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This page summarizes the JPME 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 JPME 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 JPME Share Count |
|---|
| Dynamic Advisor Solutions LLC |
51,045 |
69,406 |
+18,361 |
+35.97% |
| Cambridge Investment Research Advisors Inc. |
23,428 |
31,346 |
+7,918 |
+33.80% |
| Private Trust Co. NA |
150 |
184 |
+34 |
+22.67% |
| Fifth Third Securities Inc. |
4,636 |
4,690 |
+54 |
+1.16% |
| Appleton Partners Inc. MA |
87,405 |
87,745 |
+340 |
+0.39% |
| Global Retirement Partners LLC |
1,872 |
1,877 |
+5 |
+0.27% |
| 13F Filers Reporting New Positions In JPME |
|---|
| Raymond James & Associates |
0 |
2,027 |
+2,027 |
+100% |
| Newbridge Financial Services Group Inc. |
0 |
7 |
+7 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Rise Advisors LLC |
93 |
93 |
UNCH |
0.00% |
| 13F Filers Decreasing JPME Share Count |
|---|
| Stratos Wealth Partners LTD. |
14,016 |
10,032 |
-3,984 |
-28.42% |
| RVW Wealth LLC |
91,565 |
76,656 |
-14,909 |
-16.28% |
| Trilogy Capital Inc. |
125,826 |
119,513 |
-6,313 |
-5.02% |
| KWB Wealth |
14,730 |
14,270 |
-460 |
-3.12% |
| Monticello Wealth Management LLC |
55,191 |
53,606 |
-1,585 |
-2.87% |
| Richard P Slaughter Associates Inc |
12,966 |
12,654 |
-312 |
-2.41% |
| Aspire Private Capital LLC |
48 |
47 |
-1 |
-2.08% |
| Raymond James Financial Services Advisors Inc. |
15,300 |
15,136 |
-164 |
-1.07% |
| Apella Capital LLC |
13,932 |
13,900 |
-32 |
-0.23% |
| N.E.W. Advisory Services LLC |
34,084 |
34,032 |
-52 |
-0.15% |
| 13F Filers Exiting JPME |
|---|
| CIC Wealth LLC |
4,667 |
0 |
-4,667 |
-100.00% |
| Bogart Wealth LLC |
1 |
0 |
-1 |
-100.00% |
| Contravisory Investment Management Inc. |
86 |
0 |
-86 |
-100.00% |
See Summary: Institutional Holders of JPME
See Details: Top 10 Hedge Funds Holding JPME
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