This page summarizes the JPEF 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 JPEF 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).
Filer 12/31/2023 3/31/2024 Change % Change 13F Filers Increasing JPEF Share Count
Fifth Third Securities Inc. 77,064
79,748
+ 2,684 + 3.48%
Private Advisor Group LLC 5,404
5,582
+ 178 + 3.29%
13F Filers Reporting New Positions In JPEF
Proequities Inc. 0
0
UNCH 100%
Lincoln National Corp 0
5,300
+ 5,300 + 100%
Raymond James & Associates 0
80,391
+ 80,391 + 100%
Raymond James Trust N.A. 0
4,287
+ 4,287 + 100%
Janney Montgomery Scott LLC 0
46,663
+ 46,663 + 100%
Cambridge Investment Research Advisors Inc. 0
4,339
+ 4,339 + 100%
Raymond James Financial Services Advisors Inc. 0
475,290
+ 475,290 + 100%
Capital Advisors Ltd. LLC 0
938
+ 938 + 100%
Good Life Advisors LLC 0
19,385
+ 19,385 + 100%
Synergy Financial Management LLC 0
5,603
+ 5,603 + 100%
Denver Wealth Management Inc. 0
4,418
+ 4,418 + 100%
Planning Capital Management Corp 0
118
+ 118 + 100%
13F Filers With Unchanged Share Count
ST Germain D J Co. Inc. 2,836
2,836
UNCH 0.00%
Global Retirement Partners LLC 36
36
UNCH 0.00%
13F Filers Decreasing JPEF Share Count
SFG Wealth Management LLC. 68,283
62,662
- 5,621 - 8.23%
Commonwealth Equity Services LLC 41,407
38,595
- 2,812 - 6.79%
13F Filers Exiting JPEF
International Assets Investment Management LLC 16,750
0
- 16,750 - 100.00%
See Summary: Institutional Holders of JPEF Top 10 Hedge Funds Holding JPEF
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