Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
---|---|---|---|---|
13F Filers Increasing JPSE Share Count | ||||
Interactive Financial Advisors | 14,038 | 66,626 | +52,588 | +374.61% |
JPMorgan Chase & Co. | 8,976 | 25,871 | +16,895 | +188.22% |
Benjamin F. Edwards & Company Inc. | 536 | 1,407 | +871 | +162.50% |
Kingsview Wealth Management LLC | 19,554 | 33,607 | +14,053 | +71.87% |
Global Retirement Partners LLC | 32 | 49 | +17 | +53.12% |
Stratos Wealth Partners LTD. | 35,835 | 47,904 | +12,069 | +33.68% |
Thoroughbred Financial Services LLC | 16,397 | 21,806 | +5,409 | +32.99% |
Lincoln National Corp | 21,619 | 26,980 | +5,361 | +24.80% |
MML Investors Services LLC | 22,650 | 27,896 | +5,246 | +23.16% |
Paul Damon & Associates Inc. | 29,714 | 36,137 | +6,423 | +21.62% |
First Pacific Financial | 72,476 | 84,097 | +11,621 | +16.03% |
Cambridge Investment Research Advisors Inc. | 54,425 | 61,792 | +7,367 | +13.54% |
Schmidt P J Investment Management Inc. | 16,226 | 18,218 | +1,992 | +12.28% |
GWM Advisors LLC | 29,185 | 32,639 | +3,454 | +11.83% |
Personal CFO Solutions LLC | 26,296 | 29,381 | +3,085 | +11.73% |
Northwestern Mutual Wealth Management Co. | 103,479 | 114,448 | +10,969 | +10.60% |
Kestra Advisory Services LLC | 9,440 | 10,385 | +945 | +10.01% |
Private Trust Co. NA | 1,259 | 1,371 | +112 | +8.90% |
LexAurum Advisors LLC | 21,370 | 23,202 | +1,832 | +8.57% |
Tocqueville Asset Management L.P. | 121,796 | 131,570 | +9,774 | +8.02% |
Raymond James Financial Services Advisors Inc. | 1,201,222 | 1,296,286 | +95,064 | +7.91% |
Capital Advisors Wealth Management LLC | 505,055 | 544,956 | +39,901 | +7.90% |
LPL Financial LLC | 689,818 | 741,841 | +52,023 | +7.54% |
Integrated Wealth Concepts LLC | 63,015 | 67,093 | +4,078 | +6.47% |
Aspire Wealth Management Corp | 3,050 | 3,196 | +146 | +4.79% |
Goldstein Advisors LLC | 167,544 | 175,316 | +7,772 | +4.64% |
Commonwealth Equity Services LLC | 51,256 | 52,969 | +1,713 | +3.34% |
DAVENPORT & Co LLC | 73,957 | 76,077 | +2,120 | +2.87% |
Choice Wealth Advisors LLC | 180,509 | 185,325 | +4,816 | +2.67% |
Bank of America Corp DE | 485,273 | 493,877 | +8,604 | +1.77% |
Royal Bank of Canada | 595,512 | 603,220 | +7,708 | +1.29% |
Appleton Partners Inc. MA | 170,211 | 172,006 | +1,795 | +1.05% |
PSI Advisors LLC | 202 | 204 | +2 | +0.99% |
Stephens Inc. AR | 24,583 | 24,784 | +201 | +0.82% |
Hill Island Financial LLC | 14,248 | 14,294 | +46 | +0.32% |
13F Filers Reporting New Positions In JPSE | ||||
Proequities Inc. | 0 | 0 | UNCH | 100% |
Principal Securities Inc. | 0 | 56 | +56 | +100% |
Fifth Third Securities Inc. | 0 | 23,508 | +23,508 | +100% |
Nations Financial Group Inc. IA ADV | 0 | 6,897 | +6,897 | +100% |
Cetera Advisors LLC | 0 | 10,844 | +10,844 | +100% |
Cetera Advisor Networks LLC | 0 | 4,591 | +4,591 | +100% |
Hengehold Capital Management LLC | 0 | 4,764 | +4,764 | +100% |
O Dell Group LLC | 0 | 742 | +742 | +100% |
Criterion Capital Advisors LLC | 0 | 805 | +805 | +100% |
KWB Wealth | 0 | 23,388 | +23,388 | +100% |
Bell Investment Advisors Inc | 0 | 252 | +252 | +100% |
Family Asset Management LLC | 0 | 16 | +16 | +100% |
