HoldingsChannel.com
Funds Holding JPIE

On this page, we present all of the funds holding JPIE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JPIE, with a link to that fund's top holdings. The next columns indicate the amount of JPIE stock held by each of the funds holding JPIE, followed by the JPIE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 161 funds holding JPIE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Heritage Financial Services LLC. For more details on the positions held by Heritage Financial Services LLC (or by any of the other funds holding JPIE), click the fund name in the "Holder" column of the funds-holding-JPIE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Heritage Financial Services LLC2,048,486$93,431 12/31/2023
     JPIE2,048,486$93,431 12/31/2023
JPMorgan Chase & Co.1,647,084$75,124 12/31/2023
     JPIE1,647,084$75,124 12/31/2023
Syntegra Private Wealth Group LLC729,800$33,286 12/31/2023
     JPIE729,800$33,286 12/31/2023
Bank of America Corp DE713,905$32,561 12/31/2023
     JPIE713,905$32,561 12/31/2023
D Orazio & Associates Inc.542,214$24,730 12/31/2023
     JPIE542,214$24,730 12/31/2023
Capital Advisors Wealth Management LLC486,810$22,179 03/31/2024
     JPIE486,810$22,179 03/31/2024
Diversified LLC385,051$17,562 12/31/2023
     JPIE385,051$17,562 12/31/2023
TPG Financial Advisors LLC381,993$17,342 12/31/2023
     JPIE381,993$17,342 12/31/2023
Janney Montgomery Scott LLC374,800$17,094 12/31/2023
     JPIE374,800$17,094 12/31/2023
Morgan Stanley371,484$16,943 12/31/2023
     JPIE371,484$16,943 12/31/2023
Scott Capital Advisors LLC333,930$15,114 03/31/2024
     JPIE333,930$15,114 03/31/2024
Planned Solutions Inc.295,889$13,495 12/31/2023
     JPIE295,889$13,495 12/31/2023
Echo Wealth Management LLC294,574$13,374 12/31/2023
     JPIE294,574$13,374 12/31/2023
Pennsylvania Capital Management Inc. ADV283,034$12,909 12/31/2023
     JPIE283,034$12,909 12/31/2023
Vestmark Advisory Solutions Inc.264,870$12,081 12/31/2023
     JPIE264,870$12,081 12/31/2023
Mount Yale Investment Advisors LLC247,577$11,292 12/31/2023
     JPIE247,577$11,292 12/31/2023
Magnus Financial Group LLC239,134$10,907 12/31/2023
     JPIE239,134$10,907 12/31/2023
Fortress Wealth Management Inc.222,982$10,159 03/31/2024
     JPIE222,982$10,159 03/31/2024
Focus Financial Network Inc. ADV220,501$10,115 12/31/2023
     JPIE220,501$10,115 12/31/2023
Morris Retirement Advisors LLC220,464$10,055 12/31/2023
     JPIE220,464$10,055 12/31/2023
Financial Management Professionals Inc.213,006$9,705 03/31/2024
     JPIE213,006$9,705 03/31/2024
Blue Chip Partners Inc.191,673$8,742 12/31/2023
     JPIE191,673$8,742 12/31/2023
Private Advisor Group LLC183,847$8,385 12/31/2023
     JPIE183,847$8,385 12/31/2023
Nordwand Advisors LLC183,375$8,364 12/31/2023
     JPIE183,375$8,364 12/31/2023
Savant Capital LLC180,135$8,216 12/31/2023
     JPIE180,135$8,216 12/31/2023
Family Asset Management LLC179,957$8,208 12/31/2023
     JPIE179,957$8,208 12/31/2023
Halbert Hargrove Global Advisors LLC162,952$7,424 03/31/2024
     JPIE162,952$7,424 03/31/2024
Visionary Wealth Advisors158,159$7,214 12/31/2023
     JPIE158,159$7,214 12/31/2023
Rainsberger Wealth Advisors Inc.156,212$7,125 12/31/2023
     JPIE156,212$7,125 12/31/2023
FMA Wealth Management LLC153,443$6,999 12/31/2023
     JPIE153,443$6,999 12/31/2023
Gallacher Capital Management LLC150,644$6,871 12/31/2023
     JPIE150,644$6,871 12/31/2023
Mather Group LLC.150,137$6,848 03/31/2024
     JPIE150,137$6,848 03/31/2024
