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This page summarizes the JPHY holdings changes quarter over quarter among those 13F filers that have reported for
the 6/30/2023 period, comparing share count change from 3/31/2023 to 6/30/2023.
Share count is compared over these two periods to provide an indication of whether JPHY 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 | 3/31/2023 Share Count | 6/30/2023 Share Count | Change | % Change |
13F Filers Increasing JPHY Share Count |
Rosenberg Matthew Hamilton |
1,053 |
5,078 |
+4,025 |
+382.24% |
LPL Financial LLC |
84,897 |
356,783 |
+271,886 |
+320.25% |
Dynamic Advisor Solutions LLC |
72,043 |
120,941 |
+48,898 |
+67.87% |
Envestnet Asset Management Inc. |
73,813 |
93,117 |
+19,304 |
+26.15% |
Independent Wealth Network Inc. |
7,134 |
8,931 |
+1,797 |
+25.19% |
PFG Advisors |
25,108 |
29,338 |
+4,230 |
+16.85% |
Patriot Financial Group Insurance Agency LLC |
5,681 |
6,225 |
+544 |
+9.58% |
Raymond James & Associates |
10,941 |
11,624 |
+683 |
+6.24% |
Wolf Group Capital Advisors |
29,768 |
31,318 |
+1,550 |
+5.21% |
Raymond James Financial Services Advisors Inc. |
77,005 |
79,857 |
+2,852 |
+3.70% |
Windsor Capital Management LLC |
131,147 |
134,332 |
+3,185 |
+2.43% |
Royal Fund Management LLC |
67,409 |
68,025 |
+616 |
+0.91% |
13F Filers Reporting New Positions In JPHY |
Park Avenue Securities LLC |
0 |
15,981 |
+15,981 |
+100% |
13F Filers With Unchanged Share Count |
Baker Boyer National Bank |
8,698 |
8,698 |
UNCH |
0.00% |
State of New Jersey Common Pension Fund D |
250,000 |
250,000 |
UNCH |
0.00% |
Gradient Investments LLC |
1,433 |
1,433 |
UNCH |
0.00% |
JJJ Advisors Inc. |
82 |
82 |
UNCH |
0.00% |
Nelson Van Denburg & Campbell Wealth Management Group LLC |
107 |
107 |
UNCH |
0.00% |
WealthPLAN Partners LLC |
13 |
13 |
UNCH |
0.00% |
Larson Financial Group LLC |
35 |
35 |
UNCH |
0.00% |
Apeiron RIA LLC |
4,520 |
4,520 |
UNCH |
0.00% |
13F Filers Decreasing JPHY Share Count |
Financial Management Professionals Inc. |
4,200 |
2,102 |
-2,098 |
-49.95% |
JNB Advisors LLC |
14,801 |
12,239 |
-2,562 |
-17.31% |
Mission Wealth Management LP |
73,885 |
63,065 |
-10,820 |
-14.64% |
Simmons Bank |
78,513 |
67,093 |
-11,420 |
-14.55% |
Galvin Gaustad & Stein LLC |
86,815 |
79,311 |
-7,504 |
-8.64% |
Albion Financial Group UT |
28,337 |
26,207 |
-2,130 |
-7.52% |
Acorn Wealth Advisors LLC |
7,540 |
7,172 |
-368 |
-4.88% |
KCS Wealth Advisory |
17,241 |
16,875 |
-366 |
-2.12% |
Daniels&Tansey LLP |
19,737 |
19,680 |
-57 |
-0.29% |
13F Filers Exiting JPHY |
Vawter Financial Ltd. |
12,669 |
0 |
-12,669 |
-100.00% |
Gallacher Capital Management LLC |
42,675 |
0 |
-42,675 |
-100.00% |
Ameritas Advisory Services LLC |
439 |
0 |
-439 |
-100.00% |
Founders Financial Alliance LLC |
79,897 |
0 |
-79,897 |
-100.00% |
Visionary Wealth Advisors |
60,766 |
0 |
-60,766 |
-100.00% |
David Loasby |
129,054 |
0 |
-129,054 |
-100.00% |
Great Valley Advisor Group Inc. |
397,034 |
0 |
-397,034 |
-100.00% |
Cary Street Partners Investment Advisory LLC |
150 |
0 |
-150 |
-100.00% |
Graves Light Private Wealth Management Inc. |
45,047 |
0 |
-45,047 |
-100.00% |
Change Path LLC |
45,130 |
0 |
-45,130 |
-100.00% |
Pinnacle Wealth Planning Services Inc. |
87,137 |
0 |
-87,137 |
-100.00% |
Steward Partners Investment Advisory LLC |
559 |
0 |
-559 |
-100.00% |
Belpointe Asset Management LLC |
280 |
0 |
-280 |
-100.00% |
McIlrath & Eck LLC |
140 |
0 |
-140 |
-100.00% |
Mascoma Wealth Management LLC |
104 |
0 |
-104 |
-100.00% |
Advisor Group Holdings Inc. |
103,166 |
0 |
-103,166 |
-100.00% |
Lido Advisors LLC |
24,825 |
0 |
-24,825 |
-100.00% |
Capital Analysts LLC |
5,219 |
0 |
-5,219 |
-100.00% |
UBS Group AG |
985 |
0 |
-985 |
-100.00% |
Jane Street Group LLC |
926,438 |
0 |
-926,438 |
-100.00% |
GeoWealth Management LLC |
17,946 |
0 |
-17,946 |
-100.00% |
Highlander Capital Management LLC |
1,850 |
0 |
-1,850 |
-100.00% |
Neuberger Berman Group LLC |
43,226 |
0 |
-43,226 |
-100.00% |
HighTower Advisors LLC |
326,493 |
0 |
-326,493 |
-100.00% |
Susquehanna International Group LLP |
4,976 |
0 |
-4,976 |
-100.00% |
Citadel Advisors LLC |
161,643 |
0 |
-161,643 |
-100.00% |
Assetmark Inc. |
2,924 |
0 |
-2,924 |
-100.00% |
Advisors Asset Management Inc. |
2,183 |
0 |
-2,183 |
-100.00% |
Northwestern Mutual Wealth Management Co. |
196 |
0 |
-196 |
-100.00% |
Raymond James Trust N.A. |
12,337 |
0 |
-12,337 |
-100.00% |
Cape Cod Five Cents Savings Bank |
6,847 |
0 |
-6,847 |
-100.00% |
MAI Capital Management |
19,572 |
0 |
-19,572 |
-100.00% |
Royal Bank of Canada |
6,279 |
0 |
-6,279 |
-100.00% |
Morgan Stanley |
16,257 |
0 |
-16,257 |
-100.00% |
Mercer Global Advisors Inc. ADV |
78,387 |
0 |
-78,387 |
-100.00% |
Harbour Investments Inc. |
214 |
0 |
-214 |
-100.00% |
Proequities Inc. |
500 |
0 |
-500 |
-100.00% |
MML Investors Services LLC |
27,707 |
0 |
-27,707 |
-100.00% |
Wells Fargo & Company MN |
2,645 |
0 |
-2,645 |
-100.00% |
Bank of America Corp DE |
1,382 |
0 |
-1,382 |
-100.00% |
JPMorgan Chase & Co. |
2,870,194 |
0 |
-2,870,194 |
-100.00% |
See Summary: Institutional Holders of JPHY
See Details: Top 10 Hedge Funds Holding JPHY
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