This page summarizes the JPIN 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 JPIN 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 JPIN Share Count
RHS Financial LLC 12,037
13,516
+ 1,479 + 12.29%
LexAurum Advisors LLC 75,305
81,878
+ 6,573 + 8.73%
Kathmere Capital Management LLC 8,462
8,577
+ 115 + 1.36%
Wealthcare Advisory Partners LLC 4,798
4,799
+ 1 + 0.02%
13F Filers Reporting New Positions In JPIN
Global Assets Advisory LLC 0
11,762
+ 11,762 + 100%
13F Filers Decreasing JPIN Share Count
Trilogy Capital Inc. 37,559
10,671
- 26,888 - 71.59%
CWM LLC 410
310
- 100 - 24.39%
Daymark Wealth Partners LLC 12,938
10,891
- 2,047 - 15.82%
Wealth Enhancement Advisory Services LLC 740,011
663,836
- 76,175 - 10.29%
Signet Financial Management LLC 16,662
16,323
- 339 - 2.03%
RVW Wealth LLC 17,748
17,528
- 220 - 1.24%
Apella Capital LLC 18,901
18,712
- 189 - 1.00%
Stonehearth Capital Management LLC 18,872
18,853
- 19 - 0.10%
Independent Wealth Network Inc. 5,668
5,663
- 5 - 0.09%
13F Filers Exiting JPIN
Security Financial Services INC. 7,215
0
- 7,215 - 100.00%
Galvin Gaustad & Stein LLC 18,975
0
- 18,975 - 100.00%
International Assets Investment Management LLC 139,339
0
- 139,339 - 100.00%
See Summary: Institutional Holders of JPIN Top 10 Hedge Funds Holding JPIN
Copyright © 2013 - 2024, All Rights Reserved
Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel
from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners.
None of the information contained herein constitutes a recommendation that any particular security, portfolio,
transaction, or investment strategy is suitable for any specific person. All viewers agree that under no
circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held
liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you
agree to the following Full Disclaimer & Terms of Use
and Privacy Policy . Video widget and videos powered by Market News Video . Quote data delayed at least 20
minutes; data powered by Ticker Technologies , and Mergent . Contact Holdings Channel ; Meet Our Editorial Staff .
HoldingsChannel.com
