SAGESPRING WEALTH PARTNERS, LLC has opened a new $10.8M position in $JCPB, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 03-31-2026 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $JCPB.
$JCPB Hedge Fund Activity
We have seen 325 institutional investors add shares of $JCPB stock to their portfolio, and 109 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- DYNASTY WEALTH MANAGEMENT, LLC added 3,724,827 shares (+inf%) to their portfolio in Q4 2025, for an estimated $176,370,558
- BANK OF AMERICA CORP /DE/ removed 2,502,865 shares (-29.7%) from their portfolio in Q4 2025, for an estimated $118,510,657
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 2,492,837 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $118,035,831
- MORGAN STANLEY added 2,177,142 shares (+51.3%) to their portfolio in Q4 2025, for an estimated $103,087,673
- HB WEALTH MANAGEMENT, LLC added 2,042,169 shares (+16.5%) to their portfolio in Q1 2026, for an estimated $96,145,316
- CONFLUENCE WEALTH SERVICES, INC. added 1,439,759 shares (+inf%) to their portfolio in Q4 2025, for an estimated $68,172,588
- LPL FINANCIAL LLC added 1,367,293 shares (+446.3%) to their portfolio in Q1 2026, for an estimated $64,372,154
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $JCPB ticker page for more data.
