HoldingsChannel.com
Funds Holding JPIN
HolderAmountPosition Size
($ in 1000's)
 As of
Wealth Enhancement Advisory Services LLC2,146,394$122,545 12/31/2019
     JPIN2,146,394$122,545 12/31/2019
Ameriprise Financial Inc.1,387,291$79,212 12/31/2019
     JPIN1,387,291$79,212 12/31/2019
Morgan Stanley993,518$56,720 12/31/2019
     JPIN993,518$56,720 12/31/2019
Crestwood Advisors Group LLC856,499$48,898 12/31/2019
     JPIN856,499$48,898 12/31/2019
UBS Group AG760,380$43,410 12/31/2019
     JPIN760,380$43,410 12/31/2019
Pacific Financial Group Inc.730,984$41,732 12/31/2019
     JPIN730,984$41,732 12/31/2019
Bank of America Corp DE729,098$41,624 12/31/2019
     JPIN729,098$41,624 12/31/2019
Change Path LLC705,924$40,301 12/31/2019
     JPIN705,924$40,301 12/31/2019
Ladenburg Thalmann Financial Services Inc.693,234$39,624 12/31/2019
     JPIN693,234$39,624 12/31/2019
RiverFront Investment Group LLC602,915$34,420 12/31/2019
     JPIN602,915$34,420 12/31/2019
Lenox Wealth Advisors LLC469,343$26,795 12/31/2019
     JPIN469,343$26,795 12/31/2019
Ancora Advisors LLC400,638$22,872 12/31/2019
     JPIN400,638$22,872 12/31/2019
Raymond James & Associates368,857$21,058 12/31/2019
     JPIN368,857$21,058 12/31/2019
Virtu Financial LLC331,374$18,918 12/31/2019
     JPIN331,374$18,918 12/31/2019
ARGI Investment Services LLC323,206$18,177 12/31/2019
     JPIN323,206$18,177 12/31/2019
LPL Financial LLC296,971$16,954 12/31/2019
     JPIN296,971$16,954 12/31/2019
Assetmark Inc.278,358$15,891 12/31/2019
     JPIN278,358$15,891 12/31/2019
Cambridge Investment Research Advisors Inc.267,128$15,250 12/31/2019
     JPIN267,128$15,250 12/31/2019
Badgley Phelps & Bell Inc.243,583$13,906 12/31/2019
     JPIN243,583$13,906 12/31/2019
Raymond James Financial Services Advisors Inc.213,126$12,167 12/31/2019
     JPIN213,126$12,167 12/31/2019
Frontier Wealth Management LLC192,021$10,962 12/31/2019
     JPIN192,021$10,962 12/31/2019
RVW Wealth LLC175,076$9,995 12/31/2019
     JPIN175,076$9,995 12/31/2019
DWM Financial Group Inc.162,738$9,291 12/31/2019
     JPIN162,738$9,291 12/31/2019
Royal Bank of Canada161,345$9,211 12/31/2019
     JPIN161,345$9,211 12/31/2019
Day & Ennis LLC144,634$8,257 12/31/2019
     JPIN144,634$8,257 12/31/2019
Schneider Downs Wealth Management Advisors LP140,338$8,012 12/31/2019
     JPIN140,338$8,012 12/31/2019
Massmutual Trust Co. FSB ADV140,866$7,490 09/30/2019
     JPIN140,866$7,490 09/30/2019
Fairview Capital Investment Management LLC130,170$7,431 12/31/2019
     JPIN130,170$7,431 12/31/2019
GeoWealth Management LLC122,845$7,013 12/31/2019
     JPIN122,845$7,013 12/31/2019
Lee Financial Group Hawaii Inc.120,955$6,905 12/31/2019
     JPIN120,955$6,905 12/31/2019
Envestnet Asset Management Inc.120,360$6,871 12/31/2019
     JPIN120,360$6,871 12/31/2019
Wells Fargo & Company MN114,195$6,520 12/31/2019
     JPIN114,195$6,520 12/31/2019
