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There is a long list of 161 institutional holders of JPIE within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of JPIE by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JPIE table below,
the initial column indicates the name of each top institutional holder of JPIE, with a link to that fund's top holdings. The next columns
indicate the amount of JPIE stock held by each of the institutional holders of JPIE, followed by the JPIE position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size
($ in 1000's) | As of |
Heritage Financial Services LLC | 2,048,486 | $93,431 | 12/31/2023 | JPIE | 2,048,486 | $93,431 | 12/31/2023 | JPMorgan Chase & Co. | 1,647,084 | $75,124 | 12/31/2023 | JPIE | 1,647,084 | $75,124 | 12/31/2023 | Syntegra Private Wealth Group LLC | 729,800 | $33,286 | 12/31/2023 | JPIE | 729,800 | $33,286 | 12/31/2023 | Bank of America Corp DE | 713,905 | $32,561 | 12/31/2023 | JPIE | 713,905 | $32,561 | 12/31/2023 | D Orazio & Associates Inc. | 542,214 | $24,730 | 12/31/2023 | JPIE | 542,214 | $24,730 | 12/31/2023 | Capital Advisors Wealth Management LLC | 486,810 | $22,179 | 03/31/2024 | JPIE | 486,810 | $22,179 | 03/31/2024 | Diversified LLC | 385,051 | $17,562 | 12/31/2023 | JPIE | 385,051 | $17,562 | 12/31/2023 | TPG Financial Advisors LLC | 381,993 | $17,342 | 12/31/2023 | JPIE | 381,993 | $17,342 | 12/31/2023 | Janney Montgomery Scott LLC | 374,800 | $17,094 | 12/31/2023 | JPIE | 374,800 | $17,094 | 12/31/2023 | Morgan Stanley | 371,484 | $16,943 | 12/31/2023 | JPIE | 371,484 | $16,943 | 12/31/2023 | Planned Solutions Inc. | 295,889 | $13,495 | 12/31/2023 | JPIE | 295,889 | $13,495 | 12/31/2023 | Echo Wealth Management LLC | 294,574 | $13,374 | 12/31/2023 | JPIE | 294,574 | $13,374 | 12/31/2023 | Scott Capital Advisors LLC | 288,412 | $13,154 | 12/31/2023 | JPIE | 288,412 | $13,154 | 12/31/2023 | Pennsylvania Capital Management Inc. ADV | 283,034 | $12,909 | 12/31/2023 | JPIE | 283,034 | $12,909 | 12/31/2023 | Vestmark Advisory Solutions Inc. | 264,870 | $12,081 | 12/31/2023 | JPIE | 264,870 | $12,081 | 12/31/2023 | Mount Yale Investment Advisors LLC | 247,577 | $11,292 | 12/31/2023 | JPIE | 247,577 | $11,292 | 12/31/2023 | Magnus Financial Group LLC | 239,134 | $10,907 | 12/31/2023 | JPIE | 239,134 | $10,907 | 12/31/2023 | Fortress Wealth Management Inc. | 225,136 | $10,268 | 12/31/2023 | JPIE | 225,136 | $10,268 | 12/31/2023 | Focus Financial Network Inc. ADV | 220,501 | $10,115 | 12/31/2023 | JPIE | 220,501 | $10,115 | 12/31/2023 | Morris Retirement Advisors LLC | 220,464 | $10,055 | 12/31/2023 | JPIE | 220,464 | $10,055 | 12/31/2023 | Financial Management Professionals Inc. | 213,006 | $9,705 | 03/31/2024 | JPIE | 213,006 | $9,705 | 03/31/2024 | Blue Chip Partners Inc. | 191,673 | $8,742 | 12/31/2023 | JPIE | 191,673 | $8,742 | 12/31/2023 | Private Advisor Group LLC | 183,847 | $8,385 | 12/31/2023 | JPIE | 183,847 | $8,385 | 12/31/2023 | Nordwand Advisors LLC | 183,375 | $8,364 | 12/31/2023 | JPIE | 183,375 | $8,364 | 12/31/2023 | Savant Capital LLC | 180,135 | $8,216 | 12/31/2023 | JPIE | 180,135 | $8,216 | 12/31/2023 | Family Asset Management LLC | 179,957 | $8,208 | 12/31/2023 | JPIE | 179,957 | $8,208 | 12/31/2023 | Visionary Wealth Advisors | 158,159 | $7,214 | 12/31/2023 | JPIE | 158,159 | $7,214 | 12/31/2023 | Rainsberger Wealth Advisors Inc. | 156,212 | $7,125 | 12/31/2023 | JPIE | 156,212 | $7,125 | 12/31/2023 | Halbert Hargrove Global Advisors LLC | 154,132 | $7,030 | 12/31/2023 | JPIE | 154,132 | $7,030 | 12/31/2023 | FMA Wealth Management LLC | 153,443 | $6,999 | 12/31/2023 | JPIE | 153,443 | $6,999 | 12/31/2023 | Gallacher Capital Management LLC | 150,644 | $6,871 | 12/31/2023 | JPIE | 150,644 | $6,871 | 12/31/2023 | Mather Group LLC. | 150,137 | $6,848 | 03/31/2024 | JPIE | 150,137 | $6,848 | 03/31/2024 | Lodestar Private Asset Management LLC | 146,838 | $6,697 | 12/31/2023 | JPIE | 146,838 | $6,697 | 12/31/2023 | Lionsbridge Wealth Management LLC | 143,481 | $6,544 | 12/31/2023 | JPIE | 143,481 | $6,544 | 12/31/2023 | Daymark Wealth Partners LLC | 133,639 | $6,089 | 03/31/2024 | JPIE | 133,639 | $6,089 | 03/31/2024 | Bernardo Wealth Planning LLC | 124,214 | $5,665 | 12/31/2023 | JPIE | 124,214 | $5,665 | 12/31/2023 | Wealthcare Advisory Partners LLC | 121,273 | $5,525 | 03/31/2024 | JPIE | 121,273 | $5,525 | 03/31/2024 | Seascape Capital Management | 116,760 | $5,325 | 12/31/2023 | JPIE | 116,760 | $5,325 | 12/31/2023 | TBH Global Asset Management LLC | 109,333 | $4,987 | 12/31/2023 | JPIE | 109,333 | $4,987 | 12/31/2023 | Cary Street Partners Asset Management LLC | 100,760 | $4,596 | 12/31/2023 | JPIE | 100,760 | $4,596 | 12/31/2023 | Kickstand Ventures LLC. | 100,059 | $4,564 | 12/31/2023 | JPIE | 100,059 | $4,564 | 12/31/2023 | Armor Investment Advisors LLC | 95,212 | $4,343 | 12/31/2023 | JPIE | 95,212 | $4,343 | 12/31/2023 | Envestnet Asset Management Inc. | 94,551 | $4,312 | 12/31/2023 | JPIE | 94,551 | $4,312 | 12/31/2023 | Schneider Downs Wealth Management Advisors LP | 92,397 | $4,214 | 12/31/2023 | JPIE | 92,397 | $4,214 | 12/31/2023 | Advisor Group Holdings Inc. | 86,917 | $3,964 | 12/31/2023 | JPIE | 86,917 | $3,964 | 12/31/2023 | Commonwealth Equity Services LLC | 82,437 | $3,760 | 12/31/2023 | JPIE | 82,437 | $3,760 | 12/31/2023 | Axxcess Wealth Management LLC | 81,244 | $3,706 | 12/31/2023 | JPIE | 81,244 | $3,706 | 12/31/2023 | Tradition Wealth Management LLC | 79,442 | $3,623 | 12/31/2023 | JPIE | 79,442 | $3,623 | 12/31/2023 | Paladin Advisory Group LLC | 78,475 | $3,579 | 12/31/2023 | JPIE | 78,475 | $3,579 | 12/31/2023 | Wagner Wealth Management LLC | 77,615 | $3,540 | 12/31/2023 | JPIE | 77,615 | $3,540 | 12/31/2023 |
See All: Funds Holding JPIE
See Details: Top 10 Hedge Funds Holding JPIE
Also See: JPIE Holdings Changes
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