JPRE — 기관 투자자 (13F)

65개의 제출자 · $397.1M 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관	가치	주식	% 추적된 13F 중	유형
JPMORGAN CHASE & CO	$294,359,094	5,537,229	74.13%	주식
National Philanthropic Trust	$13,327,137	255,407	3.36%	주식
RAYMOND JAMES FINANCIAL INC	$11,465,939	219,739	2.89%	주식
ECLECTIC ASSOCIATES INC /ADV	$10,381,893	198,949	2.61%	주식
FIRST FOUNDATION ADVISORS	$10,306,492	197,518	2.60%	주식
Anderson Financial Strategies, LLC	$8,422,519	158,021	2.12%	주식
Beta Wealth Group, Inc.	$6,307,213	120,874	1.59%	주식
OARSMAN CAPITAL, INC.	$5,624,993	107,800	1.42%	주식
LPL Financial LLC	$5,071,529	97,193	1.28%	주식
WELLS FARGO & COMPANY/MN	$3,665,384	70,245	0.92%	주식
Cetera Investment Advisers	$2,905,229	55,677	0.73%	주식
Medallion Wealth Advisors, LLC	$2,612,147	8,147	0.66%	주식
CENTRAL TRUST Co	$1,786,853	34,244	0.45%	주식
21 West Wealth Management LLC	$1,590,081	30,473	0.40%	주식
ENVESTNET ASSET MANAGEMENT INC	$1,205,902	23,110	0.30%	주식
One Capital Management, LLC	$1,174,164	24,426	0.30%	주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1,165,962	22,345	0.29%	주식
Orion Porfolio Solutions, LLC	$1,136,085	21,772	0.29%	주식
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$1,117,508	21,416	0.28%	주식
CITADEL ADVISORS LLC	$1,100,685	21,094	0.28%	주식
SILVER OAK SECURITIES, INCORPORATED	$1,049,913	20,121	0.26%	주식
H D Vest Advisory Services	$1,024,285	21,501	0.26%	주식
Bill Few Associates, Inc.	$879,285	16,851	0.22%	주식
GOLDMAN SACHS GROUP INC	$848,499	16,261	0.21%	주식
Independence Asset Advisors, LLC	$762,110	14,605	0.19%	주식
Wealthcare Advisory Partners LLC	$722,524	13,847	0.18%	주식
Plus Group Wealth Advisors LLC	$633,322	12,137	0.16%	주식
COMMONWEALTH EQUITY SERVICES, LLC	$631,972	12,111	0.16%	주식
OSAIC HOLDINGS, INC.	$616,888	11,822	0.16%	주식
BANK OF MONTREAL /CAN/	$539,838	10,346	0.14%	주식
Milestone Asset Management Group, LLC	$490,318	9,397	0.12%	주식
Certified Advisory Corp	$484,843	9,292	0.12%	주식
MML INVESTORS SERVICES, LLC	$466,283	8,936	0.12%	주식
Whipplewood Advisors, LLC	$462,837	8,870	0.12%	주식
MORGAN STANLEY	$340,788	6,531	0.09%	주식
Swisher Financial Concepts, Inc.	$335,489	6,429	0.08%	주식
Stratos Wealth Partners, LTD.	$301,614	5,780	0.08%	주식
AXXCESS WEALTH MANAGEMENT, LLC	$237,418	4,550	0.06%	주식
FLAGSHIP HARBOR ADVISORS, LLC	$235,324	4,510	0.06%	주식
NORTHERN TRUST CORP	$232,358	4,453	0.06%	주식
Focus Financial Network, Inc.	$224,739	4,307	0.06%	주식
MOR Wealth Management, LLC	$208,198	3,990	0.05%	주식
PNC Financial Services Group, Inc.	$95,154	1,824	0.02%	주식
ASSETMARK, INC	$93,298	1,788	0.02%	주식
HUNTINGTON NATIONAL BANK	$72,948	1,398	0.02%	주식
AE Wealth Management LLC	$51,919	995	0.01%	주식
Center for Financial Planning, Inc.	$51,189	981	0.01%	주식
Geneos Wealth Management Inc.	$45,605	874	0.01%	주식
Global Retirement Partners, LLC	$35,117	673	0.01%	주식
MCDONALD PARTNERS LLC	$34,752	666	0.01%	주식
AdvisorNet Financial, Inc	$33,500	642	0.01%	주식
Spire Wealth Management	$31,308	600	0.01%	주식
FMR LLC	$23,865	457	0.01%	주식
Smartleaf Asset Management LLC	$22,678	426	0.01%	주식
Ashton Thomas Private Wealth, LLC	$19,359	371	0.00%	주식
Farther Finance Advisors, LLC	$17,532	336	0.00%	주식
JONES FINANCIAL COMPANIES LLLP	$8,019	150	0.00%	주식
Parallel Advisors, LLC	$3,914	75	0.00%	주식
Vision Retirement, LLC	$3,456	66	0.00%	주식
VANGUARD ADVISERS INC	$2,115	44	0.00%	주식
Allworth Financial LP	$1,775	34	0.00%	주식
Cambridge Investment Research Advisors, Inc.	$1,278	24,484	0.00%	주식
Steward Partners Investment Advisory, LLC	$678	13	0.00%	주식
Capital Analysts, LLC	$512	9,823	0.00%	주식
ROYAL BANK OF CANADA	$0	1	0.00%	주식