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Institutional Holders of JCE
HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James & Associates437,668$5,930 12/31/2023
     JCE437,668$5,930 12/31/2023
Cohen & Steers Inc.302,133$4,094 12/31/2023
     JCE302,133$4,094 12/31/2023
Morgan Stanley275,344$3,731 12/31/2023
     JCE275,344$3,731 12/31/2023
Raymond James Financial Services Advisors Inc.237,706$3,221 12/31/2023
     JCE237,706$3,221 12/31/2023
Guggenheim Capital LLC234,796$3,181 12/31/2023
     JCE234,796$3,181 12/31/2023
Advisors Asset Management Inc.214,060$2,901 12/31/2023
     JCE214,060$2,901 12/31/2023
Significant Wealth Partners LLC213,691$2,896 12/31/2023
     JCE213,691$2,896 12/31/2023
Invesco Ltd.186,111$2,522 12/31/2023
     JCE186,111$2,522 12/31/2023
Capital Investment Advisors LLC143,543$2,020 03/31/2024
     JCE143,543$2,020 03/31/2024
Advisor Group Holdings Inc.129,524$1,755 12/31/2023
     JCE129,524$1,755 12/31/2023
Wells Fargo & Company MN115,207$1,561 12/31/2023
     JCE115,207$1,561 12/31/2023
LPL Financial LLC107,035$1,450 12/31/2023
     JCE107,035$1,450 12/31/2023
Thrivent Financial for Lutherans100,112$1,357 12/31/2023
     JCE100,112$1,357 12/31/2023
Spire Wealth Management82,435$1,098 12/31/2023
     JCE82,435$1,098 12/31/2023
Royal Bank of Canada78,424$1,062 12/31/2023
     JCE78,424$1,062 12/31/2023
UBS Group AG64,315$871 12/31/2023
     JCE64,315$871 12/31/2023
Steward Partners Investment Advisory LLC50,768$688 12/31/2023
     JCE50,768$688 12/31/2023
International Assets Investment Management LLC40,104$561 03/31/2024
     JCE40,104$561 03/31/2024
Bank of America Corp DE28,261$383 12/31/2023
     JCE28,261$383 12/31/2023
Cambridge Investment Research Advisors Inc.28,035$380 12/31/2023
     JCE28,035$380 12/31/2023
Raymond James Trust N.A.27,290$370 12/31/2023
     JCE27,290$370 12/31/2023
Envestnet Asset Management Inc.26,400$358 12/31/2023
     JCE26,400$358 12/31/2023
Ameriprise Financial Inc.22,098$299 12/31/2023
     JCE22,098$299 12/31/2023
Commonwealth Equity Services LLC21,973$298 12/31/2023
     JCE21,973$298 12/31/2023
Cetera Advisors LLC18,943$257 12/31/2023
     JCE18,943$257 12/31/2023
Shaker Financial Services LLC17,503$237 12/31/2023
     JCE17,503$237 12/31/2023
Mercer Global Advisors Inc. ADV12,072$164 12/31/2023
     JCE12,072$164 12/31/2023
David J Yvars Group11,000$153 03/31/2024
     JCE11,000$153 03/31/2024
Daymark Wealth Partners LLC10,790$152 03/31/2024
     JCE10,790$152 03/31/2024
The PNC Financial Services Group Inc.8,607$117 12/31/2023
     JCE8,607$117 12/31/2023
Comerica Bank6,186$84 12/31/2023
     JCE6,186$84 12/31/2023
GWM Advisors LLC5,543$75 12/31/2023
     JCE5,543$75 12/31/2023
Hexagon Capital Partners LLC1,921$27 03/31/2024
     JCE1,921$27 03/31/2024
CWM LLC1,381$19 03/31/2024
     JCE1,381$19 03/31/2024
Montag A & Associates Inc.1,000$14 12/31/2023
     JCE1,000$14 12/31/2023
Centerpoint Advisors LLC1,000$14 12/31/2023
     JCE1,000$14 12/31/2023
Baystate Wealth Management LLC511$7 12/31/2023
     JCE511$7 12/31/2023
ICA Group Wealth Management LLC423$6 12/31/2023
     JCE423$6 12/31/2023
JPMorgan Chase & Co.389$5 12/31/2023
     JCE389$5 12/31/2023
Colonial Trust Co SC371$5 12/31/2023
     JCE371$5 12/31/2023
Thomas J. Herzfeld Advisors Inc.325$4 12/31/2023
     JCE325$4 12/31/2023
ST Germain D J Co. Inc.125$2 03/31/2024
     JCE125$2 03/31/2024
Financial Management Professionals Inc.161$2 03/31/2024
     JCE161$2 03/31/2024

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

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