Institutional Holders (2026 Q2)
1K + investorsExplore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in JPST. Verified SEC 13F-HR filings.
| # | Investor | % of Portfolio | Shares | Mkt Value |
|---|---|---|---|---|
| 1 | Members Capital Advisors Inc | 39.09% | 900,000 | $45.5M |
| 2 | Financially Speaking Inc | 36.64% | 149,073 | $7.5M |
| 3 | Phoenix Wealth Advisors | 16.97% | 994,969 | $50.3M |
| 4 | Cornerstone Management, Inc. | 16.36% | 2,248,144 | $113.7M |
| 5 | Cobblestone Asset Management LLC | 15.12% | 716,865 | $36.3M |
| 6 | Foster Dykema Cabot & Partners, LLC | 14.20% | 4,831,585 | $244.3M |
| 7 | Ridgeline Wealth Planning, LLC | 12.68% | 395,728 | $20.0M |
| 8 | Mainstream Capital Management LLC | 12.25% | 402,230 | $20.3M |
| 9 | Lane Brothers & Co Inc | 11.30% | 341,660 | $17.3M |
| 10 | Ironwood Wealth Management, INC. | 10.51% | 492,953 | $24.9M |
| 11 | White Wing Wealth Management | 10.25% | 388,423 | $19.6M |
| 12 | IMZ Advisory Inc | 9.16% | 571,842 | $28.9M |
| 13 | StrongBox Wealth, LLC | 8.91% | 618,387 | $31.3M |
| 14 | Crane Advisory, LLC | 8.69% | 1,198,932 | $60.5M |
| 15 | J. Mark Nickell & Co. | 8.69% | 215,388 | $10.9M |
| 16 | ACT Advisors, LLC. | 8.41% | 500,113 | $25.3M |
| 17 | Ridgepath Capital Management LLC | 8.21% | 367,780 | $18.6M |
| 18 | Investment Advisory Services Group LLC | 8.10% | 219,027 | $11.1M |
| 19 | WJ Wealth Management, LLC | 7.87% | 394,346 | $19.9M |
| 20 | Northeast Planning Associates, INC. / Nh / | 7.86% | 226,494 | $10.5M |
| 21 | Roberts Wealth Advisors, LLC | 7.57% | 658,706 | $33.3M |
| 22 | Clarus Group, Inc. | 7.56% | 440,964 | $22.3M |
| 23 | Paradigm, Strategies in Wealth Management, LLC | 7.55% | 244,963 | $12.4M |
| 24 | Rahlfs Capital, LLC | 7.49% | 201,780 | $10.2M |
| 25 | Compass Financial Services Inc | 7.49% | 396,256 | $20.0M |
| Investor | Ownership History |
% of Portfolio | Prev % | Rank | Conviction | Avg Buy Price | 13F Score™ 3Y / 7Y | Sell Timing | Shares | Mkt Value | Change | Change % | Source | Quarter | Filed |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|