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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
40 top institutions tracked
Last 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: unknown
No recent insider trades detected.
Red flags: 0
480 filers reported a long position in JPIE for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $616.1M | 13.4M | +54.2% |
| JPMORGAN CHASE & CO | $381.4M | 8.3M | +23.5% |
| MORGAN STANLEY | $336.6M | 7.3M | +2.4% |
| Sequoia Financial Advisors, LLC | $328.4M | 7.1M | +11.7% |
| WELLS FARGO & COMPANY/MN | $289.4M | 6.3M | +8.7% |
| Savant Capital, LLC | $286.2M | 6.2M | -3.4% |
| BANK OF AMERICA CORP /DE/ | $190.3M | 4.1M | +14.3% |
| Waverly Advisors, LLC | $122.9M | 2.7M | +7.1% |
| ENVESTNET ASSET MANAGEMENT INC | $121.3M | 2.6M | +1.2% |
| LPL Financial LLC | $95.4M | 2.1M | +187.2% |
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