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JKE Holdings Changes image
This page summarizes the JKE holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2021 period, comparing share count change from 3/31/2021 to 6/30/2021. Share count is compared over these two periods to provide an indication of whether JKE 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).
Filer3/31/2021
 Share Count 
6/30/2021
 Share Count 
Change% Change
13F Filers Increasing JKE Share Count
AE Wealth Management LLC 1,114 131,420 +130,306 +11697.13%
Bank of Nova Scotia 5,384 119,951 +114,567 +2127.92%
Kingsview Wealth Management LLC 1,541 26,700 +25,159 +1632.64%
Equitable Holdings Inc. 387,287 3,649,835 +3,262,548 +842.41%
Prime Capital Investment Advisors LLC 9,897 87,035 +77,138 +779.41%
TAP Consulting LLC 7,419 52,822 +45,403 +611.98%
SeaCrest Wealth Management LLC 709 4,905 +4,196 +591.82%
Vestmark Advisory Solutions Inc. 2,037 13,602 +11,565 +567.75%
Northwestern Mutual Wealth Management Co. 19,752 124,312 +104,560 +529.36%
Raymond James Financial Services Advisors Inc. 46,347 283,889 +237,542 +512.53%
Cetera Advisor Networks LLC 8,825 53,666 +44,841 +508.11%
Truist Financial Corp 4,250 25,721 +21,471 +505.20%
Thrivent Financial for Lutherans 9,073 54,894 +45,821 +505.03%
Kestra Private Wealth Services LLC 1,150 6,864 +5,714 +496.87%
Cedar Brook Financial Partners LLC 1,253 7,103 +5,850 +466.88%
Janney Montgomery Scott LLC 4,811 27,163 +22,352 +464.60%
Private Advisor Group LLC 3,084 17,341 +14,257 +462.29%
North Star Investment Management Corp. 5,591 31,200 +25,609 +458.04%
DAVENPORT & Co LLC 7,118 39,316 +32,198 +452.35%
Patriot Financial Group Insurance Agency LLC 4,641 25,565 +20,924 +450.85%
Kestra Advisory Services LLC 3,402 18,386 +14,984 +440.45%
IHT Wealth Management LLC 13,539 72,802 +59,263 +437.72%
Avantax Advisory Services Inc. 54,399 289,376 +234,977 +431.95%
Financial Advisory Service Inc. 167,124 878,504 +711,380 +425.66%
Horst & Graben Wealth Management LLC 4,895 25,683 +20,788 +424.68%
Rockefeller Capital Management L.P. 30,886 161,226 +130,340 +422.00%
Cetera Investment Advisers 4,282 22,116 +17,834 +416.49%
Clearstead Advisors LLC 162,642 837,559 +674,917 +414.97%
Advisor Group Holdings Inc. 93,996 483,927 +389,931 +414.84%
NEXT Financial Group Inc 1,670 8,589 +6,919 +414.31%
Tower Research Capital LLC TRC 1,537 7,840 +6,303 +410.08%
Sigma Planning Corp 2,138 10,889 +8,751 +409.31%
Cornerstone Wealth Management LLC 16,736 85,208 +68,472 +409.13%
HHM Wealth Advisors LLC 1,692 8,565 +6,873 +406.21%
Bank of America Corp DE 230,074 1,162,268 +932,194 +405.17%
Creative Planning 12,255 61,590 +49,335 +402.57%
Roman Butler Fullerton & Co. 3,142 15,783 +12,641 +402.32%
JPMorgan Chase & Co. 54,754 274,637 +219,883 +401.58%
