Funds Holding JPSE

On this page, we present all of the funds holding JPSE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JPSE, with a link to that fund's top holdings. The next columns indicate the amount of JPSE stock held by each of the funds holding JPSE, followed by the JPSE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 58 funds holding JPSE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Koss Olinger Consulting LLC. For more details on the positions held by Koss Olinger Consulting LLC (or by any of the other funds holding JPSE), click the fund name in the "Holder" column of the funds-holding-JPSE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Koss Olinger Consulting LLC982,229$34,751 09/30/2022
     JPSE982,229$34,751 09/30/2022
Raymond James Financial Services Advisors Inc.498,369$17,632 09/30/2022
     JPSE498,369$17,632 09/30/2022
Bank of America Corp DE477,467$16,893 09/30/2022
     JPSE477,467$16,893 09/30/2022
Ameriprise Financial Inc.359,763$12,723 09/30/2022
     JPSE359,763$12,723 09/30/2022
LPL Financial LLC344,744$12,197 09/30/2022
     JPSE344,744$12,197 09/30/2022
Advisor Group Holdings Inc.324,580$11,483 09/30/2022
     JPSE324,580$11,483 09/30/2022
Royal Bank of Canada270,926$9,586 09/30/2022
     JPSE270,926$9,586 09/30/2022
Appleton Partners Inc. MA167,098$6,473 12/31/2022
     JPSE167,098$6,473 12/31/2022
Morgan Stanley181,508$6,422 09/30/2022
     JPSE181,508$6,422 09/30/2022
Hartford Financial Management Inc.177,480$6,279 09/30/2022
     JPSE177,480$6,279 09/30/2022
Choice Wealth Advisors LLC154,554$5,987 12/31/2022
     JPSE154,554$5,987 12/31/2022
Capital Advisors Wealth Management LLC150,325$5,319 09/30/2022
     JPSE150,325$5,319 09/30/2022
Systelligence LLC119,275$4,621 12/31/2022
     JPSE119,275$4,621 12/31/2022
Andesa Financial Management Inc.111,162$3,928 09/30/2022
     JPSE111,162$3,928 09/30/2022
First Pacific Financial78,238$3,031 12/31/2022
     JPSE78,238$3,031 12/31/2022
Cambridge Investment Research Advisors Inc.73,727$2,608 09/30/2022
     JPSE73,727$2,608 09/30/2022
Commonwealth Equity Services LLC68,504$2,423 09/30/2022
     JPSE68,504$2,423 09/30/2022
Wayfinding Financial LLC57,133$2,021 09/30/2022
     JPSE57,133$2,021 09/30/2022
Integrated Wealth Concepts LLC55,238$1,954 09/30/2022
     JPSE55,238$1,954 09/30/2022
DAVENPORT & Co LLC42,471$1,645 12/31/2022
     JPSE42,471$1,645 12/31/2022
Susquehanna International Group LLP43,214$1,529 09/30/2022
     JPSE43,214$1,529 09/30/2022
Beck Bode LLC41,688$1,475 09/30/2022
     JPSE41,688$1,475 09/30/2022
Change Path LLC39,838$1,409 09/30/2022
     JPSE39,838$1,409 09/30/2022
LWM Advisory Services LLC30,132$1,066 09/30/2022
     JPSE30,132$1,066 09/30/2022
Jane Street Group LLC26,313$931 09/30/2022
     JPSE26,313$931 09/30/2022
Mutual Advisors LLC23,510$911 12/31/2022
     JPSE23,510$911 12/31/2022
Gallacher Capital Management LLC22,491$871 12/31/2022
     JPSE22,491$871 12/31/2022
LexAurum Advisors LLC20,027$776 12/31/2022
     JPSE20,027$776 12/31/2022
RHS Financial LLC15,980$619 12/31/2022
     JPSE15,980$619 12/31/2022
Stephens Inc. AR14,722$570 12/31/2022
     JPSE14,722$570 12/31/2022
RFG Advisory LLC12,820$509 09/30/2022
     JPSE12,820$509 09/30/2022
Thoroughbred Financial Services LLC14,211$502 09/30/2022
     JPSE14,211$502 09/30/2022
HighTower Advisors LLC13,928$490 09/30/2022
     JPSE13,928$490 09/30/2022
Atria Wealth Solutions Inc.13,577$480 09/30/2022
     JPSE13,577$480 09/30/2022
Pinnacle Associates Ltd.11,530$477 12/31/2022
     JPSE11,530$477 12/31/2022
GeoWealth Management LLC13,105$463 09/30/2022
     JPSE13,105$463 09/30/2022
Goldman Sachs Group Inc.13,007$460 09/30/2022
     JPSE13,007$460 09/30/2022
Interactive Financial Advisors12,271$434 09/30/2022
     JPSE12,271$434 09/30/2022
Pinnacle Wealth Management Advisory Group LLC11,530$408 09/30/2022
     JPSE11,530$408 09/30/2022
MML Investors Services LLC9,997$354 09/30/2022
     JPSE9,997$354 09/30/2022
Stratos Wealth Partners LTD.8,004$310 12/31/2022
     JPSE8,004$310 12/31/2022
Dynamic Advisor Solutions LLC7,727$299 12/31/2022
     JPSE7,727$299 12/31/2022
Envestnet Asset Management Inc.6,360$225 09/30/2022
     JPSE6,360$225 09/30/2022
Mendel Money Management6,300$223 09/30/2022
     JPSE6,300$223 09/30/2022
IFP Advisors Inc5,141$162 09/30/2022
     JPSE5,141$162 09/30/2022
MUFG Americas Holdings Corp4,200$149 09/30/2022
     JPSE4,200$149 09/30/2022
UBS Group AG4,213$149 09/30/2022
     JPSE4,213$149 09/30/2022
Proequities Inc.1,250$48 12/31/2022
     JPSE1,250$48 12/31/2022
Private Trust Co. NA1,118$43 12/31/2022
     JPSE1,118$43 12/31/2022
Money Concepts Capital Corp1,215$43 09/30/2022
     JPSE1,215$43 09/30/2022
Salem Investment Counselors Inc.675$24 09/30/2022
     JPSE675$24 09/30/2022
FMR LLC587$21 09/30/2022
     JPSE587$21 09/30/2022
JPMorgan Chase & Co.357$13 09/30/2022
     JPSE357$13 09/30/2022
Founders Financial Alliance LLC75$3 09/30/2022
     JPSE75$3 09/30/2022
Citigroup Inc.46$2 09/30/2022
     JPSE46$2 09/30/2022
Pinnacle Bank25$1 12/31/2022
     JPSE25$1 12/31/2022
Harbour Investments Inc.22$1 09/30/2022
     JPSE22$1 09/30/2022
Global Retirement Partners LLC32$1 09/30/2022
     JPSE32$1 09/30/2022
Wells Fargo & Company MN1$0 09/30/2022
     JPSE1$0 09/30/2022

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

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