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Holder | Amount | Position Size
($ in 1000's) | As of |
JPMorgan Chase & Co. | 6,156,659 | $286,377 | 12/31/2023 | JCPI | 6,156,659 | $286,377 | 12/31/2023 | Oxford Financial Group Ltd. | 373,292 | $17,364 | 12/31/2023 | JCPI | 373,292 | $17,364 | 12/31/2023 | Halpern Financial Inc. | 208,853 | $9,710 | 03/31/2024 | JCPI | 208,853 | $9,710 | 03/31/2024 | Hunter Associates Investment Management LLC | 98,533 | $4,584 | 12/31/2023 | JCPI | 98,533 | $4,584 | 12/31/2023 | Sage Rhino Capital LLC | 61,660 | $2,889 | 03/31/2024 | JCPI | 61,660 | $2,889 | 03/31/2024 | LPL Financial LLC | 38,730 | $1,802 | 12/31/2023 | JCPI | 38,730 | $1,802 | 12/31/2023 | Bill Few Associates Inc. | 26,080 | $1,222 | 03/31/2024 | JCPI | 26,080 | $1,222 | 03/31/2024 | Kestra Private Wealth Services LLC | 26,145 | $1,216 | 12/31/2023 | JCPI | 26,145 | $1,216 | 12/31/2023 | Citadel Advisors LLC | 22,685 | $1,055 | 12/31/2023 | JCPI | 22,685 | $1,055 | 12/31/2023 | Jane Street Group LLC | 19,512 | $908 | 12/31/2023 | JCPI | 19,512 | $908 | 12/31/2023 | Citizens Financial Group Inc RI | 13,080 | $608 | 12/31/2023 | JCPI | 13,080 | $608 | 12/31/2023 | Susquehanna International Group LLP | 8,063 | $375 | 12/31/2023 | JCPI | 8,063 | $375 | 12/31/2023 | Envestnet Asset Management Inc. | 6,851 | $319 | 12/31/2023 | JCPI | 6,851 | $319 | 12/31/2023 | MML Investors Services LLC | 6,588 | $306 | 12/31/2023 | JCPI | 6,588 | $306 | 12/31/2023 | Prevail Innovative Wealth Advisors LLC | 6,165 | $287 | 12/31/2023 | JCPI | 6,165 | $287 | 12/31/2023 | Coastal Investment Advisors Inc. | 5,485 | $257 | 03/31/2024 | JCPI | 5,485 | $257 | 03/31/2024 | Gradient Capital Advisors LLC | 5,114 | $240 | 03/31/2024 | JCPI | 5,114 | $240 | 03/31/2024 | Householder Group Estate & Retirement Specialist LLC | 4,309 | $200 | 12/31/2023 | JCPI | 4,309 | $200 | 12/31/2023 | Advisor Group Holdings Inc. | 3,738 | $174 | 12/31/2023 | JCPI | 3,738 | $174 | 12/31/2023 | Centaurus Financial Inc. | 3,450 | $160 | 12/31/2023 | JCPI | 3,450 | $160 | 12/31/2023 | UBS Group AG | 2,380 | $111 | 12/31/2023 | JCPI | 2,380 | $111 | 12/31/2023 | Bank of Montreal Can | 1,000 | $47 | 12/31/2023 | JCPI | 1,000 | $47 | 12/31/2023 | Morgan Stanley | 855 | $40 | 12/31/2023 | JCPI | 855 | $40 | 12/31/2023 | IAG Wealth Partners LLC | 650 | $30 | 03/31/2024 | JCPI | 650 | $30 | 03/31/2024 | Citigroup Inc. | 399 | $19 | 12/31/2023 | JCPI | 399 | $19 | 12/31/2023 | Royal Bank of Canada | 79 | $4 | 12/31/2023 | JCPI | 79 | $4 | 12/31/2023 | Global Retirement Partners LLC | 37 | $2 | 03/31/2024 | JCPI | 37 | $2 | 03/31/2024 | FMR LLC | 1 | $0 | 12/31/2023 | JCPI | 1 | $0 | 12/31/2023 |
See All: Funds Holding JCPI
See Details: Top 10 Hedge Funds Holding JCPI
Also See: JCPI Holdings Changes
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