JPRE — Kurumsal Sahipler (13F)

65 dosya · $397.1M toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
JPMORGAN CHASE & CO $294.359.094 5.537.229 74,13% Hisse senetleri
National Philanthropic Trust $13.327.137 255.407 3,36% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $11.465.939 219.739 2,89% Hisse senetleri
ECLECTIC ASSOCIATES INC /ADV $10.381.893 198.949 2,61% Hisse senetleri
FIRST FOUNDATION ADVISORS $10.306.492 197.518 2,60% Hisse senetleri
Anderson Financial Strategies, LLC $8.422.519 158.021 2,12% Hisse senetleri
Beta Wealth Group, Inc. $6.307.213 120.874 1,59% Hisse senetleri
OARSMAN CAPITAL, INC. $5.624.993 107.800 1,42% Hisse senetleri
LPL Financial LLC $5.071.529 97.193 1,28% Hisse senetleri
WELLS FARGO & COMPANY/MN $3.665.384 70.245 0,92% Hisse senetleri
Cetera Investment Advisers $2.905.229 55.677 0,73% Hisse senetleri
Medallion Wealth Advisors, LLC $2.612.147 8.147 0,66% Hisse senetleri
CENTRAL TRUST Co $1.786.853 34.244 0,45% Hisse senetleri
21 West Wealth Management LLC $1.590.081 30.473 0,40% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $1.205.902 23.110 0,30% Hisse senetleri
One Capital Management, LLC $1.174.164 24.426 0,30% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.165.962 22.345 0,29% Hisse senetleri
Orion Porfolio Solutions, LLC $1.136.085 21.772 0,29% Hisse senetleri
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1.117.508 21.416 0,28% Hisse senetleri
CITADEL ADVISORS LLC $1.100.685 21.094 0,28% Hisse senetleri
SILVER OAK SECURITIES, INCORPORATED $1.049.913 20.121 0,26% Hisse senetleri
H D Vest Advisory Services $1.024.285 21.501 0,26% Hisse senetleri
Bill Few Associates, Inc. $879.285 16.851 0,22% Hisse senetleri
GOLDMAN SACHS GROUP INC $848.499 16.261 0,21% Hisse senetleri
Independence Asset Advisors, LLC $762.110 14.605 0,19% Hisse senetleri
Wealthcare Advisory Partners LLC $722.524 13.847 0,18% Hisse senetleri
Plus Group Wealth Advisors LLC $633.322 12.137 0,16% Hisse senetleri
COMMONWEALTH EQUITY SERVICES, LLC $631.972 12.111 0,16% Hisse senetleri
OSAIC HOLDINGS, INC. $616.888 11.822 0,16% Hisse senetleri
BANK OF MONTREAL /CAN/ $539.838 10.346 0,14% Hisse senetleri
Milestone Asset Management Group, LLC $490.318 9.397 0,12% Hisse senetleri
Certified Advisory Corp $484.843 9.292 0,12% Hisse senetleri
MML INVESTORS SERVICES, LLC $466.283 8.936 0,12% Hisse senetleri
Whipplewood Advisors, LLC $462.837 8.870 0,12% Hisse senetleri
MORGAN STANLEY $340.788 6.531 0,09% Hisse senetleri
Swisher Financial Concepts, Inc. $335.489 6.429 0,08% Hisse senetleri
Stratos Wealth Partners, LTD. $301.614 5.780 0,08% Hisse senetleri
AXXCESS WEALTH MANAGEMENT, LLC $237.418 4.550 0,06% Hisse senetleri
FLAGSHIP HARBOR ADVISORS, LLC $235.324 4.510 0,06% Hisse senetleri
NORTHERN TRUST CORP $232.358 4.453 0,06% Hisse senetleri
Focus Financial Network, Inc. $224.739 4.307 0,06% Hisse senetleri
MOR Wealth Management, LLC $208.198 3.990 0,05% Hisse senetleri
PNC Financial Services Group, Inc. $95.154 1.824 0,02% Hisse senetleri
ASSETMARK, INC $93.298 1.788 0,02% Hisse senetleri
HUNTINGTON NATIONAL BANK $72.948 1.398 0,02% Hisse senetleri
AE Wealth Management LLC $51.919 995 0,01% Hisse senetleri
Center for Financial Planning, Inc. $51.189 981 0,01% Hisse senetleri
Geneos Wealth Management Inc. $45.605 874 0,01% Hisse senetleri
Global Retirement Partners, LLC $35.117 673 0,01% Hisse senetleri
MCDONALD PARTNERS LLC $34.752 666 0,01% Hisse senetleri
AdvisorNet Financial, Inc $33.500 642 0,01% Hisse senetleri
Spire Wealth Management $31.308 600 0,01% Hisse senetleri
FMR LLC $23.865 457 0,01% Hisse senetleri
Smartleaf Asset Management LLC $22.678 426 0,01% Hisse senetleri
Ashton Thomas Private Wealth, LLC $19.359 371 0,00% Hisse senetleri
Farther Finance Advisors, LLC $17.532 336 0,00% Hisse senetleri
JONES FINANCIAL COMPANIES LLLP $8.019 150 0,00% Hisse senetleri
Parallel Advisors, LLC $3.914 75 0,00% Hisse senetleri
Vision Retirement, LLC $3.456 66 0,00% Hisse senetleri
VANGUARD ADVISERS INC $2.115 44 0,00% Hisse senetleri
Allworth Financial LP $1.775 34 0,00% Hisse senetleri
Cambridge Investment Research Advisors, Inc. $1.278 24.484 0,00% Hisse senetleri
Steward Partners Investment Advisory, LLC $678 13 0,00% Hisse senetleri
Capital Analysts, LLC $512 9.823 0,00% Hisse senetleri
ROYAL BANK OF CANADA $0 1 0,00% Hisse senetleri