There is a long list of 169 institutional holders of JPIE within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JPIE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JPIE table below, the initial column indicates the name of each top institutional holder of JPIE, with a link to that fund's top holdings. The next columns indicate the amount of JPIE stock held by each of the institutional holders of JPIE, followed by the JPIE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

Holder	Amount	Position Size ($ in 1000's)	As of
Heritage Financial Services LLC	2,048,486	$93,431	12/31/2023
JPIE	2,048,486	$93,431	12/31/2023
JPMorgan Chase & Co.	1,647,084	$75,124	12/31/2023
JPIE	1,647,084	$75,124	12/31/2023
Syntegra Private Wealth Group LLC	729,800	$33,286	12/31/2023
JPIE	729,800	$33,286	12/31/2023
Bank of America Corp DE	713,905	$32,561	12/31/2023
JPIE	713,905	$32,561	12/31/2023
D Orazio & Associates Inc.	542,214	$24,730	12/31/2023
JPIE	542,214	$24,730	12/31/2023
Capital Advisors Wealth Management LLC	486,810	$22,179	03/31/2024
JPIE	486,810	$22,179	03/31/2024
Diversified LLC	385,051	$17,562	12/31/2023
JPIE	385,051	$17,562	12/31/2023
TPG Financial Advisors LLC	381,993	$17,342	12/31/2023
JPIE	381,993	$17,342	12/31/2023
Janney Montgomery Scott LLC	374,800	$17,094	12/31/2023
JPIE	374,800	$17,094	12/31/2023
Morgan Stanley	371,484	$16,943	12/31/2023
JPIE	371,484	$16,943	12/31/2023
Scott Capital Advisors LLC	333,930	$15,114	03/31/2024
JPIE	333,930	$15,114	03/31/2024
Pennsylvania Capital Management Inc. ADV	330,358	$15,051	03/31/2024
JPIE	330,358	$15,051	03/31/2024
Echo Wealth Management LLC	316,350	$14,413	03/31/2024
JPIE	316,350	$14,413	03/31/2024
Wagner Wealth Management LLC	308,800	$14,069	03/31/2024
JPIE	308,800	$14,069	03/31/2024
Planned Solutions Inc.	296,751	$13,520	03/31/2024
JPIE	296,751	$13,520	03/31/2024
Vestmark Advisory Solutions Inc.	264,870	$12,081	12/31/2023
JPIE	264,870	$12,081	12/31/2023
Mount Yale Investment Advisors LLC	247,577	$11,292	12/31/2023
JPIE	247,577	$11,292	12/31/2023
Magnus Financial Group LLC	239,134	$10,907	12/31/2023
JPIE	239,134	$10,907	12/31/2023
Fortress Wealth Management Inc.	222,982	$10,159	03/31/2024
JPIE	222,982	$10,159	03/31/2024
Focus Financial Network Inc. ADV	220,501	$10,115	12/31/2023
JPIE	220,501	$10,115	12/31/2023
Morris Retirement Advisors LLC	220,464	$10,055	12/31/2023
JPIE	220,464	$10,055	12/31/2023
Financial Management Professionals Inc.	213,006	$9,705	03/31/2024
JPIE	213,006	$9,705	03/31/2024
Private Advisor Group LLC	208,153	$9,483	03/31/2024
JPIE	208,153	$9,483	03/31/2024
Focus Financial Network Inc.	205,256	$9,214	03/31/2024
JPIE	205,256	$9,214	03/31/2024
FMA Wealth Management LLC	197,508	$9,211	03/31/2024
JPIE	197,508	$9,211	03/31/2024
Kensington Asset Management LLC	188,250	$8,577	03/31/2024
JPIE	188,250	$8,577	03/31/2024
Nordwand Advisors LLC	183,375	$8,364	12/31/2023
JPIE	183,375	$8,364	12/31/2023
Savant Capital LLC	180,135	$8,216	12/31/2023
JPIE	180,135	$8,216	12/31/2023
Family Asset Management LLC	179,957	$8,208	12/31/2023
JPIE	179,957	$8,208	12/31/2023
Halbert Hargrove Global Advisors LLC	162,952	$7,424	03/31/2024
JPIE	162,952	$7,424	03/31/2024
Lodestar Private Asset Management LLC	161,814	$7,372	03/31/2024
JPIE	161,814	$7,372	03/31/2024
Visionary Wealth Advisors	158,159	$7,214	12/31/2023
JPIE	158,159	$7,214	12/31/2023
Rainsberger Wealth Advisors Inc.	156,212	$7,125	12/31/2023
JPIE	156,212	$7,125	12/31/2023
Blue Chip Partners Inc.	154,068	$7,019	03/31/2024
JPIE	154,068	$7,019	03/31/2024
Gallacher Capital Management LLC	150,644	$6,871	12/31/2023
JPIE	150,644	$6,871	12/31/2023
Mather Group LLC.	150,137	$6,848	03/31/2024
JPIE	150,137	$6,848	03/31/2024
Lionsbridge Wealth Management LLC	143,481	$6,544	12/31/2023
JPIE	143,481	$6,544	12/31/2023
Seascape Capital Management	141,861	$6,463	03/31/2024
JPIE	141,861	$6,463	03/31/2024
Daymark Wealth Partners LLC	133,639	$6,089	03/31/2024
JPIE	133,639	$6,089	03/31/2024
Bernardo Wealth Planning LLC	124,214	$5,665	12/31/2023
JPIE	124,214	$5,665	12/31/2023
Wealthcare Advisory Partners LLC	121,273	$5,525	03/31/2024
JPIE	121,273	$5,525	03/31/2024
Cary Street Partners Asset Management LLC	119,930	$5,464	03/31/2024
JPIE	119,930	$5,464	03/31/2024
Armor Investment Advisors LLC	114,278	$5,206	03/31/2024
JPIE	114,278	$5,206	03/31/2024
TBH Global Asset Management LLC	109,333	$4,987	12/31/2023
JPIE	109,333	$4,987	12/31/2023
Kickstand Ventures LLC.	100,059	$4,564	12/31/2023
JPIE	100,059	$4,564	12/31/2023
Raymond James Financial Services Advisors Inc.	95,106	$4,333	03/31/2024
JPIE	95,106	$4,333	03/31/2024
Envestnet Asset Management Inc.	94,551	$4,312	12/31/2023
JPIE	94,551	$4,312	12/31/2023
Schneider Downs Wealth Management Advisors LP	92,397	$4,214	12/31/2023
JPIE	92,397	$4,214	12/31/2023
Commonwealth Equity Services LLC	91,619	$4,174	03/31/2024
JPIE	91,619	$4,174	03/31/2024
Financial Futures Ltd Liability Co.	88,672	$4,040	03/31/2024
JPIE	88,672	$4,040	03/31/2024

See All: Funds Holding JPIE
See Details: Top 10 Hedge Funds Holding JPIE
Also See: JPIE Holdings Changes

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