HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JD Share Count | ||||
| Allspring Global Investments Holdings LLC | 207 | 1,888 | +1,681 | +812.08% |
| Summit Trail Advisors LLC | 20,325 | 154,978 | +134,653 | +662.50% |
| Sterling Investment Management Inc. | 9,647 | 39,895 | +30,248 | +313.55% |
| Byrne Asset Management LLC | 104 | 380 | +276 | +265.38% |
| Harbour Capital Advisors LLC | 13,575 | 25,710 | +12,135 | +89.39% |
| Park Place Capital Corp | 156 | 290 | +134 | +85.90% |
| Exchange Traded Concepts LLC | 60,105 | 107,311 | +47,206 | +78.54% |
| Sunbelt Securities Inc. | 6,972 | 10,139 | +3,167 | +45.42% |
| Financial Management Professionals Inc. | 235 | 283 | +48 | +20.43% |
| Ballentine Partners LLC | 9,559 | 11,471 | +1,912 | +20.00% |
| 180 Wealth Advisors LLC | 17,373 | 20,557 | +3,184 | +18.33% |
| Raymond James Financial Services Advisors Inc. | 18,339 | 19,044 | +705 | +3.84% |
| Naviter Wealth LLC | 27,791 | 28,779 | +988 | +3.56% |
| Wallace Advisory Group LLC | 25,877 | 26,717 | +840 | +3.25% |
| Aurora Investment Managers LLC. | 195,362 | 201,128 | +5,766 | +2.95% |
| Perpetual Ltd | 547,363 | 563,055 | +15,692 | +2.87% |
| Banque Cantonale Vaudoise | 57,649 | 57,666 | +17 | +0.03% |
| 13F Filers Reporting New Positions In JD | ||||
| First Financialcorp IN | 0 | 57 | +57 | +100% |
| Valley National Advisers Inc. | 0 | 60 | +60 | +100% |
| Matthews International Capital Management LLC | 0 | 447,150 | +447,150 | +100% |
| BSW Wealth Partners | 0 | 8,373 | +8,373 | +100% |
| Mather Group LLC. | 0 | 20 | +20 | +100% |
| Wealth Enhancement Advisory Services LLC | 0 | 8,462 | +8,462 | +100% |
| Bristlecone Advisors LLC | 0 | 9,549 | +9,549 | +100% |
| Ridgewood Investments LLC | 0 | 8,023 | +8,023 | +100% |
| Stratos Wealth Advisors LLC | 0 | 53,722 | +53,722 | +100% |
| Trilogy Capital Inc. | 0 | 25,215 | +25,215 | +100% |
| Future Financial Wealth Managment LLC | 0 | 500 | +500 | +100% |
| Hexagon Capital Partners LLC | 0 | 2,100 | +2,100 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| NBC Securities Inc. | 207 | 207 | UNCH | 0.00% |
| Parsons Capital Management Inc. RI | 17,000 | 17,000 | UNCH | 0.00% |
| WELLCOME TRUST LTD THE as trustee of the WELLCOME TRUST | 5,300,000 | 5,300,000 | UNCH | 0.00% |
| Adirondack Trust Co. | 70 | 70 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 50 | 50 | UNCH | 0.00% |
| Guinness Asset Management LTD | 3,920 | 3,920 | UNCH | 0.00% |
| Guinness Atkinson Asset Management Inc | 37,300 | 37,300 | UNCH | 0.00% |
| ARGA Investment Management LP | 28,750 | 28,750 | UNCH | 0.00% |
| Tradewinds Capital Management LLC | 100 | 100 | UNCH | 0.00% |
| Global Retirement Partners LLC | 287 | 287 | UNCH | 0.00% |
| CVA Family Office LLC | 24 | 24 | UNCH | 0.00% |
| Rosenberg Matthew Hamilton | 104 | 104 | UNCH | 0.00% |
| Rise Advisors LLC | 138 | 138 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 1,500 | 1,500 | UNCH | 0.00% |
| City State Bank | 1,840 | 1,840 | UNCH | 0.00% |
| Financial Perspectives Inc | 3,068 | 3,068 | UNCH | 0.00% |
| Voisard Asset Management Group Inc. | 50 | 50 | UNCH | 0.00% |
| 13F Filers Decreasing JD Share Count | ||||
| Cutler Group LP | 101,197 | 31 | -101,166 | -99.97% |
| Gradient Investments LLC | 624 | 101 | -523 | -83.81% |
| Gateway Investment Advisers LLC | 92,769 | 17,265 | -75,504 | -81.39% |
| NorthCrest Asset Manangement LLC | 24,865 | 13,750 | -11,115 | -44.70% |
| Fifth Third Bancorp | 15,976 | 14,225 | -1,751 | -10.96% |
| CWM LLC | 2,952 | 2,665 | -287 | -9.72% |
| Barrett & Company Inc. | 54 | 50 | -4 | -7.41% |
| Sumitomo Mitsui Trust Holdings Inc. | 67,561 | 66,159 | -1,402 | -2.08% |
| Genesis Investment Management LLP | 661,632 | 651,232 | -10,400 | -1.57% |
| Raymond James & Associates | 16,680 | 16,577 | -103 | -0.62% |
| Cortland Associates Inc. MO | 148,853 | 148,699 | -154 | -0.10% |
| 13F Filers Exiting JD | ||||
| BKM Wealth Management LLC | 150 | 0 | -150 | -100.00% |
| McGlone Suttner Wealth Management Inc. | 52 | 0 | -52 | -100.00% |
| Veriti Management LLC | 12,189 | 0 | -12,189 | -100.00% |
| Jeppson Wealth Management LLC | 12,364 | 0 | -12,364 | -100.00% |
| International Assets Investment Management LLC | 31,346 | 0 | -31,346 | -100.00% |
| Cox Capital Mgt LLC | 22,377 | 0 | -22,377 | -100.00% |
| Oakworth Capital Inc. | 140 | 0 | -140 | -100.00% |
| IMC Chicago LLC | 305,788 | 0 | -305,788 | -100.00% |
| Atlas Capital Advisors LLC | 1,233 | 0 | -1,233 | -100.00% |
| AdvisorNet Financial Inc | 21 | 0 | -21 | -100.00% |
| Rational Advisors LLC | 426 | 0 | -426 | -100.00% |
| Optimum Investment Advisors | 100 | 0 | -100 | -100.00% |
| Caldwell Sutter Capital Inc. | 11 | 0 | -11 | -100.00% |
See Summary: Institutional Holders of JD
See Details: Top 10 Hedge Funds Holding JD
