JPRE — 机构持有人 (13F)

65 家申报者 · $397.1M 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。

机构 价值 股份 % 已追踪的13F 类型
JPMORGAN CHASE & CO $294359094 5537229 74.13% 股份
National Philanthropic Trust $13327137 255407 3.36% 股份
RAYMOND JAMES FINANCIAL INC $11465939 219739 2.89% 股份
ECLECTIC ASSOCIATES INC /ADV $10381893 198949 2.61% 股份
FIRST FOUNDATION ADVISORS $10306492 197518 2.60% 股份
Anderson Financial Strategies, LLC $8422519 158021 2.12% 股份
Beta Wealth Group, Inc. $6307213 120874 1.59% 股份
OARSMAN CAPITAL, INC. $5624993 107800 1.42% 股份
LPL Financial LLC $5071529 97193 1.28% 股份
WELLS FARGO & COMPANY/MN $3665384 70245 0.92% 股份
Cetera Investment Advisers $2905229 55677 0.73% 股份
Medallion Wealth Advisors, LLC $2612147 8147 0.66% 股份
CENTRAL TRUST Co $1786853 34244 0.45% 股份
21 West Wealth Management LLC $1590081 30473 0.40% 股份
ENVESTNET ASSET MANAGEMENT INC $1205902 23110 0.30% 股份
One Capital Management, LLC $1174164 24426 0.30% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1165962 22345 0.29% 股份
Orion Porfolio Solutions, LLC $1136085 21772 0.29% 股份
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1117508 21416 0.28% 股份
CITADEL ADVISORS LLC $1100685 21094 0.28% 股份
SILVER OAK SECURITIES, INCORPORATED $1049913 20121 0.26% 股份
H D Vest Advisory Services $1024285 21501 0.26% 股份
Bill Few Associates, Inc. $879285 16851 0.22% 股份
GOLDMAN SACHS GROUP INC $848499 16261 0.21% 股份
Independence Asset Advisors, LLC $762110 14605 0.19% 股份
Wealthcare Advisory Partners LLC $722524 13847 0.18% 股份
Plus Group Wealth Advisors LLC $633322 12137 0.16% 股份
COMMONWEALTH EQUITY SERVICES, LLC $631972 12111 0.16% 股份
OSAIC HOLDINGS, INC. $616888 11822 0.16% 股份
BANK OF MONTREAL /CAN/ $539838 10346 0.14% 股份
Milestone Asset Management Group, LLC $490318 9397 0.12% 股份
Certified Advisory Corp $484843 9292 0.12% 股份
MML INVESTORS SERVICES, LLC $466283 8936 0.12% 股份
Whipplewood Advisors, LLC $462837 8870 0.12% 股份
MORGAN STANLEY $340788 6531 0.09% 股份
Swisher Financial Concepts, Inc. $335489 6429 0.08% 股份
Stratos Wealth Partners, LTD. $301614 5780 0.08% 股份
AXXCESS WEALTH MANAGEMENT, LLC $237418 4550 0.06% 股份
FLAGSHIP HARBOR ADVISORS, LLC $235324 4510 0.06% 股份
NORTHERN TRUST CORP $232358 4453 0.06% 股份
Focus Financial Network, Inc. $224739 4307 0.06% 股份
MOR Wealth Management, LLC $208198 3990 0.05% 股份
PNC Financial Services Group, Inc. $95154 1824 0.02% 股份
ASSETMARK, INC $93298 1788 0.02% 股份
HUNTINGTON NATIONAL BANK $72948 1398 0.02% 股份
AE Wealth Management LLC $51919 995 0.01% 股份
Center for Financial Planning, Inc. $51189 981 0.01% 股份
Geneos Wealth Management Inc. $45605 874 0.01% 股份
Global Retirement Partners, LLC $35117 673 0.01% 股份
MCDONALD PARTNERS LLC $34752 666 0.01% 股份
AdvisorNet Financial, Inc $33500 642 0.01% 股份
Spire Wealth Management $31308 600 0.01% 股份
FMR LLC $23865 457 0.01% 股份
Smartleaf Asset Management LLC $22678 426 0.01% 股份
Ashton Thomas Private Wealth, LLC $19359 371 0.00% 股份
Farther Finance Advisors, LLC $17532 336 0.00% 股份
JONES FINANCIAL COMPANIES LLLP $8019 150 0.00% 股份
Parallel Advisors, LLC $3914 75 0.00% 股份
Vision Retirement, LLC $3456 66 0.00% 股份
VANGUARD ADVISERS INC $2115 44 0.00% 股份
Allworth Financial LP $1775 34 0.00% 股份
Cambridge Investment Research Advisors, Inc. $1278 24484 0.00% 股份
Steward Partners Investment Advisory, LLC $678 13 0.00% 股份
Capital Analysts, LLC $512 9823 0.00% 股份
ROYAL BANK OF CANADA $0 1 0.00% 股份