JPRE — الملاك المؤسسيون (13F)
المؤسسات التي تبلغ عن حيازتها لهذا السهم في نموذج SEC 13F ربع السنوي الخاص بها. المراكز الطويلة فقط؛ قد يظهر مقدم واحد مرتين لأرجل خيارات منفصلة. الأرجل الكبيرة المتعاكسة من خيارات البيع/الشراء تعكس عادةً صناعة السوق أو المخزون المتحوط، وليس القناعة الاتجاهية.
| مؤسسة | القيمة | الأسهم | % من 13F المتتبعة | النوع |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | $294359094 | 5537229 | 74,13% | الأسهم |
| National Philanthropic Trust | $13327137 | 255407 | 3,36% | الأسهم |
| RAYMOND JAMES FINANCIAL INC | $11465939 | 219739 | 2,89% | الأسهم |
| ECLECTIC ASSOCIATES INC /ADV | $10381893 | 198949 | 2,61% | الأسهم |
| FIRST FOUNDATION ADVISORS | $10306492 | 197518 | 2,60% | الأسهم |
| Anderson Financial Strategies, LLC | $8422519 | 158021 | 2,12% | الأسهم |
| Beta Wealth Group, Inc. | $6307213 | 120874 | 1,59% | الأسهم |
| OARSMAN CAPITAL, INC. | $5624993 | 107800 | 1,42% | الأسهم |
| LPL Financial LLC | $5071529 | 97193 | 1,28% | الأسهم |
| WELLS FARGO & COMPANY/MN | $3665384 | 70245 | 0,92% | الأسهم |
| Cetera Investment Advisers | $2905229 | 55677 | 0,73% | الأسهم |
| Medallion Wealth Advisors, LLC | $2612147 | 8147 | 0,66% | الأسهم |
| CENTRAL TRUST Co | $1786853 | 34244 | 0,45% | الأسهم |
| 21 West Wealth Management LLC | $1590081 | 30473 | 0,40% | الأسهم |
| ENVESTNET ASSET MANAGEMENT INC | $1205902 | 23110 | 0,30% | الأسهم |
| One Capital Management, LLC | $1174164 | 24426 | 0,30% | الأسهم |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1165962 | 22345 | 0,29% | الأسهم |
| Orion Porfolio Solutions, LLC | $1136085 | 21772 | 0,29% | الأسهم |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1117508 | 21416 | 0,28% | الأسهم |
| CITADEL ADVISORS LLC | $1100685 | 21094 | 0,28% | الأسهم |
| SILVER OAK SECURITIES, INCORPORATED | $1049913 | 20121 | 0,26% | الأسهم |
| H D Vest Advisory Services | $1024285 | 21501 | 0,26% | الأسهم |
| Bill Few Associates, Inc. | $879285 | 16851 | 0,22% | الأسهم |
| GOLDMAN SACHS GROUP INC | $848499 | 16261 | 0,21% | الأسهم |
| Independence Asset Advisors, LLC | $762110 | 14605 | 0,19% | الأسهم |
| Wealthcare Advisory Partners LLC | $722524 | 13847 | 0,18% | الأسهم |
| Plus Group Wealth Advisors LLC | $633322 | 12137 | 0,16% | الأسهم |
| COMMONWEALTH EQUITY SERVICES, LLC | $631972 | 12111 | 0,16% | الأسهم |
| OSAIC HOLDINGS, INC. | $616888 | 11822 | 0,16% | الأسهم |
| BANK OF MONTREAL /CAN/ | $539838 | 10346 | 0,14% | الأسهم |
| Milestone Asset Management Group, LLC | $490318 | 9397 | 0,12% | الأسهم |
| Certified Advisory Corp | $484843 | 9292 | 0,12% | الأسهم |
| MML INVESTORS SERVICES, LLC | $466283 | 8936 | 0,12% | الأسهم |
| Whipplewood Advisors, LLC | $462837 | 8870 | 0,12% | الأسهم |
| MORGAN STANLEY | $340788 | 6531 | 0,09% | الأسهم |
| Swisher Financial Concepts, Inc. | $335489 | 6429 | 0,08% | الأسهم |
| Stratos Wealth Partners, LTD. | $301614 | 5780 | 0,08% | الأسهم |
| AXXCESS WEALTH MANAGEMENT, LLC | $237418 | 4550 | 0,06% | الأسهم |
| FLAGSHIP HARBOR ADVISORS, LLC | $235324 | 4510 | 0,06% | الأسهم |
| NORTHERN TRUST CORP | $232358 | 4453 | 0,06% | الأسهم |
| Focus Financial Network, Inc. | $224739 | 4307 | 0,06% | الأسهم |
| MOR Wealth Management, LLC | $208198 | 3990 | 0,05% | الأسهم |
| PNC Financial Services Group, Inc. | $95154 | 1824 | 0,02% | الأسهم |
| ASSETMARK, INC | $93298 | 1788 | 0,02% | الأسهم |
| HUNTINGTON NATIONAL BANK | $72948 | 1398 | 0,02% | الأسهم |
| AE Wealth Management LLC | $51919 | 995 | 0,01% | الأسهم |
| Center for Financial Planning, Inc. | $51189 | 981 | 0,01% | الأسهم |
| Geneos Wealth Management Inc. | $45605 | 874 | 0,01% | الأسهم |
| Global Retirement Partners, LLC | $35117 | 673 | 0,01% | الأسهم |
| MCDONALD PARTNERS LLC | $34752 | 666 | 0,01% | الأسهم |
| AdvisorNet Financial, Inc | $33500 | 642 | 0,01% | الأسهم |
| Spire Wealth Management | $31308 | 600 | 0,01% | الأسهم |
| FMR LLC | $23865 | 457 | 0,01% | الأسهم |
| Smartleaf Asset Management LLC | $22678 | 426 | 0,01% | الأسهم |
| Ashton Thomas Private Wealth, LLC | $19359 | 371 | 0,00% | الأسهم |
| Farther Finance Advisors, LLC | $17532 | 336 | 0,00% | الأسهم |
| JONES FINANCIAL COMPANIES LLLP | $8019 | 150 | 0,00% | الأسهم |
| Parallel Advisors, LLC | $3914 | 75 | 0,00% | الأسهم |
| Vision Retirement, LLC | $3456 | 66 | 0,00% | الأسهم |
| VANGUARD ADVISERS INC | $2115 | 44 | 0,00% | الأسهم |
| Allworth Financial LP | $1775 | 34 | 0,00% | الأسهم |
| Cambridge Investment Research Advisors, Inc. | $1278 | 24484 | 0,00% | الأسهم |
| Steward Partners Investment Advisory, LLC | $678 | 13 | 0,00% | الأسهم |
| Capital Analysts, LLC | $512 | 9823 | 0,00% | الأسهم |
| ROYAL BANK OF CANADA | $0 | 1 | 0,00% | الأسهم |