Lodestar Private Asset Management LLC146,838$6,697 12/31/2023
     JPIE146,838$6,697 12/31/2023
Lionsbridge Wealth Management LLC143,481$6,544 12/31/2023
     JPIE143,481$6,544 12/31/2023
Daymark Wealth Partners LLC133,639$6,089 03/31/2024
     JPIE133,639$6,089 03/31/2024
Bernardo Wealth Planning LLC124,214$5,665 12/31/2023
     JPIE124,214$5,665 12/31/2023
Wealthcare Advisory Partners LLC121,273$5,525 03/31/2024
     JPIE121,273$5,525 03/31/2024
Seascape Capital Management116,760$5,325 12/31/2023
     JPIE116,760$5,325 12/31/2023
TBH Global Asset Management LLC109,333$4,987 12/31/2023
     JPIE109,333$4,987 12/31/2023
Cary Street Partners Asset Management LLC100,760$4,596 12/31/2023
     JPIE100,760$4,596 12/31/2023
Kickstand Ventures LLC.100,059$4,564 12/31/2023
     JPIE100,059$4,564 12/31/2023
Armor Investment Advisors LLC95,212$4,343 12/31/2023
     JPIE95,212$4,343 12/31/2023
Envestnet Asset Management Inc.94,551$4,312 12/31/2023
     JPIE94,551$4,312 12/31/2023
Schneider Downs Wealth Management Advisors LP92,397$4,214 12/31/2023
     JPIE92,397$4,214 12/31/2023
Advisor Group Holdings Inc.86,917$3,964 12/31/2023
     JPIE86,917$3,964 12/31/2023
Commonwealth Equity Services LLC82,437$3,760 12/31/2023
     JPIE82,437$3,760 12/31/2023
Axxcess Wealth Management LLC81,244$3,706 12/31/2023
     JPIE81,244$3,706 12/31/2023
Tradition Wealth Management LLC79,442$3,623 12/31/2023
     JPIE79,442$3,623 12/31/2023
Paladin Advisory Group LLC78,475$3,579 12/31/2023
     JPIE78,475$3,579 12/31/2023
Wagner Wealth Management LLC77,615$3,540 12/31/2023
     JPIE77,615$3,540 12/31/2023
Syverson Strege & Co73,650$3,359 12/31/2023
     JPIE73,650$3,359 12/31/2023
Certified Advisory Corp72,085$3,288 12/31/2023
     JPIE72,085$3,288 12/31/2023
Jane Street Group LLC70,841$3,231 12/31/2023
     JPIE70,841$3,231 12/31/2023
Truist Financial Corp69,319$3,162 12/31/2023
     JPIE69,319$3,162 12/31/2023
Red Mountain Financial LLC68,833$3,139 12/31/2023
     JPIE68,833$3,139 12/31/2023
Smith Moore & CO.68,370$3,118 12/31/2023
     JPIE68,370$3,118 12/31/2023
Bridgewealth Advisory Group LLC67,982$3,097 03/31/2024
     JPIE67,982$3,097 03/31/2024
Cary Street Partners Investment Advisory LLC67,214$3,066 12/31/2023
     JPIE67,214$3,066 12/31/2023
Eudaimonia Partners LLC67,104$3,061 12/31/2023
     JPIE67,104$3,061 12/31/2023
Evolution Wealth Advisors LLC66,141$3,013 03/31/2024
     JPIE66,141$3,013 03/31/2024
Raymond James Financial Services Advisors Inc.61,548$2,807 12/31/2023
     JPIE61,548$2,807 12/31/2023
Virtue Capital Management LLC61,354$2,777 12/31/2023
     JPIE61,354$2,777 12/31/2023
MN Wealth Advisors LLC56,239$2,565 12/31/2023
     JPIE56,239$2,565 12/31/2023
Warren Averett Asset Management LLC55,457$2,529 12/31/2023
     JPIE55,457$2,529 12/31/2023
MorganRosel Wealth Management LLC55,331$2,521 03/31/2024
     JPIE55,331$2,521 03/31/2024
Janney Capital Management LLC54,654$2,493 12/31/2023
     JPIE54,654$2,493 12/31/2023
Econ Financial Services Corp52,792$2,408 12/31/2023
     JPIE52,792$2,408 12/31/2023
Eudaimonia Advisors LLC52,760$2,406 12/31/2023
     JPIE52,760$2,406 12/31/2023
Raymond James & Associates51,191$2,335 12/31/2023
     JPIE51,191$2,335 12/31/2023
U.S. Capital Wealth Advisors LLC51,091$2,330 12/31/2023
     JPIE51,091$2,330 12/31/2023
SkyOak Wealth LLC50,772$2,316 12/31/2023
     JPIE50,772$2,316 12/31/2023
First Heartland Consultants Inc.47,560$2,169 12/31/2023
     JPIE47,560$2,169 12/31/2023
TCG Advisory Services LLC47,366$2,160 12/31/2023
     JPIE47,366$2,160 12/31/2023
Herold Advisors Inc.42,205$1,925 12/31/2023
