Institutional Holders of JPSE

There is a long list of 66 institutional holders of JPSE 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 JPSE by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JPSE table below, the initial column indicates the name of each top institutional holder of JPSE, with a link to that fund's top holdings. The next columns indicate the amount of JPSE stock held by each of the institutional holders of JPSE, followed by the JPSE position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Koss Olinger Consulting LLC1,012,244$39,214 12/31/2022
     JPSE1,012,244$39,214 12/31/2022
Raymond James Financial Services Advisors Inc.656,969$25,451 12/31/2022
     JPSE656,969$25,451 12/31/2022
Bank of America Corp DE483,608$18,735 12/31/2022
     JPSE483,608$18,735 12/31/2022
LPL Financial LLC404,139$15,656 12/31/2022
     JPSE404,139$15,656 12/31/2022
Goldstein Advisors LLC314,591$12,187 12/31/2022
     JPSE314,591$12,187 12/31/2022
Gerber Kawasaki Wealth & Investment Management305,679$11,842 12/31/2022
     JPSE305,679$11,842 12/31/2022
Morgan Stanley279,619$10,832 12/31/2022
     JPSE279,619$10,832 12/31/2022
Royal Bank of Canada256,639$9,942 12/31/2022
     JPSE256,639$9,942 12/31/2022
Ameriprise Financial Inc.250,646$9,707 12/31/2022
     JPSE250,646$9,707 12/31/2022
Capital Advisors Wealth Management LLC197,314$7,644 12/31/2022
     JPSE197,314$7,644 12/31/2022
Appleton Partners Inc. MA167,098$6,473 12/31/2022
     JPSE167,098$6,473 12/31/2022
Hartford Financial Management Inc.165,437$6,409 12/31/2022
     JPSE165,437$6,409 12/31/2022
Choice Wealth Advisors LLC154,554$5,987 12/31/2022
     JPSE154,554$5,987 12/31/2022
Systelligence LLC119,275$4,621 12/31/2022
     JPSE119,275$4,621 12/31/2022
Cambridge Investment Research Advisors Inc.83,916$3,251 12/31/2022
     JPSE83,916$3,251 12/31/2022
First Pacific Financial78,238$3,031 12/31/2022
     JPSE78,238$3,031 12/31/2022
Commonwealth Equity Services LLC63,379$2,455 12/31/2022
     JPSE63,379$2,455 12/31/2022
Andesa Financial Management Inc.62,333$2,415 12/31/2022
     JPSE62,333$2,415 12/31/2022
Integrated Wealth Concepts LLC56,196$2,177 12/31/2022
     JPSE56,196$2,177 12/31/2022
LWM Advisory Services LLC55,494$2,150 12/31/2022
     JPSE55,494$2,150 12/31/2022
DAVENPORT & Co LLC42,471$1,645 12/31/2022
     JPSE42,471$1,645 12/31/2022
Beck Bode LLC41,244$1,598 12/31/2022
     JPSE41,244$1,598 12/31/2022
Change Path LLC37,077$1,437 12/31/2022
     JPSE37,077$1,437 12/31/2022
Paul Damon & Associates Inc.31,827$1,233 12/31/2022
     JPSE31,827$1,233 12/31/2022
Susquehanna International Group LLP26,441$1,024 12/31/2022
     JPSE26,441$1,024 12/31/2022
GWM Advisors LLC23,696$918 12/31/2022
     JPSE23,696$918 12/31/2022
Mutual Advisors LLC23,510$911 12/31/2022
     JPSE23,510$911 12/31/2022
Gallacher Capital Management LLC22,491$871 12/31/2022
     JPSE22,491$871 12/31/2022
LexAurum Advisors LLC20,027$776 12/31/2022
     JPSE20,027$776 12/31/2022
Advisor Group Holdings Inc.18,707$724 12/31/2022
     JPSE18,707$724 12/31/2022
RHS Financial LLC15,980$619 12/31/2022
     JPSE15,980$619 12/31/2022
MML Investors Services LLC15,824$613 12/31/2022
     JPSE15,824$613 12/31/2022
Thoroughbred Financial Services LLC14,749$571 12/31/2022
     JPSE14,749$571 12/31/2022
Stephens Inc. AR14,722$570 12/31/2022
     JPSE14,722$570 12/31/2022
RFG Advisory LLC12,744$552 12/31/2022
     JPSE12,744$552 12/31/2022
Hill Island Financial LLC14,168$549 12/31/2022
     JPSE14,168$549 12/31/2022
HighTower Advisors LLC13,847$539 12/31/2022
     JPSE13,847$539 12/31/2022
Atria Wealth Solutions Inc.13,586$526 12/31/2022
     JPSE13,586$526 12/31/2022
Interactive Financial Advisors13,117$508 12/31/2022
     JPSE13,117$508 12/31/2022
Goldman Sachs Group Inc.13,007$504 12/31/2022
     JPSE13,007$504 12/31/2022
Raymond James & Associates12,851$498 12/31/2022
     JPSE12,851$498 12/31/2022
GeoWealth Management LLC12,747$494 12/31/2022
     JPSE12,747$494 12/31/2022
Pinnacle Associates Ltd.11,530$447 12/31/2022
     JPSE11,530$447 12/31/2022
Pinnacle Wealth Management Advisory Group LLC11,530$447 12/31/2022
     JPSE11,530$447 12/31/2022
Ipsen Advisor Group LLC10,888$422 12/31/2022
     JPSE10,888$422 12/31/2022
Personal CFO Solutions LLC10,413$403 12/31/2022
     JPSE10,413$403 12/31/2022
Redwood Financial Network Corp9,007$349 12/31/2022
     JPSE9,007$349 12/31/2022
Stratos Wealth Partners LTD.8,004$310 12/31/2022
     JPSE8,004$310 12/31/2022
Dynamic Advisor Solutions LLC7,727$299 12/31/2022
     JPSE7,727$299 12/31/2022
Envestnet Asset Management Inc.7,666$297 12/31/2022
     JPSE7,666$297 12/31/2022

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

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