San Francisco Sentry Investment Group CA 246 1,233 +987 +401.22%
First Heartland Consultants Inc. 884 4,425 +3,541 +400.57%
Private Wealth Strategies L.L.C. 2,430 12,161 +9,731 +400.45%
Baystate Wealth Management LLC 1,090 5,454 +4,364 +400.37%
Creative Financial Designs Inc. ADV 373 1,866 +1,493 +400.27%
McClarren Financial Advisors Inc. 415 2,076 +1,661 +400.24%
GWM Advisors LLC 1,773 8,868 +7,095 +400.17%
Marietta Wealth Management LLC 12,538 62,700 +50,162 +400.08%
Hubbell Strickland Wealth Management LLC 2,808 14,042 +11,234 +400.07%
Fifth Third Bancorp 505 2,525 +2,020 +400.00%
M&T Bank Corp 997 4,985 +3,988 +400.00%
Harbour Investments Inc. 419 2,095 +1,676 +400.00%
Centaurus Financial Inc. 530 2,650 +2,120 +400.00%
Roof Eidam & Maycock ADV 850 4,250 +3,400 +400.00%
Nomura Asset Management Co. Ltd. 5,831 29,155 +23,324 +400.00%
Eastern Bank 1,000 5,000 +4,000 +400.00%
Mainstay Capital Management LLC ADV 1,871 9,355 +7,484 +400.00%
Eagle Global Advisors LLC 1,140 5,700 +4,560 +400.00%
Adell Harriman & Carpenter Inc. 7,506 37,530 +30,024 +400.00%
Country Club Trust Company n.a. 1,415 7,075 +5,660 +400.00%
Twin Focus Capital Partners LLC 8,691 43,455 +34,764 +400.00%
Vision Capital Management Inc. 1,348 6,740 +5,392 +400.00%
Parkside Financial Bank & Trust 664 3,320 +2,656 +400.00%
Homrich & Berg 1,818 9,090 +7,272 +400.00%
Wall Street Access Asset Management LLC 1,042 5,210 +4,168 +400.00%
Summit Asset Management LLC 2,166 10,830 +8,664 +400.00%
Wharton Business Group LLC 1,597 7,985 +6,388 +400.00%
EP Wealth Advisors LLC 2,838 14,190 +11,352 +400.00%
Annex Advisory Services LLC 825 4,125 +3,300 +400.00%
Buckingham Strategic Wealth LLC 1,696 8,480 +6,784 +400.00%
Adviser Investments LLC 5,571 27,855 +22,284 +400.00%
Carroll Financial Associates Inc. 155 775 +620 +400.00%
Paragon Capital Management Ltd 1,112 5,560 +4,448 +400.00%
Capital Advisors Ltd. LLC 4,121 20,605 +16,484 +400.00%
Nelson Van Denburg & Campbell Wealth Management Group LLC 199 995 +796 +400.00%
FinTrust Capital Advisors LLC 71 355 +284 +400.00%
Ironwood Financial llc 120 600 +480 +400.00%
Cypress Capital Management LLC WY 45 225 +180 +400.00%
Capital Asset Advisory Services LLC 21 105 +84 +400.00%
Kelman Lazarov Inc. 1,698 8,490 +6,792 +400.00%
Flagship Harbor Advisors LLC 942 4,710 +3,768 +400.00%
First Bank & Trust 100 500 +400 +400.00%
Crewe Advisors LLC 187 935 +748 +400.00%
Laurel Wealth Advisors LLC 520 2,600 +2,080 +400.00%
Howard Wealth Management LLC 2,483 12,415 +9,932 +400.00%
Cedar Mountain Advisors LLC 362 1,810 +1,448 +400.00%
XML Financial LLC 3,586 17,930 +14,344 +400.00%
Tsfg LLC 260 1,300 +1,040 +400.00%
Key Financial Inc 51 255 +204 +400.00%
Charter Oak Capital Management LLC 6 30 +24 +400.00%
Clearview Wealth Advisors LLC 25 125 +100 +400.00%
LPL Financial LLC 222,513 1,112,155 +889,642 +399.82%
