JPEM — Institutionelle Eigentümer (13F)

121 Einreicher · $315.6M gesamt · Stand 30. Juni 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
LPL Financial LLC $23.754.235 378.373 7,53% Aktien
BANK OF AMERICA CORP /DE/ $21.229.216 338.153 6,73% Aktien
MORGAN STANLEY $14.686.058 233.928 4,65% Aktien
Cetera Investment Advisers $12.941.548 206.141 4,10% Aktien
SAM Advisors, LLC $12.637.530 201.299 4,00% Aktien
American Money Management, LLC $12.365.930 196.972 3,92% Aktien
H D Vest Advisory Services $11.913.907 211.192 3,77% Aktien
WELLS FARGO & COMPANY/MN $11.357.247 180.905 3,60% Aktien
Focus Partners Wealth $10.050.623 160.092 3,18% Aktien
KWB Wealth $9.667.659 159.191 3,06% Aktien
OLD MISSION CAPITAL LLC $8.987.459 143.158 2,85% Aktien
AMERIPRISE FINANCIAL INC $8.254.775 131.487 2,62% Aktien
Avantax Planning Partners, Inc. $7.998.674 127.408 2,53% Aktien
Corient Private Wealth LP $7.365.769 117.326 2,33% Aktien
SEGALL BRYANT & HAMILL, LLC $7.365.769 117.327 2,33% Aktien
Cerity Partners LLC $6.894.787 109.825 2,18% Aktien
Linscomb Wealth, Inc. $6.827.286 108.749 2,16% Aktien
UBS Group AG $6.611.801 105.317 2,09% Aktien
FTB Advisors, Inc. $5.823.391 103.228 1,85% Aktien
OSAIC HOLDINGS, INC. $5.778.543 91.997 1,83% Aktien
MARSHALL WACE, LLP $5.508.317 87.740 1,75% Aktien
JPMORGAN CHASE & CO $4.904.717 78.051 1,55% Aktien
GOLDMAN SACHS GROUP INC $4.808.320 76.590 1,52% Aktien
Summit Financial, LLC $4.492.245 71.555 1,42% Aktien
Avestar Capital, LLC $4.472.636 71.243 1,42% Aktien
JONES FINANCIAL COMPANIES LLLP $4.436.324 70.777 1,41% Aktien
Congress Wealth Management LLC / DE / $4.359.636 77.281 1,38% Aktien
Berger Financial Group, Inc $4.283.060 68.223 1,36% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $4.024.230 64.100 1,28% Aktien
Jacobi Capital Management LLC $3.719.091 59.240 1,18% Aktien
RAYMOND JAMES FINANCIAL INC $3.649.347 58.129 1,16% Aktien
CITIGROUP INC $3.181.191 50.672 1,01% Aktien
Schiavi & Co LLC $3.078.239 49.032 0,98% Aktien
Kingsview Wealth Management, LLC $2.876.665 45.821 0,91% Aktien
RHS Financial, LLC $2.598.910 41.397 0,82% Aktien
CITADEL ADVISORS LLC $2.594.949 41.334 0,82% Aktien
TIEMANN INVESTMENT ADVISORS, LLC $2.320.349 36.960 0,74% Aktien
Accel Wealth Management $2.105.065 33.883 0,67% Aktien
ROYAL BANK OF CANADA $1.858.000 29.590 0,59% Aktien
Birchwood Financial Partners, Inc. $1.856.841 29.577 0,59% Aktien
Tactive Advisors, LLC $1.755.933 27.970 0,56% Aktien
Focus Financial Network, Inc. $1.750.002 27.875 0,55% Aktien
RDL FINANCIAL INC $1.733.091 32.873 0,55% Aktien
&PARTNERS $1.536.485 24.474 0,49% Aktien
BKM Wealth Management, LLC $1.345.877 21.438 0,43% Aktien
Krasney Financial LLC $1.333.672 21.467 0,42% Aktien
JANE STREET GROUP, LLC $1.277.887 20.355 0,40% Aktien
Edge Financial Advisors LLC $1.136.678 18.717 0,36% Aktien
Argent Trust Co $912.132 14.529 0,29% Aktien
Bond & Devick Financial Network, Inc. $888.400 14.151 0,28% Aktien
MONECO ADVISORS, LLC $884.919 14.096 0,28% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $865.171 13.781 0,27% Aktien
Avidian Wealth Enterprises, LLC $810.145 12.905 0,26% Aktien
Amplius Wealth Advisors, LLC $755.775 12.038 0,24% Aktien
Strategic Financial Concepts, LLC $727.940 11.595 0,23% Aktien
KELLY FINANCIAL GROUP LLC $706.024 11.246 0,22% Aktien
Sigma Planning Corp $681.849 10.861 0,22% Aktien
Integrated Wealth Concepts LLC $679.510 10.824 0,22% Aktien
5T Wealth, LLC $605.260 9.641 0,19% Aktien
