Security record · archived quarter
JPIB
name pending profile ingest
30Tracked holders
0Δ holders
6.18MShares held
$300.97MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.0% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | 0 | 8.65M | $418.21M | +1 | −1 |
| Q1 2026 | 33 | +3 | 8.15M | $389.92M | +5 | −2 |
| Q4 2025 | 30 | 0 | 6.18M | $300.97M | — | — |
| Q3 2025 | 4 | 0 | 1.17M | $57.44M | — | — |
| Q2 2025 | 1 | 0 | 70.07K | $3.41M | — | — |
| Q1 2025 | 1 | +1 | 33.73K | $1.62M | +1 | — |
| Q2 2024 | 1 | — | 9.33K | $439,676 | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1.43M | — | $69.43M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | HighTower Advisors, LLC | 866.91K | — | $42.22M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 745.08K | +58.7% | $36.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Cetera Investment Advisers | 587.16K | — | $28.59M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Raymond James Financial Inc | 534.51K | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 534.51K | — | $26.03M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Bank Of America Corp /De/ | 310.53K | — | $15.12M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 310.53K | — | $15.12M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 310.53K | — | $15.12M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 299.87K | — | $14.60M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Commonwealth Equity Services, Llc | 287.33K | — | $13.99M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 179.74K | — | $8.75M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 171.66K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Captrust Financial Advisors | 152.81K | — | $7.44M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Royal Bank Of Canada | 135.29K | — | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Royal Bank Of Canada | 135.29K | — | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Royal Bank Of Canada | 135.29K | — | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Royal Bank Of Canada | 135.29K | — | $6.59M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Envestnet Asset Management Inc | 100.48K | — | $4.89M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 73.09K | — | $3.56M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 72.26K | +11.8% | $3.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 67.05K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 67.05K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 67.05K | — | $3.27M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Rockefeller Capital Management L.P. | 55.36K | — | $2.70M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Mariner, LLC | 37.20K | — | $1.81M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | JPMorgan Chase ✦ | 24.95K | +122.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | JPMorgan Chase ✦ | 24.95K | +122.7% | $1.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Stifel Financial Corp | 18.05K | — | $879,283 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Stifel Financial Corp | 18.05K | — | $879,283 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Bank Of Montreal /Can/ | 6.76K | — | $321,959 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | National Bank Of Canada /Fi/ | 5.99K | — | $291,632 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | National Bank Of Canada /Fi/ | 5.99K | — | $291,632 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 5.92K | — | $289,482 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Pnc Financial Services Group, Inc. | 5.26K | — | $256,339 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 4.84K | -99.2% | $235,562 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Truist Financial Corp | 4.41K | — | $214,962 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Truist Financial Corp | 4.41K | — | $214,962 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Cwm, Llc | 980 | — | $48,000 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Us Bancorp \De\ | 585 | — | $28,490 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Wells Fargo & Company/Mn | 372 | — | $18,139 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Wells Fargo & Company/Mn | 372 | — | $18,139 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Assetmark, Inc | 101 | — | $4,919 | 0.0% | n/c | 1 | SEC ↗ |
“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): 232 holders, 29.18M shares, $1.36B 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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