JCPI — Institutionelle Eigentümer (13F)

58 Einreicher · $640.4M gesamt · Stand 30. September 2026

Institutionen, die diese Aktie in ihrer vierteljährlichen SEC-Formular 13F melden. Nur Long-Positionen; ein einzelner Einreicher kann für separate Optionsscheine zweimal erscheinen. Große gegenläufige Put/Call-Positionen spiegeln typischerweise Market-Making oder abgesicherte Bestände wider, nicht die gerichtete Überzeugung.

Institution Wert Aktien % der verfolgten 13F Typ
JPMORGAN CHASE & CO $525.514.007 10.927.719 82,06% Aktien
MAI Capital Management $13.676.891 285.828 2,14% Aktien
OXFORD FINANCIAL GROUP, LTD. LLC $12.090.834 252.682 1,89% Aktien
FULTON BREAKEFIELD BROENNIMAN LLC $11.402.272 238.292 1,78% Aktien
LPL Financial LLC $8.162.176 170.578 1,27% Aktien
AE Wealth Management LLC $6.368.343 133.089 0,99% Aktien
Private Advisor Group, LLC $5.692.378 118.963 0,89% Aktien
UBS Group AG $5.438.679 113.661 0,85% Aktien
RAYMOND JAMES FINANCIAL INC $4.495.915 93.958 0,70% Aktien
JANE STREET GROUP, LLC $4.345.211 90.809 0,68% Aktien
Systelligence, LLC $3.761.010 78.600 0,59% Aktien
Balanced Rock Investment Advisors LLC $2.865.737 59.890 0,45% Aktien
Integrated Wealth Concepts LLC $2.795.587 58.424 0,44% Aktien
ENVESTNET ASSET MANAGEMENT INC $2.657.321 55.534 0,41% Aktien
KESTRA PRIVATE WEALTH SERVICES, LLC $2.654.542 55.476 0,41% Aktien
JONES FINANCIAL COMPANIES LLLP $2.295.035 47.778 0,36% Aktien
MML INVESTORS SERVICES, LLC $2.155.768 45.053 0,34% Aktien
OSAIC HOLDINGS, INC. $2.048.948 42.809 0,32% Aktien
Clear Creek Financial Management, LLC $2.015.394 42.119 0,31% Aktien
&PARTNERS $1.983.798 41.459 0,31% Aktien
STIFEL FINANCIAL CORP $1.908.020 39.875 0,30% Aktien
Urban Wealth Management, LLC $1.882.802 39.348 0,29% Aktien
Cornerstone Planning Group LLC $1.193.421 25.061 0,19% Aktien
Atria Investments, Inc $1.120.599 23.419 0,17% Aktien
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $1.069.304 22.347 0,17% Aktien
Cetera Investment Advisers $1.025.539 21.432 0,16% Aktien
Equitable Holdings, Inc. $1.018.746 21.290 0,16% Aktien
HighTower Advisors, LLC $989.634 20.682 0,15% Aktien
GOLDMAN SACHS GROUP INC $875.224 18.291 0,14% Aktien
OPPENHEIMER & CO INC $796.703 16.650 0,12% Aktien
Bill Few Associates, Inc. $727.942 15.213 0,11% Aktien
CITIZENS FINANCIAL GROUP INC/RI $689.978 14.420 0,11% Aktien
CIBC WORLD MARKET INC. $660.809 13.810 0,10% Aktien
CWM, LLC $642.825 13.287 0,10% Aktien
SAGE RHINO CAPITAL LLC $469.848 9.819 0,07% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $407.030 8.506 0,06% Aktien
Atria Wealth Solutions, Inc. $375.337 7.779 0,06% Aktien
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $358.731 7.497 0,06% Aktien
Prism Advisors, Inc. $322.365 6.737 0,05% Aktien
J.W. COLE ADVISORS, INC. $249.777 5.220 0,04% Aktien
Signet Private Wealth LLC $244.687 5.114 0,04% Aktien
Prospera Financial Services Inc $242.674 5.072 0,04% Aktien
OLYMPUS WEALTH MANAGEMENT, LLC $229.815 4.763 0,04% Aktien
Lido Advisors, LLC $227.910 4.763 0,04% Aktien
Collier Financial $149.276 3.120 0,02% Aktien
ROYAL BANK OF CANADA $35.000 729 0,01% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $24.910 523 0,00% Aktien
Ancora Advisors LLC $24.643 515 0,00% Aktien
Hickory Point Bank & Trust $19.898 432 0,00% Aktien
MORGAN STANLEY $8.336 174 0,00% Aktien
Medallion Wealth Advisors, LLC $8.326 174 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $3.374 70.512 0,00% Aktien
Bank & Trust Co $3.193 66 0,00% Aktien
Geneos Wealth Management Inc. $3.158 66 0,00% Aktien
Capital Analysts, LLC $2.539 53.065 0,00% Aktien
Triumph Capital Management $2.249 47 0,00% Aktien
Global Retirement Partners, LLC $1.770 37 0,00% Aktien
FLOW TRADERS U.S. LLC $879 18.378 0,00% Aktien