Atria Investments, Inc has opened a new $11.3M position in $JCPB, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 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 295 institutional investors add shares of $JCPB stock to their portfolio, and 107 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HB WEALTH MANAGEMENT, LLC added 1,954,190 shares (+18.7%) to their portfolio in Q4 2025, for an estimated $92,530,896
- WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added 1,840,452 shares (+618.7%) to their portfolio in Q4 2025, for an estimated $87,145,402
- CONFLUENCE WEALTH SERVICES, INC. added 1,439,759 shares (+inf%) to their portfolio in Q4 2025, for an estimated $68,172,588
- VESTMARK ADVISORY SOLUTIONS, INC. removed 1,402,356 shares (-43.0%) from their portfolio in Q3 2025, for an estimated $66,682,027
- MORGAN STANLEY added 1,130,547 shares (+36.3%) to their portfolio in Q3 2025, for an estimated $53,757,509
- ALPINE BANK WEALTH MANAGEMENT added 1,067,806 shares (+67.8%) to their portfolio in Q4 2025, for an estimated $50,560,614
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 833,135 shares (+50.2%) to their portfolio in Q3 2025, for an estimated $39,615,569
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
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.