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Institutional Holders of JPEF
HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James Financial Services Advisors Inc.475,290$28,408 03/31/2024
     JPEF475,290$28,408 03/31/2024
Thrivent Financial for Lutherans460,834$24,295 12/31/2023
     JPEF460,834$24,295 12/31/2023
JPMorgan Chase & Co.414,302$21,842 12/31/2023
     JPEF414,302$21,842 12/31/2023
Beaumont Financial Advisors LLC398,248$20,996 12/31/2023
     JPEF398,248$20,996 12/31/2023
LPL Financial LLC281,869$14,860 12/31/2023
     JPEF281,869$14,860 12/31/2023
American Planning Services Inc.194,789$10,269 12/31/2023
     JPEF194,789$10,269 12/31/2023
Jane Street Group LLC113,684$5,993 12/31/2023
     JPEF113,684$5,993 12/31/2023
Raymond James & Associates80,391$4,805 03/31/2024
     JPEF80,391$4,805 03/31/2024
Fifth Third Securities Inc.79,748$4,767 03/31/2024
     JPEF79,748$4,767 03/31/2024
Advisor Group Holdings Inc.86,786$4,575 12/31/2023
     JPEF86,786$4,575 12/31/2023
SFG Wealth Management LLC.62,662$3,745 03/31/2024
     JPEF62,662$3,745 03/31/2024
Cozad Asset Management Inc.56,870$2,998 12/31/2023
     JPEF56,870$2,998 12/31/2023
Commonwealth Equity Services LLC41,407$2,183 12/31/2023
     JPEF41,407$2,183 12/31/2023
Level Four Advisory Services LLC36,124$1,904 12/31/2023
     JPEF36,124$1,904 12/31/2023
Citadel Advisors LLC12,637$666 12/31/2023
     JPEF12,637$666 12/31/2023
Susquehanna International Group LLP12,074$637 12/31/2023
     JPEF12,074$637 12/31/2023
Synergy Financial Management LLC5,603$335 03/31/2024
     JPEF5,603$335 03/31/2024
Equitable Holdings Inc.5,553$293 12/31/2023
     JPEF5,553$293 12/31/2023
Private Advisor Group LLC5,404$285 12/31/2023
     JPEF5,404$285 12/31/2023
Envestnet Asset Management Inc.5,194$274 12/31/2023
     JPEF5,194$274 12/31/2023
Denver Wealth Management Inc.4,418$264 03/31/2024
     JPEF4,418$264 03/31/2024
Cambridge Investment Research Advisors Inc.4,339$259 03/31/2024
     JPEF4,339$259 03/31/2024
Raymond James Trust N.A.4,287$256 03/31/2024
     JPEF4,287$256 03/31/2024
Thoroughbred Financial Services LLC4,267$224 12/31/2023
     JPEF4,267$224 12/31/2023
ST Germain D J Co. Inc.2,836$170 03/31/2024
     JPEF2,836$170 03/31/2024
ICA Group Wealth Management LLC2,360$125 12/31/2023
     JPEF2,360$125 12/31/2023
Capital Advisors Ltd. LLC938$56 03/31/2024
     JPEF938$56 03/31/2024
Tower Research Capital LLC TRC 890$47 12/31/2023
     JPEF890$47 12/31/2023
US Bancorp DE793$42 12/31/2023
     JPEF793$42 12/31/2023
Planning Capital Management Corp118$7 03/31/2024
     JPEF118$7 03/31/2024
FMR LLC117$6 12/31/2023
     JPEF117$6 12/31/2023
Northwestern Mutual Wealth Management Co.83$4 12/31/2023
     JPEF83$4 12/31/2023
Global Retirement Partners LLC36$2 03/31/2024
     JPEF36$2 03/31/2024
UBS Group AG32$2 12/31/2023
     JPEF32$2 12/31/2023

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

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