 |
|
|
On this page, we present all of the funds holding JPUS from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding JPUS, with a link to that fund's top holdings. The next columns
indicate the amount of JPUS stock held by each of the funds holding JPUS, followed by the JPUS position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 74 funds holding JPUS within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Planning Alternatives Ltd. ADV. For more details on the positions held by Planning Alternatives Ltd. ADV
(or by any of the other funds holding JPUS), click the fund name in the "Holder" column of the funds-holding-JPUS table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Planning Alternatives Ltd. ADV | 516,253 | $57,822 | 03/31/2024 | | JPUS | 516,253 | $57,822 | 03/31/2024 | | ST Germain D J Co. Inc. | 504,846 | $56,545 | 03/31/2024 | | JPUS | 504,846 | $56,545 | 03/31/2024 | | Bank of America Corp DE | 465,660 | $47,834 | 12/31/2023 | | JPUS | 465,660 | $47,834 | 12/31/2023 | | Modera Wealth Management LLC | 346,358 | $35,579 | 12/31/2023 | | JPUS | 346,358 | $35,579 | 12/31/2023 | | UBS Group AG | 330,375 | $33,937 | 12/31/2023 | | JPUS | 330,375 | $33,937 | 12/31/2023 | | Captrust Financial Advisors | 214,805 | $22,065 | 12/31/2023 | | JPUS | 214,805 | $22,065 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 188,103 | $21,068 | 03/31/2024 | | JPUS | 188,103 | $21,068 | 03/31/2024 | | Sterneck Capital Management LLC | 76,253 | $8,541 | 03/31/2024 | | JPUS | 76,253 | $8,541 | 03/31/2024 | | Morgan Stanley | 81,815 | $8,404 | 12/31/2023 | | JPUS | 81,815 | $8,404 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 63,405 | $7,102 | 03/31/2024 | | JPUS | 63,405 | $7,102 | 03/31/2024 | | JPMorgan Chase & Co. | 52,779 | $5,422 | 12/31/2023 | | JPUS | 52,779 | $5,422 | 12/31/2023 | | Apollon Wealth Management LLC | 31,542 | $3,240 | 12/31/2023 | | JPUS | 31,542 | $3,240 | 12/31/2023 | | Goldman Sachs Group Inc. | 29,593 | $3,040 | 12/31/2023 | | JPUS | 29,593 | $3,040 | 12/31/2023 | | HHM Wealth Advisors LLC | 28,938 | $2,973 | 12/31/2023 | | JPUS | 28,938 | $2,973 | 12/31/2023 |  Susquehanna International Group LLP | | $2,605 | 12/31/2023 | | JPUS | 20,658 | $2,122 | 12/31/2023 | | Call | 4,700 | $483 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 22,718 | $2,545 | 03/31/2024 | | JPUS | 22,718 | $2,545 | 03/31/2024 | | LPL Financial LLC | 22,704 | $2,332 | 12/31/2023 | | JPUS | 22,704 | $2,332 | 12/31/2023 | | Etesian Wealth Advisors Inc. | 19,621 | $2,198 | 03/31/2024 | | JPUS | 19,621 | $2,198 | 03/31/2024 | | MN Wealth Advisors LLC | 20,695 | $2,126 | 12/31/2023 | | JPUS | 20,695 | $2,126 | 12/31/2023 | | RHS Financial LLC | 18,353 | $2,056 | 03/31/2024 | | JPUS | 18,353 | $2,056 | 03/31/2024 | | Commonwealth Equity Services LLC | 18,497 | $1,900 | 12/31/2023 | | JPUS | 18,497 | $1,900 | 12/31/2023 | | Empire Financial Management Company LLC | 17,817 | $1,830 | 12/31/2023 | | JPUS | 17,817 | $1,830 | 12/31/2023 | | Fort Point Capital Partners LLC | 15,834 | $1,627 | 12/31/2023 | | JPUS | 15,834 | $1,627 | 12/31/2023 | | Advisor Group Holdings Inc. | 13,298 | $1,366 | 12/31/2023 | | JPUS | 13,298 | $1,366 | 12/31/2023 | | LexAurum Advisors LLC | 10,353 | $1,160 | 03/31/2024 | | JPUS | 10,353 | $1,160 | 03/31/2024 | | Independent Wealth Network Inc. | 10,080 | $1,129 | 03/31/2024 | | JPUS | 10,080 | $1,129 | 03/31/2024 | | Wells Fargo & Company MN | 10,473 | $1,076 | 12/31/2023 | | JPUS | 10,473 | $1,076 | 12/31/2023 | | SignalPoint Asset Management LLC | 6,655 | $745 | 03/31/2024 | | JPUS | 6,655 | $745 | 03/31/2024 | | Schiavi & Co LLC | 6,567 | $675 | 12/31/2023 | | JPUS | 6,567 | $675 | 12/31/2023 | | Change Path LLC | 6,180 | $635 | 12/31/2023 | | JPUS | 6,180 | $635 | 12/31/2023 | | Bellevue Asset Management LLC | 5,484 | $614 | 03/31/2024 | | JPUS | 5,484 | $614 | 03/31/2024 | | Private Advisor Group LLC | 5,917 | $608 | 12/31/2023 | | JPUS | 5,917 | $608 | 12/31/2023 | | Envestnet Asset Management Inc. | 5,911 | $607 | 