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On this page, we present all of the funds holding JCPB from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding JCPB, with a link to that fund's top holdings. The next columns
indicate the amount of JCPB stock held by each of the funds holding JCPB, followed by the JCPB position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 220 funds holding JCPB within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Bank of America Corp DE. For more details on the positions held by Bank of America Corp DE
(or by any of the other funds holding JCPB), click the fund name in the "Holder" column of the funds-holding-JCPB table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Bank of America Corp DE | 7,272,441 | $342,423 | 12/31/2023 | | JCPB | 7,272,441 | $342,423 | 12/31/2023 | | JPMorgan Chase & Co. | 3,244,875 | $152,785 | 12/31/2023 | | JCPB | 3,244,875 | $152,785 | 12/31/2023 | | Legacy Wealth Management Inc | 2,491,232 | $116,204 | 03/31/2024 | | JCPB | 2,491,232 | $116,204 | 03/31/2024 | | Raymond James Financial Services Advisors Inc. | 1,726,924 | $80,552 | 03/31/2024 | | JCPB | 1,726,924 | $80,552 | 03/31/2024 | | HighTower Advisors LLC | 1,288,399 | $60,652 | 12/31/2023 | | JCPB | 1,288,399 | $60,652 | 12/31/2023 | | AllGen Financial Advisors Inc. | 1,160,930 | $54,152 | 03/31/2024 | | JCPB | 1,160,930 | $54,152 | 03/31/2024 | | Stephens Inc. AR | 1,080,219 | $50,862 | 12/31/2023 | | JCPB | 1,080,219 | $50,862 | 12/31/2023 | | WMS Partners LLC | 1,052,948 | $49,578 | 12/31/2023 | | JCPB | 1,052,948 | $49,578 | 12/31/2023 | | Captrust Financial Advisors | 1,024,105 | $48,220 | 12/31/2023 | | JCPB | 1,024,105 | $48,220 | 12/31/2023 | | Garrett Investment Advisors LLC | 1,017,906 | $47,480 | 03/31/2024 | | JCPB | 1,017,906 | $47,480 | 03/31/2024 | | D. B. Root & Company LLC | 974,811 | $45,470 | 03/31/2024 | | JCPB | 974,811 | $45,470 | 03/31/2024 | | Wiser Wealth Management Inc | 867,111 | $40,446 | 03/31/2024 | | JCPB | 867,111 | $40,446 | 03/31/2024 | | Bogart Wealth LLC | 842,644 | $39,305 | 03/31/2024 | | JCPB | 842,644 | $39,305 | 03/31/2024 | | Janney Montgomery Scott LLC | 815,319 | $38,390 | 12/31/2023 | | JCPB | 815,319 | $38,390 | 12/31/2023 | | Voisard Asset Management Group Inc. | 805,857 | $37,589 | 03/31/2024 | | JCPB | 805,857 | $37,589 | 03/31/2024 | | Harbor Group Inc. | 776,985 | $36,242 | 03/31/2024 | | JCPB | 776,985 | $36,242 | 03/31/2024 | | Grant Street Asset Management Inc. | 753,071 | $35,458 | 12/31/2023 | | JCPB | 753,071 | $35,458 | 12/31/2023 | | Morgan Stanley | 711,972 | $33,523 | 12/31/2023 | | JCPB | 711,972 | $33,523 | 12/31/2023 | | Financial Planning & Information Services Inc. | 699,760 | $32,948 | 12/31/2023 | | JCPB | 699,760 | $32,948 | 12/31/2023 | | Mountain Capital Investment Advisors Inc | 626,791 | $28,920 | 03/31/2024 | | JCPB | 626,791 | $28,920 | 03/31/2024 | | Vestmark Advisory Solutions Inc. | 607,157 | $28,588 | 12/31/2023 | | JCPB | 607,157 | $28,588 | 12/31/2023 | | Corrigan Financial Inc. | 603,948 | $28,171 | 03/31/2024 | | JCPB | 603,948 | $28,171 | 03/31/2024 | | Advisor Group Holdings Inc. | 557,215 | $26,237 | 12/31/2023 | | JCPB | 557,215 | $26,237 | 12/31/2023 | | Hartford Financial Management Inc. | 549,761 | $25,644 | 03/31/2024 | | JCPB | 549,761 | $25,644 | 03/31/2024 | | Commonwealth Equity Services LLC | 529,159 | $24,915 | 12/31/2023 | | JCPB | 529,159 | $24,915 | 12/31/2023 | | Stifel Financial Corp | 523,560 | $24,652 | 12/31/2023 | | JCPB | 523,560 | $24,652 | 12/31/2023 | | Capital Analysts LLC | 509,313 | $23,981 | 12/31/2023 | | JCPB | 509,313 | $23,981 | 12/31/2023 | | SPC Financial Inc. | 501,797 | $23,627 | 12/31/2023 | | JCPB | 501,797 | $23,627 | 12/31/2023 | | Envestnet Asset Management Inc. | 414,064 | $19,496 | 12/31/2023 | | JCPB | 414,064 | $19,496 | 12/31/2023 | | Berger Financial Group Inc | 390,333 | $18,207 | 03/31/2024 | | JCPB | 390,333 | $18,207 | 03/31/2024 | | CI Private Wealth LLC | 382,900 | $18,029 | 12/31/2023 | | JCPB | 382,900 | $18,029 | 12/31/2023 | | Roof Eidam & Maycock ADV | 371,478 | $17,491 | 12/31/2023 | | JCPB | 371,478 | $17,491 | 12/31/2023 | | Johnson Financial Group Inc. | 363,841 | $17,177 | 12/31/2023 | | JCPB | 363,841 | $17,177 | 12/31/2023 | | Continuum Advisory LLC | 364,382 | $17,157 | 12/31/2023 | | JCPB | 364,382 | $17,157 | 12/31/2023 | | Steele Capital Management Inc. | 367,635 | $17,148 | 03/31/2024 | | JCPB | 367,635 | $17,148 | 03/31/2024 | | Forum Private Client Group LLC | 349,462 | $16,454 | 12/31/2023 | | JCPB | 349,462 | $16,454 | 12/31/2023 | | Thrivent Financial for Lutherans | 332,524 | $15,657 | 12/31/2023 | | JCPB | 332,524 | $15,657 | 12/31/2023 | | Peterson Wealth Advisors LLC | 332,386 | $15,504 | 03/31/2024 | | JCPB | 332,386 | $15,504 | 03/31/2024 | | Truist Financial Corp | 324,495 | $15,279 | 12/31/2023 | | JCPB | 324,495 | $15,279 | 12/31/2023 | | Aptus Capital Advisors LLC | 323,001 | $15,209 | 12/31/2023 | | JCPB | 323,001 | $15,209 | 12/31/2023 | | Guardian Wealth Advisors LLC NC | 323,001 | $15,209 | 12/31/2023 | | JCPB | 323,001 | $15,209 | 12/31/2023 | | Gratus Capital LLC | 319,157 | $15,027 | 12/31/2023 | | JCPB | 319,157 | $15,027 | 12/31/2023 | | Cooper Haims Advisors LLC | 318,579 | $15,000 | 12/31/2023 | | JCPB | 318,579 | $15,000 | 12/31/2023 | | Janney Capital Management LLC | 316,368 | $14,896 | 12/31/2023 | | JCPB | 316,368 | $14,896 | 12/31/2023 | | Kickstand Ventures LLC. | 304,639 | $14,344 | 12/31/2023 | | JCPB | 304,639 | $14,344 | 12/31/2023 | | Daymark Wealth Partners LLC | 305,741 | $14,261 | 03/31/2024 | | JCPB | 305,741 | $14,261 | 03/31/2024 | | TCG Advisory Services LLC | 300,709 | $14,159 | 12/31/2023 | | JCPB | 300,709 | $14,159 | 12/31/2023 | | Trinity Legacy Partners