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JPGB Holdings Changes image
This page summarizes the JPGB holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2020 period, comparing share count change from 9/30/2020 to 12/31/2020. Share count is compared over these two periods to provide an indication of whether JPGB 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).
Filer9/30/2020
 Share Count 
12/31/2020
 Share Count 
Change% Change
13F Filers Increasing JPGB Share Count
Jane Street Group LLC 15,035 108,836 +93,801 +623.88%
Financial Management Professionals Inc. 7,952 45,406 +37,454 +471.00%
UBS Group AG 291 1,055 +764 +262.54%
Halbert Hargrove Global Advisors LLC 6,222 12,513 +6,291 +101.11%
Morgan Stanley 2,370 4,038 +1,668 +70.38%
20 20 Capital Management Inc. 136,048 167,653 +31,605 +23.23%
Hills Bank & Trust Co 4,273 5,225 +952 +22.28%
Cambridge Investment Research Advisors Inc. 9,258 11,083 +1,825 +19.71%
Mutual Advisors LLC 16,803 19,626 +2,823 +16.80%
LexAurum Advisors LLC 32,426 37,812 +5,386 +16.61%
AlphaStar Capital Management LLC 34,556 39,096 +4,540 +13.14%
Capital Analysts LLC 433 478 +45 +10.39%
Honkamp Krueger Financial Services Inc. 9,039 9,852 +813 +8.99%
SPC Financial Inc. 251,991 272,285 +20,294 +8.05%
HighTower Advisors LLC 208,807 225,014 +16,207 +7.76%
Peterson Wealth Advisors LLC 102,479 109,438 +6,959 +6.79%
Foresight Wealth Management LLC 29,973 31,657 +1,684 +5.62%
S. R. Schill & Associates 57,432 59,657 +2,225 +3.87%
Commonwealth Equity Services LLC 29,215 29,965 +750 +2.57%
Larson Financial Group LLC 3,847 3,878 +31 +0.81%
SYM FINANCIAL Corp 2,093 2,103 +10 +0.48%
13F Filers Reporting New Positions In JPGB
Wells Fargo & Company MN 0 1 +1 +100%
Proequities Inc. 0 0 UNCH 100%
Resources Investment Advisors LLC. 0 871,757 +871,757 +100%
Claraphi Advisory Network LLC 0 6,568 +6,568 +100%
EQ LLC 0 11,821 +11,821 +100%
Orion Portfolio Solutions LLC 0 6,982 +6,982 +100%
Garrett Investment Advisors LLC 0 35,923 +35,923 +100%
13F Filers With Unchanged Share Count
Deutsche Bank AG 1,262 1,262 UNCH 0.00%
Beaumont Financial Partners LLC 6,180 6,180 UNCH 0.00%
Raymond James Financial Services Advisors Inc. 4,200 4,200 UNCH 0.00%
Patriot Financial Group Insurance Agency LLC 189 189 UNCH 0.00%
Wealth Advisory Solutions LLC 3,985 3,985 UNCH 0.00%
13F Filers Decreasing JPGB Share Count
Envestnet Asset Management Inc. 102,530 10,189 -92,341 -90.06%
Advisor Group Holdings Inc. 1,052 262 -790 -75.10%
Thrivent Financial for Lutherans 8,669 4,330 -4,339 -50.05%
Savant Capital LLC 6,734 5,468 -1,266 -18.80%
Motco 1,727 1,409 -318 -18.41%
Bank of America Corp DE 21,174 17,916 -3,258 -15.39%
Raymond James Trust N.A. 4,645 4,405 -240 -5.17%
Allworth Financial LP 4,228 4,161 -67 -1.58%
Financial Insights Inc. 181,247 179,526 -1,721 -0.95%
Quantitative Advantage LLC 118,761 117,767 -994 -0.84%
Windsor Capital Management LLC 149,252 149,131 -121 -0.08%
13F Filers Exiting JPGB
Cooper Financial Group 10,095 0 -10,095 -100.00%
Global Retirement Partners LLC 82 0 -82 -100.00%
Flagship Harbor Advisors LLC 17 0 -17 -100.00%
Parallel Advisors LLC 3,150 0 -3,150 -100.00%
Sowell Financial Services LLC 55 0 -55 -100.00%
Rehmann Capital Advisory Group 94,823 0 -94,823 -100.00%
Susquehanna International Group LLP 8,604 0 -8,604 -100.00%
Citadel Advisors LLC 71,513 0 -71,513 -100.00%

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

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