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This page summarizes the J holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether J is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing J Share Count |
|---|
| Financial Synergies Wealth Advisors Inc. |
2 |
127 |
+125 |
+6250.00% |
| Robeco Institutional Asset Management B.V. |
4,597 |
13,905 |
+9,308 |
+202.48% |
| Exchange Traded Concepts LLC |
387 |
655 |
+268 |
+69.25% |
| Capital Advisors Ltd. LLC |
8 |
13 |
+5 |
+62.50% |
| Simon Quick Advisors LLC |
2,291 |
3,228 |
+937 |
+40.90% |
| Hennion & Walsh Asset Management Inc. |
3,089 |
4,212 |
+1,123 |
+36.35% |
| V Square Quantitative Management LLC |
1,476 |
1,983 |
+507 |
+34.35% |
| Wetzel Investment Advisors Inc. |
39 |
52 |
+13 |
+33.33% |
| Harbor Investment Advisory LLC |
100 |
130 |
+30 |
+30.00% |
| SYSTM Wealth Solutions LLC |
1,278 |
1,649 |
+371 |
+29.03% |
| Allworth Financial LP |
2,902 |
3,712 |
+810 |
+27.91% |
| Strategic Blueprint LLC |
2,870 |
3,627 |
+757 |
+26.38% |
| Strategic Advisors LLC |
12,531 |
15,622 |
+3,091 |
+24.67% |
| Clarius Group LLC |
1,587 |
1,949 |
+362 |
+22.81% |
| Occidental Asset Management LLC |
16,527 |
19,472 |
+2,945 |
+17.82% |
| Park Avenue Securities LLC |
5,684 |
6,618 |
+934 |
+16.43% |
| Stonegate Investment Group LLC |
16,360 |
18,890 |
+2,530 |
+15.46% |
| Fulton Bank N.A. |
6,342 |
7,284 |
+942 |
+14.85% |
| Everett Harris & Co. CA |
83,796 |
94,266 |
+10,470 |
+12.49% |
| Toth Financial Advisory Corp |
39,404 |
44,196 |
+4,792 |
+12.16% |
| Raymond James & Associates |
97,436 |
108,562 |
+11,126 |
+11.42% |
| Park Place Capital Corp |
44 |
49 |
+5 |
+11.36% |
| NBC Securities Inc. |
2,512 |
2,793 |
+281 |
+11.19% |
| LVW Advisors LLC |
3,797 |
4,194 |
+397 |
+10.46% |
| Running Oak Capital LLC |
69,169 |
76,148 |
+6,979 |
+10.09% |
| Fortune Financial Advisors LLC |
7,880 |
8,667 |
+787 |
+9.99% |
| Natixis Advisors L.P. |
184,069 |
199,833 |
+15,764 |
+8.56% |
| GAMMA Investing LLC |
203 |
220 |
+17 |
+8.37% |
| Dakota Wealth Management |
1,976 |
2,132 |
+156 |
+7.89% |
| Wealthfront Advisers LLC |
3,646 |
3,926 |
+280 |
+7.68% |
| Patrick M Sweeney & Associates Inc. |
2,530 |
2,711 |
+181 |
+7.15% |
| Lindbrook Capital LLC |
126 |
135 |
+9 |
+7.14% |
| Bremer Bank National Association |
26,331 |
28,139 |
+1,808 |
+6.87% |
| Telos Capital Management Inc. |
78,002 |
82,979 |
+4,977 |
+6.38% |
| MV Capital Management Inc. |
16 |
17 |
+1 |
+6.25% |
| McGlone Suttner Wealth Management Inc. |
2,088 |
2,204 |
+116 |
+5.56% |
| Red Spruce Capital LLC |
17,260 |
18,083 |
+823 |
+4.77% |
| McKinley Carter Wealth Services Inc. |