LLC | 281,070 | $13,111 | 03/31/2024 | | JCPB | 281,070 | $13,111 | 03/31/2024 | | Integrated Wealth Concepts LLC | 249,928 | $11,768 | 12/31/2023 | | JCPB | 249,928 | $11,768 | 12/31/2023 | | Visionary Wealth Advisors | 246,472 | $11,605 | 12/31/2023 | | JCPB | 246,472 | $11,605 | 12/31/2023 | | Acima Private Wealth LLC | 242,321 | $11,410 | 12/31/2023 | | JCPB | 242,321 | $11,410 | 12/31/2023 | | Walkner Condon Financial Advisors LLC | 237,614 | $11,084 | 03/31/2024 | | JCPB | 237,614 | $11,084 | 03/31/2024 | | Raymond James & Associates | 233,669 | $10,899 | 03/31/2024 | | JCPB | 233,669 | $10,899 | 03/31/2024 | | Financial Advisory Service Inc. | 220,985 | $10,405 | 12/31/2023 | | JCPB | 220,985 | $10,405 | 12/31/2023 | | Milestone Investment Advisors LLC | 220,562 | $10,385 | 12/31/2023 | | JCPB | 220,562 | $10,385 | 12/31/2023 | | Cetera Advisor Networks LLC | 204,571 | $9,632 | 12/31/2023 | | JCPB | 204,571 | $9,632 | 12/31/2023 | | Founders Financial Securities LLC | 203,900 | $9,511 | 03/31/2024 | | JCPB | 203,900 | $9,511 | 03/31/2024 | | Garden State Investment Advisory Services LLC | 199,117 | $9,412 | 12/31/2023 | | JCPB | 199,117 | $9,412 | 12/31/2023 | | FMA Wealth Management LLC | 197,134 | $9,282 | 12/31/2023 | | JCPB | 197,134 | $9,282 | 12/31/2023 | | IMA Wealth Inc. | 194,494 | $9,072 | 03/31/2024 | | JCPB | 194,494 | $9,072 | 03/31/2024 | | Leo Wealth LLC | 186,423 | $8,699 | 12/31/2023 | | JCPB | 186,423 | $8,699 | 12/31/2023 | | Per Stirling Capital Management LLC. | 177,665 | $8,365 | 12/31/2023 | | JCPB | 177,665 | $8,365 | 12/31/2023 | | Aveo Capital Partners LLC | 173,629 | $8,175 | 12/31/2023 | | JCPB | 173,629 | $8,175 | 12/31/2023 | | Cedar Point Capital Partners LLC | 170,184 | $8,013 | 12/31/2023 | | JCPB | 170,184 | $8,013 | 12/31/2023 | | MN Wealth Advisors LLC | 163,116 | $7,680 | 12/31/2023 | | JCPB | 163,116 | $7,680 | 12/31/2023 | | Baird Financial Group Inc. | 162,326 | $7,643 | 12/31/2023 | | JCPB | 162,326 | $7,643 | 12/31/2023 | | ERn Financial LLC | 162,188 | $7,565 | 03/31/2024 | | JCPB | 162,188 | $7,565 | 03/31/2024 | | RWM Asset Management LLC | 157,595 | $7,351 | 03/31/2024 | | JCPB | 157,595 | $7,351 | 03/31/2024 | | Financial Futures Ltd Liability Co. | 154,474 | $7,273 | 12/31/2023 | | JCPB | 154,474 | $7,273 | 12/31/2023 | | Verus Capital Partners LLC | 150,923 | $7,106 | 12/31/2023 | | JCPB | 150,923 | $7,106 | 12/31/2023 | | Landmark Wealth Management LLC | 148,189 | $6,912 | 03/31/2024 | | JCPB | 148,189 | $6,912 | 03/31/2024 | | Bond & Devick Financial Network Inc. | 143,757 | $6,706 | 03/31/2024 | | JCPB | 143,757 | $6,706 | 03/31/2024 | | Oarsman Capital Inc. | 139,629 | $6,574 | 12/31/2023 | | JCPB | 139,629 | $6,574 | 12/31/2023 | | OLD Mission Capital LLC | 139,425 | $6,565 | 12/31/2023 | | JCPB | 139,425 | $6,565 | 12/31/2023 | | N.E.W. Advisory Services LLC | 140,357 | $6,547 | 03/31/2024 | | JCPB | 140,357 | $6,547 | 03/31/2024 | | Helen Stephens Group LLC | 137,292 | $6,404 | 03/31/2024 | | JCPB | 137,292 | $6,404 | 03/31/2024 | | Triad Wealth Partners LLC | 132,621 | $6,186 | 03/31/2024 | | JCPB | 132,621 | $6,186 | 03/31/2024 | | Mutual Advisors LLC | 126,316 | $5,948 | 12/31/2023 | | JCPB | 126,316 | $5,948 | 12/31/2023 | | Lionsbridge Wealth Management LLC | 124,636 | $5,868 | 12/31/2023 | | JCPB | 124,636 | $5,868 | 12/31/2023 | | Mather Group LLC. | 121,896 | $5,739 | 03/31/2024 | | JCPB | 121,896 | $5,739 | 03/31/2024 | | Cetera Advisors LLC | 120,847 | $5,690 | 12/31/2023 | | JCPB | 120,847 | $5,690 | 12/31/2023 | | ICA Group Wealth Management LLC | 114,792 | $5,405 | 12/31/2023 | | JCPB | 114,792 | $5,405 | 12/31/2023 | | Capital Planning LLC | 103,919 | $4,847 | 03/31/2024 | | JCPB | 103,919 | $4,847 | 03/31/2024 | | Creative Planning | 102,119 | $4,808 | 12/31/2023 | | JCPB | 102,119 | $4,808 | 12/31/2023 | | Lodestar Private Asset Management LLC | 102,294 | $4,771 | 03/31/2024 | | JCPB | 102,294 | $4,771 | 03/31/2024 | | Allworth Financial LP | 101,038 | $4,713 | 03/31/2024 | | JCPB | 101,038 | $4,713 | 03/31/2024 | | Econ Financial Services Corp | 98,033 | $4,616 | 12/31/2023 | | JCPB | 98,033 | $4,616 | 12/31/2023 | | TruWealth Advisors LLC | 83,610 | $3,900 | 03/31/2024 | | JCPB | 83,610 | $3,900 | 03/31/2024 | | Arbor Trust Wealth Advisors LLC | 84,579 | $3,858 | 03/31/2024 | | JCPB | 84,579 | $3,858 | 03/31/2024 | | Clarity Wealth Advisors LLC | 80,306 | $3,746 | 03/31/2024 | | JCPB | 80,306 | $3,746 | 03/31/2024 | | Cambridge Investment Research Advisors Inc. | 74,781 | $3,488 | 03/31/2024 | | JCPB | 74,781 | $3,488 | 03/31/2024 | | Mariner LLC | 72,799 | $3,428 | 12/31/2023 | | JCPB | 72,799 | $3,428 | 12/31/2023 | | Paradigm Financial Partners LLC | 71,480 | $3,366 | 12/31/2023 | | JCPB | 71,480 | $3,366 | 12/31/2023 | | Tradition Wealth Management LLC | 70,728 | $3,330 | 12/31/2023 | | JCPB | 70,728 | $3,330 | 12/31/2023 | | Atria Wealth Solutions Inc. | 69,033 | $3,255 | 12/31/2023 | | JCPB | 69,033 | $3,255 | 12/31/2023 | | GWM Advisors LLC | 67,735 | $3,153 | 12/31/2023 | | JCPB | 67,735 | $3,153 | 12/31/2023 | | Massmutual Trust Co. FSB ADV | 66,785 | $3,115 | 03/31/2024 | | JCPB | 66,785 | $3,115 | 03/31/2024 | | Cetera Investment Advisers | 65,043 | $3,063 | 12/31/2023 | | JCPB | 65,043 | $3,063 | 12/31/2023 | | Jane Street Group LLC | 61,875 | $2,913 | 12/31/2023 | | JCPB | 61,875 | $2,913 | 12/31/2023 | | Ignite Planners LLC | 61,636 | $2,844 | 03/31/2024 | | JCPB | 61,636 | $2,844 | 03/31/2024 | | John W. Brooker & Co. CPAs | 58,981 | $2,751 | 03/31/2024 | | JCPB | 58,981 | $2,751 | 03/31/2024 | | Gotham Asset Management LLC | 57,790 | $2,721 | 12/31/2023 | | JCPB | 57,790 | $2,721 | 12/31/2023 | | Royal Bank of Canada | 56,092 | $2,641 | 12/31/2023 | | JCPB | 56,092 | $2,641 | 12/31/2023 | | Trademark