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JPMB Holdings Changes image
This page summarizes the JPMB holdings changes quarter over quarter among those 13F filers that have reported for the 12/31/2023 period, comparing share count change from 9/30/2023 to 12/31/2023. Share count is compared over these two periods to provide an indication of whether JPMB 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).
Filer9/30/2023
 Share Count 		12/31/2023
 Share Count 		Change% Change
13F Filers Increasing JPMB Share Count
Flow Traders U.S. LLC 34,539 181,234 +146,695 +424.72%
Morgan Stanley 54 99 +45 +83.33%
Bank of America Corp DE 4,049 6,798 +2,749 +67.89%
Royal Bank of Canada 295 406 +111 +37.63%
GeoWealth Management LLC 79,504 89,636 +10,132 +12.74%
Aspire Private Capital LLC 772 853 +81 +10.49%
Pure Financial Advisors Inc. 13,586 14,174 +588 +4.33%
McKinley Carter Wealth Services Inc. 83,569 86,827 +3,258 +3.90%
Equitable Holdings Inc. 22,965 23,221 +256 +1.11%
Steward Partners Investment Advisory LLC 15,575 15,576 +1 +0.01%
13F Filers Reporting New Positions In JPMB
Proequities Inc. 0 0 UNCH 100%
Principal Securities Inc. 0 5 +5 +100%
Fifth Third Bancorp 0 165 +165 +100%
Focus Financial Network Inc. ADV 0 14,514 +14,514 +100%
Advisory Services Network LLC 0 78 +78 +100%
UBS Group AG 0 295 +295 +100%
Sharkey Howes & Javer 0 5,670 +5,670 +100%
Frazier Financial Advisors LLC 0 52 +52 +100%
BKM Wealth Management LLC 0 1,791 +1,791 +100%
13F Filers With Unchanged Share Count
Bartlett & Co. LLC 225 225 UNCH 0.00%
Sunbelt Securities Inc. 81 81 UNCH 0.00%
Advisor Group Holdings Inc. 771 771 UNCH 0.00%
Bartlett & CO. Wealth Management LLC 225 225 UNCH 0.00%
13F Filers Decreasing JPMB Share Count
LPL Financial LLC 88,119 51,376 -36,743 -41.70%
Adventist Health System Sunbelt Healthcare Corp 16,616,200 14,276,300 -2,339,900 -14.08%
Hoylecohen LLC 114,736 113,089 -1,647 -1.44%
13F Filers Exiting JPMB
Cary Street Partners Investment Advisory LLC 203 0 -203 -100.00%
Jane Street Group LLC 3,251,056 0 -3,251,056 -100.00%
Baker Avenue Asset Management LP 144,144 0 -144,144 -100.00%
Assetmark Inc. 14 0 -14 -100.00%
Private Trust Co. NA 155 0 -155 -100.00%
Wells Fargo & Company MN 1 0 -1 -100.00%

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

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