Holdings Channel



Quotes delayed 20 minutes

Email EnvelopeFree JBBB Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of JBBB
HolderAmountPosition Size
($ in 1000's)
 As of
Atwood & Palmer Inc.321,027$15,695 03/31/2024
     JBBB321,027$15,695 03/31/2024
RWM Asset Management LLC198,211$9,691 03/31/2024
     JBBB198,211$9,691 03/31/2024
Pallas Capital Advisors LLC191,823$9,378 03/31/2024
     JBBB191,823$9,378 03/31/2024
Adams Wealth Management185,683$8,903 12/31/2023
     JBBB185,683$8,903 12/31/2023
Epiq Partners LLC127,078$6,213 03/31/2024
     JBBB127,078$6,213 03/31/2024
Kestra Advisory Services LLC109,525$5,252 12/31/2023
     JBBB109,525$5,252 12/31/2023
Financial Enhancement Group LLC96,439$4,714 03/31/2024
     JBBB96,439$4,714 03/31/2024
LPL Financial LLC81,511$3,908 12/31/2023
     JBBB81,511$3,908 12/31/2023
Black Swift Group LLC69,850$3,349 12/31/2023
     JBBB69,850$3,349 12/31/2023
Inspire Advisors LLC63,136$3,027 12/31/2023
     JBBB63,136$3,027 12/31/2023
Jane Street Group LLC60,525$2,902 12/31/2023
     JBBB60,525$2,902 12/31/2023
waypoint wealth counsel50,585$2,473 03/31/2024
     JBBB50,585$2,473 03/31/2024
Whalen Wealth Management Inc.36,031$1,728 12/31/2023
     JBBB36,031$1,728 12/31/2023
Sage Mountain Advisors LLC32,798$1,604 03/31/2024
     JBBB32,798$1,604 03/31/2024
Lakeview Capital Partners LLC22,280$1,068 12/31/2023
     JBBB22,280$1,068 12/31/2023
Advisor Group Holdings Inc.19,421$931 12/31/2023
     JBBB19,421$931 12/31/2023
Beverly Hills Private Wealth LLC14,308$686 12/31/2023
     JBBB14,308$686 12/31/2023
GWM Advisors LLC14,124$677 12/31/2023
     JBBB14,124$677 12/31/2023
Wealthsource Partners LLC13,954$669 12/31/2023
     JBBB13,954$669 12/31/2023
Wealth Enhancement Advisory Services LLC13,441$657 03/31/2024
     JBBB13,441$657 03/31/2024
Kathmere Capital Management LLC10,881$532 03/31/2024
     JBBB10,881$532 03/31/2024
Employees Retirement System of Texas10,000$480 12/31/2023
     JBBB10,000$480 12/31/2023
Ameritas Advisory Services LLC7,957$385 12/31/2023
     JBBB7,957$385 12/31/2023
BTS Asset Management Inc.7,391$361 03/31/2024
     JBBB7,391$361 03/31/2024
Capital CS Group LLC5,399$264 03/31/2024
     JBBB5,399$264 03/31/2024
Capital Asset Advisory Services LLC5,040$246 03/31/2024
     JBBB5,040$246 03/31/2024
Hall Capital Management Co. Inc.4,389$210 12/31/2023
     JBBB4,389$210 12/31/2023
Venturi Wealth Management LLC2,233$109 03/31/2024
     JBBB2,233$109 03/31/2024
Glassman Wealth Services833$40 12/31/2023
     JBBB833$40 12/31/2023
Harbour Investments Inc.762$37 12/31/2023
     JBBB762$37 12/31/2023
Horizon Investments LLC213$10 12/31/2023
     JBBB213$10 12/31/2023
Royal Bank of Canada192$9 12/31/2023
     JBBB192$9 12/31/2023
Proequities Inc.0$0 12/31/2023
     JBBB0$0 12/31/2023

See All: Funds Holding JBBB
See Details: Top 10 Hedge Funds Holding JBBB
Also See: JBBB Holdings Changes

Institutional Holders of JBBB | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.