Financial Management LLC | 55,019 | $2,591 | 12/31/2023 | | JCPB | 55,019 | $2,591 | 12/31/2023 | | Snowden Capital Advisors LLC | 52,799 | $2,486 | 12/31/2023 | | JCPB | 52,799 | $2,486 | 12/31/2023 | | JJJ Advisors Inc. | 52,842 | $2,465 | 03/31/2024 | | JCPB | 52,842 | $2,465 | 03/31/2024 | | Belpointe Asset Management LLC | 52,231 | $2,459 | 12/31/2023 | | JCPB | 52,231 | $2,459 | 12/31/2023 | | Retirement Planning Group | 51,050 | $2,381 | 03/31/2024 | | JCPB | 51,050 | $2,381 | 03/31/2024 | | Axxcess Wealth Management LLC | 50,254 | $2,366 | 12/31/2023 | | JCPB | 50,254 | $2,366 | 12/31/2023 | | Change Path LLC | 50,062 | $2,357 | 12/31/2023 | | JCPB | 50,062 | $2,357 | 12/31/2023 | | Citadel Advisors LLC | 47,573 | $2,240 | 12/31/2023 | | JCPB | 47,573 | $2,240 | 12/31/2023 | | Kestra Advisory Services LLC | 46,336 | $2,182 | 12/31/2023 | | JCPB | 46,336 | $2,182 | 12/31/2023 | | Money Concepts Capital Corp | 44,483 | $2,094 | 12/31/2023 | | JCPB | 44,483 | $2,094 | 12/31/2023 | | GYL Financial Synergies LLC | 44,267 | $2,084 | 12/31/2023 | | JCPB | 44,267 | $2,084 | 12/31/2023 | | Capital Advisors Wealth Management LLC | 44,214 | $2,062 | 03/31/2024 | | JCPB | 44,214 | $2,062 | 03/31/2024 | | Hedeker Wealth LLC | 42,069 | $1,962 | 03/31/2024 | | JCPB | 42,069 | $1,962 | 03/31/2024 | | MML Investors Services LLC | 40,525 | $1,908 | 12/31/2023 | | JCPB | 40,525 | $1,908 | 12/31/2023 | | TD Capital Management LLC | 38,476 | $1,812 | 12/31/2023 | | JCPB | 38,476 | $1,812 | 12/31/2023 | | GSB Wealth Management LLC | 37,825 | $1,781 | 12/31/2023 | | JCPB | 37,825 | $1,781 | 12/31/2023 | | D.A. Davidson & CO. | 37,140 | $1,749 | 12/31/2023 | | JCPB | 37,140 | $1,749 | 12/31/2023 | | LexAurum Advisors LLC | 36,488 | $1,702 | 03/31/2024 | | JCPB | 36,488 | $1,702 | 03/31/2024 | | Quad Cities Investment Group LLC | 34,147 | $1,593 | 03/31/2024 | | JCPB | 34,147 | $1,593 | 03/31/2024 | | Sprinkle Financial Consultants LLC | 33,171 | $1,547 | 03/31/2024 | | JCPB | 33,171 | $1,547 | 03/31/2024 | | Pine Valley Investments Ltd Liability Co | 30,827 | $1,452 | 12/31/2023 | | JCPB | 30,827 | $1,452 | 12/31/2023 | | Arete Wealth Advisors LLC | 30,569 | $1,439 | 12/31/2023 | | JCPB | 30,569 | $1,439 | 12/31/2023 | | GeoWealth Management LLC | 30,460 | $1,435 | 12/31/2023 | | JCPB | 30,460 | $1,435 | 12/31/2023 | | Flow Traders U.S. LLC | 29,716 | $1,399 | 12/31/2023 | | JCPB | 29,716 | $1,399 | 12/31/2023 | | Nations Financial Group Inc. IA ADV | 29,163 | $1,360 | 03/31/2024 | | JCPB | 29,163 | $1,360 | 03/31/2024 | | Oppenheimer & Co. Inc. | 26,689 | $1,257 | 12/31/2023 | | JCPB | 26,689 | $1,257 | 12/31/2023 | | Lincoln National Corp | 26,543 | $1,250 | 12/31/2023 | | JCPB | 26,543 | $1,250 | 12/31/2023 | | Frontier Asset Management LLC | 24,322 | $1,145 | 12/31/2023 | | JCPB | 24,322 | $1,145 | 12/31/2023 | | Fortress Wealth Group LLC | 23,581 | $1,103 | 12/31/2023 | | JCPB | 23,581 | $1,103 | 12/31/2023 | | Thoroughbred Financial Services LLC | 22,551 | $1,061 | 12/31/2023 | | JCPB | 22,551 | $1,061 | 12/31/2023 | | Global Retirement Partners LLC | 22,456 | $1,047 | 03/31/2024 | | JCPB | 22,456 | $1,047 | 03/31/2024 | | Strategic Planning Group LLC | 21,321 | $995 | 03/31/2024 | | JCPB | 21,321 | $995 | 03/31/2024 | | Benjamin F. Edwards & Company Inc. | 20,635 | $972 | 12/31/2023 | | JCPB | 20,635 | $972 | 12/31/2023 | | Farther Finance Advisors LLC | 20,587 | $969 | 12/31/2023 | | JCPB | 20,587 | $969 | 12/31/2023 | | IMS Capital Management | 20,039 | $944 | 12/31/2023 | | JCPB | 20,039 | $944 | 12/31/2023 | | Wayfinding Financial LLC | 19,149 | $905 | 12/31/2023 | | JCPB | 19,149 | $905 | 12/31/2023 | | First Citizens Financial Corp | 18,434 | $868 | 12/31/2023 | | JCPB | 18,434 | $868 | 12/31/2023 | | Walden Wealth Partners LLC | 18,759 | $867 | 03/31/2024 | | JCPB | 18,759 | $867 | 03/31/2024 | | Rosenberg Matthew Hamilton | 18,731 | $864 | 03/31/2024 | | JCPB | 18,731 | $864 | 03/31/2024 | | Lido Advisors LLC | 18,198 | $860 | 12/31/2023 | | JCPB | 18,198 | $860 | 12/31/2023 | | Townsquare Capital LLC | 18,157 | $855 | 12/31/2023 | | JCPB | 18,157 | $855 | 12/31/2023 | | James J. Burns & Company LLC | 18,406 | $848 | 03/31/2024 | | JCPB | 18,406 | $848 | 03/31/2024 | | Patten Group Inc. | 16,872 | $787 | 03/31/2024 | | JCPB | 16,872 | $787 | 03/31/2024 | | CRA Financial Services LLC | 16,625 | $775 | 03/31/2024 | | JCPB | 16,625 | $775 | 03/31/2024 | | IFP Advisors Inc | 16,416 | $773 | 12/31/2023 | | JCPB | 16,416 | $773 | 12/31/2023 | | Beacon Pointe Advisors LLC | 13,772 | $648 | 12/31/2023 | | JCPB | 13,772 | $648 | 12/31/2023 | | Kuhn & Co Investment Counsel | 13,117 | $618 | 12/31/2023 | | JCPB | 13,117 | $618 | 12/31/2023 | | Security Financial Services INC. | 12,995 | $606 | 03/31/2024 | | JCPB | 12,995 | $606 | 03/31/2024 | | Avantax Advisory Services Inc. | 12,601 | $593 | 12/31/2023 | | JCPB | 12,601 | $593 | 12/31/2023 | | Signet Financial Management LLC | 12,294 | $573 | 03/31/2024 | | JCPB | 12,294 | $573 | 03/31/2024 | | Concurrent Investment Advisors LLC | 11,665 | $549 | 12/31/2023 | | JCPB | 11,665 | $549 | 12/31/2023 | | Raymond James Trust N.A. | 11,244 | $524 | 03/31/2024 | | JCPB | 11,244 | $524 | 03/31/2024 | | LPL Financial LLC | 10,315 | $486 | 12/31/2023 | | JCPB | 10,315 | $486 | 12/31/2023 | | Autumn Glory Partners LLC | 10,346 | $485 | 12/31/2023 | | JCPB | 10,346 | $485 | 12/31/2023 | | Clear Creek Financial Management LLC | 9,980 | $466 | 03/31/2024 | | JCPB | 9,980 | $466 | 03/31/2024 | | Palo Alto Wealth Advisors LLC | 9,645 | $456 | 12/31/2023 | | JCPB | 9,645 | $456 | 12/31/2023 | | Kingsview Wealth Management LLC | 9,489 | $447 | 12/31/2023 | | JCPB | 9,489 | $447 | 12/31/2023 | | Transcend Wealth Collective LLC | 9,342 | $440 | 12/31/2023 | | JCPB | 9,342 | $440 | 