Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree JTAIZ Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Funds Holding JTAIZ

On this page, we present all of the funds holding JTAIZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding JTAIZ, with a link to that fund's top holdings. The next columns indicate the amount of JTAIZ stock held by each of the funds holding JTAIZ, followed by the JTAIZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 11 funds holding JTAIZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Clearstead Advisors LLC. For more details on the positions held by Clearstead Advisors LLC (or by any of the other funds holding JTAIZ), click the fund name in the "Holder" column of the funds-holding-JTAIZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Clearstead Advisors LLC657$1 12/31/2023
     JTAIZ657$1 12/31/2023
UBS Group AG1,110$1 12/31/2023
     JTAIZ1,110$1 12/31/2023
Proequities Inc.0$0 03/31/2024
     JTAIZ0$0 03/31/2024
Toth Financial Advisory Corp49$0 03/31/2024
     JTAIZ49$0 03/31/2024
CWM LLC246$0 03/31/2024
     JTAIZ246$0 03/31/2024
Allworth Financial LP33$0 03/31/2024
     JTAIZ33$0 03/31/2024
Global Retirement Partners LLC55$0 03/31/2024
     JTAIZ55$0 03/31/2024
Carolina Wealth Advisors LLC246$0 03/31/2024
     JTAIZ246$0 03/31/2024
Slocum Gordon & Co LLP328$0 03/31/2024
     JTAIZ328$0 03/31/2024
Bank of America Corp DE99$0 12/31/2023
     JTAIZ99$0 12/31/2023
Steward Partners Investment Advisory LLC82$0 12/31/2023
     JTAIZ82$0 12/31/2023
Frazier Financial Advisors LLC16$0 12/31/2023
     JTAIZ16$0 12/31/2023

See Summary: Institutional Holders of JTAIZ
See Details: Top 10 Hedge Funds Holding JTAIZ

Funds Holding JTAIZ | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.