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This page summarizes the JPIE 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 JPIE 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 JPIE Share Count |
|---|
| Bridgewealth Advisory Group LLC |
11,443 |
67,982 |
+56,539 |
+494.09% |
| Wagner Wealth Management LLC |
77,615 |
308,800 |
+231,185 |
+297.86% |
| MorganRosel Wealth Management LLC |
20,838 |
55,331 |
+34,493 |
+165.53% |
| Altus Wealth Management LLC |
16,086 |
29,707 |
+13,621 |
+84.68% |
| Narus Financial Partners LLC |
9,721 |
15,193 |
+5,472 |
+56.29% |
| Raymond James Financial Services Advisors Inc. |
61,548 |
95,106 |
+33,558 |
+54.52% |
| OMNI 360 Wealth Inc. |
14,237 |
21,570 |
+7,333 |
+51.51% |
| Perigon Wealth Management LLC |
10,909 |
14,905 |
+3,996 |
+36.63% |
| Centurion Wealth Management LLC |
28,222 |
38,122 |
+9,900 |
+35.08% |
| Spire Wealth Management |
29,360 |
39,251 |
+9,891 |
+33.69% |
| Global Retirement Partners LLC |
4,602 |
5,946 |
+1,344 |
+29.20% |
| FMA Wealth Management LLC |
153,443 |
197,508 |
+44,065 |
+28.72% |
| Cooper Financial Group |
22,781 |
27,736 |
+4,955 |
+21.75% |
| Cary Street Partners Investment Advisory LLC |
67,214 |
81,791 |
+14,577 |
+21.69% |
| Seascape Capital Management |
116,760 |
141,861 |
+25,101 |
+21.50% |
| SkyOak Wealth LLC |
50,772 |
61,317 |
+10,545 |
+20.77% |
| Armor Investment Advisors LLC |
95,212 |
114,278 |
+19,066 |
+20.02% |
| Cary Street Partners Asset Management LLC |
100,760 |
119,930 |
+19,170 |
+19.03% |
| Patriot Financial Group Insurance Agency LLC |
14,651 |
17,382 |
+2,731 |
+18.64% |
| Daymark Wealth Partners LLC |
113,529 |
133,639 |
+20,110 |
+17.71% |
| Pennsylvania Capital Management Inc. ADV |
283,034 |
330,358 |
+47,324 |
+16.72% |
| Capital Advisors Wealth Management LLC |
417,282 |
486,810 |
+69,528 |
+16.66% |
| Scott Capital Advisors LLC |
288,412 |
333,930 |
+45,518 |
+15.78% |
| Private Advisor Group LLC |
183,847 |
208,153 |
+24,306 |
+13.22% |
| Mayfair Advisory Group LLC |
10,258 |
11,492 |
+1,234 |
+12.03% |
| Commonwealth Equity Services LLC |
82,437 |
91,619 |
+9,182 |
+11.14% |
| Lodestar Private Asset Management LLC |
146,838 |
161,814 |
+14,976 |
+10.20% |
| Legacy Financial Strategies LLC |
5,211 |
5,701 |
+490 |
+9.40% |
| MN Wealth Advisors LLC |
56,239 |
60,735 |
+4,496 |
+7.99% |
| Echo Wealth Management LLC |
294,574 |
316,350 |
+21,776 |
+7.39% |
| Raymond James & Associates |
51,191 |
54,565 |
+3,374 |
+6.59% |
| Fiduciary Alliance LLC |
31,858 |
33,956 |
+2,098 |
+6.59% |
| Security Financial Services INC. |
5,933 |
6,301 |
+368 |
+6.20% |
| JFS Wealth Advisors LLC |
4,200 |
4,450 |
+250 |
+5.95% |
| Massmutual Trust Co. FSB ADV |
29,856 |
31,618 |
+1,762 |
+5.90% |
| Halbert Hargrove Global Advisors LLC |
154,132 |
162,952 |
+8,820 |
+5.72% |
| Sage Rhino Capital LLC |
33,931 |
35,586 |
+1,655 |
+4.88% |
