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This page summarizes the JPSE holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether JPSE 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).
Filer9/30/2023
 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

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