As of the latest SEC filings, J. C. PENNEY COMPANY INC. (JCP) is held by 7 institutional funds. The largest fund shareholder is FPA New Income Fund (FPNIX), holding an estimated $2,630.28 in market value, representing a significant portion of its portfolio.
Funds holding J. C. PENNEY COMPANY INC. (JCP)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JCP
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FPNIX
FPA New Income Fund
|
MF | Independent / Boutique | 0.00% | $2,630.28 | 26,302,796 | Mar 31, 2026 | May 28, 2026 |
|
FPFIX
FPA Flexible Fixed Income Fund
|
MF | Independent / Boutique | 0.00% | $46.40 | 464,034 | Mar 31, 2026 | May 22, 2026 |
|
SOR
Source Capital
|
CEF | Independent / Boutique | 0.00% | $45.55 | 455,468 | Mar 31, 2026 | May 22, 2026 |
|
MSTBX
Morningstar Defensive Bond Fund
|
MF | Independent / Boutique | 0.00% | $22.55 | 225,538 | Apr 30, 2026 | Jun 26, 2026 |
|
SGYAX
SIIT HIGH YIELD BOND FUND
|
MF | Independent / Boutique | 0.00% | $0.01 | 3,625,004 | Feb 28, 2026 | Apr 28, 2026 |
|
SMSAX
SIMT Multi-Strategy Alternatives Fund
|
MF | Independent / Boutique | 0.00% | $0.01 | 365,566 | Mar 31, 2026 | May 29, 2026 |
|
SHYAX
SIMT High Yield Bond Fund
|
MF | Independent / Boutique | 0.00% | $0.01 | 2,176,790 | Mar 31, 2026 | May 29, 2026 |
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