| Syverson Strege & Co |
73,650 |
76,532 |
+2,882 |
+3.91% |
| Wealthcare Advisory Partners LLC |
118,638 |
121,273 |
+2,635 |
+2.22% |
| AdvisorNet Financial Inc |
3,994 |
4,050 |
+56 |
+1.40% |
| Planned Solutions Inc. |
295,889 |
296,751 |
+862 |
+0.29% |
| 13F Filers Reporting New Positions In JPIE |
|---|
| LaFleur & Godfrey LLC |
0 |
5,838 |
+5,838 |
+100% |
| Wealth Enhancement Advisory Services LLC |
0 |
6,717 |
+6,717 |
+100% |
| WealthShield Partners LLC |
0 |
53 |
+53 |
+100% |
| Kathmere Capital Management LLC |
0 |
5,658 |
+5,658 |
+100% |
| Walkner Condon Financial Advisors LLC |
0 |
12,370 |
+12,370 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
770 |
+770 |
+100% |
| Financial Futures Ltd Liability Co. |
0 |
88,672 |
+88,672 |
+100% |
| Marmo Financial Group LLC |
0 |
55,911 |
+55,911 |
+100% |
| Strategies Wealth Advisors LLC |
0 |
7,831 |
+7,831 |
+100% |
| Kensington Asset Management LLC |
0 |
188,250 |
+188,250 |
+100% |
| Focus Financial Network Inc. |
0 |
205,256 |
+205,256 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| CENTRAL TRUST Co |
673 |
673 |
UNCH |
0.00% |
| Benjamin F. Edwards & Company Inc. |
100 |
100 |
UNCH |
0.00% |
| Mather Group LLC. |
150,137 |
150,137 |
UNCH |
0.00% |
| Burt Wealth Advisors |
5,681 |
5,681 |
UNCH |
0.00% |
| Matisse Capital |
6,700 |
6,700 |
UNCH |
0.00% |
| HBW Advisory Services LLC |
8,686 |
8,686 |
UNCH |
0.00% |
| Iron Horse Wealth Management LLC |
800 |
800 |
UNCH |
0.00% |
| DHJJ Financial Advisors Ltd. |
9 |
9 |
UNCH |
0.00% |
| Ehrlich Financial Group |
4,879 |
4,879 |
UNCH |
0.00% |
| 13F Filers Decreasing JPIE Share Count |
|---|
| Eudaimonia Partners LLC |
67,104 |
49,484 |
-17,620 |
-26.26% |
| Blue Chip Partners Inc. |
191,673 |
154,068 |
-37,605 |
-19.62% |
| Eudaimonia Advisors LLC |
52,760 |
48,565 |
-4,195 |
-7.95% |
| Cambridge Investment Research Advisors Inc. |
16,639 |
15,379 |
-1,260 |
-7.57% |
| International Assets Investment Management LLC |
12,900 |
11,990 |
-910 |
-7.05% |
| John W. Brooker & Co. CPAs |
25,660 |
24,162 |
-1,498 |
-5.84% |
| Evolution Wealth Advisors LLC |
69,186 |
66,141 |
-3,045 |
-4.40% |
| Financial Management Professionals Inc. |
221,696 |
213,006 |
-8,690 |
-3.92% |
| Signet Financial Management LLC |
5,401 |
5,218 |
-183 |
-3.39% |
| Prentice Wealth Management LLC |
5,241 |
5,170 |
-71 |
-1.35% |
| Fortress Wealth Management Inc. |
225,136 |
222,982 |
-2,154 |
-0.96% |
| Lake Street Financial LLC |
11,731 |
11,666 |
-65 |
-0.55% |
| Investment Partners Asset Management Inc. |
8,379 |
8,346 |
-33 |
-0.39% |
| 13F Filers Exiting JPIE |
|---|
| CGC Financial Services LLC |
19,019 |
0 |
-19,019 |
-100.00% |
| Cordant Inc. |
27 |
0 |
-27 |
-100.00% |
| G&S Capital LLC |
4,487 |
0 |
-4,487 |
-100.00% |
See Summary: Institutional Holders of JPIE
See Details: Top 10 Hedge Funds Holding JPIE
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