JCPI — Institutional owners (13F)

58 filers · $640.4M total · As of Sept. 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institution Value Shares % of tracked 13F Type
JPMORGAN CHASE & CO $525,514,007 10,927,719 82.06% Shares
MAI Capital Management $13,676,891 285,828 2.14% Shares
OXFORD FINANCIAL GROUP, LTD. LLC $12,090,834 252,682 1.89% Shares
FULTON BREAKEFIELD BROENNIMAN LLC $11,402,272 238,292 1.78% Shares
LPL Financial LLC $8,162,176 170,578 1.27% Shares
AE Wealth Management LLC $6,368,343 133,089 0.99% Shares
Private Advisor Group, LLC $5,692,378 118,963 0.89% Shares
UBS Group AG $5,438,679 113,661 0.85% Shares
RAYMOND JAMES FINANCIAL INC $4,495,915 93,958 0.70% Shares
JANE STREET GROUP, LLC $4,345,211 90,809 0.68% Shares
Systelligence, LLC $3,761,010 78,600 0.59% Shares
Balanced Rock Investment Advisors LLC $2,865,737 59,890 0.45% Shares
Integrated Wealth Concepts LLC $2,795,587 58,424 0.44% Shares
ENVESTNET ASSET MANAGEMENT INC $2,657,321 55,534 0.41% Shares
KESTRA PRIVATE WEALTH SERVICES, LLC $2,654,542 55,476 0.41% Shares
JONES FINANCIAL COMPANIES LLLP $2,295,035 47,778 0.36% Shares
MML INVESTORS SERVICES, LLC $2,155,768 45,053 0.34% Shares
OSAIC HOLDINGS, INC. $2,048,948 42,809 0.32% Shares
Clear Creek Financial Management, LLC $2,015,394 42,119 0.31% Shares
&PARTNERS $1,983,798 41,459 0.31% Shares
STIFEL FINANCIAL CORP $1,908,020 39,875 0.30% Shares
Urban Wealth Management, LLC $1,882,802 39,348 0.29% Shares
Cornerstone Planning Group LLC $1,193,421 25,061 0.19% Shares
Atria Investments, Inc $1,120,599 23,419 0.17% Shares
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $1,069,304 22,347 0.17% Shares
Cetera Investment Advisers $1,025,539 21,432 0.16% Shares
Equitable Holdings, Inc. $1,018,746 21,290 0.16% Shares
HighTower Advisors, LLC $989,634 20,682 0.15% Shares
GOLDMAN SACHS GROUP INC $875,224 18,291 0.14% Shares
OPPENHEIMER & CO INC $796,703 16,650 0.12% Shares
Bill Few Associates, Inc. $727,942 15,213 0.11% Shares
CITIZENS FINANCIAL GROUP INC/RI $689,978 14,420 0.11% Shares
CIBC WORLD MARKET INC. $660,809 13,810 0.10% Shares
CWM, LLC $642,825 13,287 0.10% Shares
SAGE RHINO CAPITAL LLC $469,848 9,819 0.07% Shares
COMMONWEALTH EQUITY SERVICES, LLC $407,030 8,506 0.06% Shares
Atria Wealth Solutions, Inc. $375,337 7,779 0.06% Shares
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $358,731 7,497 0.06% Shares
Prism Advisors, Inc. $322,365 6,737 0.05% Shares
J.W. COLE ADVISORS, INC. $249,777 5,220 0.04% Shares
Signet Private Wealth LLC $244,687 5,114 0.04% Shares
Prospera Financial Services Inc $242,674 5,072 0.04% Shares
OLYMPUS WEALTH MANAGEMENT, LLC $229,815 4,763 0.04% Shares
Lido Advisors, LLC $227,910 4,763 0.04% Shares
Collier Financial $149,276 3,120 0.02% Shares
ROYAL BANK OF CANADA $35,000 729 0.01% Shares
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $24,910 523 0.00% Shares
Ancora Advisors LLC $24,643 515 0.00% Shares
Hickory Point Bank & Trust $19,898 432 0.00% Shares
MORGAN STANLEY $8,336 174 0.00% Shares
Medallion Wealth Advisors, LLC $8,326 174 0.00% Shares
Cambridge Investment Research Advisors, Inc. $3,374 70,512 0.00% Shares
Bank & Trust Co $3,193 66 0.00% Shares
Geneos Wealth Management Inc. $3,158 66 0.00% Shares
Capital Analysts, LLC $2,539 53,065 0.00% Shares
Triumph Capital Management $2,249 47 0.00% Shares
Global Retirement Partners, LLC $1,770 37 0.00% Shares
FLOW TRADERS U.S. LLC $879 18,378 0.00% Shares