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Funds Holding JSI

On this page, we present all of the funds holding JSI from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JSI, with a link to that fund's top holdings. The next columns indicate the amount of JSI stock held by each of the funds holding JSI, followed by the JSI position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 14 funds holding JSI within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Congress Wealth Management LLC DE . For more details on the positions held by Congress Wealth Management LLC DE (or by any of the other funds holding JSI), click the fund name in the "Holder" column of the funds-holding-JSI table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Congress Wealth Management LLC DE 762,611$39,373 03/31/2024
     JSI762,611$39,373 03/31/2024
Janus Henderson Group PLC602,333$30,939 12/31/2023
     JSI602,333$30,939 12/31/2023
Financial Enhancement Group LLC442,423$22,643 03/31/2024
     JSI442,423$22,643 03/31/2024
Atwood & Palmer Inc.239,070$12,343 03/31/2024
     JSI239,070$12,343 03/31/2024
Cambridge Investment Research Advisors Inc.165,955$8,568 03/31/2024
     JSI165,955$8,568 03/31/2024
Advisory Resource Group158,888$8,161 12/31/2023
     JSI158,888$8,161 12/31/2023
Bank of New York Mellon Corp119,199$6,154 03/31/2024
     JSI119,199$6,154 03/31/2024
Vantage Financial Partners Ltd. Inc.80,163$4,118 12/31/2023
     JSI80,163$4,118 12/31/2023
CI Private Wealth LLC54,693$2,809 12/31/2023
     JSI54,693$2,809 12/31/2023
Masso Torrence Wealth Management Inc.33,033$1,705 03/31/2024
     JSI33,033$1,705 03/31/2024
Family Management Corp30,767$1,580 12/31/2023
     JSI30,767$1,580 12/31/2023
Wealth Enhancement Advisory Services LLC30,265$1,563 03/31/2024
     JSI30,265$1,563 03/31/2024
Citadel Advisors LLC25,951$1,333 12/31/2023
     JSI25,951$1,333 12/31/2023
Jane Street Group LLC15,743$809 12/31/2023
     JSI15,743$809 12/31/2023
Proequities Inc.0$0 12/31/2023
     JSI0$0 12/31/2023
     Put0$0 12/31/2023
     Call0$0 12/31/2023

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

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