Among active 13F managers last quarter, 6 opened and 7 added, while 14 reduced; the largest holder to move was Sterneck Capital Management, LLC (−1.8%).
105 tracked 13F filers disclose a position in JPIN as of the latest SEC 13F filings, a combined $246.3M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 481K | $34.3M | ▲+0.9% Added · +4K sh | Q1 2026 | |
| 2 | Morgan Stanley | 312K | $22.2M | ▲+3.6% Added · +11K sh | Q1 2026 | |
| 3 | Wealth Enhancement Advisory Services, LLC | 281K | $20.6M | ▼−2.0% Reduced · −6K sh | Q2 2026 | |
| 4 | Cerity Partners LLC | 208K | $14.8M | ▲+0.9% Added · +2K sh | Q1 2026 | |
| 5 | Sterneck Capital Management, LLC | 169K | $12.2M | ▼−1.8% Reduced · −3K sh | Q2 2026 | |
| 6 | Bank Of America Corp | 147K | $10.5M | ▼−30% Reduced · −64K sh | Q1 2026 | |
| 7 | LPL Financial LLC | 137K | $9.8M | ▼−5.9% Reduced · −9K sh | Q1 2026 | |
| 8 | Susquehanna International Group, LLP | 123K | $8.8M | ▲+87% Added · +58K sh | Q1 2026 | |
| 9 | Focus Partners Wealth | 122K | $8.7M | ▲+0.4% Added · +534 sh | Q1 2026 | |
| 10 | Raymond James Financial Inc | 122K | $8.7M | ▼−4.1% Reduced · −5K sh | Q1 2026 | |
| 11 | Kingsview Wealth Management, LLC | 116K | $8.4M | ▲New +116K sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 103K | $7.4M | ▼−42% Reduced · −75K sh | Q1 2026 | |
| 13 | JPMorgan Chase & Co | 89K | $6.1M | ▼−14% Reduced · −15K sh | Q1 2026 | |
| 14 | Sanctuary Advisors, LLC | 87K | $6.3M | ▲New +87K sh | Q2 2026 | |
| 15 | Osaic Holdings, Inc. | 87K | $6.2M | ▼−5.3% Reduced · −5K sh | Q1 2026 | |
| 16 | Allworth Financial LP | 50K | $3.5M | ▲+0.6% Added · +300 sh | Q1 2026 | |
| 17 | Wells Fargo & Company | 48K | $3.5M | ▲+7.5% Added · +3K sh | Q1 2026 | |
| 18 | MCF Advisors LLC | 41K | $2.9M | ▲New +41K sh | Q2 2026 | |
| 19 | Jane Street Group, LLC | 34K | $2.4M | ▲+53% Added · +12K sh | Q1 2026 | |
| 20 | Jones Financial Companies LLLP | 33K | $2.3M | ▲+27% Added · +7K sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | 30K | $2.1M | ▼−0.1% Reduced · −21 sh | Q1 2026 | |
| 22 | 5T Wealth, LLC | 28K | $2.0M | ▼−13% Reduced · −4K sh | Q2 2026 | |
| 23 | Steward Partners Investment Advisory, LLC | 26K | $1.8M | ▼−3.3% Reduced · −877 sh | Q2 2026 | |
| 24 | Mendel Money Management | 24K | $1.7M | ▲+36% Added · +6K sh | Q2 2026 | |
| 25 | Wealthedge Investment Advisors, LLC | 22K | $1.6M | ▼−15% Reduced · −4K 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 JPIN and 7 added to an existing one, while 14 reduced. 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 | Their position there |
|---|---|---|
| Microsoft CorpMSFT | 46 funds | $31.9B |
| Nvidia CorpNVDA | 45 funds | $46.9B |
| Apple IncAAPL | 45 funds | $38.5B |
| Amazon.com IncAMZN | 45 funds | $20.7B |
| Alphabet Inc-CL AGOOGL | 45 funds | $17.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 45 funds | $6.5B |
| Costco Wholesale CorpCOST | 45 funds | $4.8B |
| Alphabet Inc-CL CGOOG | 44 funds | $12.9B |
| Eli Lilly & CoLLY | 44 funds | $9.1B |
| JPMorgan Chase & CoJPM | 44 funds | $8.2B |
| SS SPDR S&P 500 ETF Trust-USSPY | 44 funds | $3.7B |
| Meta Platforms Inc-Class AMETA | 43 funds | $10.5B |
Ranked by how many of JPIN's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in JPIN.
No filings captured for this ticker in the live stream yet.
Connected entities for JPIN
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/JPIN/capital-change-brief"
Use Arkolith's capital_change_brief for JPIN. 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 JPIN. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.