Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
JPMorgan Chase & Co. | 6,191,654 | $278,665 | 12/31/2023 |
JPRE | 6,191,654 | $278,665 | 12/31/2023 |
Cetera Advisor Networks LLC | 42,947 | $1,933 | 12/31/2023 |
JPRE | 42,947 | $1,933 | 12/31/2023 |
Redhawk Wealth Advisors Inc. | 32,485 | $1,462 | 12/31/2023 |
JPRE | 32,485 | $1,462 | 12/31/2023 |
Assetmark Inc. | 27,496 | $1,206 | 03/31/2024 |
JPRE | 27,496 | $1,206 | 03/31/2024 |
Beta Wealth Group Inc. | 22,762 | $1,024 | 12/31/2023 |
JPRE | 22,762 | $1,024 | 12/31/2023 |
Cetera Investment Advisers | 22,690 | $1,021 | 12/31/2023 |
JPRE | 22,690 | $1,021 | 12/31/2023 |
Goldman Sachs Group Inc. | 17,338 | $780 | 12/31/2023 |
JPRE | 17,338 | $780 | 12/31/2023 |
Susquehanna International Group LLP | 17,152 | $752 | 03/31/2024 |
JPRE | 17,152 | $752 | 03/31/2024 |
Bill Few Associates Inc. | 13,744 | $603 | 03/31/2024 |
JPRE | 13,744 | $603 | 03/31/2024 |
OmniStar Financial Group Inc. | 10,571 | $464 | 03/31/2024 |
JPRE | 10,571 | $464 | 03/31/2024 |
Cambridge Investment Research Advisors Inc. | 9,030 | $396 | 03/31/2024 |
JPRE | 9,030 | $396 | 03/31/2024 |
Certified Advisory Corp | 8,777 | $395 | 12/31/2023 |
JPRE | 8,777 | $395 | 12/31/2023 |
LPL Financial LLC | 8,473 | $381 | 12/31/2023 |
JPRE | 8,473 | $381 | 12/31/2023 |
Financial Engines Advisors L.L.C. | 7,363 | $331 | 12/31/2023 |
JPRE | 7,363 | $331 | 12/31/2023 |
Commonwealth Equity Services LLC | 6,867 | $301 | 03/31/2024 |
JPRE | 6,867 | $301 | 03/31/2024 |
Advisor Group Holdings Inc. | 4,636 | $209 | 12/31/2023 |
JPRE | 4,636 | $209 | 12/31/2023 |
Royal Bank of Canada | 1,608 | $72 | 12/31/2023 |
JPRE | 1,608 | $72 | 12/31/2023 |
Morgan Stanley | 1,223 | $55 | 12/31/2023 |
JPRE | 1,223 | $55 | 12/31/2023 |
Northwestern Mutual Wealth Management Co. | 976 | $44 | 12/31/2023 |
JPRE | 976 | $44 | 12/31/2023 |
Center for Financial Planning Inc. | 981 | $43 | 03/31/2024 |
JPRE | 981 | $43 | 03/31/2024 |
Private Trust Co. NA | 955 | $42 | 03/31/2024 |
JPRE | 955 | $42 | 03/31/2024 |
Global Retirement Partners LLC | 651 | $29 | 03/31/2024 |
JPRE | 651 | $29 | 03/31/2024 |
Smartleaf Asset Management LLC | 425 | $19 | 03/31/2024 |
JPRE | 425 | $19 | 03/31/2024 |
Capital Investment Advisory Services LLC | 339 | $15 | 03/31/2024 |
JPRE | 339 | $15 | 03/31/2024 |
CWM LLC | 245 | $11 | 03/31/2024 |
JPRE | 245 | $11 | 03/31/2024 |
Tower Research Capital LLC TRC | 163 | $7 | 12/31/2023 |
JPRE | 163 | $7 | 12/31/2023 |
Perkins Coie Trust Co | 110 | $5 | 03/31/2024 |
JPRE | 110 | $5 | 03/31/2024 |
UBS Group AG | 91 | $4 | 12/31/2023 |
JPRE | 91 | $4 | 12/31/2023 |
FMR LLC | 22 | $1 | 12/31/2023 |
JPRE | 22 | $1 | 12/31/2023 |
See All: Funds Holding JPRE
See Details: Top 10 Hedge Funds Holding JPRE
Also See: JPRE Holdings Changes
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