50,402 |
52,299 |
+1,897 |
+3.76% |
| Pallas Capital Advisors LLC |
39,944 |
41,426 |
+1,482 |
+3.71% |
| PFG Private Wealth Management LLC |
1,074 |
1,112 |
+38 |
+3.54% |
| Raymond James Financial Services Advisors Inc. |
40,132 |
41,492 |
+1,360 |
+3.39% |
| Hexagon Capital Partners LLC |
32 |
33 |
+1 |
+3.12% |
| Compass Wealth Management LLC |
26,380 |
27,201 |
+821 |
+3.11% |
| Ballentine Partners LLC |
6,643 |
6,846 |
+203 |
+3.06% |
| Cambridge Investment Research Advisors Inc. |
22,847 |
23,429 |
+582 |
+2.55% |
| Massmutual Trust Co. FSB ADV |
19,968 |
20,422 |
+454 |
+2.27% |
| Ninety One SA PTY Ltd |
40,462 |
41,363 |
+901 |
+2.23% |
| Terra Nova Asset Management LLC |
12,372 |
12,623 |
+251 |
+2.03% |
| Sumitomo Mitsui Trust Holdings Inc. |
367,697 |
373,814 |
+6,117 |
+1.66% |
| DekaBank Deutsche Girozentrale |
22,491 |
22,850 |
+359 |
+1.60% |
| Global Retirement Partners LLC |
1,468 |
1,478 |
+10 |
+0.68% |
| Bourgeon Capital Management LLC |
51,404 |
51,750 |
+346 |
+0.67% |
| Pinnacle Bank |
2,402 |
2,415 |
+13 |
+0.54% |
| First Hawaiian Bank |
10,457 |
10,506 |
+49 |
+0.47% |
| WASHINGTON TRUST Co |
116,520 |
117,001 |
+481 |
+0.41% |
| Czech National Bank |
22,053 |
22,108 |
+55 |
+0.25% |
| Kennedy Investment Group |
6,532 |
6,541 |
+9 |
+0.14% |
| Coastline Trust Co |
12,670 |
12,685 |
+15 |
+0.12% |
| Leavell Investment Management Inc. |
8,614 |
8,620 |
+6 |
+0.07% |
| Brown Advisory Inc. |
14,153 |
14,161 |
+8 |
+0.06% |
| Coastal Investment Advisors Inc. |
10,131 |
10,132 |
+1 |
+0.01% |
| 13F Filers Reporting New Positions In J |
|---|
| Cigna Investments Inc. New |
0 |
1,312 |
+1,312 |
+100% |
| First Financialcorp IN |
0 |
79 |
+79 |
+100% |
| Pinnacle Associates Ltd. |
0 |
1,383 |
+1,383 |
+100% |
| ST Germain D J Co. Inc. |
0 |
13 |
+13 |
+100% |
| Wesbanco Bank Inc. |
0 |
34,196 |
+34,196 |
+100% |
| Tompkins Financial Corp |
0 |
54 |
+54 |
+100% |
| Investment Partners LTD. |
0 |
1,771 |
+1,771 |
+100% |
| Armstrong Henry H Associates Inc. |
0 |
17,081 |
+17,081 |
+100% |
| Raymond James Trust N.A. |
0 |
1,550 |
+1,550 |
+100% |
| American National Bank |
0 |
6,400 |
+6,400 |
+100% |
| Westend Capital Management LLC |
0 |
48,690 |
+48,690 |
+100% |
| Northwest Investment Counselors LLC |
0 |
528 |
+528 |
+100% |
| YHB Investment Advisors Inc. |
0 |
445 |
+445 |
+100% |
| Mesirow Financial Investment Management Inc. |
0 |
190,196 |
+190,196 |
+100% |
| Mather Group LLC. |
0 |
1,346 |
+1,346 |
+100% |
| MCF Advisors LLC |
0 |
3 |
+3 |
+100% |
| Perpetual Ltd |
0 |
128,664 |
+128,664 |
+100% |
| First Bank & Trust |
0 |
1,699 |
