HoldingsChannel.com
Funds Holding JPHY
HolderAmountPosition Size
($ in 1000's)
 As of
FormulaFolio Investments LLC598,185$30,968 12/31/2019
     JPHY598,185$30,968 12/31/2019
Morgan Stanley326,251$16,890 12/31/2019
     JPHY326,251$16,890 12/31/2019
Nicolet Advisory Services LLC293,358$15,187 12/31/2019
     JPHY293,358$15,187 12/31/2019
Mission Wealth Management LP119,151$6,168 12/31/2019
     JPHY119,151$6,168 12/31/2019
Gradient Investments LLC85,786$4,441 12/31/2019
     JPHY85,786$4,441 12/31/2019
Pacific Financial Group Inc.75,255$3,896 12/31/2019
     JPHY75,255$3,896 12/31/2019
Massmutual Trust Co. FSB ADV74,478$3,823 09/30/2019
     JPHY74,478$3,823 09/30/2019
Adviser Investments LLC69,001$3,572 12/31/2019
     JPHY69,001$3,572 12/31/2019
Windsor Capital Management LLC64,032$3,314 12/31/2019
     JPHY64,032$3,314 12/31/2019
Change Path LLC62,790$3,251 12/31/2019
     JPHY62,790$3,251 12/31/2019
Peterson Wealth Advisors LLC62,247$3,223 12/31/2019
     JPHY62,247$3,223 12/31/2019
Pinnacle Wealth Planning Services Inc.58,112$3,008 12/31/2019
     JPHY58,112$3,008 12/31/2019
Citadel Advisors LLC54,461$2,819 12/31/2019
     JPHY54,461$2,819 12/31/2019
Assetmark Inc.40,120$2,077 12/31/2019
     JPHY40,120$2,077 12/31/2019
Slow Capital Inc.24,281$1,257 12/31/2019
     JPHY24,281$1,257 12/31/2019
KCS Wealth Advisory22,771$1,179 12/31/2019
     JPHY22,771$1,179 12/31/2019
LPL Financial LLC21,794$1,128 12/31/2019
     JPHY21,794$1,128 12/31/2019
WealthPLAN Partners LLC18,599$969 12/31/2019
     JPHY18,599$969 12/31/2019
HawsGoodwin Investment Management LLC18,090$937 12/31/2019
     JPHY18,090$937 12/31/2019
Lido Advisors LLC17,847$928 12/31/2019
     JPHY17,847$928 12/31/2019
Envestnet Asset Management Inc.15,781$817 12/31/2019
     JPHY15,781$817 12/31/2019
CLS Investments LLC11,256$583 12/31/2019
     JPHY11,256$583 12/31/2019
GeoWealth Management LLC10,720$555 12/31/2019
     JPHY10,720$555 12/31/2019
Mutual Advisors LLC8,697$450 12/31/2019
     JPHY8,697$450 12/31/2019
Advisor Group Inc.7,787$404 12/31/2019
     JPHY7,787$404 12/31/2019
Shilanski & Associates Inc.6,997$362 12/31/2019
     JPHY6,997$362 12/31/2019
Patriot Financial Group Insurance Agency LLC6,636$344 12/31/2019
     JPHY6,636$344 12/31/2019
Acorn Wealth Advisors LLC6,363$330 12/31/2019
     JPHY6,363$330 12/31/2019
Ladenburg Thalmann Financial Services Inc.5,591$290 12/31/2019
     JPHY5,591$290 12/31/2019
Susquehanna International Group LLP5,044$261 12/31/2019
     JPHY5,044$261 12/31/2019
JPMorgan Chase & Co.1,956$101 12/31/2019
     JPHY1,956$101 12/31/2019
MRA Associates USA LLC1,805$93 09/30/2019
     JPHY1,805$93 09/30/2019
Bank of America Corp DE1,097$57 12/31/2019
     JPHY1,097$57 12/31/2019
Sound Income Strategies LLC1,026$53 12/31/2019
     JPHY1,026$53 12/31/2019
Royal Bank of Canada945$49 12/31/2019
     JPHY945$49 12/31/2019
Wells Fargo & Company MN294$15 12/31/2019
     JPHY294$15 12/31/2019
Sowell Financial Services LLC286$15 12/31/2019
     JPHY286$15 12/31/2019
Winslow Evans & Crocker Inc.186$10 12/31/2019
     JPHY186$10 12/31/2019
Proequities Inc.113$6 12/31/2019
     JPHY113$6 12/31/2019
Larson Financial Group LLC54$3 12/31/2019
     JPHY54$3 12/31/2019
Bell Rock Capital LLC31$2 12/31/2019
     JPHY31$2 12/31/2019
CWM LLC5$0 12/31/2019
     JPHY5$0 12/31/2019
IFP Advisors Inc0$0 12/31/2019
     JPHY0$0 12/31/2019

See Summary: Institutional Holders of JPHY
See Details: Top 10 Hedge Funds Holding JPHY
Also See: JPHY Holdings Changes

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