438 tracked 13F filers disclose a position in JPIE as of the latest SEC 13F filings, a combined $5.2B 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 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $399.9M | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $328.7M | 7.1M | ▲+5.1% Added · +344K sh | Q1 2026 | |
| 3 | JPMORGAN CHASE & CO | $307.7M | 6.7M | ▼−13% Reduced · −1.0M sh | Q1 2026 | |
| 4 | Sequoia Financial Advisors, LLC | $294.1M | 6.4M | ▲+14% Added · +791K sh | Q1 2026 | |
| 5 | Savant Capital, LLC | $286.2M | 6.2M | ▼−3.4% Reduced · −216K sh | Q2 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $266.4M | 5.8M | ▲+54% Added · +2.0M sh | Q1 2026 | |
| 7 | BANK OF AMERICA CORP /DE/ | $166.6M | 3.6M | ▲+17% Added · +513K sh | Q1 2026 | |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $119.9M | 2.6M | ▲+2.4% Added · +61K sh | Q1 2026 | |
| 9 | Waverly Advisors, LLC | $114.8M | 2.5M | ▲+9.5% Added · +215K sh | Q1 2026 | |
| 10 | ROYAL BANK OF CANADA | $105.4M | 2.3M | ▲+5.7% Added · +123K sh | Q1 2026 | |
| 11 | RAYMOND JAMES FINANCIAL INC | $80.0M | 1.7M | ▲+18% Added · +267K sh | Q1 2026 | |
| 12 | Syntegra Private Wealth Group, LLC | $76.5M | 1.7M | ▲+51% Added · +558K sh | Q2 2026 | |
| 13 | OSAIC HOLDINGS, INC. | $75.7M | 1.6M | ▲+11% Added · +163K sh | Q1 2026 | |
| 14 | Southern Financial Group, LLC | $65.0M | 1.4M | ▲+4.5% Added · +61K sh | Q2 2026 | |
| 15 | Hilton Capital Management, LLC | $54.5M | 1.2M | ▲+22% Added · +215K sh | Q2 2026 | |
| 16 | CARY STREET PARTNERS FINANCIAL LLC | $52.0M | 1.1M | ▲+6.0% Added · +64K sh | Q1 2026 | |
| 17 | Williams Financial, LLC | $51.6M | 1.1M | ▲+6.6% Added · +69K sh | Q2 2026 | |
| 18 | Wagner Wealth Management, LLC | $47.6M | 1.0M | ▲+14% Added · +129K sh | Q2 2026 | |
| 19 | D'Orazio & Associates, Inc. | $45.7M | 991K | ▲+4.7% Added · +45K sh | Q2 2026 | |
| 20 | Enclave Advisors LLC | $44.2M | 961K | ▲+9.4% Added · +82K sh | Q2 2026 | |
| 21 | Rockefeller Capital Management L.P. | $40.8M | 885K | ▼−22% Reduced · −247K sh | Q1 2026 | |
| 22 | Cornerstone Advisory, LLC | $38.2M | 830K | ▲+20% Added · +141K sh | Q2 2026 | |
| 23 | Diversified Enterprises, LLC | $37.9M | 822K | ▲+3.6% Added · +29K sh | Q2 2026 | |
| 24 | TRUIST FINANCIAL CORP | $37.3M | 810K | ▼−3.1% Reduced · −26K sh | Q1 2026 | |
| 25 | Confluence Wealth Services, Inc. | $34.1M | 741K | ▲+33% Added · +185K 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 JPIE and 42 added to an existing one, while 4 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 | 244 funds | $46.2B |
| MICROSOFT CORPMSFT | 244 funds | $35.8B |
| NVIDIA CORPNVDA | 239 funds | $54.5B |
| AMAZON.COM INCAMZN | 235 funds | $24.5B |
| ALPHABET INC-CL AGOOGL | 233 funds | $21.9B |
| JPMORGAN CHASE & COJPM | 226 funds | $10.0B |
| ALPHABET INC-CL CGOOG | 225 funds | $15.1B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 225 funds | $7.0B |
| ISHARES CORE S&P 500 ETFIVV | 224 funds | $13.4B |
| META PLATFORMS INC-CLASS AMETA | 220 funds | $11.3B |
| JOHNSON & JOHNSONJNJ | 220 funds | $8.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 219 funds | $8.2B |
Ranked by how many of JPIE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
Connected entities for JPIE
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/JPIE/capital-change-brief"
Use Arkolith's capital_change_brief for JPIE. 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 JPIE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.