JPRE — Institutionelle Eigentümer (13F)

65 Einreicher · $397.1M 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
JPMORGAN CHASE & CO $294.359.094 5.537.229 74,13% Aktien
National Philanthropic Trust $13.327.137 255.407 3,36% Aktien
RAYMOND JAMES FINANCIAL INC $11.465.939 219.739 2,89% Aktien
ECLECTIC ASSOCIATES INC /ADV $10.381.893 198.949 2,61% Aktien
FIRST FOUNDATION ADVISORS $10.306.492 197.518 2,60% Aktien
Anderson Financial Strategies, LLC $8.422.519 158.021 2,12% Aktien
Beta Wealth Group, Inc. $6.307.213 120.874 1,59% Aktien
OARSMAN CAPITAL, INC. $5.624.993 107.800 1,42% Aktien
LPL Financial LLC $5.071.529 97.193 1,28% Aktien
WELLS FARGO & COMPANY/MN $3.665.384 70.245 0,92% Aktien
Cetera Investment Advisers $2.905.229 55.677 0,73% Aktien
Medallion Wealth Advisors, LLC $2.612.147 8.147 0,66% Aktien
CENTRAL TRUST Co $1.786.853 34.244 0,45% Aktien
21 West Wealth Management LLC $1.590.081 30.473 0,40% Aktien
ENVESTNET ASSET MANAGEMENT INC $1.205.902 23.110 0,30% Aktien
One Capital Management, LLC $1.174.164 24.426 0,30% Aktien
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.165.962 22.345 0,29% Aktien
Orion Porfolio Solutions, LLC $1.136.085 21.772 0,29% Aktien
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1.117.508 21.416 0,28% Aktien
CITADEL ADVISORS LLC $1.100.685 21.094 0,28% Aktien
SILVER OAK SECURITIES, INCORPORATED $1.049.913 20.121 0,26% Aktien
H D Vest Advisory Services $1.024.285 21.501 0,26% Aktien
Bill Few Associates, Inc. $879.285 16.851 0,22% Aktien
GOLDMAN SACHS GROUP INC $848.499 16.261 0,21% Aktien
Independence Asset Advisors, LLC $762.110 14.605 0,19% Aktien
Wealthcare Advisory Partners LLC $722.524 13.847 0,18% Aktien
Plus Group Wealth Advisors LLC $633.322 12.137 0,16% Aktien
COMMONWEALTH EQUITY SERVICES, LLC $631.972 12.111 0,16% Aktien
OSAIC HOLDINGS, INC. $616.888 11.822 0,16% Aktien
BANK OF MONTREAL /CAN/ $539.838 10.346 0,14% Aktien
Milestone Asset Management Group, LLC $490.318 9.397 0,12% Aktien
Certified Advisory Corp $484.843 9.292 0,12% Aktien
MML INVESTORS SERVICES, LLC $466.283 8.936 0,12% Aktien
Whipplewood Advisors, LLC $462.837 8.870 0,12% Aktien
MORGAN STANLEY $340.788 6.531 0,09% Aktien
Swisher Financial Concepts, Inc. $335.489 6.429 0,08% Aktien
Stratos Wealth Partners, LTD. $301.614 5.780 0,08% Aktien
AXXCESS WEALTH MANAGEMENT, LLC $237.418 4.550 0,06% Aktien
FLAGSHIP HARBOR ADVISORS, LLC $235.324 4.510 0,06% Aktien
NORTHERN TRUST CORP $232.358 4.453 0,06% Aktien
Focus Financial Network, Inc. $224.739 4.307 0,06% Aktien
MOR Wealth Management, LLC $208.198 3.990 0,05% Aktien
PNC Financial Services Group, Inc. $95.154 1.824 0,02% Aktien
ASSETMARK, INC $93.298 1.788 0,02% Aktien
HUNTINGTON NATIONAL BANK $72.948 1.398 0,02% Aktien
AE Wealth Management LLC $51.919 995 0,01% Aktien
Center for Financial Planning, Inc. $51.189 981 0,01% Aktien
Geneos Wealth Management Inc. $45.605 874 0,01% Aktien
Global Retirement Partners, LLC $35.117 673 0,01% Aktien
MCDONALD PARTNERS LLC $34.752 666 0,01% Aktien
AdvisorNet Financial, Inc $33.500 642 0,01% Aktien
Spire Wealth Management $31.308 600 0,01% Aktien
FMR LLC $23.865 457 0,01% Aktien
Smartleaf Asset Management LLC $22.678 426 0,01% Aktien
Ashton Thomas Private Wealth, LLC $19.359 371 0,00% Aktien
Farther Finance Advisors, LLC $17.532 336 0,00% Aktien
JONES FINANCIAL COMPANIES LLLP $8.019 150 0,00% Aktien
Parallel Advisors, LLC $3.914 75 0,00% Aktien
Vision Retirement, LLC $3.456 66 0,00% Aktien
VANGUARD ADVISERS INC $2.115 44 0,00% Aktien
Allworth Financial LP $1.775 34 0,00% Aktien
Cambridge Investment Research Advisors, Inc. $1.278 24.484 0,00% Aktien
Steward Partners Investment Advisory, LLC $678 13 0,00% Aktien
Capital Analysts, LLC $512 9.823 0,00% Aktien
ROYAL BANK OF CANADA $0 1 0,00% Aktien