12/31/2023 | | J.W. Cole Advisors Inc. | 9,327 | $439 | 12/31/2023 | | JCPB | 9,327 | $439 | 12/31/2023 | | Comerica Bank | 8,536 | $402 | 12/31/2023 | | JCPB | 8,536 | $402 | 12/31/2023 | | Personal CFO Solutions LLC | 8,544 | $402 | 12/31/2023 | | JCPB | 8,544 | $402 | 12/31/2023 | | Private Advisor Group LLC | 8,168 | $385 | 12/31/2023 | | JCPB | 8,168 | $385 | 12/31/2023 | | CGC Financial Services LLC | 7,938 | $370 | 03/31/2024 | | JCPB | 7,938 | $370 | 03/31/2024 | | Ascent Group LLC | 7,621 | $354 | 12/31/2023 | | JCPB | 7,621 | $354 | 12/31/2023 | | We Are One Seven LLC | 7,321 | $345 | 12/31/2023 | | JCPB | 7,321 | $345 | 12/31/2023 | | USAdvisors Wealth Management LLC | 7,286 | $343 | 12/31/2023 | | JCPB | 7,286 | $343 | 12/31/2023 | | D Orazio & Associates Inc. | 7,166 | $337 | 12/31/2023 | | JCPB | 7,166 | $337 | 12/31/2023 | | Lake Street Financial LLC | 6,846 | $319 | 03/31/2024 | | JCPB | 6,846 | $319 | 03/31/2024 | | JFS Wealth Advisors LLC | 6,783 | $319 | 12/31/2023 | | JCPB | 6,783 | $319 | 12/31/2023 | | HB Wealth Management LLC | 6,509 | $306 | 12/31/2023 | | JCPB | 6,509 | $306 | 12/31/2023 | | Advisory Services Network LLC | 6,484 | $305 | 12/31/2023 | | JCPB | 6,484 | $305 | 12/31/2023 | | Pinnacle Wealth Management LLC | 6,282 | $296 | 12/31/2023 | | JCPB | 6,282 | $296 | 12/31/2023 | | Stonehearth Capital Management LLC | 6,149 | $287 | 03/31/2024 | | JCPB | 6,149 | $287 | 03/31/2024 | | Envestnet Portfolio Solutions Inc. | 6,095 | $287 | 12/31/2023 | | JCPB | 6,095 | $287 | 12/31/2023 | | Toroso Investments LLC | 6,036 | $284 | 12/31/2023 | | JCPB | 6,036 | $284 | 12/31/2023 | | Gladstone Institutional Advisory LLC | 5,980 | $282 | 12/31/2023 | | JCPB | 5,980 | $282 | 12/31/2023 | | Sigma Planning Corp | 5,912 | $278 | 12/31/2023 | | JCPB | 5,912 | $278 | 12/31/2023 | | Beaumont Financial Advisors LLC | 5,740 | $270 | 12/31/2023 | | JCPB | 5,740 | $270 | 12/31/2023 | | Ameritas Advisory Services LLC | 5,599 | $262 | 12/31/2023 | | JCPB | 5,599 | $262 | 12/31/2023 | | Trustmark National Bank Trust Department | 5,300 | $250 | 12/31/2023 | | JCPB | 5,300 | $250 | 12/31/2023 | | Linscomb & Williams Inc. | 5,223 | $246 | 12/31/2023 | | JCPB | 5,223 | $246 | 12/31/2023 | | Mayfair Advisory Group LLC | 5,117 | $239 | 03/31/2024 | | JCPB | 5,117 | $239 | 03/31/2024 | | Apollon Wealth Management LLC | 5,036 | $237 | 12/31/2023 | | JCPB | 5,036 | $237 | 12/31/2023 | | Private Capital Management LLC | 5,035 | $235 | 03/31/2024 | | JCPB | 5,035 | $235 | 03/31/2024 | | Larson Financial Group LLC | 4,951 | $233 | 12/31/2023 | | JCPB | 4,951 | $233 | 12/31/2023 | | BCGM Wealth Management LLC | 4,814 | $227 | 12/31/2023 | | JCPB | 4,814 | $227 | 12/31/2023 | | PFG Advisors | 4,787 | $225 | 12/31/2023 | | JCPB | 4,787 | $225 | 12/31/2023 | | Financial Partners Group Inc | 4,743 | $223 | 12/31/2023 | | JCPB | 4,743 | $223 | 12/31/2023 | | Private