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JFR Holdings Changes image
This page summarizes the JFR holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether JFR is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing JFR Share Count
Integrated Capital Management Inc. 31,248 37,344 +6,096 +19.51%
GraniteShares Advisors LLC 181,282 207,714 +26,432 +14.58%
Raymond James Financial Services Advisors Inc. 751,642 859,470 +107,828 +14.35%
Congress Park Capital LLC 929,042 1,043,427 +114,385 +12.31%
International Assets Investment Management LLC 237,361 259,474 +22,113 +9.32%
RFG Advisory LLC 358,159 388,475 +30,316 +8.46%
Cyndeo Wealth Partners LLC 387,450 417,450 +30,000 +7.74%
Future Financial Wealth Managment LLC 30,574 31,732 +1,158 +3.79%
Kovack Advisors Inc. 48,745 50,042 +1,297 +2.66%
Stratos Wealth Advisors LLC 11,314 11,542 +228 +2.02%
Global Retirement Partners LLC 1,680 1,714 +34 +2.02%
Park Avenue Securities LLC 244,519 248,629 +4,110 +1.68%
Aviance Capital Partners LLC 159,981 161,763 +1,782 +1.11%
Transform Wealth LLC 15,380 15,447 +67 +0.44%
Melfa Wealth Management LLC 125,274 125,826 +552 +0.44%
13F Filers Reporting New Positions In JFR
Hexagon Capital Partners LLC 0 0 UNCH 100%
ST Germain D J Co. Inc. 0 0 UNCH 100%
True North Advisors LLC 0 10,473 +10,473 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 2,558 2,558 UNCH 0.00%
NBC Securities Inc. 3,557 3,557 UNCH 0.00%
Barrett & Company Inc. 4,499 4,499 UNCH 0.00%
Gradient Investments LLC 2,691 2,691 UNCH 0.00%
Wealth Alliance Advisory Group LLC 11,741 11,741 UNCH 0.00%
RVW Wealth LLC 29,037 29,037 UNCH 0.00%
Shulman DeMeo Asset Management LLC 22,568 22,568 UNCH 0.00%
13F Filers Decreasing JFR Share Count
Venturi Wealth Management LLC 2,400 600 -1,800 -75.00%
CWM LLC 3,965 1,550 -2,415 -60.91%
Nations Financial Group Inc. IA ADV 24,749 22,108 -2,641 -10.67%
Capital Investment Advisors LLC 312,857 303,650 -9,207 -2.94%
E&G Advisors LP 43,690 43,220 -470 -1.08%
Byrne Asset Management LLC 212,125 211,150 -975 -0.46%
Drive Wealth Management LLC 15,511 15,446 -65 -0.42%
Raymond James & Associates 469,080 468,119 -961 -0.20%
13F Filers Exiting JFR
GSG Advisors LLC 11,590 0 -11,590 -100.00%
Coston McIsaac & Partners 958 0 -958 -100.00%
Stratos Wealth Partners LTD. 11,629 0 -11,629 -100.00%
American National Bank 149 0 -149 -100.00%

See Summary: Institutional Holders of JFR
See Details: Top 10 Hedge Funds Holding JFR
Also See: JFR Insider Buying

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