On this page, we present all of the funds holding JRI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JRI, with a link to that fund's top holdings. The next columns indicate the amount of JRI stock held by each of the funds holding JRI, followed by the JRI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 74 funds holding JRI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Saba Capital Management L.P.. For more details on the positions held by Saba Capital Management L.P. (or by any of the other funds holding JRI), click the fund name in the "Holder" column of the funds-holding-JRI table below.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Saba Capital Management L.P. | 2,461,485 | $28,849 | 12/31/2023 |
JRI | 2,461,485 | $28,849 | 12/31/2023 |
Morgan Stanley | 1,981,277 | $23,221 | 12/31/2023 |
JRI | 1,981,277 | $23,221 | 12/31/2023 |
Cornerstone Advisors LLC | 552,958 | $6,481 | 12/31/2023 |
JRI | 552,958 | $6,481 | 12/31/2023 |
Sit Investment Associates Inc. | 513,880 | $6,023 | 12/31/2023 |
JRI | 513,880 | $6,023 | 12/31/2023 |
Relative Value Partners Group LLC | 494,762 | $5,799 | 12/31/2023 |
JRI | 494,762 | $5,799 | 12/31/2023 |
CNH Partners LLC | 213,545 | $2,503 | 12/31/2023 |
JRI | 213,545 | $2,503 | 12/31/2023 |
Advisors Asset Management Inc. | 203,673 | $2,387 | 12/31/2023 |
JRI | 203,673 | $2,387 | 12/31/2023 |
Cohen & Steers Inc. | 180,558 | $2,116 | 12/31/2023 |
JRI | 180,558 | $2,116 | 12/31/2023 |
Wells Fargo & Company MN | 167,950 | $1,968 | 12/31/2023 |
JRI | 167,950 | $1,968 | 12/31/2023 |
UBS Group AG | 153,058 | $1,794 | 12/31/2023 |
JRI | 153,058 | $1,794 | 12/31/2023 |
Camelot Portfolios LLC | 136,892 | $1,604 | 12/31/2023 |
JRI | 136,892 | $1,604 | 12/31/2023 |
Pathstone Holdings LLC | 130,508 | $1,530 | 12/31/2023 |
JRI | 130,508 | $1,530 | 12/31/2023 |
Private Advisor Group LLC | 117,577 | $1,378 | 12/31/2023 |
JRI | 117,577 | $1,378 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 110,938 | $1,316 | 03/31/2024 |
JRI | 110,938 | $1,316 | 03/31/2024 |
Advisor Group Holdings Inc. | 108,030 | $1,266 | 12/31/2023 |
JRI | 108,030 | $1,266 | 12/31/2023 |
LPL Financial LLC | 106,503 | $1,248 | 12/31/2023 |
JRI | 106,503 | $1,248 | 12/31/2023 |
PFG Investments LLC | 103,161 | $1,223 | 03/31/2024 |
JRI | 103,161 | $1,223 | 03/31/2024 |
First Trust Advisors LP | 100,695 | $1,180 | 12/31/2023 |
JRI | 100,695 | $1,180 | 12/31/2023 |
Royal Bank of Canada | 99,751 | $1,169 | 12/31/2023 |
JRI | 99,751 | $1,169 | 12/31/2023 |
Raymond James & Associates | 97,029 | $1,151 | 03/31/2024 |
JRI | 97,029 | $1,151 | 03/31/2024 |
Consolidated Portfolio Review Corp | 78,030 | $915 | 12/31/2023 |
JRI | 78,030 | $915 | 12/31/2023 |
Ameriprise Financial Inc. | 68,617 | $804 | 12/31/2023 |
JRI | 68,617 | $804 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 67,414 | $790 | 12/31/2023 |
JRI | 67,414 | $790 | 12/31/2023 |
Bank of America Corp DE | 54,936 | $644 | 12/31/2023 |
JRI | 54,936 | $644 | 12/31/2023 |
Sterneck Capital Management LLC | 53,697 | $629 | 12/31/2023 |
JRI | 53,697 | $629 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 52,230 | $612 | 12/31/2023 |
JRI | 52,230 | $612 | 12/31/2023 |
Harbour Investments Inc. | 51,603 | $605 | 12/31/2023 |
JRI | 51,603 | $605 | 12/31/2023 |
Quantedge Capital Pte Ltd | 49,323 | $578 | 12/31/2023 |
JRI | 49,323 | $578 | 12/31/2023 |
DAVENPORT & Co LLC | 42,416 | $497 | 12/31/2023 |
JRI | 42,416 | $497 | 12/31/2023 |
Nations Financial Group Inc. IA ADV | 40,981 | $480 | 12/31/2023 |
JRI | 40,981 | $480 | 12/31/2023 |
Cetera Advisor Networks LLC | 39,687 | $465 | 12/31/2023 |
JRI | 39,687 | $465 | 12/31/2023 |
GWM Advisors LLC | 36,619 | $430 | 12/31/2023 |
JRI | 36,619 | $430 | 12/31/2023 |
Chicago Partners Investment Group LLC | 34,766 | $407 | 12/31/2023 |
JRI | 34,766 | $407 | 12/31/2023 |
Mariner LLC | 34,278 | $402 | 12/31/2023 |
