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JPHY Holdings Changes image
This page summarizes the JPHY holdings changes quarter over quarter among those 13F filers that have reported for the 6/30/2023 period, comparing share count change from 3/31/2023 to 6/30/2023. Share count is compared over these two periods to provide an indication of whether JPHY 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).
Filer3/31/2023
 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

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