JPRE — Détenteurs institutionnels (13F)
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 | $294 359 094 | 5 537 229 | 74,13% | Actions |
| National Philanthropic Trust | $13 327 137 | 255 407 | 3,36% | Actions |
| RAYMOND JAMES FINANCIAL INC | $11 465 939 | 219 739 | 2,89% | Actions |
| ECLECTIC ASSOCIATES INC /ADV | $10 381 893 | 198 949 | 2,61% | Actions |
| FIRST FOUNDATION ADVISORS | $10 306 492 | 197 518 | 2,60% | Actions |
| Anderson Financial Strategies, LLC | $8 422 519 | 158 021 | 2,12% | Actions |
| Beta Wealth Group, Inc. | $6 307 213 | 120 874 | 1,59% | Actions |
| OARSMAN CAPITAL, INC. | $5 624 993 | 107 800 | 1,42% | Actions |
| LPL Financial LLC | $5 071 529 | 97 193 | 1,28% | Actions |
| WELLS FARGO & COMPANY/MN | $3 665 384 | 70 245 | 0,92% | Actions |
| Cetera Investment Advisers | $2 905 229 | 55 677 | 0,73% | Actions |
| Medallion Wealth Advisors, LLC | $2 612 147 | 8 147 | 0,66% | Actions |
| CENTRAL TRUST Co | $1 786 853 | 34 244 | 0,45% | Actions |
| 21 West Wealth Management LLC | $1 590 081 | 30 473 | 0,40% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $1 205 902 | 23 110 | 0,30% | Actions |
| One Capital Management, LLC | $1 174 164 | 24 426 | 0,30% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1 165 962 | 22 345 | 0,29% | Actions |
| Orion Porfolio Solutions, LLC | $1 136 085 | 21 772 | 0,29% | Actions |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1 117 508 | 21 416 | 0,28% | Actions |
| CITADEL ADVISORS LLC | $1 100 685 | 21 094 | 0,28% | Actions |
| SILVER OAK SECURITIES, INCORPORATED | $1 049 913 | 20 121 | 0,26% | Actions |
| H D Vest Advisory Services | $1 024 285 | 21 501 | 0,26% | Actions |
| Bill Few Associates, Inc. | $879 285 | 16 851 | 0,22% | Actions |
| GOLDMAN SACHS GROUP INC | $848 499 | 16 261 | 0,21% | Actions |
| Independence Asset Advisors, LLC | $762 110 | 14 605 | 0,19% | Actions |
| Wealthcare Advisory Partners LLC | $722 524 | 13 847 | 0,18% | Actions |
| Plus Group Wealth Advisors LLC | $633 322 | 12 137 | 0,16% | Actions |
| COMMONWEALTH EQUITY SERVICES, LLC | $631 972 | 12 111 | 0,16% | Actions |
| OSAIC HOLDINGS, INC. | $616 888 | 11 822 | 0,16% | Actions |
| BANK OF MONTREAL /CAN/ | $539 838 | 10 346 | 0,14% | Actions |
| Milestone Asset Management Group, LLC | $490 318 | 9 397 | 0,12% | Actions |
| Certified Advisory Corp | $484 843 | 9 292 | 0,12% | Actions |
| MML INVESTORS SERVICES, LLC | $466 283 | 8 936 | 0,12% | Actions |
| Whipplewood Advisors, LLC | $462 837 | 8 870 | 0,12% | Actions |
| MORGAN STANLEY | $340 788 | 6 531 | 0,09% | Actions |
| Swisher Financial Concepts, Inc. | $335 489 | 6 429 | 0,08% | Actions |
| Stratos Wealth Partners, LTD. | $301 614 | 5 780 | 0,08% | Actions |
| AXXCESS WEALTH MANAGEMENT, LLC | $237 418 | 4 550 | 0,06% | Actions |
| FLAGSHIP HARBOR ADVISORS, LLC | $235 324 | 4 510 | 0,06% | Actions |
| NORTHERN TRUST CORP | $232 358 | 4 453 | 0,06% | Actions |
| Focus Financial Network, Inc. | $224 739 | 4 307 | 0,06% | Actions |
| MOR Wealth Management, LLC | $208 198 | 3 990 | 0,05% | Actions |
| PNC Financial Services Group, Inc. | $95 154 | 1 824 | 0,02% | Actions |
| ASSETMARK, INC | $93 298 | 1 788 | 0,02% | Actions |
| HUNTINGTON NATIONAL BANK | $72 948 | 1 398 | 0,02% | Actions |
| AE Wealth Management LLC | $51 919 | 995 | 0,01% | Actions |
| Center for Financial Planning, Inc. | $51 189 | 981 | 0,01% | Actions |
| Geneos Wealth Management Inc. | $45 605 | 874 | 0,01% | Actions |
| Global Retirement Partners, LLC | $35 117 | 673 | 0,01% | Actions |
| MCDONALD PARTNERS LLC | $34 752 | 666 | 0,01% | Actions |
| AdvisorNet Financial, Inc | $33 500 | 642 | 0,01% | Actions |
| Spire Wealth Management | $31 308 | 600 | 0,01% | Actions |
| FMR LLC | $23 865 | 457 | 0,01% | Actions |
| Smartleaf Asset Management LLC | $22 678 | 426 | 0,01% | Actions |
| Ashton Thomas Private Wealth, LLC | $19 359 | 371 | 0,00% | Actions |
| Farther Finance Advisors, LLC | $17 532 | 336 | 0,00% | Actions |
| JONES FINANCIAL COMPANIES LLLP | $8 019 | 150 | 0,00% | Actions |
| Parallel Advisors, LLC | $3 914 | 75 | 0,00% | Actions |
| Vision Retirement, LLC | $3 456 | 66 | 0,00% | Actions |
| VANGUARD ADVISERS INC | $2 115 | 44 | 0,00% | Actions |
| Allworth Financial LP | $1 775 | 34 | 0,00% | Actions |
| Cambridge Investment Research Advisors, Inc. | $1 278 | 24 484 | 0,00% | Actions |
| Steward Partners Investment Advisory, LLC | $678 | 13 | 0,00% | Actions |
| Capital Analysts, LLC | $512 | 9 823 | 0,00% | Actions |
| ROYAL BANK OF CANADA | $0 | 1 | 0,00% | Actions |