12/31/2023 | | JPUS | 5,911 | $607 | 12/31/2023 | | One Capital Management LLC | 5,016 | $515 | 12/31/2023 | | JPUS | 5,016 | $515 | 12/31/2023 | | Beacon Investment Advisory Services Inc. | 4,852 | $498 | 12/31/2023 | | JPUS | 4,852 | $498 | 12/31/2023 | | Foster & Motley Inc. | 4,367 | $489 | 03/31/2024 | | JPUS | 4,367 | $489 | 03/31/2024 | | Citigroup Inc. | 4,735 | $486 | 12/31/2023 | | JPUS | 4,735 | $486 | 12/31/2023 | | Jane Street Group LLC | 4,675 | $480 | 12/31/2023 | | JPUS | 4,675 | $480 | 12/31/2023 | | Flow Traders U.S. LLC | 4,412 | $453 | 12/31/2023 | | JPUS | 4,412 | $453 | 12/31/2023 | | Principal Securities Inc. | 4,159 | $427 | 12/31/2023 | | JPUS | 4,159 | $427 | 12/31/2023 | | Citadel Advisors LLC | 3,928 | $403 | 12/31/2023 | | JPUS | 3,928 | $403 | 12/31/2023 | | Nwam LLC | 3,865 | $397 | 12/31/2023 | | JPUS | 3,865 | $397 | 12/31/2023 | | Raymond James & Associates | 3,364 | $377 | 03/31/2024 | | JPUS | 3,364 | $377 | 03/31/2024 | | Patten Group Inc. | 3,344 | $375 | 03/31/2024 | | JPUS | 3,344 | $375 | 03/31/2024 | | Equitable Holdings Inc. | 3,335 | $343 | 12/31/2023 | | JPUS | 3,335 | $343 | 12/31/2023 | | Ameriprise Financial Inc. | 3,215 | $330 | 12/31/2023 | | JPUS | 3,215 | $330 | 12/31/2023 | | Kestra Advisory Services LLC | 3,054 | $314 | 12/31/2023 | | JPUS | 3,054 | $314 | 12/31/2023 | | Kathmere Capital Management LLC | 2,797 | $313 | 03/31/2024 | | JPUS | 2,797 | $313 | 03/31/2024 | | Wolverine Trading LLC | 2,980 | $306 | 12/31/2023 | | JPUS | 2,980 | $306 | 12/31/2023 | | Truist Financial Corp | 2,809 | $289 | 12/31/2023 | | JPUS | 2,809 | $289 | 12/31/2023 | | Stifel Financial Corp | 2,543 | $261 | 12/31/2023 | | JPUS | 2,543 | $261 | 12/31/2023 | | Focus Financial Network Inc. | 2,445 | $259 | 03/31/2024 | | JPUS | 2,445 | $259 | 03/31/2024 | | Focus Financial Network Inc. ADV | 2,464 | $253 | 12/31/2023 | | JPUS | 2,464 | $253 | 12/31/2023 | | WBI Investments | 2,458 | $252 | 12/31/2023 | | JPUS | 2,458 | $252 | 12/31/2023 | | North Star Asset Management Inc. | 2,350 | $241 | 12/31/2023 | | JPUS | 2,350 | $241 | 12/31/2023 | | Ancora Advisors LLC | 2,305 | $237 | 12/31/2023 | | JPUS | 2,305 | $237 | 12/31/2023 | | Ameritas Advisory Services LLC | 2,152 | $224 | 12/31/2023 | | JPUS | 2,152 | $224 | 12/31/2023 | | MAI Capital Management | 2,067 | $212 | 12/31/2023 | | JPUS | 2,067 | $212 | 12/31/2023 | | Aptus Capital Advisors LLC | 2,012 | $207 | 12/31/2023 | | JPUS | 2,012 | $207 | 12/31/2023 | | FMR LLC | 1,984 | $204 | 12/31/2023 | | JPUS | 1,984 | $204 | 12/31/2023 | | Advisory Services Network LLC | 1,808 | $186 | 12/31/2023 | | JPUS | 1,808 | $186 | 12/31/2023 | | Huntington National Bank | 1,630 | $167 | 12/31/2023 | | JPUS | 1,630 | $167 | 12/31/2023 | | Royal Bank of Canada | 1,268 | $130 | 12/31/2023 | | JPUS | 1,268 | $130 | 12/31/2023 | | CWM LLC | 1,147 | $128 | 03/31/2024 | | JPUS | 1,147 | $128 | 03/31/2024 | | Interactive Financial Advisors | 1,121 | $115 | 12/31/2023 | | JPUS | 1,121 | $115 | 12/31/2023 | | O Shaughnessy Asset Management LLC | 1,042 | $107 | 12/31/2023 | | JPUS | 1,042 | $107 | 12/31/2023 | | Comerica Bank | 600 | $62 | 12/31/2023 | | JPUS | 600 | $62 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 593 | $61 | 12/31/2023 | | JPUS | 593 | $61 | 12/31/2023 | | Sanctuary Wealth Management L.L.C. | 457 | $47 | 12/31/2023 | | JPUS | 457 | $47 | 12/31/2023 | | Tyler Stone Wealth Management | 355 | $36 | 12/31/2023 | | JPUS | 355 | $36 | 12/31/2023 | | Harbour Investments Inc. | 224 | $23 | 12/31/2023 | | JPUS | 224 | $23 | 12/31/2023 | | GeoWealth Management LLC | 215 | $22 | 12/31/2023 | | JPUS | 215 | $22 | 12/31/2023 | | Farther Finance Advisors LLC | 214 | $22 | 12/31/2023 | | JPUS | 214 | $22 | 12/31/2023 | | Private Trust Co. NA | 53 | $6 | 03/31/2024 | | JPUS | 53 | $6 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | JPUS | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of JPUS
See Details: Top 10 Hedge Funds Holding JPUS
Also See: JPUS Holdings Changes
|
|
Free JPUS Email Alerts:
