Security record · archived quarter
JHPI
name pending profile ingest
13Tracked holders
0Δ holders
1.50MShares held
$34.14MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -0.2% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 648.27K | n/a | $14.80M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 255.97K | n/a | $5.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | Commonwealth Equity Services, Llc | 227.33K | n/a | $5.19M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 153.68K | n/a | $3.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Envestnet Asset Management Inc | 41.48K | n/a | $947,365 | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Rockefeller Capital Management L.P. | 38.63K | n/a | $882,264 | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 35.63K | n/a | $813,598 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Jane Street Group, Llc | 31.25K | n/a | $713,565 | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Cwm, Llc | 30.22K | n/a | $690,000 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Cetera Investment Advisers | 23.15K | n/a | $528,687 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 8.88K | n/a | $202,678 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Assetmark, Inc | 310 | n/a | $7,079 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 302 | -89.4% | $6,899 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 53 holders, 5.97M shares, $130.15M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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