Scotia Capital Inc. 6,149 30,717 +24,568 +399.54%
Stifel Financial Corp 12,506 62,467 +49,961 +399.50%
Laurel Wealth Advisors Inc. 903 4,505 +3,602 +398.89%
US Bancorp DE 1,642 8,191 +6,549 +398.84%
FMR LLC 2,871 14,319 +11,448 +398.75%
Park Avenue Securities LLC 1,733 8,640 +6,907 +398.56%
Kovack Advisors Inc. 8,897 44,331 +35,434 +398.27%
Bank of New York Mellon Corp 8,333 41,435 +33,102 +397.24%
Flow Traders U.S. LLC 7,887 39,200 +31,313 +397.02%
Brand Asset Management Group Inc. 8,419 41,806 +33,387 +396.57%
Capital Analysts LLC 3,151 15,638 +12,487 +396.29%
Johnson Investment Counsel Inc. 13,435 66,522 +53,087 +395.14%
Treybourne Wealth Planners Inc. 7,472 36,945 +29,473 +394.45%
Courage Miller Partners LLC 2,883 14,245 +11,362 +394.10%
Windsor Group LTD 2,205 10,892 +8,687 +393.97%
Advisory Services Network LLC 1,445 7,131 +5,686 +393.49%
Envestnet Asset Management Inc. 10,711 52,806 +42,095 +393.01%
Wells Fargo & Company MN 174,954 860,872 +685,918 +392.06%
Rede Wealth LLC 1,284 6,305 +5,021 +391.04%
Full Sail Capital LLC 4,286 21,010 +16,724 +390.20%
Rodgers & Associates LTD 11,672 57,209 +45,537 +390.14%
UBS Group AG 82,704 404,969 +322,265 +389.66%
Total Clarity Wealth Management Inc. 1,508 7,375 +5,867 +389.06%
Captrust Financial Advisors 13,796 67,470 +53,674 +389.05%
Kiley Juergens Wealth Management LLC 40,104 195,578 +155,474 +387.68%
GenWealth Group Inc. 9,773 47,506 +37,733 +386.09%
Sunbelt Securities Inc. 1,274 6,173 +4,899 +384.54%
Raymond James & Associates 7,968 38,569 +30,601 +384.05%
Blair William & Co. IL 108 520 +412 +381.48%
Morgan Stanley 230,822 1,106,494 +875,672 +379.37%
Arkadios Wealth Advisors 19,874 95,196 +75,322 +379.00%
Cambridge Investment Research Advisors Inc. 25,094 119,731 +94,637 +377.13%
Mutual Advisors LLC 1,026 4,890 +3,864 +376.61%
Allegiant Private Advisors LLC 985 4,675 +3,690 +374.62%
Platt Investment Counsel LLC 3,075 14,550 +11,475 +373.17%
Towerpoint Wealth LLC 6,451 30,350 +23,899 +370.47%
Cetera Advisors LLC 5,248 24,666 +19,418 +370.01%
Level Four Advisory Services LLC 16,653 77,695 +61,042 +366.55%
Global Retirement Partners LLC 1,395 6,447 +5,052 +362.15%
HighTower Advisors LLC 7,034 32,473 +25,439 +361.66%
Nachman Norwood & Parrott Inc 1,971 9,051 +7,080 +359.21%
Mid Atlantic Financial Management Inc. ADV 757 3,455 +2,698 +356.41%
First Republic Investment Management Inc. 11,721 53,287 +41,566 +354.63%
MML Investors Services LLC 51,996 235,439 +183,443 +352.80%
Proequities Inc. 402 1,820 +1,418 +352.74%
BlackRock Inc. 93 421 +328 +352.69%
Pinnacle Associates Ltd. 2,866 12,767 +9,901 +345.46%
Citigroup Inc. 12,996 57,826 +44,830 +344.95%
National Asset Management Inc. 5,407 23,247 +17,840 +329.94%
Commonwealth Equity Services LLC 61,031 255,163 +194,132 +318.09%
