JPEM — Détenteurs institutionnels (13F)

121 déclarants · $315.6M total · Au 30 juin 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
LPL Financial LLC $23 754 235 378 373 7,53% Actions
BANK OF AMERICA CORP /DE/ $21 229 216 338 153 6,73% Actions
MORGAN STANLEY $14 686 058 233 928 4,65% Actions
Cetera Investment Advisers $12 941 548 206 141 4,10% Actions
SAM Advisors, LLC $12 637 530 201 299 4,00% Actions
American Money Management, LLC $12 365 930 196 972 3,92% Actions
H D Vest Advisory Services $11 913 907 211 192 3,77% Actions
WELLS FARGO & COMPANY/MN $11 357 247 180 905 3,60% Actions
Focus Partners Wealth $10 050 623 160 092 3,18% Actions
KWB Wealth $9 667 659 159 191 3,06% Actions
OLD MISSION CAPITAL LLC $8 987 459 143 158 2,85% Actions
AMERIPRISE FINANCIAL INC $8 254 775 131 487 2,62% Actions
Avantax Planning Partners, Inc. $7 998 674 127 408 2,53% Actions
Corient Private Wealth LP $7 365 769 117 326 2,33% Actions
SEGALL BRYANT & HAMILL, LLC $7 365 769 117 327 2,33% Actions
Cerity Partners LLC $6 894 787 109 825 2,18% Actions
Linscomb Wealth, Inc. $6 827 286 108 749 2,16% Actions
UBS Group AG $6 611 801 105 317 2,09% Actions
FTB Advisors, Inc. $5 823 391 103 228 1,85% Actions
OSAIC HOLDINGS, INC. $5 778 543 91 997 1,83% Actions
MARSHALL WACE, LLP $5 508 317 87 740 1,75% Actions
JPMORGAN CHASE & CO $4 904 717 78 051 1,55% Actions
GOLDMAN SACHS GROUP INC $4 808 320 76 590 1,52% Actions
Summit Financial, LLC $4 492 245 71 555 1,42% Actions
Avestar Capital, LLC $4 472 636 71 243 1,42% Actions
JONES FINANCIAL COMPANIES LLLP $4 436 324 70 777 1,41% Actions
Congress Wealth Management LLC / DE / $4 359 636 77 281 1,38% Actions
Berger Financial Group, Inc $4 283 060 68 223 1,36% Actions
COMMONWEALTH EQUITY SERVICES, LLC $4 024 230 64 100 1,28% Actions
Jacobi Capital Management LLC $3 719 091 59 240 1,18% Actions
RAYMOND JAMES FINANCIAL INC $3 649 347 58 129 1,16% Actions
CITIGROUP INC $3 181 191 50 672 1,01% Actions
Schiavi & Co LLC $3 078 239 49 032 0,98% Actions
Kingsview Wealth Management, LLC $2 876 665 45 821 0,91% Actions
RHS Financial, LLC $2 598 910 41 397 0,82% Actions
CITADEL ADVISORS LLC $2 594 949 41 334 0,82% Actions
TIEMANN INVESTMENT ADVISORS, LLC $2 320 349 36 960 0,74% Actions
Accel Wealth Management $2 105 065 33 883 0,67% Actions
ROYAL BANK OF CANADA $1 858 000 29 590 0,59% Actions
Birchwood Financial Partners, Inc. $1 856 841 29 577 0,59% Actions
Tactive Advisors, LLC $1 755 933 27 970 0,56% Actions
Focus Financial Network, Inc. $1 750 002 27 875 0,55% Actions
RDL FINANCIAL INC $1 733 091 32 873 0,55% Actions
&PARTNERS $1 536 485 24 474 0,49% Actions
BKM Wealth Management, LLC $1 345 877 21 438 0,43% Actions
Krasney Financial LLC $1 333 672 21 467 0,42% Actions
JANE STREET GROUP, LLC $1 277 887 20 355 0,40% Actions
Edge Financial Advisors LLC $1 136 678 18 717 0,36% Actions
Argent Trust Co $912 132 14 529 0,29% Actions
Bond & Devick Financial Network, Inc. $888 400 14 151 0,28% Actions
MONECO ADVISORS, LLC $884 919 14 096 0,28% Actions
SUSQUEHANNA INTERNATIONAL GROUP, LLP $865 171 13 781 0,27% Actions
Avidian Wealth Enterprises, LLC $810 145 12 905 0,26% Actions
Amplius Wealth Advisors, LLC $755 775 12 038 0,24% Actions
Strategic Financial Concepts, LLC $727 940 11 595 0,23% Actions
KELLY FINANCIAL GROUP LLC $706 024 11 246 0,22% Actions
Sigma Planning Corp $681 849 10 861 0,22% Actions
Integrated Wealth Concepts LLC $679 510 10 824 0,22% Actions
5T Wealth, LLC $605 260 9 641 0,19% Actions
