HoldingsChannel.com
On this page, we present all of the funds holding JPRE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JPRE, with a link to that fund's top holdings. The next columns indicate the amount of JPRE stock held by each of the funds holding JPRE, followed by the JPRE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 28 funds holding JPRE 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 JPRE), click the fund name in the "Holder" column of the funds-holding-JPRE table below.
| Holder | Amount | Position Size ($ in 1000's) | As of |
|---|---|---|---|
 JPMorgan Chase & Co. | 6,191,654 | $278,665 | 12/31/2023 |
| JPRE | 6,191,654 | $278,665 | 12/31/2023 |
| Cetera Advisor Networks LLC | 42,947 | $1,933 | 12/31/2023 |
| JPRE | 42,947 | $1,933 | 12/31/2023 |
| Redhawk Wealth Advisors Inc. | 32,485 | $1,462 | 12/31/2023 |
| JPRE | 32,485 | $1,462 | 12/31/2023 |
| Assetmark Inc. | 25,527 | $1,149 | 12/31/2023 |
| JPRE | 25,527 | $1,149 | 12/31/2023 |
| Beta Wealth Group Inc. | 22,762 | $1,024 | 12/31/2023 |
| JPRE | 22,762 | $1,024 | 12/31/2023 |
| Cetera Investment Advisers | 22,690 | $1,021 | 12/31/2023 |
| JPRE | 22,690 | $1,021 | 12/31/2023 |
| Goldman Sachs Group Inc. | 17,338 | $780 | 12/31/2023 |
| JPRE | 17,338 | $780 | 12/31/2023 |
| Bill Few Associates Inc. | 13,744 | $603 | 03/31/2024 |
| JPRE | 13,744 | $603 | 03/31/2024 |
| OmniStar Financial Group Inc. | 10,571 | $464 | 03/31/2024 |
| JPRE | 10,571 | $464 | 03/31/2024 |
| Cambridge Investment Research Advisors Inc. | 9,030 | $396 | 03/31/2024 |
| JPRE | 9,030 | $396 | 03/31/2024 |
| Certified Advisory Corp | 8,777 | $395 | 12/31/2023 |
| JPRE | 8,777 | $395 | 12/31/2023 |
| LPL Financial LLC | 8,473 | $381 | 12/31/2023 |
| JPRE | 8,473 | $381 | 12/31/2023 |
| Financial Engines Advisors L.L.C. | 7,363 | $331 | 12/31/2023 |
| JPRE | 7,363 | $331 | 12/31/2023 |
| Commonwealth Equity Services LLC | 6,867 | $301 | 03/31/2024 |
| JPRE | 6,867 | $301 | 03/31/2024 |
| Advisor Group Holdings Inc. | 4,636 | $209 | 12/31/2023 |
| JPRE | 4,636 | $209 | 12/31/2023 |
| Royal Bank of Canada | 1,608 | $72 | 12/31/2023 |
| JPRE | 1,608 | $72 | 12/31/2023 |
| Morgan Stanley | 1,223 | $55 | 12/31/2023 |
| JPRE | 1,223 | $55 | 12/31/2023 |
| Northwestern Mutual Wealth Management Co. | 976 | $44 | 12/31/2023 |
| JPRE | 976 | $44 | 12/31/2023 |
| Center for Financial Planning Inc. | 981 | $43 | 03/31/2024 |
| JPRE | 981 | $43 | 03/31/2024 |
| Private Trust Co. NA | 955 | $42 | 03/31/2024 |
| JPRE | 955 | $42 | 03/31/2024 |
| Global Retirement Partners LLC | 651 | $29 | 03/31/2024 |
| JPRE | 651 | $29 | 03/31/2024 |
| Smartleaf Asset Management LLC | 425 | $19 | 12/31/2023 |
| JPRE | 425 | $19 | 12/31/2023 |
| Capital Investment Advisory Services LLC | 339 | $15 | 03/31/2024 |
| JPRE | 339 | $15 | 03/31/2024 |
| CWM LLC | 245 | $11 | 03/31/2024 |
| JPRE | 245 | $11 | 03/31/2024 |
| Tower Research Capital LLC TRC | 163 | $7 | 12/31/2023 |
| JPRE | 163 | $7 | 12/31/2023 |
| Perkins Coie Trust Co | 110 | $5 | 03/31/2024 |
| JPRE | 110 | $5 | 03/31/2024 |
| UBS Group AG | 91 | $4 | 12/31/2023 |
| JPRE | 91 | $4 | 12/31/2023 |
| FMR LLC | 22 | $1 | 12/31/2023 |
| JPRE | 22 | $1 | 12/31/2023 |
| Proequities Inc. | 0 | $0 | 12/31/2023 |
| JPRE | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JPRE
See Details: Top 10 Hedge Funds Holding JPRE
Also See: JPRE Holdings Changes
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