     JPIE42,205$1,925 12/31/2023
Bank of Montreal Can41,562$1,896 12/31/2023
     JPIE41,562$1,896 12/31/2023
MML Investors Services LLC41,504$1,893 12/31/2023
     JPIE41,504$1,893 12/31/2023
Beacon Harbor Wealth Advisors Inc.38,063$1,736 12/31/2023
     JPIE38,063$1,736 12/31/2023
First Citizens Financial Corp37,780$1,723 12/31/2023
     JPIE37,780$1,723 12/31/2023
Beck Capital Management LLC37,398$1,706 12/31/2023
     JPIE37,398$1,706 12/31/2023
Trustmark National Bank Trust Department35,423$1,616 12/31/2023
     JPIE35,423$1,616 12/31/2023
Sage Rhino Capital LLC33,931$1,548 12/31/2023
     JPIE33,931$1,548 12/31/2023
Fiduciary Alliance LLC33,956$1,535 03/31/2024
     JPIE33,956$1,535 03/31/2024
Massmutual Trust Co. FSB ADV31,618$1,441 03/31/2024
     JPIE31,618$1,441 03/31/2024
Advisory Alpha LLC29,946$1,366 12/31/2023
     JPIE29,946$1,366 12/31/2023
Altus Wealth Management LLC29,707$1,353 03/31/2024
     JPIE29,707$1,353 03/31/2024
Spire Wealth Management29,360$1,335 12/31/2023
     JPIE29,360$1,335 12/31/2023
Centurion Wealth Management LLC28,222$1,287 12/31/2023
     JPIE28,222$1,287 12/31/2023
Cooper Financial Group27,736$1,264 03/31/2024
     JPIE27,736$1,264 03/31/2024
Integrated Wealth Concepts LLC26,642$1,215 12/31/2023
     JPIE26,642$1,215 12/31/2023
John W. Brooker & Co. CPAs24,162$1,101 03/31/2024
     JPIE24,162$1,101 03/31/2024
Change Path LLC23,214$1,059 12/31/2023
     JPIE23,214$1,059 12/31/2023
AE Wealth Management LLC23,078$1,053 12/31/2023
     JPIE23,078$1,053 12/31/2023
SILVER OAK SECURITIES Inc22,884$1,044 12/31/2023
     JPIE22,884$1,044 12/31/2023
OMNI 360 Wealth Inc.21,570$983 03/31/2024
     JPIE21,570$983 03/31/2024
OLD Mission Capital LLC20,545$937 12/31/2023
     JPIE20,545$937 12/31/2023
CGC Financial Services LLC19,019$867 12/31/2023
     JPIE19,019$867 12/31/2023
Sigma Planning Corp18,711$853 12/31/2023
     JPIE18,711$853 12/31/2023
Atria Wealth Solutions Inc.17,444$796 12/31/2023
     JPIE17,444$796 12/31/2023
Cambridge Investment Research Advisors Inc.16,639$759 12/31/2023
     JPIE16,639$759 12/31/2023
Western Wealth Management LLC16,620$758 12/31/2023
     JPIE16,620$758 12/31/2023
Narus Financial Partners LLC15,193$692 03/31/2024
     JPIE15,193$692 03/31/2024
Richard W. Paul & Associates LLC15,071$687 12/31/2023
     JPIE15,071$687 12/31/2023
GeoWealth Management LLC14,808$676 12/31/2023
     JPIE14,808$676 12/31/2023
Delta Investment Management LLC14,690$670 12/31/2023
     JPIE14,690$670 12/31/2023
Patriot Financial Group Insurance Agency LLC14,651$668 12/31/2023
     JPIE14,651$668 12/31/2023
Cetera Advisor Networks LLC13,748$627 12/31/2023
     JPIE13,748$627 12/31/2023
Dfpg Investments LLC13,310$603 12/31/2023
     JPIE13,310$603 12/31/2023
Rockefeller Capital Management L.P.12,099$552 12/31/2023
     JPIE12,099$552 12/31/2023
International Assets Investment Management LLC11,990$542 03/31/2024
     JPIE11,990$542 03/31/2024
Lake Street Financial LLC11,666$532 03/31/2024
     JPIE11,666$532 03/31/2024
NewEdge Wealth LLC11,650$531 12/31/2023
     JPIE11,650$531 12/31/2023
Mayfair Advisory Group LLC11,492$524 03/31/2024
     JPIE11,492$524 03/31/2024
Perigon Wealth Management LLC10,909$498 12/31/2023
     JPIE10,909$498 12/31/2023
Burns Matteson Capital Management LLC10,872$496 12/31/2023
     JPIE10,872$496 12/31/2023
Farther Finance Advisors LLC10,301$470 12/31/2023
     JPIE10,301$470 12/31/2023
Fortress Wealth Group LLC10,210$464 12/31/2023
     JPIE10,210$464 12/31/2023
HBW Advisory Services LLC8,686$396 03/31/2024
