JCPI — Détenteurs institutionnels (13F)

58 déclarants · $640.4M total · Au 30 septembre 2026

Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.

Institution Valeur Actions % de 13F suivies Type
JPMORGAN CHASE & CO $525 514 007 10 927 719 82,06% Actions
MAI Capital Management $13 676 891 285 828 2,14% Actions
OXFORD FINANCIAL GROUP, LTD. LLC $12 090 834 252 682 1,89% Actions
FULTON BREAKEFIELD BROENNIMAN LLC $11 402 272 238 292 1,78% Actions
LPL Financial LLC $8 162 176 170 578 1,27% Actions
AE Wealth Management LLC $6 368 343 133 089 0,99% Actions
Private Advisor Group, LLC $5 692 378 118 963 0,89% Actions
UBS Group AG $5 438 679 113 661 0,85% Actions
RAYMOND JAMES FINANCIAL INC $4 495 915 93 958 0,70% Actions
JANE STREET GROUP, LLC $4 345 211 90 809 0,68% Actions
Systelligence, LLC $3 761 010 78 600 0,59% Actions
Balanced Rock Investment Advisors LLC $2 865 737 59 890 0,45% Actions
Integrated Wealth Concepts LLC $2 795 587 58 424 0,44% Actions
ENVESTNET ASSET MANAGEMENT INC $2 657 321 55 534 0,41% Actions
KESTRA PRIVATE WEALTH SERVICES, LLC $2 654 542 55 476 0,41% Actions
JONES FINANCIAL COMPANIES LLLP $2 295 035 47 778 0,36% Actions
MML INVESTORS SERVICES, LLC $2 155 768 45 053 0,34% Actions
OSAIC HOLDINGS, INC. $2 048 948 42 809 0,32% Actions
Clear Creek Financial Management, LLC $2 015 394 42 119 0,31% Actions
&PARTNERS $1 983 798 41 459 0,31% Actions
STIFEL FINANCIAL CORP $1 908 020 39 875 0,30% Actions
Urban Wealth Management, LLC $1 882 802 39 348 0,29% Actions
Cornerstone Planning Group LLC $1 193 421 25 061 0,19% Actions
Atria Investments, Inc $1 120 599 23 419 0,17% Actions
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC $1 069 304 22 347 0,17% Actions
Cetera Investment Advisers $1 025 539 21 432 0,16% Actions
Equitable Holdings, Inc. $1 018 746 21 290 0,16% Actions
HighTower Advisors, LLC $989 634 20 682 0,15% Actions
GOLDMAN SACHS GROUP INC $875 224 18 291 0,14% Actions
OPPENHEIMER & CO INC $796 703 16 650 0,12% Actions
Bill Few Associates, Inc. $727 942 15 213 0,11% Actions
CITIZENS FINANCIAL GROUP INC/RI $689 978 14 420 0,11% Actions
CIBC WORLD MARKET INC. $660 809 13 810 0,10% Actions
CWM, LLC $642 825 13 287 0,10% Actions
SAGE RHINO CAPITAL LLC $469 848 9 819 0,07% Actions
COMMONWEALTH EQUITY SERVICES, LLC $407 030 8 506 0,06% Actions
Atria Wealth Solutions, Inc. $375 337 7 779 0,06% Actions
NATIONS FINANCIAL GROUP INC, /IA/ /ADV $358 731 7 497 0,06% Actions
Prism Advisors, Inc. $322 365 6 737 0,05% Actions
J.W. COLE ADVISORS, INC. $249 777 5 220 0,04% Actions
Signet Private Wealth LLC $244 687 5 114 0,04% Actions
Prospera Financial Services Inc $242 674 5 072 0,04% Actions
OLYMPUS WEALTH MANAGEMENT, LLC $229 815 4 763 0,04% Actions
Lido Advisors, LLC $227 910 4 763 0,04% Actions
Collier Financial $149 276 3 120 0,02% Actions
ROYAL BANK OF CANADA $35 000 729 0,01% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $24 910 523 0,00% Actions
Ancora Advisors LLC $24 643 515 0,00% Actions
Hickory Point Bank & Trust $19 898 432 0,00% Actions
MORGAN STANLEY $8 336 174 0,00% Actions
Medallion Wealth Advisors, LLC $8 326 174 0,00% Actions
Cambridge Investment Research Advisors, Inc. $3 374 70 512 0,00% Actions
Bank & Trust Co $3 193 66 0,00% Actions
Geneos Wealth Management Inc. $3 158 66 0,00% Actions
Capital Analysts, LLC $2 539 53 065 0,00% Actions
Triumph Capital Management $2 249 47 0,00% Actions
Global Retirement Partners, LLC $1 770 37 0,00% Actions
FLOW TRADERS U.S. LLC $879 18 378 0,00% Actions