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This page summarizes the JPSE 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 JPSE 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 JPSE Share Count |
|---|
| Sprinkle Financial Consultants LLC |
40,383 |
90,261 |
+49,878 |
+123.51% |
| Nations Financial Group Inc. IA ADV |
6,897 |
9,535 |
+2,638 |
+38.25% |
| Raymond James & Associates |
37,583 |
42,300 |
+4,717 |
+12.55% |
| Schmidt P J Investment Management Inc. |
18,218 |
20,436 |
+2,218 |
+12.17% |
| Paul Damon & Associates Inc. |
36,137 |
39,305 |
+3,168 |
+8.77% |
| LexAurum Advisors LLC |
23,202 |
24,329 |
+1,127 |
+4.86% |
| Global Retirement Partners LLC |
49 |
51 |
+2 |
+4.08% |
| Choice Wealth Advisors LLC |
185,325 |
189,316 |
+3,991 |
+2.15% |
| Fifth Third Securities Inc. |
23,508 |
23,921 |
+413 |
+1.76% |
| Appleton Partners Inc. MA |
172,006 |
173,199 |
+1,193 |
+0.69% |
| KWB Wealth |
23,388 |
23,509 |
+121 |
+0.52% |
| 13F Filers Reporting New Positions In JPSE |
|---|
| AdvisorNet Financial Inc |
0 |
65 |
+65 |
+100% |
| Oak Harbor Wealth Partners LLC |
0 |
20,771 |
+20,771 |
+100% |
| Stephens Consulting LLC |
0 |
181 |
+181 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| Salem Investment Counselors Inc. |
800 |
800 |
UNCH |
0.00% |
| Hengehold Capital Management LLC |
4,764 |
4,764 |
UNCH |
0.00% |
| Criterion Capital Advisors LLC |
805 |
805 |
UNCH |
0.00% |
| 13F Filers Decreasing JPSE Share Count |
|---|
| N.E.W. Advisory Services LLC |
19,623 |
6,422 |
-13,201 |
-67.27% |
| Stratos Wealth Partners LTD. |
47,904 |
29,037 |
-18,867 |
-39.39% |
| Private Trust Co. NA |
1,371 |
841 |
-530 |
-38.66% |
| Raymond James Financial Services Advisors Inc. |
1,296,286 |
823,028 |
-473,258 |
-36.51% |
| Cambridge Investment Research Advisors Inc. |
61,792 |
47,238 |
-14,554 |
-23.55% |
| Capital Advisors Wealth Management LLC |
544,956 |
423,565 |
-121,391 |
-22.28% |
| Pinnacle Associates Ltd. |
11,205 |
9,040 |
-2,165 |
-19.32% |
| First Pacific Financial |
84,097 |
82,903 |
-1,194 |
-1.42% |
| Cornerstone Wealth Management LLC |
13,814 |
13,711 |
-103 |
-0.75% |
| Hartford Financial Management Inc. |
162,360 |
162,331 |
-29 |
-0.02% |
| 13F Filers Exiting JPSE |
|---|
| Daymark Wealth Partners LLC |
4,757 |
0 |
-4,757 |
-100.00% |
| Koss Olinger Consulting LLC |
1,120,370 |
0 |
-1,120,370 |
-100.00% |
| PSI Advisors LLC |
204 |
0 |
-204 |
-100.00% |
See Summary: Institutional Holders of JPSE
See Details: Top 10 Hedge Funds Holding JPSE
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