HoldingsChannel.com
On this page, we present all of the funds holding JCPI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JCPI, with a link to that fund's top holdings. The next columns indicate the amount of JCPI stock held by each of the funds holding JCPI, followed by the JCPI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding JCPI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (or by any of the other funds holding JCPI), click the fund name in the "Holder" column of the funds-holding-JCPI table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 JPMorgan Chase & Co. | 6,156,659 | $286,377 | 12/31/2023 |
| JCPI | 6,156,659 | $286,377 | 12/31/2023 |
| Oxford Financial Group Ltd. | 373,292 | $17,364 | 12/31/2023 |
| JCPI | 373,292 | $17,364 | 12/31/2023 |
| Halpern Financial Inc. | 208,853 | $9,710 | 03/31/2024 |
| JCPI | 208,853 | $9,710 | 03/31/2024 |
| Hunter Associates Investment Management LLC | 98,533 | $4,584 | 12/31/2023 |
| JCPI | 98,533 | $4,584 | 12/31/2023 |
| Sage Rhino Capital LLC | 57,134 | $2,658 | 12/31/2023 |
| JCPI | 57,134 | $2,658 | 12/31/2023 |
| LPL Financial LLC | 38,730 | $1,802 | 12/31/2023 |
| JCPI | 38,730 | $1,802 | 12/31/2023 |
| Cambridge Investment Research Advisors Inc. | 28,911 | $1,345 | 12/31/2023 |
| JCPI | 28,911 | $1,345 | 12/31/2023 |
| Bill Few Associates Inc. | 26,080 | $1,222 | 03/31/2024 |
| JCPI | 26,080 | $1,222 | 03/31/2024 |
| Kestra Private Wealth Services LLC | 26,145 | $1,216 | 12/31/2023 |
| JCPI | 26,145 | $1,216 | 12/31/2023 |
| Citadel Advisors LLC | 22,685 | $1,055 | 12/31/2023 |
| JCPI | 22,685 | $1,055 | 12/31/2023 |
| Jane Street Group LLC | 19,512 | $908 | 12/31/2023 |
| JCPI | 19,512 | $908 | 12/31/2023 |
| Citizens Financial Group Inc RI | 13,080 | $608 | 12/31/2023 |
| JCPI | 13,080 | $608 | 12/31/2023 |
| Susquehanna International Group LLP | 8,063 | $375 | 12/31/2023 |
| JCPI | 8,063 | $375 | 12/31/2023 |
| Envestnet Asset Management Inc. | 6,851 | $319 | 12/31/2023 |
| JCPI | 6,851 | $319 | 12/31/2023 |
| MML Investors Services LLC | 6,588 | $306 | 12/31/2023 |
| JCPI | 6,588 | $306 | 12/31/2023 |
| Prevail Innovative Wealth Advisors LLC | 6,165 | $287 | 12/31/2023 |
| JCPI | 6,165 | $287 | 12/31/2023 |
| Coastal Investment Advisors Inc. | 5,485 | $257 | 03/31/2024 |
| JCPI | 5,485 | $257 | 03/31/2024 |
| Gradient Capital Advisors LLC | 5,114 | $240 | 03/31/2024 |
| JCPI | 5,114 | $240 | 03/31/2024 |
| Householder Group Estate & Retirement Specialist LLC | 4,309 | $200 | 12/31/2023 |
| JCPI | 4,309 | $200 | 12/31/2023 |
| Advisor Group Holdings Inc. | 3,738 | $174 | 12/31/2023 |
| JCPI | 3,738 | $174 | 12/31/2023 |
| Centaurus Financial Inc. | 3,450 | $160 | 12/31/2023 |
| JCPI | 3,450 | $160 | 12/31/2023 |
| UBS Group AG | 2,380 | $111 | 12/31/2023 |
| JCPI | 2,380 | $111 | 12/31/2023 |
| IAG Wealth Partners LLC | 1,898 | $88 | 12/31/2023 |
| JCPI | 1,898 | $88 | 12/31/2023 |
| Bank of Montreal Can | 1,000 | $47 | 12/31/2023 |
| JCPI | 1,000 | $47 | 12/31/2023 |
| Morgan Stanley | 855 | $40 | 12/31/2023 |
| JCPI | 855 | $40 | 12/31/2023 |
| Citigroup Inc. | 399 | $19 | 12/31/2023 |
| JCPI | 399 | $19 | 12/31/2023 |
| Royal Bank of Canada | 79 | $4 | 12/31/2023 |
| JCPI | 79 | $4 | 12/31/2023 |
| Global Retirement Partners LLC | 87 | $4 | 12/31/2023 |
| JCPI | 87 | $4 | 12/31/2023 |
| FMR LLC | 1 | $0 | 12/31/2023 |
| JCPI | 1 | $0 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| JCPI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JCPI
See Details: Top 10 Hedge Funds Holding JCPI
Also See: JCPI Holdings Changes
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