Sterneck Capital Management LLC113,487$6,479 12/31/2019
     JPIN113,487$6,479 12/31/2019
Commonwealth Equity Services LLC99,882$5,702 12/31/2019
     JPIN99,882$5,702 12/31/2019
Janney Montgomery Scott LLC96,292$5,497 12/31/2019
     JPIN96,292$5,497 12/31/2019
Quantitative Advantage LLC93,333$5,328 12/31/2019
     JPIN93,333$5,328 12/31/2019
Integrated Wealth Concepts LLC86,853$4,958 12/31/2019
     JPIN86,853$4,958 12/31/2019
Synovus Financial Corp85,258$4,864 12/31/2019
     JPIN85,258$4,864 12/31/2019
Wade G W & Inc.84,683$4,835 12/31/2019
     JPIN84,683$4,835 12/31/2019
Jane Street Group LLC83,763$4,782 12/31/2019
     JPIN83,763$4,782 12/31/2019
M&T Bank Corp101,986$4,471 12/31/2019
     JPIN101,986$4,471 12/31/2019
Trilogy Capital Inc.71,146$4,045 12/31/2019
     JPIN71,146$4,045 12/31/2019
BDO Wealth Advisors LLC70,153$4,005 12/31/2019
     JPIN70,153$4,005 12/31/2019
First Commonwealth Financial Corp PA67,230$3,838 12/31/2019
     JPIN67,230$3,838 12/31/2019
Lincoln National Corp65,822$3,758 12/31/2019
     JPIN65,822$3,758 12/31/2019
BlackRock Inc.61,081$3,487 12/31/2019
     JPIN61,081$3,487 12/31/2019
Truist Financial Corp59,608$3,403 12/31/2019
     JPIN59,608$3,403 12/31/2019
BB&T Securities LLC62,495$3,327 09/30/2019
     JPIN62,495$3,327 09/30/2019
LexAurum Advisors LLC57,400$3,277 12/31/2019
     JPIN57,400$3,277 12/31/2019
HighTower Advisors LLC56,811$3,241 12/31/2019
     JPIN56,811$3,241 12/31/2019
Stonehearth Capital Management LLC53,136$3,034 12/31/2019
     JPIN53,136$3,034 12/31/2019
MML Investors Services LLC47,548$2,715 12/31/2019
     JPIN47,548$2,715 12/31/2019
CLS Investments LLC46,715$2,667 12/31/2019
     JPIN46,715$2,667 12/31/2019
MAI Capital Management46,356$2,646 12/31/2019
     JPIN46,356$2,646 12/31/2019
Flow Traders U.S. LLC43,248$2,469 12/31/2019
     JPIN43,248$2,469 12/31/2019
Carroll Financial Associates Inc.42,244$2,411 12/31/2019
     JPIN42,244$2,411 12/31/2019
SPC Financial Inc.40,811$2,330 12/31/2019
     JPIN40,811$2,330 12/31/2019
Bellevue Asset Management LLC38,935$2,223 12/31/2019
     JPIN38,935$2,223 12/31/2019
Avantax Advisory Services Inc.31,271$1,785 12/31/2019
     JPIN31,271$1,785 12/31/2019
Signet Financial Management LLC29,823$1,703 12/31/2019
     JPIN29,823$1,703 12/31/2019
Appleton Partners Inc. MA23,402$1,336 12/31/2019
     JPIN23,402$1,336 12/31/2019
Rockefeller Capital Management L.P.22,460$1,282 12/31/2019
     JPIN22,460$1,282 12/31/2019
Stifel Financial Corp22,391$1,281 12/31/2019
     JPIN22,391$1,281 12/31/2019
Sonata Capital Group Inc.21,946$1,253 12/31/2019
     JPIN21,946$1,253 12/31/2019
Baker Ellis Asset Management LLC19,916$1,137 12/31/2019
     JPIN19,916$1,137 12/31/2019
Clarity Wealth Advisors LLC18,571$1,060 12/31/2019
     JPIN18,571$1,060 12/31/2019
Old Port Advisors17,677$1,007 12/31/2019
     JPIN17,677$1,007 12/31/2019
Cobblestone Capital Advisors LLC NY17,085$975 12/31/2019