Farther Finance Advisors LLC | 0 | 430 | +430 | +100% |
Sprinkle Financial Consultants LLC | 0 | 40,383 | +40,383 | +100% |
13F Filers With Unchanged Share Count | ||||
Pinnacle Associates Ltd. | 11,205 | 11,205 | UNCH | 0.00% |
Harbour Investments Inc. | 22 | 22 | UNCH | 0.00% |
Creative Financial Designs Inc. ADV | 54 | 54 | UNCH | 0.00% |
Salem Investment Counselors Inc. | 800 | 800 | UNCH | 0.00% |
Pinnacle Wealth Management Advisory Group LLC | 11,205 | 11,205 | UNCH | 0.00% |
Aptus Capital Advisors LLC | 20 | 20 | UNCH | 0.00% |
Steward Partners Investment Advisory LLC | 43 | 43 | UNCH | 0.00% |
13F Filers Decreasing JPSE Share Count | ||||
Comerica Bank | 3,763 | 378 | -3,385 | -89.95% |
N.E.W. Advisory Services LLC | 73,032 | 19,623 | -53,409 | -73.13% |
Wells Fargo & Company MN | 7,636 | 3,377 | -4,259 | -55.78% |
LWM Advisory Services LLC | 44,858 | 21,691 | -23,167 | -51.65% |
IFP Advisors Inc | 3,882 | 2,182 | -1,700 | -43.79% |
Raymond James & Associates | 60,159 | 37,583 | -22,576 | -37.53% |
Two Sigma Investments LP | 7,600 | 5,000 | -2,600 | -34.21% |
Mercer Global Advisors Inc. ADV | 53,424 | 35,501 | -17,923 | -33.55% |
Mariner LLC | 10,265 | 7,230 | -3,035 | -29.57% |
FMR LLC | 943 | 671 | -272 | -28.84% |
Ameriprise Financial Inc. | 212,334 | 156,071 | -56,263 | -26.50% |
Mutual Advisors LLC | 49,968 | 39,745 | -10,223 | -20.46% |
Gerber Kawasaki Wealth & Investment Management | 216,892 | 182,836 | -34,056 | -15.70% |
Daymark Wealth Partners LLC | 5,574 | 4,757 | -817 | -14.66% |
US Bancorp DE | 4,061 | 3,504 | -557 | -13.72% |
Stifel Financial Corp | 192,475 | 178,673 | -13,802 | -7.17% |
Atria Wealth Solutions Inc. | 20,102 | 18,688 | -1,414 | -7.03% |
Advisor Group Holdings Inc. | 103,518 | 96,668 | -6,850 | -6.62% |
Envestnet Asset Management Inc. | 34,627 | 32,566 | -2,061 | -5.95% |
Gallacher Capital Management LLC | 20,658 | 19,723 | -935 | -4.53% |
Morgan Stanley | 144,518 | 139,267 | -5,251 | -3.63% |
Prospera Financial Services Inc | 7,482 | 7,275 | -207 | -2.77% |
Koss Olinger Consulting LLC | 1,151,379 | 1,120,370 | -31,009 | -2.69% |
Beck Bode LLC | 33,881 | 33,270 | -611 | -1.80% |
Wayfinding Financial LLC | 49,866 | 49,274 | -592 | -1.19% |
Redwood Financial Network Corp | 15,523 | 15,343 | -180 | -1.16% |
Hartford Financial Management Inc. | 164,064 | 162,360 | -1,704 | -1.04% |
Cornerstone Wealth Management LLC | 13,896 | 13,814 | -82 | -0.59% |
HighTower Advisors LLC | 13,444 | 13,429 | -15 | -0.11% |
Susquehanna International Group LLP | 16,131 | 16,127 | -4 | -0.02% |
13F Filers Exiting JPSE | ||||
KPP Advisory Services LLC | 54,217 | 0 | -54,217 | -100.00% |
RVW Wealth LLC | 1,703 | 0 | -1,703 | -100.00% |
Pinnacle Bank | 86 | 0 | -86 | -100.00% |
Mendel Money Management | 8,915 | 0 | -8,915 | -100.00% |
O Shaughnessy Asset Management LLC | 121 | 0 | -121 | -100.00% |
Citadel Advisors LLC | 119,608 | 0 | -119,608 | -100.00% |
Bangor Savings Bank | 60 | 0 | -60 | -100.00% |
Goldman Sachs Group Inc. | 13,007 | 0 | -13,007 | -100.00% |
See Summary: Institutional Holders of JPSE
See Details: Top 10 Hedge Funds Holding JPSE