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Funds Holding JPMB

On this page, we present all of the funds holding JPMB from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JPMB, with a link to that fund's top holdings. The next columns indicate the amount of JPMB stock held by each of the funds holding JPMB, followed by the JPMB position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 28 funds holding JPMB within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Adventist Health System Sunbelt Healthcare Corp. For more details on the positions held by Adventist Health System Sunbelt Healthcare Corp (or by any of the other funds holding JPMB), click the fund name in the "Holder" column of the funds-holding-JPMB table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Adventist Health System Sunbelt Healthcare Corp14,276,300$569,220 12/31/2023
     JPMB14,276,300$569,220 12/31/2023
Raymond James & Associates206,075$8,094 03/31/2024
     JPMB206,075$8,094 03/31/2024
Flow Traders U.S. LLC181,234$7,226 12/31/2023
     JPMB181,234$7,226 12/31/2023
Hoylecohen LLC113,089$4,509 12/31/2023
     JPMB113,089$4,509 12/31/2023
GeoWealth Management LLC89,636$3,572 12/31/2023
     JPMB89,636$3,572 12/31/2023
McKinley Carter Wealth Services Inc.86,827$3,462 12/31/2023
     JPMB86,827$3,462 12/31/2023
LPL Financial LLC51,376$2,048 12/31/2023
     JPMB51,376$2,048 12/31/2023
Equitable Holdings Inc.23,221$926 12/31/2023
     JPMB23,221$926 12/31/2023
Sharkey Howes & Javer17,850$701 03/31/2024
     JPMB17,850$701 03/31/2024
Steward Partners Investment Advisory LLC15,576$621 12/31/2023
     JPMB15,576$621 12/31/2023
Focus Financial Network Inc. ADV14,514$582 12/31/2023
     JPMB14,514$582 12/31/2023
Focus Financial Network Inc.15,094$575 03/31/2024
     JPMB15,094$575 03/31/2024
Pure Financial Advisors Inc.14,420$566 03/31/2024
     JPMB14,420$566 03/31/2024
Bank of America Corp DE6,798$271 12/31/2023
     JPMB6,798$271 12/31/2023
Mather Group LLC.867$35 03/31/2024
     JPMB867$35 03/31/2024
Aspire Private Capital LLC853$34 03/31/2024
     JPMB853$34 03/31/2024
Advisor Group Holdings Inc.771$31 12/31/2023
     JPMB771$31 12/31/2023
Royal Bank of Canada406$16 12/31/2023
     JPMB406$16 12/31/2023
UBS Group AG295$12 12/31/2023
     JPMB295$12 12/31/2023
Bartlett & Co. LLC225$9 12/31/2023
     JPMB225$9 12/31/2023
Bartlett & CO. Wealth Management LLC225$9 12/31/2023
     JPMB225$9 12/31/2023
Morgan Stanley99$4 12/31/2023
     JPMB99$4 12/31/2023
Sunbelt Securities Inc.81$3 03/31/2024
     JPMB81$3 03/31/2024
Spire Wealth Management82$3 03/31/2024
     JPMB82$3 03/31/2024
Advisory Services Network LLC78$3 12/31/2023
     JPMB78$3 12/31/2023
Frazier Financial Advisors LLC52$2 12/31/2023
     JPMB52$2 12/31/2023
Principal Securities Inc.5$0 12/31/2023
     JPMB5$0 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     JPMB0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     JPMB0$0 12/31/2023

See Summary: Institutional Holders of JPMB
See Details: Top 10 Hedge Funds Holding JPMB
Also See: JPMB Holdings Changes

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