Bank of Montreal Can 62 258 +196 +316.13%
Csenge Advisory Group 3,870 15,987 +12,117 +313.10%
Ameriprise Financial Inc. 119,690 471,945 +352,255 +294.31%
Arcus Capital Partners LLC 2,176 8,577 +6,401 +294.16%
SOA Wealth Advisors LLC. 702 2,700 +1,998 +284.62%
Susquehanna International Group LLP 9,484 35,924 +26,440 +278.79%
Pinnacle Bank 359 1,345 +986 +274.65%
DB Wealth Management Group LLC 10,673 39,694 +29,021 +271.91%
WASHINGTON TRUST Co 220 750 +530 +240.91%
The PNC Financial Services Group Inc. 1,120 3,798 +2,678 +239.11%
Royal Bank of Canada 63,417 214,431 +151,014 +238.13%
Sequoia Financial Advisors LLC 1,179 3,895 +2,716 +230.36%
FundX Investment Group LLC 32,665 69,787 +37,122 +113.64%
IFP Advisors Inc 6,206 12,391 +6,185 +99.66%
Outlook Wealth Advisors LLC 4,619 8,913 +4,294 +92.96%
Accel Wealth Management 6,622 10,203 +3,581 +54.08%
Sowell Financial Services LLC 19,604 22,263 +2,659 +13.56%
13F Filers Reporting New Positions In JKE
Barclays PLC 0 529 +529 +100%
Assetmark Inc. 0 37 +37 +100%
Mariner LLC 0 13,440 +13,440 +100%
Moisand Fitzgerald Tamayo LLC 0 250 +250 +100%
Personal CFO Solutions LLC 0 3,165 +3,165 +100%
Almanack Investment Partners LLC. 0 27,755 +27,755 +100%
Resources Investment Advisors LLC. 0 3,700 +3,700 +100%
Qube Research & Technologies Ltd 0 911 +911 +100%
Kore Private Wealth LLC 0 3,406 +3,406 +100%
Strategic Blueprint LLC 0 400 +400 +100%
Lloyd Advisory Services LLC. 0 390 +390 +100%
Sittner & Nelson LLC 0 392 +392 +100%
Spire Wealth Management 0 3,366 +3,366 +100%
Corsicana & Co. 0 54,930 +54,930 +100%
Elevation Capital Advisory LLC 0 4,634 +4,634 +100%
Blue Barn Wealth LLC 0 12,555 +12,555 +100%
13F Filers With Unchanged Share Count
Huntington National Bank 1 1 UNCH 0.00%
Essex Financial Services Inc. 3,269 3,269 UNCH 0.00%
CWM LLC 44,419 44,419 UNCH 0.00%
13F Filers Decreasing JKE Share Count
Geneos Wealth Management Inc. 110,026 96,625 -13,401 -12.18%
13F Filers Exiting JKE
Claudia M.P. Batlle CRP R LLC 712 0 -712 -100.00%
RMR Wealth Builders 83 0 -83 -100.00%
Archer Investment Corp 32 0 -32 -100.00%
Camden Capital LLC 1,352 0 -1,352 -100.00%
Castle Rock Wealth Management LLC 18,429 0 -18,429 -100.00%
Steward Partners Investment Advisory LLC 300 0 -300 -100.00%
Valeo Financial Advisors LLC 112 0 -112 -100.00%
SimpliFi Inc. 15,529 0 -15,529 -100.00%
Fusion Family Wealth LLC 103 0 -103 -100.00%
Dynamic Advisor Solutions LLC 1,301 0 -1,301 -100.00%
Advisors Preferred LLC 739 0 -739 -100.00%
M Holdings Securities Inc. 1,827 0 -1,827 -100.00%
Voya Financial Advisors Inc. 2,099 0 -2,099 -100.00%
Citadel Advisors LLC 4,470 0 -4,470 -100.00%
Ameritas Investment Company LLC 200 0 -200 -100.00%

See Summary: Institutional Holders of JKE
See Details: Top 10 Hedge Funds Holding JKE

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