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JPUS Holdings Changes image
This page summarizes the JPUS holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2019 period, comparing share count change from 9/30/2019 to 12/31/2019. Share count is compared over these two periods to provide an indication of whether JPUS 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).
Filer9/30/2019
 Share Count 
12/31/2019
 Share Count 
Change% Change
13F Filers Increasing JPUS Share Count
Tower Research Capital LLC TRC 2,015 6,935 +4,920 +244.17%
Susquehanna International Group LLP 3,228 9,251 +6,023 +186.59%
Atria Investments LLC 12,054 24,112 +12,058 +100.03%
Fairview Capital Investment Management LLC 34,025 60,785 +26,760 +78.65%
Wells Fargo & Company MN 1,364 2,230 +866 +63.49%
Goldman Sachs Group Inc. 13,585 19,168 +5,583 +41.10%
LexAurum Advisors LLC 47,313 63,924 +16,611 +35.11%
ST Germain D J Co. Inc. 471,540 603,079 +131,539 +27.90%
Planning Alternatives Ltd. ADV 258,202 322,249 +64,047 +24.80%
SignalPoint Asset Management LLC 7,285 8,985 +1,700 +23.34%
Raymond James & Associates 6,314 7,563 +1,249 +19.78%
BlackRock Inc. 136,920 162,249 +25,329 +18.50%
Bank of America Corp DE 234,238 273,294 +39,056 +16.67%
Envestnet Asset Management Inc. 32,034 37,039 +5,005 +15.62%
SPC Financial Inc. 27,151 31,290 +4,139 +15.24%
Modera Wealth Management LLC 768,979 861,461 +92,482 +12.03%
HHM Wealth Advisors LLC 139,452 154,782 +15,330 +10.99%
FMR LLC 88 95 +7 +7.95%
Quantitative Advantage LLC 196,992 210,064 +13,072 +6.64%
Essex Financial Services Inc. 3,168 3,341 +173 +5.46%
Strategic Wealth Advisors Group LLC 143,453 151,126 +7,673 +5.35%
Morgan Stanley 233,608 243,565 +9,957 +4.26%
Sowell Financial Services LLC 10,568 11,004 +436 +4.13%
Ancora Advisors LLC 42,268 43,609 +1,341 +3.17%
San Francisco Sentry Investment Group CA 12,736 13,083 +347 +2.72%
Cetera Advisors LLC 51,279 52,497 +1,218 +2.38%
Commonwealth Equity Services LLC 39,833 40,483 +650 +1.63%
Interactive Financial Advisors 5,190 5,258 +68 +1.31%
Sonata Capital Group Inc. 19,627 19,843 +216 +1.10%
First Heartland Consultants Inc. 5,497 5,539 +42 +0.76%
Nelson Van Denburg & Campbell Wealth Management Group LLC 308 310 +2 +0.65%
SVA Wealth Management LLC 671,876 674,802 +2,926 +0.44%
Lido Advisors LLC 13,243 13,272 +29 +0.22%
13F Filers Reporting New Positions In JPUS
Proequities Inc. 0 10 +10 +100%
Truist Financial Corp 0 2,992 +2,992 +100%
PNC Financial Services Group Inc. 0 1,059 +1,059 +100%
Stifel Financial Corp 0 2,549 +2,549 +100%
Bank of New York Mellon Corp 0 3,728 +3,728 +100%
Advisor Partners LLC 0 3,364 +3,364 +100%
David R. Rahn & Associates Inc. 0 63,915 +63,915 +100%
Advisory Services Network LLC 0 500 +500 +100%
Jane Street Group LLC 0 57,330 +57,330 +100%
Ambassador Advisors LLC 0 479 +479 +100%
Centerpoint Advisors LLC 0 215 +215 +100%
Lake Point Wealth Management 0 61 +61 +100%
Golden State Wealth Management LLC 0 676,474 +676,474 +100%
John W. Brooker & Co. CPAs 0 150 +150 +100%
Bellevue Asset Management LLC 0 29,732 +29,732 +100%
Dohj LLC 0 6,395 +6,395 +100%
Orion Portfolio Solutions LLC 0 2,969 +2,969 +100%
13F Filers With Unchanged Share Count
US Bancorp DE 850 850 UNCH 0.00%
MUFG Americas Holdings Corp 815 815 UNCH 0.00%
Northwestern Mutual Wealth Management Co. 2,771 2,771 UNCH 0.00%
Private Advisor Group LLC 4,882 4,882 UNCH 0.00%
LifePlan Financial Group Inc 1,993 1,993 UNCH 0.00%
Capital Analysts LLC 2,002 2,002 UNCH 0.00%
Trustcore Financial Services LLC 87 87 UNCH 0.00%
Providence Capital Advisors LLC 97 97 UNCH 0.00%
13F Filers Decreasing JPUS Share Count
IFP Advisors Inc 22,645 216 -22,429 -99.05%
TD Capital Management LLC 65,429 4,667 -60,762 -92.87%
Ameriprise Financial Inc. 291,554 28,859 -262,695 -90.10%
GeoWealth Management LLC 330,295 57,756 -272,539 -82.51%
JPMorgan Chase & Co. 12,020 2,389 -9,631 -80.12%
Advisor Group Inc. 43,143 16,557 -26,586 -61.62%
Lincoln National Corp 107,187 42,564 -64,623 -60.29%
Citadel Advisors LLC 54,448 23,166 -31,282 -57.45%
Beacon Investment Advisory Services Inc. 40,649 21,047 -19,602 -48.22%
Citigroup Inc. 3,607 2,326 -1,281 -35.51%
Pacific Financial Group Inc. 410,960 272,774 -138,186 -33.63%
Frontier Wealth Management LLC 244,993 172,924 -72,069 -29.42%
Cambridge Investment Research Advisors Inc. 28,612 20,748 -7,864 -27.48%
Sanctuary Wealth Management L.L.C. 12,575 9,700 -2,875 -22.86%
Edge Wealth Management LLC 2,056 1,656 -400 -19.46%
D L Carlson Investment Group Inc. 11,369 9,249 -2,120 -18.65%
Newfound Research LLC 186 154 -32 -17.20%
United Capital Financial Advisers LLC 87,089 76,232 -10,857 -12.47%
Change Path LLC 438,085 386,930 -51,155 -11.68%
UBS Group AG 619,689 552,194 -67,495 -10.89%
CWM LLC 47,343 42,295 -5,048 -10.66%
Nikulski Financial Inc. 3,560 3,245 -315 -8.85%
SNS Financial Group LLC 7,976 7,457 -519 -6.51%
Community Bank N.A. 99,990 95,915 -4,075 -4.08%
HighTower Advisors LLC 5,521 5,319 -202 -3.66%
Raymond James Financial Services Advisors Inc. 16,064 15,511 -553 -3.44%
Foster Victor Wealth Advisors LLC 244,217 238,464 -5,753 -2.36%
NEXT Financial Group Inc 91 89 -2 -2.20%
Global Trust Asset Management LLC 15,107 14,860 -247 -1.64%
Nottingham Advisors Inc. 385,068 383,101 -1,967 -0.51%
Total Investment Management Inc. 677,878 676,474 -1,404 -0.21%
LPL Financial LLC 128,329 128,207 -122 -0.10%
13F Filers Exiting JPUS
Evoke Wealth LLC 40 0 -40 -100.00%
First Allied Advisory Services Inc. 328 0 -328 -100.00%

See Summary: Institutional Holders of JPUS
See Details: Top 10 Hedge Funds Holding JPUS

JPUS Holdings Changes | www.HoldingsChannel.com

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