     JPIE8,686$396 03/31/2024
Wayfinding Financial LLC8,573$393 12/31/2023
     JPIE8,573$393 12/31/2023
Sargent Investment Group LLC8,534$389 12/31/2023
     JPIE8,534$389 12/31/2023
Investment Partners Asset Management Inc.8,346$380 03/31/2024
     JPIE8,346$380 03/31/2024
HighTower Advisors LLC7,988$365 12/31/2023
     JPIE7,988$365 12/31/2023
Atlantic Private Wealth LLC7,773$355 12/31/2023
     JPIE7,773$355 12/31/2023
Kestra Advisory Services LLC7,535$344 12/31/2023
     JPIE7,535$344 12/31/2023
Financial Advocates Investment Management6,618$332 12/31/2023
     JPIE6,618$332 12/31/2023
Wealth Enhancement Advisory Services LLC6,717$306 03/31/2024
     JPIE6,717$306 03/31/2024
Matisse Capital6,700$306 12/31/2023
     JPIE6,700$306 12/31/2023
Pensionmark Financial Group LLC6,319$290 12/31/2023
     JPIE6,319$290 12/31/2023
Argent Advisors Inc.6,316$288 12/31/2023
     JPIE6,316$288 12/31/2023
Security Financial Services INC.6,301$287 03/31/2024
     JPIE6,301$287 03/31/2024
Envestnet Portfolio Solutions Inc.6,193$282 12/31/2023
     JPIE6,193$282 12/31/2023
Cornerstone Advisory LLC6,021$275 12/31/2023
     JPIE6,021$275 12/31/2023
Legacy Financial Strategies LLC5,701$260 03/31/2024
     JPIE5,701$260 03/31/2024
Burt Wealth Advisors5,681$259 03/31/2024
     JPIE5,681$259 03/31/2024
Kathmere Capital Management LLC5,658$258 03/31/2024
     JPIE5,658$258 03/31/2024
Arete Wealth Advisors LLC5,564$254 12/31/2023
     JPIE5,564$254 12/31/2023
Signet Financial Management LLC5,218$238 03/31/2024
     JPIE5,218$238 03/31/2024
Prentice Wealth Management LLC5,170$236 03/31/2024
     JPIE5,170$236 03/31/2024
Ehrlich Financial Group4,879$222 03/31/2024
     JPIE4,879$222 03/31/2024
GWM Advisors LLC4,814$220 12/31/2023
     JPIE4,814$220 12/31/2023
D.A. Davidson & CO.4,625$211 12/31/2023
     JPIE4,625$211 12/31/2023
Global Retirement Partners LLC4,602$210 12/31/2023
     JPIE4,602$210 12/31/2023
Mascoma Wealth Management LLC4,590$209 12/31/2023
     JPIE4,590$209 12/31/2023
Avantax Advisory Services Inc.4,539$207 12/31/2023
     JPIE4,539$207 12/31/2023
Indie Asset Partners LLC4,501$205 12/31/2023
     JPIE4,501$205 12/31/2023
JFS Wealth Advisors LLC4,200$192 12/31/2023
     JPIE4,200$192 12/31/2023
AdvisorNet Financial Inc4,050$184 03/31/2024
     JPIE4,050$184 03/31/2024
UBS Group AG3,696$169 12/31/2023
     JPIE3,696$169 12/31/2023
Colonial Trust Co SC3,075$140 12/31/2023
     JPIE3,075$140 12/31/2023
Comerica Bank2,775$127 12/31/2023
     JPIE2,775$127 12/31/2023
IFP Advisors Inc2,363$108 12/31/2023
     JPIE2,363$108 12/31/2023
EverSource Wealth Advisors LLC890$41 12/31/2023
     JPIE890$41 12/31/2023
Advisory Services Network LLC831$38 12/31/2023
     JPIE831$38 12/31/2023
Iron Horse Wealth Management LLC800$36 03/31/2024
     JPIE800$36 03/31/2024
Resurgent Financial Advisors LLC770$35 12/31/2023
     JPIE770$35 12/31/2023
Steward Partners Investment Advisory LLC694$32 12/31/2023
     JPIE694$32 12/31/2023
CENTRAL TRUST Co673$31 12/31/2023
     JPIE673$31 12/31/2023
LGT Financial Advisors LLC612$28 12/31/2023
     JPIE612$28 12/31/2023
Whittier Trust Co. of Nevada Inc.472$22 12/31/2023
     JPIE472$22 12/31/2023
Benjamin F. Edwards & Company Inc.100$5 12/31/2023
     JPIE100$5 12/31/2023
Riggs Asset Managment Co. Inc.84$4 12/31/2023
     JPIE84$4 12/31/2023
DHJJ Financial Advisors Ltd.9$0 03/31/2024
     JPIE9$0 03/31/2024
Proequities Inc.0$0 12/31/2023
     JPIE0$0 12/31/2023

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

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