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This page summarizes the JPLD 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 JPLD 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 JPLD Share Count |
Raymond James Trust N.A. |
5,525 |
6,496 |
+971 |
+17.57% |
Susquehanna International Group LLP |
132,520 |
142,904 |
+10,384 |
+7.84% |
Lincoln National Corp |
5,161 |
5,209 |
+48 |
+0.93% |
13F Filers Reporting New Positions In JPLD |
Proequities Inc. |
0 |
0 |
UNCH |
100% |
Raymond James & Associates |
0 |
178,587 |
+178,587 |
+100% |
Raymond James Financial Services Advisors Inc. |
0 |
30,726 |
+30,726 |
+100% |
PFG Advisors |
0 |
9,118 |
+9,118 |
+100% |
Wagner Wealth Management LLC |
0 |
90 |
+90 |
+100% |
KWB Wealth |
0 |
4,176 |
+4,176 |
+100% |
GoalVest Advisory LLC |
0 |
546 |
+546 |
+100% |
Financial Connections Group Inc. |
0 |
1 |
+1 |
+100% |
PFG Investments LLC |
0 |
4,101 |
+4,101 |
+100% |
13F Filers With Unchanged Share Count |
CWM LLC |
126 |
126 |
UNCH |
0.00% |
Allworth Financial LP |
1,205 |
1,205 |
UNCH |
0.00% |
Global Retirement Partners LLC |
33 |
33 |
UNCH |
0.00% |
13F Filers Decreasing JPLD Share Count |
Commonwealth Equity Services LLC |
135,645 |
43,573 |
-92,072 |
-67.88% |
Private Trust Co. NA |
8,664 |
6,449 |
-2,215 |
-25.57% |
Wealth Advisors of Tampa Bay LLC |
98,628 |
82,599 |
-16,029 |
-16.25% |
MONECO Advisors LLC |
106,246 |
100,609 |
-5,637 |
-5.31% |
Swisher Financial Concepts Inc. |
48,360 |
47,075 |
-1,285 |
-2.66% |
13F Filers Exiting JPLD |
Personal Resources Investment & Strategic Management Inc. |
27,122 |
0 |
-27,122 |
-100.00% |
RSM US Wealth Management LLC |
5,990 |
0 |
-5,990 |
-100.00% |
See Summary: Institutional Holders of JPLD
See Details: Top 10 Hedge Funds Holding JPLD
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