JPIE
Congressional Trades
No congressional trades in JPIE on record.
Whale Activity
- Increased0
- New0
- Held0
- Decreased0
- Closed0
- No prior filing3
| Filer | Shares | Value | Change |
|---|---|---|---|
| Miller Global Investments, LLC | 102.7K | $4.6M | — |
| Montecito Bank & Trust | 95.3K | $4.3M | — |
| First Citizens Financial Corp | 89.5K | $4.0M | — |
KeyVex tracks a curated set of large 13F filers plus the largest positions in recent filings, so this is a sample of institutional activity, not the whole market.
Insider Trading
No open-market insider buys or sells in the last two years.
Recent Insider Transactions
No insider transactions on record.
Fund Holders
| Fund | Shares | Value | % of fund | As of |
|---|---|---|---|---|
| JPMorgan Global Allocation Fund JPMorgan Trust I | 2.6M | $118.0M | 5.24% | Jul 31, 2026 |
| JNL/JPMorgan Global Allocation Fund JNL SERIES TRUST | 764.7K | $35.2M | 4.31% | Mar 31, 2026 |
| Hilton Tactical Income Fund Direxion Funds | 130.0K | $6.0M | 4.50% | May 31, 2026 |
| Liberty One Tactical Income ETF Two Roads Shared Trust | 77.8K | $3.6M | 7.59% | Jul 31, 2026 |
| JPMorgan Flexible Income ETF J.P. Morgan Exchange-Traded Fund Trust | 19.3K | $883K | 1.85% | Jul 31, 2026 |
Mutual funds and ETFs whose N-PORT filings list JPIE's shares (CUSIP 46641Q159), each fund at its latest report since Mar 7, 2026, largest positions first. Bonds, options and short positions are left out.
Activist & Passive Stakes
No 13D/13G beneficial-ownership filings on record.
Corporate Lobbying
No lobbying filings found naming JPIE as the client.
Government Contracts
No federal contract awards found for JPIE.
U.S. Patents
No USPTO patent applications found for JPIE.
Annual Financials
No annual XBRL figures on record for JPIE. KeyVex's fundamentals cover about 130 large companies so far.
Stock Splits
No stock splits in JPIE's price history.
Material Events (8-K)
No 8-K filings on record.
About JPIE
No company profile on record.