.3B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 116 funds | $5.6B |
| VANGUARD S&P 500 ETFVOO | 114 funds | $5.1B |
| BROADCOM INCAVGO | 113 funds | $5.9B |
| JPMORGAN CHASE & COJPM | 113 funds | $4.0B |
| ELI LILLY & COLLY | 112 funds | $3.0B |
| ALPHABET INC-CL CGOOG | 111 funds | $5.1B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 111 funds | $3.7B |
Ranked by how many of JPIB's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| JEPImc | 1286 funds | $18.1B |
| JPSTmc | 1102 funds | $23.7B |
| JMSTmc | 516 funds | $3.4B |
| JMUBmc | 469 funds | $5.0B |
| JCPBmc | 465 funds | $9.2B |
| JQUAmc | 439 funds | $5.1B |
| JPIEmc | 438 funds | $5.2B |
| JIREmc | 313 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 JPIB
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/JPIB/capital-change-brief"
Use Arkolith's capital_change_brief for JPIB. 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 JPIB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.