CHARLES SCHWAB INVESTMENT MANAGEMENT INC has opened a new $399.9M position in $JPIE, 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 $JPIE.
$JPIE Hedge Fund Activity
We have seen 315 institutional investors add shares of $JPIE stock to their portfolio, and 130 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 8,679,689 shares (+inf%) to their portfolio in Q1 2026, for an estimated $399,873,272
- SAVANT CAPITAL, LLC added 2,898,914 shares (+82.1%) to their portfolio in Q1 2026, for an estimated $133,552,967
- WELLS FARGO & COMPANY/MN added 2,023,188 shares (+53.8%) to their portfolio in Q1 2026, for an estimated $93,208,271
- MORGAN STANLEY added 1,393,857 shares (+25.8%) to their portfolio in Q4 2025, for an estimated $64,521,640
- BANK OF AMERICA CORP /DE/ added 922,529 shares (+42.3%) to their portfolio in Q4 2025, for an estimated $42,703,867
- SEQUOIA FINANCIAL ADVISORS, LLC added 791,361 shares (+14.2%) to their portfolio in Q1 2026, for an estimated $36,458,001
- HERITAGE FINANCIAL SERVICES, LLC added 543,246 shares (+23.6%) to their portfolio in Q4 2025, for an estimated $25,146,857
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 13F endpoint.
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 $JPIE ticker page for more data.
