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