     JPIN17,085$975 12/31/2019
Orion Portfolio Solutions LLC16,181$924 12/31/2019
     JPIN16,181$924 12/31/2019
First National Corp MA ADV15,906$908 12/31/2019
     JPIN15,906$908 12/31/2019
Allworth Financial LP15,354$877 12/31/2019
     JPIN15,354$877 12/31/2019
Howe & Rusling Inc.14,708$840 12/31/2019
     JPIN14,708$840 12/31/2019
John W. Brooker & Co. CPAs14,577$832 12/31/2019
     JPIN14,577$832 12/31/2019
Valicenti Advisory Services Inc.13,811$788 12/31/2019
     JPIN13,811$788 12/31/2019
Cooper Financial Group12,874$735 12/31/2019
     JPIN12,874$735 12/31/2019
HM Payson & Co.12,651$722 12/31/2019
     JPIN12,651$722 12/31/2019
Citadel Advisors LLC12,267$700 12/31/2019
     JPIN12,267$700 12/31/2019
Steward Partners Investment Advisory LLC12,090$690 12/31/2019
     JPIN12,090$690 12/31/2019
Stratos Wealth Partners LTD.11,404$651 12/31/2019
     JPIN11,404$651 12/31/2019
MRA Associates USA LLC11,853$630 09/30/2019
     JPIN11,853$630 09/30/2019
Advisor Group Inc.10,796$617 12/31/2019
     JPIN10,796$617 12/31/2019
HHM Wealth Advisors LLC10,660$609 12/31/2019
     JPIN10,660$609 12/31/2019
LifePlan Financial Group Inc10,321$589 12/31/2019
     JPIN10,321$589 12/31/2019
Creative Planning8,962$512 12/31/2019
     JPIN8,962$512 12/31/2019
Koshinski Asset Management Inc.8,985$511 12/31/2019
     JPIN8,985$511 12/31/2019
UMA Financial Services Inc.8,897$510 12/31/2019
     JPIN8,897$510 12/31/2019
Northwestern Mutual Wealth Management Co.7,907$451 12/31/2019
     JPIN7,907$451 12/31/2019
First Republic Investment Management Inc.7,088$405 12/31/2019
     JPIN7,088$405 12/31/2019
BOKF NA6,917$395 12/31/2019
     JPIN6,917$395 12/31/2019
We Are One Seven LLC6,863$391 12/31/2019
     JPIN6,863$391 12/31/2019
SNS Financial Group LLC6,615$378 12/31/2019
     JPIN6,615$378 12/31/2019
Resources Management Corp CT ADV6,400$365 12/31/2019
     JPIN6,400$365 12/31/2019
Cetera Advisor Networks LLC6,200$356 12/31/2019
     JPIN6,200$356 12/31/2019
AE Wealth Management LLC6,169$352 12/31/2019
     JPIN6,169$352 12/31/2019
Cedar Brook Financial Partners LLC5,331$304 12/31/2019
     JPIN5,331$304 12/31/2019
Mid Atlantic Financial Management Inc. ADV5,226$298 12/31/2019
     JPIN5,226$298 12/31/2019
Hayden Royal LLC5,106$271 09/30/2019
     JPIN5,106$271 09/30/2019
Tobias Financial Advisors Inc.4,732$270 12/31/2019
     JPIN4,732$270 12/31/2019
Thrivent Financial for Lutherans4,681$267 12/31/2019
     JPIN4,681$267 12/31/2019
Bank of New York Mellon Corp4,373$249 12/31/2019
     JPIN4,373$249 12/31/2019
IMS Capital Management4,269$244 12/31/2019
     JPIN4,269$244 12/31/2019
Heron Financial Group LLC4,168$236 12/31/2019
     JPIN4,168$236 12/31/2019
IFG Advisory LLC4,131$235 12/31/2019
     JPIN4,131$235 12/31/2019
Clear Creek Financial Management LLC4,019$233 12/31/2019
     JPIN4,019$233 12/31/2019
Creative Financial Designs Inc. ADV3,969$228 12/31/2019
     JPIN3,969$228 12/31/2019