+1,699 |
+100% |
| Banque Cantonale Vaudoise |
0 |
9,200 |
+9,200 |
+100% |
| Game Plan Financial Advisors LLC |
0 |
75 |
+75 |
+100% |
| Berger Financial Group Inc |
0 |
35,119 |
+35,119 |
+100% |
| Wealth Advisory Solutions LLC |
0 |
1,381 |
+1,381 |
+100% |
| Veriti Management LLC |
0 |
1,507 |
+1,507 |
+100% |
| City State Bank |
0 |
13 |
+13 |
+100% |
| PFG Investments LLC |
0 |
1,983 |
+1,983 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
2,370 |
2,370 |
UNCH |
0.00% |
| Godsey & Gibb Associates |
100 |
100 |
UNCH |
0.00% |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP MA |
2,050 |
2,050 |
UNCH |
0.00% |
| Moody Lynn & Lieberson LLC |
2,105 |
2,105 |
UNCH |
0.00% |
| Fort Washington Investment Advisors Inc. OH |
1,671 |
1,671 |
UNCH |
0.00% |
| Baldwin Brothers Inc. MA |
700 |
700 |
UNCH |
0.00% |
| Optimum Investment Advisors |
501 |
501 |
UNCH |
0.00% |
| Chesley Taft & Associates LLC |
3,495 |
3,495 |
UNCH |
0.00% |
| Rice Hall James & Associates LLC |
3,545 |
3,545 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
239 |
239 |
UNCH |
0.00% |
| Private Trust Co. NA |
575 |
575 |
UNCH |
0.00% |
| First Financial Bank Trust Division |
3,050 |
3,050 |
UNCH |
0.00% |
| Mcdonald Partners LLC |
6,776 |
6,776 |
UNCH |
0.00% |
| AlphaMark Advisors LLC |
250 |
250 |
UNCH |
0.00% |
| Blue Bell Private Wealth Management LLC |
240 |
240 |
UNCH |
0.00% |
| Hanson & Doremus Investment Management |
303 |
303 |
UNCH |
0.00% |
| AdvisorNet Financial Inc |
24 |
24 |
UNCH |
0.00% |
| Atlas Capital Advisors LLC |
833 |
833 |
UNCH |
0.00% |
| Asset Dedication LLC |
240 |
240 |
UNCH |
0.00% |
| Perkins Coie Trust Co |
207 |
207 |
UNCH |
0.00% |
| Oakworth Capital Inc. |
225 |
225 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
125 |
125 |
UNCH |
0.00% |
| Gulf International Bank UK Ltd |
10,486 |
10,486 |
UNCH |
0.00% |
| Sugarloaf Wealth Management LLC |
37 |
37 |
UNCH |
0.00% |
| Venturi Wealth Management LLC |
19 |
19 |
UNCH |
0.00% |
| Radnor Capital Management LLC |
3,014 |
3,014 |
UNCH |
0.00% |
| Symmetry Partners LLC |
6,070 |
6,070 |
UNCH |
0.00% |
| IFM Investors Pty Ltd |
12,551 |
12,551 |
UNCH |
0.00% |
| Cahaba Wealth Management Inc. |
2,500 |
2,500 |
UNCH |
0.00% |
| Carmichael Hill & Associates Inc. |
200 |
200 |
UNCH |
0.00% |
| Sound Income Strategies LLC |
846 |
846 |
UNCH |
0.00% |
| Versant Capital Management Inc |
41 |
41 |
UNCH |
0.00% |
| Cooper Financial Group |
1,627 |
1,627 |
UNCH |
0.00% |
| Pasadena Private Wealth LLC |
5,055 |
5,055 |
UNCH |
0.00% |
| Aspire Private Capital LLC |
97 |
97 |
UNCH |
0.00% |
| Prestige Wealth Management Group LLC |
