As of the latest SEC filings, JUPITER FUND MANAGEMENT PLC (JUP.LN) is held by 23 institutional funds. The largest fund shareholder is DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO (DISVX), holding an estimated $10,395,452.51 in market value, representing 0.07% of its portfolio.
Funds holding JUPITER FUND MANAGEMENT PLC (JUP.LN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- JUP.LN
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
DISVX
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $10,395,452.51 | 5,033,722 | Apr 30, 2026 | Jun 24, 2026 |
|
-
THE UNITED KINGDOM SMALL COMPANY SERIES
|
ETF | Dimensional Fund Advisors | 0.23% | $3,975,862.69 | 1,925,206 | Apr 30, 2026 | Jun 24, 2026 |
|
HAINX
Harbor International Fund
|
MF | Independent / Boutique | 0.10% | $3,798,628.42 | 1,839,385 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHC
Schwab International Small-Cap Equity ETF
|
ETF | Charles Schwab | 0.04% | $2,312,888.40 | 915,066 | Feb 28, 2026 | Apr 24, 2026 |
|
SPDW
State Street(R) SPDR(R) Portfolio Developed World ex-US ETF
|
ETF | State Street (SPDR) | 0.01% | $2,181,066.84 | 992,769 | Mar 31, 2026 | May 28, 2026 |
|
DFIEX
INTERNATIONAL CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $1,935,878.94 | 937,398 | Apr 30, 2026 | Jun 24, 2026 |
|
GWX
State Street(R) SPDR(R) S&P(R) International Small Cap ETF
|
ETF | State Street (SPDR) | 0.08% | $663,273.30 | 301,906 | Mar 31, 2026 | May 28, 2026 |
|
DFVQX
International Vector Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $523,010.59 | 253,254 | Apr 30, 2026 | Jun 24, 2026 |
|
HAIDX
Harbor Diversified International All Cap Fund
|
MF | Independent / Boutique | 0.06% | $506,898.20 | 245,452 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSPX
International Sustainability Core 1 Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $412,020.51 | 199,510 | Apr 30, 2026 | Jun 24, 2026 |
|
-
Brighthouse/Dimensional International Small Company Portfolio
|
ETF | Independent / Boutique | 0.06% | $259,740.10 | 116,490 | Mar 31, 2026 | May 28, 2026 |
|
DWUSX
World ex U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.03% | $248,854.11 | 120,501 | Apr 30, 2026 | Jun 24, 2026 |
|
DSCLX
International Social Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.01% | $247,406.44 | 119,800 | Apr 30, 2026 | Jun 24, 2026 |
|
DFWIX
World ex U.S. Core Equity Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $244,560.63 | 118,422 | Apr 30, 2026 | Jun 24, 2026 |
|
SSGVX
State Street Global All Cap Equity ex-U.S. Index Portfolio
|
MF | State Street (SPDR) | 0.00% | $195,460.07 | 87,814 | Mar 31, 2026 | May 28, 2026 |
|
GIMFX
GMO Implementation Fund
|
MF | Independent / Boutique | 0.01% | $194,880.80 | 77,153 | Feb 28, 2026 | Apr 29, 2026 |
|
WSML
iShares MSCI World Small-Cap ETF
|
ETF | BlackRock / iShares | 0.02% | $146,186.49 | 57,875 | Feb 28, 2026 | Apr 23, 2026 |
|
-
Dimensional VA International Small Portfolio
|
ETF | Dimensional Fund Advisors | 0.03% | $136,030.18 | 65,869 | Apr 30, 2026 | Jun 24, 2026 |
|
-
LVIP Dimensional International Core Equity Fund
|
ETF | Independent / Boutique | 0.01% | $111,560.51 | 49,935 | Mar 31, 2026 | May 18, 2026 |
|
SFILX
Schwab Fundamental International Small Equity Index Fund
|
MF | Charles Schwab | 0.01% | $61,738.03 | 29,895 | Apr 30, 2026 | Jun 25, 2026 |
|
GBFFX
GMO Benchmark-Free Fund
|
MF | Independent / Boutique | 0.00% | $54,231.08 | 21,470 | Feb 28, 2026 | Apr 29, 2026 |
|
JAJDX
International Small Company Trust
|
MF | John Hancock | 0.05% | $50,991.12 | 22,824 | Mar 31, 2026 | May 29, 2026 |
|
SPEU
State Street(R) SPDR(R) Portfolio Europe ETF
|
ETF | State Street (SPDR) | 0.01% | $43,251.41 | 19,687 | Mar 31, 2026 | May 28, 2026 |
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