Cetera Advisors LLC3,820$218 12/31/2019
     JPIN3,820$218 12/31/2019
Kathmere Capital Management LLC3,721$212 12/31/2019
     JPIN3,721$212 12/31/2019
Coastal Capital Group Inc.3,621$206 12/31/2019
     JPIN3,621$206 12/31/2019
Sowell Financial Services LLC3,271$187 12/31/2019
     JPIN3,271$187 12/31/2019
Aptus Capital Advisors LLC2,977$169 12/31/2019
     JPIN2,977$169 12/31/2019
MUFG Americas Holdings Corp2,553$146 12/31/2019
     JPIN2,553$146 12/31/2019
SYM FINANCIAL Corp2,410$138 12/31/2019
     JPIN2,410$138 12/31/2019
Kohmann Bosshard Financial Services LLC2,347$134 12/31/2019
     JPIN2,347$134 12/31/2019
JPMorgan Chase & Co.2,327$133 12/31/2019
     JPIN2,327$133 12/31/2019
Interactive Financial Advisors2,175$124 12/31/2019
     JPIN2,175$124 12/31/2019
San Francisco Sentry Investment Group CA1,530$87 12/31/2019
     JPIN1,530$87 12/31/2019
NEXT Financial Group Inc1,242$71 12/31/2019
     JPIN1,242$71 12/31/2019
AdvisorNet Financial Inc1,140$65 12/31/2019
     JPIN1,140$65 12/31/2019
Benjamin F. Edwards & Company Inc.1,003$57 12/31/2019
     JPIN1,003$57 12/31/2019
Ameritas Investment Company LLC970$55 12/31/2019
     JPIN970$55 12/31/2019
PNC Financial Services Group Inc.850$49 12/31/2019
     JPIN850$49 12/31/2019
TD Capital Management LLC810$46 12/31/2019
     JPIN810$46 12/31/2019
Trust Co. of Vermont700$40 12/31/2019
     JPIN700$40 12/31/2019
Citigroup Inc.688$39 12/31/2019
     JPIN688$39 12/31/2019
NWK Group Inc.593$34 12/31/2019
     JPIN593$34 12/31/2019
CWM LLC559$32 12/31/2019
     JPIN559$32 12/31/2019
Deutsche Bank AG468$26 12/31/2019
     JPIN468$26 12/31/2019
US Bancorp DE403$23 12/31/2019
     JPIN403$23 12/31/2019
Ellis Investment Partners LLC400$22 12/31/2019
     JPIN400$22 12/31/2019
Shamrock Asset Management LLC390$21 09/30/2019
     JPIN390$21 09/30/2019
FMR LLC283$16 12/31/2019
     JPIN283$16 12/31/2019
Parallel Advisors LLC285$16 12/31/2019
     JPIN285$16 12/31/2019
First Personal Financial Services228$13 12/31/2019
     JPIN228$13 12/31/2019
Hudock Capital Group LLC174$9 12/31/2019
     JPIN174$9 12/31/2019
JNBA Financial Advisors99$6 12/31/2019
     JPIN99$6 12/31/2019
Advisory Services Network LLC104$6 12/31/2019
     JPIN104$6 12/31/2019
Newfound Research LLC $6 12/31/2019
     JPIN70$4 12/31/2019
     JP MORGAN INCOME BUILDER CLASS A81$1 12/31/2019
     JP MORGAN SYSTEMATIC ALPHA FUND CLASS A97$1 12/31/2019
Global Wealth Management Investment Advisory Inc.66$4 12/31/2019
     JPIN66$4 12/31/2019
Lloyd Advisory Services LLC.66$4 12/31/2019
     JPIN66$4 12/31/2019
IFP Advisors Inc41$2 12/31/2019
     JPIN41$2 12/31/2019
Lake Point Wealth Management31$2 12/31/2019
     JPIN31$2 12/31/2019
Signaturefd LLC25$1 12/31/2019
     JPIN25$1 12/31/2019
Proequities Inc.0$0 12/31/2019
     JPIN0$0 12/31/2019

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

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