CUSIP 46641Q118SMALL & MID CAPJMEEQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Jpmorgan Chase & Co | 10.52M | $676.98M |
| 2 | Lpl Financial LLC | 1.95M | $125.56M |
| 3 | Crestwood Advisors Group, LLC | 994.5K | $64.02M |
| 4 | Cetera Investment Advisers | 660.3K | $42.51M |
| 5 | Syntegra Private Wealth Group, LLC | 619.0K | $39.85M |
| 6 | Great Valley Advisor Group, Inc. | 538.2K | $34.65M |
| 7 | Osaic Holdings, Inc. | 426.7K | $27.48M |
| 8 | Wagner Wealth Management, LLC | 412.9K | $26.58M |
| 9 |
| Jones Financial Companies Lllp |
| 406.1K |
| $26.15M |
| 10 | Raymond James Financial Inc | 385.0K | $24.79M |