14 |
14 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
9,604 |
9,604 |
UNCH |
0.00% |
| Bellevue Asset Management LLC |
186 |
186 |
UNCH |
0.00% |
| Rosenberg Matthew Hamilton |
94 |
94 |
UNCH |
0.00% |
| TruWealth Advisors LLC |
1,624 |
1,624 |
UNCH |
0.00% |
| SOA Wealth Advisors LLC. |
3 |
3 |
UNCH |
0.00% |
| SJS Investment Consulting Inc. |
15 |
15 |
UNCH |
0.00% |
| Caldwell Investment Management Ltd. |
11,000 |
11,000 |
UNCH |
0.00% |
| Ameliora Wealth Management Ltd. |
13,964 |
13,964 |
UNCH |
0.00% |
| Red Tortoise LLC |
22 |
22 |
UNCH |
0.00% |
| Global Wealth Strategies & Associates |
465 |
465 |
UNCH |
0.00% |
| Armstrong Advisory Group Inc. |
1 |
1 |
UNCH |
0.00% |
| Daymark Wealth Partners LLC |
1,948 |
1,948 |
UNCH |
0.00% |
| Bruce G. Allen Investments LLC |
40 |
40 |
UNCH |
0.00% |
| Planning Capital Management Corp |
6 |
6 |
UNCH |
0.00% |
| 13F Filers Decreasing J Share Count |
|---|
| UMB Bank N A MO |
86,870 |
19,097 |
-67,773 |
-78.02% |
| Cushing Asset Management LP |
40,000 |
14,000 |
-26,000 |
-65.00% |
| Hahn Capital Management LLC |
93,705 |
59,147 |
-34,558 |
-36.88% |
| Mendota Financial Group LLC |
1,273 |
835 |
-438 |
-34.41% |
| Oak Thistle LLC |
3,835 |
2,780 |
-1,055 |
-27.51% |
| First Horizon Advisors Inc. |
211 |
156 |
-55 |
-26.07% |
| Montecito Bank & Trust |
1,960 |
1,493 |
-467 |
-23.83% |
| Amalgamated Bank |
33,897 |
26,032 |
-7,865 |
-23.20% |
| Richelieu Gestion PLC |
18,120 |
14,215 |
-3,905 |
-21.55% |
| Ninety One UK Ltd |
2,044,031 |
1,607,157 |
-436,874 |
-21.37% |
| OLD National Bancorp IN |
4,774 |
3,864 |
-910 |
-19.06% |
| Allspring Global Investments Holdings LLC |
3,446,374 |
2,938,201 |
-508,173 |
-14.75% |
| Fifth Third Bancorp |
4,193 |
3,580 |
-613 |
-14.62% |
| APCM Wealth Management for Individuals |
2,598 |
2,259 |
-339 |
-13.05% |
| Zurcher Kantonalbank Zurich Cantonalbank |
89,331 |
77,933 |
-11,398 |
-12.76% |
| Waycross Investment Management Co |
9,254 |
8,281 |
-973 |
-10.51% |
| Legacy Bridge LLC |
9,174 |
8,249 |
-925 |
-10.08% |
| Monarch Capital Management Inc. |
8,764 |
8,000 |
-764 |
-8.72% |
| Securian Asset Management Inc |
7,908 |
7,377 |
-531 |
-6.71% |
| State of Alaska Department of Revenue |
17,277 |
16,272 |
-1,005 |
-5.82% |
| Clifford Swan Investment Counsel LLC |
63,072 |
59,427 |
-3,645 |
-5.78% |
| Bank of New York Mellon Corp |
845,422 |
803,740 |
-41,682 |
-4.93% |
| New York State Teachers Retirement System |
126,040 |
119,933 |
-6,107 |
-4.85% |
| Moseley Investment Management Inc. |
6,739 |
6,426 |
-313 |
-4.64% |
| LVZ Advisors Inc. |
2,137 |
2,039 |
-98 |
-4.59% |