Cedar Point Capital Partners, LLC $561 693 8 947 0,18% Actions
WEALTHEDGE INVESTMENT ADVISORS, LLC $557 675 8 883 0,18% Actions
Merit Financial Group, LLC $541 695 8 628 0,17% Actions
BARNES PETTEY FINANCIAL ADVISORS, LLC $534 071 8 507 0,17% Actions
CAPTRUST FINANCIAL ADVISORS $521 513 8 307 0,17% Actions
Private Advisor Group, LLC $509 241 8 112 0,16% Actions
Equitable Holdings, Inc. $439 397 6 999 0,14% Actions
Allworth Financial LP $425 712 6 781 0,13% Actions
DAYMARK WEALTH PARTNERS, LLC $418 389 6 664 0,13% Actions
ENVESTNET ASSET MANAGEMENT INC $408 432 6 506 0,13% Actions
MML INVESTORS SERVICES, LLC $389 121 6 198 0,12% Actions
SHEPHERD KAPLAN KROCHUK, LLC $381 577 6 078 0,12% Actions
Sovran Advisors, LLC $362 061 5 658 0,11% Actions
Lodestone Wealth Management LLC $355 092 5 656 0,11% Actions
Sharkey, Howes & Javer $314 026 5 002 0,10% Actions
Beacon Pointe Advisors, LLC $305 732 4 870 0,10% Actions
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $286 375 4 500 0,09% Actions
Richard P Slaughter Associates Inc $272 528 4 341 0,09% Actions
LOM Asset Management Ltd $267 129 4 255 0,08% Actions
3Chopt Investment Partners, LLC $260 349 4 147 0,08% Actions
HUNTINGTON NATIONAL BANK $256 958 4 093 0,08% Actions
BancorpSouth Bank $248 566 4 093 0,08% Actions
MN Wealth Advisors, LLC $244 365 3 892 0,08% Actions
RVW Wealth, LLC $237 246 3 779 0,08% Actions
PRECEDENT WEALTH PARTNERS, LLC $232 914 3 710 0,07% Actions
Asset One Wealth Management LLC $220 663 3 466 0,07% Actions
Aprio Wealth Management, LLC $219 730 3 500 0,07% Actions
Walkner Condon Financial Advisors LLC $219 479 3 496 0,07% Actions
STONEHAVEN WEALTH & TAX SOLUTIONS, LLC $203 784 3 246 0,06% Actions
ASSETMARK, INC $196 501 3 130 0,06% Actions
Harbor Asset Planning, Inc. $154 646 2 463 0,05% Actions
Farther Finance Advisors, LLC $140 583 2 239 0,04% Actions
Litman Gregory Wealth Management LLC $133 174 2 193 0,04% Actions
BlackRock, Inc. $110 147 1 754 0,03% Actions
SYM FINANCIAL Corp $99 067 1 578 0,03% Actions
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $98 062 1 562 0,03% Actions
Continuum Advisory, LLC $77 031 1 227 0,02% Actions
CWM, LLC $75 049 1 208 0,02% Actions
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $60 139 968 0,02% Actions
RICHARDS, MERRILL & PETERSON, INC. $53 112 846 0,02% Actions
NewEdge Advisors, LLC $41 548 662 0,01% Actions
First Pacific Financial $26 358 420 0,01% Actions
FMR LLC $21 015 335 0,01% Actions
Wagner Wealth Management, LLC $18 001 287 0,01% Actions
Aptus Capital Advisors, LLC $16 134 257 0,01% Actions
IFP Advisors, Inc $15 946 254 0,01% Actions
LANARK FINANCIAL, INC. $12 556 200 0,00% Actions
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $10 471 168 0,00% Actions
Lowe fs, LLC $6 873 117 0,00% Actions
Global Retirement Partners, LLC $6 796 108 0,00% Actions
Russell Investments Group, Ltd. $2 135 34 0,00% Actions
FLOW TRADERS U.S. LLC $2 003 31 901 0,00% Actions
Virtu Financial LLC $1 544 24 593 0,00% Actions
WHITTIER TRUST CO OF NEVADA INC $1 513 24 0,00% Actions
NATIXIS ADVISORS, LLC $1 396 22 238 0,00% Actions
Larson Financial Group LLC $1 004 16 0,00% Actions
Steward Partners Investment Advisory, LLC $879 14 0,00% Actions
Cambridge Investment Research Advisors, Inc. $789 12 564 0,00% Actions
VANGUARD ADVISERS INC $621 10 0,00% Actions
AE Wealth Management LLC $251 4 0,00% Actions
Financial Gravity Companies, Inc. $126 2 0,00% Actions
Financial Gravity Wealth, Inc. $124 2 0,00% Actions