Filer | 3/31/2023 Share Count | 6/30/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing JPHY Share Count | ||||
Rosenberg Matthew Hamilton | 1,053 | 5,078 | +4,025 | +382.24% |
LPL Financial LLC | 84,897 | 356,783 | +271,886 | +320.25% |
Dynamic Advisor Solutions LLC | 72,043 | 120,941 | +48,898 | +67.87% |
Envestnet Asset Management Inc. | 73,813 | 93,117 | +19,304 | +26.15% |
Independent Wealth Network Inc. | 7,134 | 8,931 | +1,797 | +25.19% |
PFG Advisors | 25,108 | 29,338 | +4,230 | +16.85% |
Patriot Financial Group Insurance Agency LLC | 5,681 | 6,225 | +544 | +9.58% |
Raymond James & Associates | 10,941 | 11,624 | +683 | +6.24% |
Wolf Group Capital Advisors | 29,768 | 31,318 | +1,550 | +5.21% |
Raymond James Financial Services Advisors Inc. | 77,005 | 79,857 | +2,852 | +3.70% |
Windsor Capital Management LLC | 131,147 | 134,332 | +3,185 | +2.43% |
Royal Fund Management LLC | 67,409 | 68,025 | +616 | +0.91% |
13F Filers Reporting New Positions In JPHY | ||||
Park Avenue Securities LLC | 0 | 15,981 | +15,981 | +100% |
13F Filers With Unchanged Share Count | ||||
Baker Boyer National Bank | 8,698 | 8,698 | UNCH | 0.00% |
State of New Jersey Common Pension Fund D | 250,000 | 250,000 | UNCH | 0.00% |
Gradient Investments LLC | 1,433 | 1,433 | UNCH | 0.00% |
JJJ Advisors Inc. | 82 | 82 | UNCH | 0.00% |
Nelson Van Denburg & Campbell Wealth Management Group LLC | 107 | 107 | UNCH | 0.00% |
WealthPLAN Partners LLC | 13 | 13 | UNCH | 0.00% |
Larson Financial Group LLC | 35 | 35 | UNCH | 0.00% |
Apeiron RIA LLC | 4,520 | 4,520 | UNCH | 0.00% |
13F Filers Decreasing JPHY Share Count | ||||
Financial Management Professionals Inc. | 4,200 | 2,102 | -2,098 | -49.95% |
JNB Advisors LLC | 14,801 | 12,239 | -2,562 | -17.31% |
Mission Wealth Management LP | 73,885 | 63,065 | -10,820 | -14.64% |
Simmons Bank | 78,513 | 67,093 | -11,420 | -14.55% |
Galvin Gaustad & Stein LLC | 86,815 | 79,311 | -7,504 | -8.64% |
Albion Financial Group UT | 28,337 | 26,207 | -2,130 | -7.52% |
Acorn Wealth Advisors LLC | 7,540 | 7,172 | -368 | -4.88% |
KCS Wealth Advisory | 17,241 | 16,875 | -366 | -2.12% |
Daniels&Tansey LLP | 19,737 | 19,680 | -57 | -0.29% |
13F Filers Exiting JPHY | ||||
Vawter Financial Ltd. | 12,669 | 0 | -12,669 | -100.00% |
Gallacher Capital Management LLC | 42,675 | 0 | -42,675 | -100.00% |
Ameritas Advisory Services LLC | 439 | 0 | -439 | -100.00% |
Founders Financial Alliance LLC | 79,897 | 0 | -79,897 | -100.00% |
Visionary Wealth Advisors | 60,766 | 0 | -60,766 | -100.00% |
David Loasby | 129,054 | 0 | -129,054 | -100.00% |
Great Valley Advisor Group Inc. | 397,034 | 0 | -397,034 | -100.00% |
Cary Street Partners Investment Advisory LLC | 150 | 0 | -150 | -100.00% |
Graves Light Private Wealth Management Inc. | 45,047 | 0 | -45,047 | -100.00% |
Change Path LLC | 45,130 | 0 | -45,130 | -100.00% |
Pinnacle Wealth Planning Services Inc. | 87,137 | 0 | -87,137 | -100.00% |
Steward Partners Investment Advisory LLC | 559 | 0 | -559 | -100.00% |
Belpointe Asset Management LLC | 280 | 0 | -280 | -100.00% |
McIlrath & Eck LLC | 140 | 0 | -140 | -100.00% |
Mascoma Wealth Management LLC | 104 | 0 | -104 | -100.00% |
Advisor Group Holdings Inc. | 103,166 | 0 | -103,166 | -100.00% |
Lido Advisors LLC | 24,825 | 0 | -24,825 | -100.00% |
Capital Analysts LLC | 5,219 | 0 | -5,219 | -100.00% |
UBS Group AG | 985 | 0 | -985 | -100.00% |
Jane Street Group LLC | 926,438 | 0 | -926,438 | -100.00% |
GeoWealth Management LLC | 17,946 | 0 | -17,946 | -100.00% |
Highlander Capital Management LLC | 1,850 | 0 | -1,850 | -100.00% |
Neuberger Berman Group LLC | 43,226 | 0 | -43,226 | -100.00% |
HighTower Advisors LLC | 326,493 | 0 | -326,493 | -100.00% |
Susquehanna International Group LLP | 4,976 | 0 | -4,976 | -100.00% |
Citadel Advisors LLC | 161,643 | 0 | -161,643 | -100.00% |
Assetmark Inc. | 2,924 | 0 | -2,924 | -100.00% |
Advisors Asset Management Inc. | 2,183 | 0 | -2,183 | -100.00% |
Northwestern Mutual Wealth Management Co. | 196 | 0 | -196 | -100.00% |
Raymond James Trust N.A. | 12,337 | 0 | -12,337 | -100.00% |
Cape Cod Five Cents Savings Bank | 6,847 | 0 | -6,847 | -100.00% |
MAI Capital Management | 19,572 | 0 | -19,572 | -100.00% |
Royal Bank of Canada | 6,279 | 0 | -6,279 | -100.00% |
Morgan Stanley | 16,257 | 0 | -16,257 | -100.00% |
Mercer Global Advisors Inc. ADV | 78,387 | 0 | -78,387 | -100.00% |
Harbour Investments Inc. | 214 | 0 | -214 | -100.00% |
Proequities Inc. | 500 | 0 | -500 | -100.00% |
MML Investors Services LLC | 27,707 | 0 | -27,707 | -100.00% |
Wells Fargo & Company MN | 2,645 | 0 | -2,645 | -100.00% |
Bank of America Corp DE | 1,382 | 0 | -1,382 | -100.00% |
JPMorgan Chase & Co. | 2,870,194 | 0 | -2,870,194 | -100.00% |
See Summary: Institutional Holders of JPHY
See Details: Top 10 Hedge Funds Holding JPHY