| United Asset Strategies Inc. |
29,946 |
28,609 |
-1,337 |
-4.46% |
| CWM LLC |
176,115 |
168,645 |
-7,470 |
-4.24% |
| Hartford Investment Management Co. |
8,476 |
8,122 |
-354 |
-4.18% |
| Louisiana State Employees Retirement System |
7,600 |
7,300 |
-300 |
-3.95% |
| Yousif Capital Management LLC |
15,759 |
15,150 |
-609 |
-3.86% |
| HMS Capital Management LLC |
5,310 |
5,122 |
-188 |
-3.54% |
| New Mexico Educational Retirement Board |
6,587 |
6,387 |
-200 |
-3.04% |
| Assenagon Asset Management S.A. |
3,375 |
3,282 |
-93 |
-2.76% |
| NBT Bank N A NY |
4,837 |
4,707 |
-130 |
-2.69% |
| ZWJ Investment Counsel Inc. |
330,025 |
322,047 |
-7,978 |
-2.42% |
| Advisors Management Group Inc. ADV |
7,112 |
6,952 |
-160 |
-2.25% |
| Country Club Bank GFN |
32,751 |
32,070 |
-681 |
-2.08% |
| A. D. Beadell Investment Counsel Inc. |
16,195 |
15,895 |
-300 |
-1.85% |
| Wedge Capital Management L L P NC |
90,171 |
88,538 |
-1,633 |
-1.81% |
| Tlwm |
6,079 |
5,972 |
-107 |
-1.76% |
| Boltwood Capital Management |
3,665 |
3,605 |
-60 |
-1.64% |
| Wealth Enhancement Advisory Services LLC |
119,766 |
117,874 |
-1,892 |
-1.58% |
| Intrinsic Value Partners LLC |
17,739 |
17,479 |
-260 |
-1.47% |
| Atlantic Union Bankshares Corp |
1,917 |
1,889 |
-28 |
-1.46% |
| Prentice Wealth Management LLC |
3,672 |
3,619 |
-53 |
-1.44% |
| CX Institutional |
6,840 |
6,757 |
-83 |
-1.21% |
| First Citizens Bank & Trust Co. |
2,605 |
2,575 |
-30 |
-1.15% |
| Brookstone Capital Management |
2,424 |
2,404 |
-20 |
-0.83% |
| Stratos Wealth Advisors LLC |
4,555 |
4,519 |
-36 |
-0.79% |
| State of Michigan Retirement System |
34,499 |
34,399 |
-100 |
-0.29% |
| Neville Rodie & Shaw Inc. |
91,410 |
91,210 |
-200 |
-0.22% |
| Stratos Wealth Partners LTD. |
9,907 |
9,896 |
-11 |
-0.11% |
| New England Research & Management Inc. |
22,775 |
22,750 |
-25 |
-0.11% |
| Flagship Harbor Advisors LLC |
3,042 |
3,041 |
-1 |
-0.03% |
| 13F Filers Exiting J |
|---|
| Graphene Investments SAS |
25,100 |
0 |
-25,100 |
-100.00% |
| Whalen Wealth Management Inc. |
3,197 |
0 |
-3,197 |
-100.00% |
| Tennessee Valley Asset Management Partners |
456 |
0 |
-456 |
-100.00% |
| International Assets Investment Management LLC |
27,907 |
0 |
-27,907 |
-100.00% |
| First Pacific Financial |
205 |
0 |
-205 |
-100.00% |
| Gradient Investments LLC |
5 |
0 |
-5 |
-100.00% |
| Simplex Trading LLC |
5,759 |
0 |
-5,759 |
-100.00% |
| K.J. Harrison & Partners Inc |
2,000 |
0 |
-2,000 |
-100.00% |
See Summary: Institutional Holders of J
See Details: Top 10 Hedge Funds Holding J
Also See: J Insider Buying
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