On this page, we present all of the funds holding JPEF from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JPEF, with a link to that fund's top holdings. The next columns indicate the amount of JPEF stock held by each of the funds holding JPEF, followed by the JPEF position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 34 funds holding JPEF within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James Financial Services Advisors Inc.. For more details on the positions held by Raymond James Financial Services Advisors Inc. (or by any of the other funds holding JPEF), click the fund name in the "Holder" column of the funds-holding-JPEF table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Raymond James Financial Services Advisors Inc. | 475,290 | $28,408 | 03/31/2024 |
JPEF | 475,290 | $28,408 | 03/31/2024 |
Thrivent Financial for Lutherans | 460,834 | $24,295 | 12/31/2023 |
JPEF | 460,834 | $24,295 | 12/31/2023 |
JPMorgan Chase & Co. | 414,302 | $21,842 | 12/31/2023 |
JPEF | 414,302 | $21,842 | 12/31/2023 |
Beaumont Financial Advisors LLC | 398,248 | $20,996 | 12/31/2023 |
JPEF | 398,248 | $20,996 | 12/31/2023 |
LPL Financial LLC | 281,869 | $14,860 | 12/31/2023 |
JPEF | 281,869 | $14,860 | 12/31/2023 |
American Planning Services Inc. | 194,789 | $10,269 | 12/31/2023 |
JPEF | 194,789 | $10,269 | 12/31/2023 |
Jane Street Group LLC | 113,684 | $5,993 | 12/31/2023 |
JPEF | 113,684 | $5,993 | 12/31/2023 |
Raymond James & Associates | 80,391 | $4,805 | 03/31/2024 |
JPEF | 80,391 | $4,805 | 03/31/2024 |
Fifth Third Securities Inc. | 79,748 | $4,767 | 03/31/2024 |
JPEF | 79,748 | $4,767 | 03/31/2024 |
Advisor Group Holdings Inc. | 86,786 | $4,575 | 12/31/2023 |
JPEF | 86,786 | $4,575 | 12/31/2023 |
SFG Wealth Management LLC. | 62,662 | $3,745 | 03/31/2024 |
JPEF | 62,662 | $3,745 | 03/31/2024 |
Cozad Asset Management Inc. | 56,870 | $2,998 | 12/31/2023 |
JPEF | 56,870 | $2,998 | 12/31/2023 |
Commonwealth Equity Services LLC | 38,595 | $2,307 | 03/31/2024 |
JPEF | 38,595 | $2,307 | 03/31/2024 |
Level Four Advisory Services LLC | 36,124 | $1,904 | 12/31/2023 |
JPEF | 36,124 | $1,904 | 12/31/2023 |
Citadel Advisors LLC | 12,637 | $666 | 12/31/2023 |
JPEF | 12,637 | $666 | 12/31/2023 |
Susquehanna International Group LLP | 12,074 | $637 | 12/31/2023 |
JPEF | 12,074 | $637 | 12/31/2023 |
Synergy Financial Management LLC | 5,603 | $335 | 03/31/2024 |
JPEF | 5,603 | $335 | 03/31/2024 |
Private Advisor Group LLC | 5,582 | $334 | 03/31/2024 |
JPEF | 5,582 | $334 | 03/31/2024 |
Equitable Holdings Inc. | 5,553 | $293 | 12/31/2023 |
JPEF | 5,553 | $293 | 12/31/2023 |
Envestnet Asset Management Inc. | 5,194 | $274 | 12/31/2023 |
JPEF | 5,194 | $274 | 12/31/2023 |
Denver Wealth Management Inc. | 4,418 | $264 | 03/31/2024 |
JPEF | 4,418 | $264 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 4,339 | $259 | 03/31/2024 |
JPEF | 4,339 | $259 | 03/31/2024 |
Raymond James Trust N.A. | 4,287 | $256 | 03/31/2024 |
JPEF | 4,287 | $256 | 03/31/2024 |
Thoroughbred Financial Services LLC | 4,267 | $224 | 12/31/2023 |
JPEF | 4,267 | $224 | 12/31/2023 |
ST Germain D J Co. Inc. | 2,836 | $170 | 03/31/2024 |
JPEF | 2,836 | $170 | 03/31/2024 |
ICA Group Wealth Management LLC | 2,360 | $125 | 12/31/2023 |
JPEF | 2,360 | $125 | 12/31/2023 |
Capital Advisors Ltd. LLC | 938 | $56 | 03/31/2024 |
JPEF | 938 | $56 | 03/31/2024 |
Tower Research Capital LLC TRC | 890 | $47 | 12/31/2023 |
JPEF | 890 | $47 | 12/31/2023 |
US Bancorp DE | 793 | $42 | 12/31/2023 |
JPEF | 793 | $42 | 12/31/2023 |
Planning Capital Management Corp | 118 | $7 | 03/31/2024 |
JPEF | 118 | $7 | 03/31/2024 |
FMR LLC | 117 | $6 | 12/31/2023 |
JPEF | 117 | $6 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 83 | $4 | 12/31/2023 |
JPEF | 83 | $4 | 12/31/2023 |
Global Retirement Partners LLC | 36 | $2 | 03/31/2024 |
JPEF | 36 | $2 | 03/31/2024 |
UBS Group AG | 32 | $2 | 12/31/2023 |
JPEF | 32 | $2 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
JPEF | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JPEF
See Details: Top 10 Hedge Funds Holding JPEF
Also See: JPEF Holdings Changes
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