your badges 52W Range $33–$34 95% of range Analyst Rating · Price Target · P/E · ROE · Net Profit Margin ·

JULP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $33.62
52W Range $33–$34

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10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

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value · ≈ 5Y avg · industry median · verdict relative to median

Institutional owners (13F) 12 filers · $21.6M total · As of June 30, 2026

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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.

Holders 12
Value held $21.6M
New positions 2
Exited positions 1
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
2 (-1 vs prior Q) 1 (-1 vs prior Q) 3 (0 vs prior Q) 3 (0 vs prior Q) +162K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
PRUDENTIAL FINANCIAL INC $17,592,530 539,152 81.39% Shares
COMMONWEALTH EQUITY SERVICES, LLC $1,438,790 44,094 6.66% Shares
Concurrent Investment Advisors, LLC $867,371 26,582 4.01% Shares
Cetera Investment Advisers $705,852 21,632 3.27% Shares
DHJJ Financial Advisors, Ltd. $332,663 10,195 1.54% Shares
NewEdge Advisors, LLC $305,449 9,361 1.41% Shares
ROYAL BANK OF CANADA $211,000 6,472 0.98% Shares
Steward Partners Investment Advisory, LLC $135,741 4,160 0.63% Shares
PNC Financial Services Group, Inc. $19,578 600 0.09% Shares
HARBOUR INVESTMENTS, INC. $4,992 153 0.02% Shares
CENTAURUS FINANCIAL, INC. $1,725 52,860 0.01% Shares
UBS Group AG $131 4 0.00% Shares

ETF ownership Held by 1 ETF

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
BUFP · PGIM Rock ETF Trust 8.34% 576,120 NS July 31, 2026 N-PORT

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