JRI | 34,278 | $402 | 12/31/2023 |
Landscape Capital Management L.L.C. | 34,113 | $400 | 12/31/2023 |
JRI | 34,113 | $400 | 12/31/2023 |
Alpine Global Management LLC | 30,000 | $352 | 12/31/2023 |
JRI | 30,000 | $352 | 12/31/2023 |
Sowell Financial Services LLC | 29,800 | $349 | 12/31/2023 |
JRI | 29,800 | $349 | 12/31/2023 |
Lummis Asset Management LP | 15,881 | $330 | 12/31/2023 |
COM | 15,881 | $330 | 12/31/2023 |
RSM US Wealth Management LLC | 27,527 | $323 | 12/31/2023 |
JRI | 27,527 | $323 | 12/31/2023 |
Atria Wealth Solutions Inc. | 25,525 | $299 | 12/31/2023 |
JRI | 25,525 | $299 | 12/31/2023 |
Guggenheim Capital LLC | 23,947 | $281 | 12/31/2023 |
JRI | 23,947 | $281 | 12/31/2023 |
Capital Investment Advisors LLC | 21,825 | $259 | 03/31/2024 |
JRI | 21,825 | $259 | 03/31/2024 |
1776 Wealth LLC | 21,956 | $257 | 12/31/2023 |
JRI | 21,956 | $257 | 12/31/2023 |
Advisory Services Network LLC | 21,542 | $252 | 12/31/2023 |
JRI | 21,542 | $252 | 12/31/2023 |
Patriot Financial Group Insurance Agency LLC | 18,868 | $221 | 12/31/2023 |
JRI | 18,868 | $221 | 12/31/2023 |
CI Private Wealth LLC | 18,137 | $213 | 12/31/2023 |
JRI | 18,137 | $213 | 12/31/2023 |
CoreCap Advisors LLC | 16,631 | $195 | 12/31/2023 |
JRI | 16,631 | $195 | 12/31/2023 |
Oppenheimer & Co. Inc. | 16,033 | $188 | 12/31/2023 |
JRI | 16,033 | $188 | 12/31/2023 |
Commonwealth Equity Services LLC | 14,501 | $170 | 12/31/2023 |
JRI | 14,501 | $170 | 12/31/2023 |
Park Avenue Securities LLC | 13,971 | $166 | 03/31/2024 |
JRI | 13,971 | $166 | 03/31/2024 |
Melfa Wealth Management LLC | 12,098 | $142 | 12/31/2023 |
JRI | 12,098 | $142 | 12/31/2023 |
HighTower Advisors LLC | 12,044 | $141 | 12/31/2023 |
JRI | 12,044 | $141 | 12/31/2023 |
Gill Capital Partners LLC | 11,932 | $140 | 12/31/2023 |
JRI | 11,932 | $140 | 12/31/2023 |
Blue Bell Private Wealth Management LLC | 10,600 | $124 | 12/31/2023 |
JRI | 10,600 | $124 | 12/31/2023 |
National Asset Management Inc. | 10,206 | $120 | 12/31/2023 |
JRI | 10,206 | $120 | 12/31/2023 |
Principal Securities Inc. | 6,225 | $73 | 12/31/2023 |
JRI | 6,225 | $73 | 12/31/2023 |
Garner Asset Management Corp | 4,715 | $54 | 12/31/2023 |
JRI | 4,715 | $54 | 12/31/2023 |
Comerica Bank | 3,033 | $36 | 12/31/2023 |
JRI | 3,033 | $36 | 12/31/2023 |
Chilton Capital Management LLC | 2,500 | $29 | 12/31/2023 |
JRI | 2,500 | $29 | 12/31/2023 |
Barrett & Company Inc. | 2,000 | $24 | 03/31/2024 |
JRI | 2,000 | $24 | 03/31/2024 |
Thomas J. Herzfeld Advisors Inc. | 1,585 | $19 | 12/31/2023 |
JRI | 1,585 | $19 | 12/31/2023 |
Fortis Group Advisors LLC | 1,234 | $14 | 12/31/2023 |
JRI | 1,234 | $14 | 12/31/2023 |
Spire Wealth Management | 1,135 | $13 | 12/31/2023 |
JRI | 1,135 | $13 | 12/31/2023 |
Future Financial Wealth Managment LLC | 922 | $11 | 03/31/2024 |
JRI | 922 | $11 | 03/31/2024 |
First PREMIER Bank | 825 | $10 | 03/31/2024 |
JRI | 825 | $10 | 03/31/2024 |
Larson Financial Group LLC | 800 | $9 | 12/31/2023 |
JRI | 800 | $9 | 12/31/2023 |
Hollencrest Capital Management | 631 | $7 | 12/31/2023 |
JRI | 631 | $7 | 12/31/2023 |
American National Bank | 515 | $6 | 03/31/2024 |
JRI | 515 | $6 | 03/31/2024 |
Hoey Investments Inc. | 504 | $6 | 12/31/2023 |
JRI | 504 | $6 | 12/31/2023 |
Stephens Consulting LLC | 409 | $5 | 03/31/2024 |
JRI | 409 | $5 | 03/31/2024 |
Duncker Streett & Co. Inc. | 335 | $4 | 12/31/2023 |
JRI | 335 | $4 | 12/31/2023 |
National Bank of Canada FI | 190 | $2 | 12/31/2023 |
JRI | 190 | $2 | 12/31/2023 |
ICA Group Wealth Management LLC | 200 | $2 | 12/31/2023 |
JRI | 200 | $2 | 12/31/2023 |
JPMorgan Chase & Co. | 50 | $1 | 12/31/2023 |
JRI | 50 | $1 | 12/31/2023 |
Proequities Inc. | 0 | $0 | 12/31/2023 |
JRI | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JRI
See Details: Top 10 Hedge Funds Holding JRI
Also See: JRI Insider Buying
Also See: JRI Holdings Changes
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