HoldingsChannel.com
| Filer | 12/31/2023 Share Count | 3/31/2024 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing JPC Share Count | ||||
| Integrated Capital Management Inc. | 32,365 | 44,959 | +12,594 | +38.91% |
| Hennion & Walsh Asset Management Inc. | 558,415 | 677,633 | +119,218 | +21.35% |
| CWM LLC | 7,527 | 9,133 | +1,606 | +21.34% |
| Park Avenue Securities LLC | 270,134 | 326,379 | +56,245 | +20.82% |
| NBC Securities Inc. | 6,943 | 8,218 | +1,275 | +18.36% |
| Occidental Asset Management LLC | 10,728 | 12,541 | +1,813 | +16.90% |
| Clifford Swan Investment Counsel LLC | 18,952 | 21,424 | +2,472 | +13.04% |
| Capital Investment Advisors LLC | 839,675 | 926,888 | +87,213 | +10.39% |
| All Season Financial Advisors Inc. | 79,183 | 83,898 | +4,715 | +5.95% |
| Gleason Group Inc. | 20 | 21 | +1 | +5.00% |
| Sage Capital Advisors llc | 43,728 | 44,448 | +720 | +1.65% |
| Stolper Co | 68,100 | 68,776 | +676 | +0.99% |
| Campbell Capital Management Inc. | 395,857 | 399,064 | +3,207 | +0.81% |
| International Assets Investment Management LLC | 49,259 | 49,302 | +43 | +0.09% |
| Ausdal Financial Partners Inc. | 23,186 | 23,190 | +4 | +0.02% |
| 13F Filers Reporting New Positions In JPC | ||||
| Davis Capital Management | 0 | 0 | UNCH | 100% |
| Toth Financial Advisory Corp | 0 | 200 | +200 | +100% |
| Sunbelt Securities Inc. | 0 | 4,780 | +4,780 | +100% |
| RFG Advisory LLC | 0 | 10,209 | +10,209 | +100% |
| Future Financial Wealth Managment LLC | 0 | 12,000 | +12,000 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| American National Bank | 1,003 | 1,003 | UNCH | 0.00% |
| AlphaMark Advisors LLC | 296 | 296 | UNCH | 0.00% |
| Penbrook Management LLC | 33,621 | 33,621 | UNCH | 0.00% |
| Edmonds Duncan Registered Investment Advisors LLC | 10,231 | 10,231 | UNCH | 0.00% |
| 180 Wealth Advisors LLC | 14,502 | 14,502 | UNCH | 0.00% |
| Sound Income Strategies LLC | 3,998 | 3,998 | UNCH | 0.00% |
| Pflug Koory LLC | 66 | 66 | UNCH | 0.00% |
| RVW Wealth LLC | 58,500 | 58,500 | UNCH | 0.00% |
| Tsfg LLC | 20,222 | 20,222 | UNCH | 0.00% |
| Game Plan Financial Advisors LLC | 1,977 | 1,977 | UNCH | 0.00% |
| Hexagon Capital Partners LLC | 3,385 | 3,385 | UNCH | 0.00% |
| Wolff Wiese Magana LLC | 350 | 350 | UNCH | 0.00% |
| SOA Wealth Advisors LLC. | 6,007 | 6,007 | UNCH | 0.00% |
| MKT Advisors LLC | 16,061 | 16,061 | UNCH | 0.00% |
| 13F Filers Decreasing JPC Share Count | ||||
| City Holding Co. | 3,452 | 1,435 | -2,017 | -58.43% |
| LexAurum Advisors LLC | 71,527 | 44,260 | -27,267 | -38.12% |
| Wela Strategies Inc. | 143,916 | 89,226 | -54,690 | -38.00% |
| Wealth Enhancement Advisory Services LLC | 34,502 | 27,508 | -6,994 | -20.27% |
| Berger Financial Group Inc | 29,019 | 25,012 | -4,007 | -13.81% |
| Wealthcare Advisory Partners LLC | 97,954 | 91,290 | -6,664 | -6.80% |
| Financial Enhancement Group LLC | 74,568 | 71,977 | -2,591 | -3.47% |
| Stratos Wealth Partners LTD. | 536,787 | 532,426 | -4,361 | -0.81% |
| AdvisorNet Financial Inc | 2,285 | 2,270 | -15 | -0.66% |
| Shulman DeMeo Asset Management LLC | 91,169 | 90,695 | -474 | -0.52% |
| 13F Filers Exiting JPC | ||||
| McGlone Suttner Wealth Management Inc. | 1,948 | 0 | -1,948 | -100.00% |
| Daymark Wealth Partners LLC | 33,814 | 0 | -33,814 | -100.00% |
| NorthCrest Asset Manangement LLC | 13,218 | 0 | -13,218 | -100.00% |
| Constitution Capital LLC | 15,113 | 0 | -15,113 | -100.00% |
| DHJJ Financial Advisors Ltd. | 2 | 0 | -2 | -100.00% |
| Flagship Harbor Advisors LLC | 11,904 | 0 | -11,904 | -100.00% |
| Romano Brothers AND Company | 11,550 | 0 | -11,550 | -100.00% |
See Summary: Institutional Holders of JPC
See Details: Top 10 Hedge Funds Holding JPC
Also See: JPC Insider Buying
