Security record · archived quarter
JPIN
name pending profile ingest
34Tracked holders
+2Δ holders
2.64MShares held
$187.66MReported value
+2New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -9.1% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | +1 | 281.06K | $20.48M | +1 | n/a |
| Q2 2026 | 32 | -1 | 2.45M | $177.67M | n/a | −1 |
| Q1 2026 | 34 | +2 | 2.64M | $187.66M | +2 | n/a |
| Q4 2025 | 32 | +1 | 2.90M | $198.16M | +1 | n/a |
| Q3 2025 | 5 | 0 | 561.59K | $37.41M | n/a | n/a |
| Q2 2025 | 3 | 0 | 17.56K | $1.13M | n/a | n/a |
| Q1 2025 | 2 | 0 | 145.10K | $8.29M | n/a | n/a |
| Q4 2024 | 2 | +1 | 46.89K | $2.51M | +1 | n/a |
| Q3 2024 | 1 | 0 | 4.33K | $260,086 | +1 | −1 |
| Q2 2024 | 1 | n/a | 64.20K | $3.55M | n/a | n/a |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 481.24K | +0.9% | $34.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Morgan Stanley ✦ | 312.18K | +3.6% | $22.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 3 | Wealth Enhancement Advisory… | 286.35K | -39.1% | $20.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Cerity Partners LLC | 207.90K | +0.9% | $14.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Captrust Financial Advisors | 162.94K | -0.1% | $11.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 146.98K | -30.2% | $10.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 137.09K | -5.9% | $9.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Susquehanna International Group, Llp | 123.36K | +87.5% | $8.79M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Focus Partners Wealth | 122.21K | +0.4% | $8.71M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Raymond James Financial Inc | 121.85K | -4.1% | $8.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Royal Bank Of Canada | 103.43K | -41.9% | $7.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Osaic Holdings, Inc. | 86.61K | -5.3% | $6.17M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | JPMorgan Chase ✦ | 88.98K | -14.1% | $6.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Wells Fargo & Company/Mn | 48.49K | +7.5% | $3.45M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Jane Street Group, Llc | 34.15K | +53.1% | $2.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Jones Financial Companies Lllp | 33.13K | +27.1% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Rockefeller Capital Management L.P. | 29.60K | -0.1% | $2.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Quantinno Capital Management LP | 17.35K | +45.5% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Ameriprise Financial Inc | 14.06K | +29.9% | $1.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Mercer Global Advisors Inc /Adv | 13.74K | -13.7% | $978,803 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 12.57K | +19.9% | $895,508 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 22 | Cetera Investment Advisers | 9.96K | +0.8% | $709,938 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passive) | 9.73K | -5.2% | $692,951 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 5.70K | -7.6% | $406,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Commonwealth Equity Services, Llc | 5.67K | +0.4% | $404,250 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Fifth Third Bancorp | 5.61K | New | $399,431 | 0.0% | New | 1 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 4.01K | -82.3% | $285,815 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 28 | Citigroup Inc | 3.57K | -7.0% | $254,042 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 3.12K | +8.7% | $222,340 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Pnc Financial Services Group, Inc. | 3.05K | 0.0% | $217,424 | 0.0% | Held | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.23K | +2.4% | $87,677 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 32 | Cwm, Llc | 475 | +106.5% | $33,839 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | UBS AM, a distinct business unit of… | 323 | New | $23,011 | 0.0% | New | 1 | SEC ↗ |
| 34 | Qube Research & Technologies Ltd | 79 | -4.8% | $5,628 | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Fifth Third Bancorp | $399,431 | 0.0% |
| UBS AM, a distinct business… | $23,011 | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 113 holders, 3.40M shares, $236.63M 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: Q1 2026 ·
Methodology ·
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