JPRE — Institutional owners (13F)
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | $294,359,094 | 5,537,229 | 74.13% | Shares |
| National Philanthropic Trust | $13,327,137 | 255,407 | 3.36% | Shares |
| RAYMOND JAMES FINANCIAL INC | $11,465,939 | 219,739 | 2.89% | Shares |
| ECLECTIC ASSOCIATES INC /ADV | $10,381,893 | 198,949 | 2.61% | Shares |
| FIRST FOUNDATION ADVISORS | $10,306,492 | 197,518 | 2.60% | Shares |
| Anderson Financial Strategies, LLC | $8,422,519 | 158,021 | 2.12% | Shares |
| Beta Wealth Group, Inc. | $6,307,213 | 120,874 | 1.59% | Shares |
| OARSMAN CAPITAL, INC. | $5,624,993 | 107,800 | 1.42% | Shares |
| LPL Financial LLC | $5,071,529 | 97,193 | 1.28% | Shares |
| WELLS FARGO & COMPANY/MN | $3,665,384 | 70,245 | 0.92% | Shares |
| Cetera Investment Advisers | $2,905,229 | 55,677 | 0.73% | Shares |
| Medallion Wealth Advisors, LLC | $2,612,147 | 8,147 | 0.66% | Shares |
| CENTRAL TRUST Co | $1,786,853 | 34,244 | 0.45% | Shares |
| 21 West Wealth Management LLC | $1,590,081 | 30,473 | 0.40% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $1,205,902 | 23,110 | 0.30% | Shares |
| One Capital Management, LLC | $1,174,164 | 24,426 | 0.30% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1,165,962 | 22,345 | 0.29% | Shares |
| Orion Porfolio Solutions, LLC | $1,136,085 | 21,772 | 0.29% | Shares |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1,117,508 | 21,416 | 0.28% | Shares |
| CITADEL ADVISORS LLC | $1,100,685 | 21,094 | 0.28% | Shares |
| SILVER OAK SECURITIES, INCORPORATED | $1,049,913 | 20,121 | 0.26% | Shares |
| H D Vest Advisory Services | $1,024,285 | 21,501 | 0.26% | Shares |
| Bill Few Associates, Inc. | $879,285 | 16,851 | 0.22% | Shares |
| GOLDMAN SACHS GROUP INC | $848,499 | 16,261 | 0.21% | Shares |
| Independence Asset Advisors, LLC | $762,110 | 14,605 | 0.19% | Shares |
| Wealthcare Advisory Partners LLC | $722,524 | 13,847 | 0.18% | Shares |
| Plus Group Wealth Advisors LLC | $633,322 | 12,137 | 0.16% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $631,972 | 12,111 | 0.16% | Shares |
| OSAIC HOLDINGS, INC. | $616,888 | 11,822 | 0.16% | Shares |
| BANK OF MONTREAL /CAN/ | $539,838 | 10,346 | 0.14% | Shares |
| Milestone Asset Management Group, LLC | $490,318 | 9,397 | 0.12% | Shares |
| Certified Advisory Corp | $484,843 | 9,292 | 0.12% | Shares |
| MML INVESTORS SERVICES, LLC | $466,283 | 8,936 | 0.12% | Shares |
| Whipplewood Advisors, LLC | $462,837 | 8,870 | 0.12% | Shares |
| MORGAN STANLEY | $340,788 | 6,531 | 0.09% | Shares |
| Swisher Financial Concepts, Inc. | $335,489 | 6,429 | 0.08% | Shares |
| Stratos Wealth Partners, LTD. | $301,614 | 5,780 | 0.08% | Shares |
| AXXCESS WEALTH MANAGEMENT, LLC | $237,418 | 4,550 | 0.06% | Shares |
| FLAGSHIP HARBOR ADVISORS, LLC | $235,324 | 4,510 | 0.06% | Shares |
| NORTHERN TRUST CORP | $232,358 | 4,453 | 0.06% | Shares |
| Focus Financial Network, Inc. | $224,739 | 4,307 | 0.06% | Shares |
| MOR Wealth Management, LLC | $208,198 | 3,990 | 0.05% | Shares |
| PNC Financial Services Group, Inc. | $95,154 | 1,824 | 0.02% | Shares |
| ASSETMARK, INC | $93,298 | 1,788 | 0.02% | Shares |
| HUNTINGTON NATIONAL BANK | $72,948 | 1,398 | 0.02% | Shares |
| AE Wealth Management LLC | $51,919 | 995 | 0.01% | Shares |
| Center for Financial Planning, Inc. | $51,189 | 981 | 0.01% | Shares |
| Geneos Wealth Management Inc. | $45,605 | 874 | 0.01% | Shares |
| Global Retirement Partners, LLC | $35,117 | 673 | 0.01% | Shares |
| MCDONALD PARTNERS LLC | $34,752 | 666 | 0.01% | Shares |
| AdvisorNet Financial, Inc | $33,500 | 642 | 0.01% | Shares |
| Spire Wealth Management | $31,308 | 600 | 0.01% | Shares |
| FMR LLC | $23,865 | 457 | 0.01% | Shares |
| Smartleaf Asset Management LLC | $22,678 | 426 | 0.01% | Shares |
| Ashton Thomas Private Wealth, LLC | $19,359 | 371 | 0.00% | Shares |
| Farther Finance Advisors, LLC | $17,532 | 336 | 0.00% | Shares |
| JONES FINANCIAL COMPANIES LLLP | $8,019 | 150 | 0.00% | Shares |
| Parallel Advisors, LLC | $3,914 | 75 | 0.00% | Shares |
| Vision Retirement, LLC | $3,456 | 66 | 0.00% | Shares |
| VANGUARD ADVISERS INC | $2,115 | 44 | 0.00% | Shares |
| Allworth Financial LP | $1,775 | 34 | 0.00% | Shares |
| Cambridge Investment Research Advisors, Inc. | $1,278 | 24,484 | 0.00% | Shares |
| Steward Partners Investment Advisory, LLC | $678 | 13 | 0.00% | Shares |
| Capital Analysts, LLC | $512 | 9,823 | 0.00% | Shares |
| ROYAL BANK OF CANADA | $0 | 1 | 0.00% | Shares |