Wealth Partners LLC | 4,725 | $222 | 12/31/2023 | | JCPB | 4,725 | $222 | 12/31/2023 | | Silverlake Wealth Management LLC | 4,706 | $220 | 03/31/2024 | | JCPB | 4,706 | $220 | 03/31/2024 | | SILVER OAK SECURITIES Inc | 4,602 | $217 | 12/31/2023 | | JCPB | 4,602 | $217 | 12/31/2023 | | Sutton Place Investors LLC | 4,629 | $216 | 03/31/2024 | | JCPB | 4,629 | $216 | 03/31/2024 | | Houlihan Financial Resource Group Ltd. | 4,540 | $214 | 12/31/2023 | | JCPB | 4,540 | $214 | 12/31/2023 | | Firethorn Wealth Partners LLC | 4,504 | $210 | 03/31/2024 | | JCPB | 4,504 | $210 | 03/31/2024 | | Harbour Investments Inc. | 4,455 | $210 | 12/31/2023 | | JCPB | 4,455 | $210 | 12/31/2023 | | AdvisorNet Financial Inc | 3,425 | $160 | 03/31/2024 | | JCPB | 3,425 | $160 | 03/31/2024 | | Northwestern Mutual Wealth Management Co. | 3,085 | $145 | 12/31/2023 | | JCPB | 3,085 | $145 | 12/31/2023 | | CWM LLC | 3,037 | $142 | 03/31/2024 | | JCPB | 3,037 | $142 | 03/31/2024 | | Prestige Wealth Management Group LLC | 3,020 | $141 | 03/31/2024 | | JCPB | 3,020 | $141 | 03/31/2024 | | Park Place Capital Corp | 2,173 | $101 | 03/31/2024 | | JCPB | 2,173 | $101 | 03/31/2024 | | Whittier Trust Co. of Nevada Inc. | 1,336 | $63 | 12/31/2023 | | JCPB | 1,336 | $63 | 12/31/2023 | | Baldwin Brothers Inc. MA | 1,295 | $60 | 03/31/2024 | | JCPB | 1,295 | $60 | 03/31/2024 | | Pinnacle Bank | 1,205 | $56 | 03/31/2024 | | JCPB | 1,205 | $56 | 03/31/2024 | | Criterion Capital Advisors LLC | 1,162 | $54 | 03/31/2024 | | JCPB | 1,162 | $54 | 03/31/2024 | | Joseph Group Capital Management | 743 | $35 | 12/31/2023 | | JCPB | 743 | $35 | 12/31/2023 | | FMR LLC | 699 | $33 | 12/31/2023 | | JCPB | 699 | $33 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 676 | $32 | 12/31/2023 | | JCPB | 676 | $32 | 12/31/2023 | | LGT Financial Advisors LLC | 542 | $26 | 12/31/2023 | | JCPB | 542 | $26 | 12/31/2023 | | Mascoma Wealth Management LLC | 291 | $14 | 12/31/2023 | | JCPB | 291 | $14 | 12/31/2023 | | Family Asset Management LLC | 162 | $8 | 12/31/2023 | | JCPB | 162 | $8 | 12/31/2023 | | Geneos Wealth Management Inc. | 125 | $6 | 12/31/2023 | | JCPB | 125 | $6 | 12/31/2023 | | Tower Research Capital LLC TRC | 100 | $5 | 12/31/2023 | | JCPB | 100 | $5 | 12/31/2023 | | Spire Wealth Management | 68 | $3 | 03/31/2024 | | JCPB | 68 | $3 | 03/31/2024 | | Gradient Investments LLC | 1 | $0 | 03/31/2024 | | JCPB | 1 | $0 | 03/31/2024 | | First Horizon Advisors Inc. | 0 | $0 | 03/31/2024 | | JCPB | 0 | $0 | 03/31/2024 | | Wells Fargo & Company MN | 0 | $0 | 12/31/2023 | | JCPB | 0 | $0 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | JCPB | 0 | $0 | 12/31/2023 | | Smartleaf Asset Management LLC | 0 | $0 | 12/31/2023 | | JCPB | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JCPB
See Details: Top 10 Hedge Funds Holding JCPB
Also See: JCPB Holdings Changes
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