Cedar Point Capital Partners, LLC $561.693 8.947 0,18% Aktien
WEALTHEDGE INVESTMENT ADVISORS, LLC $557.675 8.883 0,18% Aktien
Merit Financial Group, LLC $541.695 8.628 0,17% Aktien
BARNES PETTEY FINANCIAL ADVISORS, LLC $534.071 8.507 0,17% Aktien
CAPTRUST FINANCIAL ADVISORS $521.513 8.307 0,17% Aktien
Private Advisor Group, LLC $509.241 8.112 0,16% Aktien
Equitable Holdings, Inc. $439.397 6.999 0,14% Aktien
Allworth Financial LP $425.712 6.781 0,13% Aktien
DAYMARK WEALTH PARTNERS, LLC $418.389 6.664 0,13% Aktien
ENVESTNET ASSET MANAGEMENT INC $408.432 6.506 0,13% Aktien
MML INVESTORS SERVICES, LLC $389.121 6.198 0,12% Aktien
SHEPHERD KAPLAN KROCHUK, LLC $381.577 6.078 0,12% Aktien
Sovran Advisors, LLC $362.061 5.658 0,11% Aktien
Lodestone Wealth Management LLC $355.092 5.656 0,11% Aktien
Sharkey, Howes & Javer $314.026 5.002 0,10% Aktien
Beacon Pointe Advisors, LLC $305.732 4.870 0,10% Aktien
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $286.375 4.500 0,09% Aktien
Richard P Slaughter Associates Inc $272.528 4.341 0,09% Aktien
LOM Asset Management Ltd $267.129 4.255 0,08% Aktien
3Chopt Investment Partners, LLC $260.349 4.147 0,08% Aktien
HUNTINGTON NATIONAL BANK $256.958 4.093 0,08% Aktien
BancorpSouth Bank $248.566 4.093 0,08% Aktien
MN Wealth Advisors, LLC $244.365 3.892 0,08% Aktien
RVW Wealth, LLC $237.246 3.779 0,08% Aktien
PRECEDENT WEALTH PARTNERS, LLC $232.914 3.710 0,07% Aktien
Asset One Wealth Management LLC $220.663 3.466 0,07% Aktien
Aprio Wealth Management, LLC $219.730 3.500 0,07% Aktien
Walkner Condon Financial Advisors LLC $219.479 3.496 0,07% Aktien
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $203.784 3.246 0,06% Aktien
ASSETMARK, INC $196.501 3.130 0,06% Aktien
Harbor Asset Planning, Inc. $154.646 2.463 0,05% Aktien
Farther Finance Advisors, LLC $140.583 2.239 0,04% Aktien
Litman Gregory Wealth Management LLC $133.174 2.193 0,04% Aktien
BlackRock, Inc. $110.147 1.754 0,03% Aktien
SYM FINANCIAL Corp $99.067 1.578 0,03% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $98.062 1.562 0,03% Aktien
Continuum Advisory, LLC $77.031 1.227 0,02% Aktien
CWM, LLC $75.049 1.208 0,02% Aktien
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $60.139 968 0,02% Aktien
RICHARDS, MERRILL & PETERSON, INC. $53.112 846 0,02% Aktien
NewEdge Advisors, LLC $41.548 662 0,01% Aktien
First Pacific Financial $26.358 420 0,01% Aktien
FMR LLC $21.015 335 0,01% Aktien
Wagner Wealth Management, LLC $18.001 287 0,01% Aktien
Aptus Capital Advisors, LLC $16.134 257 0,01% Aktien
IFP Advisors, Inc $15.946 254 0,01% Aktien
LANARK FINANCIAL, INC. $12.556 200 0,00% Aktien
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $10.471 168 0,00% Aktien
Lowe fs, LLC $6.873 117 0,00% Aktien
Global Retirement Partners, LLC $6.796 108 0,00% Aktien
Russell Investments Group, Ltd. $2.135 34 0,00% Aktien
FLOW TRADERS U.S. LLC $2.003 31.901 0,00% Aktien
Virtu Financial LLC $1.544 24.593 0,00% Aktien
WHITTIER TRUST CO OF NEVADA INC $1.513 24 0,00% Aktien
NATIXIS ADVISORS, LLC $1.396 22.238 0,00% Aktien
Larson Financial Group LLC $1.004 16 0,00% Aktien
Steward Partners Investment Advisory, LLC $879 14 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $789 12.564 0,00% Aktien
VANGUARD ADVISERS INC $621 10 0,00% Aktien
AE Wealth Management LLC $251 4 0,00% Aktien
Financial Gravity Companies, Inc. $126 2 0,00% Aktien
Financial Gravity Wealth, Inc. $124 2 0,00% Aktien