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There is a long list of 74 institutional holders of JPUS 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 JPUS by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-JPUS table below,
the initial column indicates the name of each top institutional holder of JPUS, with a link to that fund's top holdings. The next columns
indicate the amount of JPUS stock held by each of the institutional holders of JPUS, followed by the JPUS 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 |
Planning Alternatives Ltd. ADV | 516,253 | $57,822 | 03/31/2024 | JPUS | 516,253 | $57,822 | 03/31/2024 | ST Germain D J Co. Inc. | 504,846 | $56,545 | 03/31/2024 | JPUS | 504,846 | $56,545 | 03/31/2024 | Bank of America Corp DE | 465,660 | $47,834 | 12/31/2023 | JPUS | 465,660 | $47,834 | 12/31/2023 | Modera Wealth Management LLC | 346,358 | $35,579 | 12/31/2023 | JPUS | 346,358 | $35,579 | 12/31/2023 | UBS Group AG | 330,375 | $33,937 | 12/31/2023 | JPUS | 330,375 | $33,937 | 12/31/2023 | Captrust Financial Advisors | 214,805 | $22,065 | 12/31/2023 | JPUS | 214,805 | $22,065 | 12/31/2023 | Wealth Enhancement Advisory Services LLC | 188,103 | $21,068 | 03/31/2024 | JPUS | 188,103 | $21,068 | 03/31/2024 | Morgan Stanley | 81,815 | $8,404 | 12/31/2023 | JPUS | 81,815 | $8,404 | 12/31/2023 | Sterneck Capital Management LLC | 72,716 | $7,470 | 12/31/2023 | JPUS | 72,716 | $7,470 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 62,705 | $6,441 | 12/31/2023 | JPUS | 62,705 | $6,441 | 12/31/2023 | JPMorgan Chase & Co. | 52,779 | $5,422 | 12/31/2023 | JPUS | 52,779 | $5,422 | 12/31/2023 | Apollon Wealth Management LLC | 31,542 | $3,240 | 12/31/2023 | JPUS | 31,542 | $3,240 | 12/31/2023 | Goldman Sachs Group Inc. | 29,593 | $3,040 | 12/31/2023 | JPUS | 29,593 | $3,040 | 12/31/2023 | HHM Wealth Advisors LLC | 28,938 | $2,973 | 12/31/2023 | JPUS | 28,938 | $2,973 | 12/31/2023 | Susquehanna International Group LLP | | $2,605 | 12/31/2023 | JPUS | 20,658 | $2,122 | 12/31/2023 | Call | 4,700 | $483 | 12/31/2023 | Cambridge Investment Research Advisors Inc. | 22,718 | $2,334 | 12/31/2023 | JPUS | 22,718 | $2,334 | 12/31/2023 | LPL Financial LLC | 22,704 | $2,332 | 12/31/2023 | JPUS | 22,704 | $2,332 | 12/31/2023 | Etesian Wealth Advisors Inc. | 19,621 | $2,198 | 03/31/2024 | JPUS | 19,621 | $2,198 | 03/31/2024 | MN Wealth Advisors LLC | 20,695 | $2,126 | 12/31/2023 | JPUS | 20,695 | $2,126 | 12/31/2023 | RHS Financial LLC | 18,353 | $2,056 | 03/31/2024 | JPUS | 18,353 | $2,056 | 03/31/2024 | Commonwealth Equity Services LLC | 18,497 | $1,900 | 12/31/2023 | JPUS | 18,497 | $1,900 | 12/31/2023 | Empire Financial Management Company LLC | 17,817 | $1,830 | 12/31/2023 | JPUS | 17,817 | $1,830 | 12/31/2023 | Fort Point Capital Partners LLC | 15,834 | $1,627 | 12/31/2023 | JPUS | 15,834 | $1,627 | 12/31/2023 | Advisor Group Holdings Inc. | 13,298 | $1,366 | 12/31/2023 | JPUS | 13,298 | $1,366 | 12/31/2023 | LexAurum Advisors LLC | 10,353 | $1,160 | 03/31/2024 | JPUS | 10,353 | $1,160 | 03/31/2024 | Independent Wealth Network Inc. | 10,080 | $1,129 | 03/31/2024 | JPUS | 10,080 | $1,129 | 03/31/2024 | Wells Fargo & Company MN | 10,473 | $1,076 | 12/31/2023 | JPUS | 10,473 | $1,076 | 12/31/2023 | Bellevue Asset Management LLC | 9,312 | $957 | 12/31/2023 | JPUS | 9,312 | $957 | 12/31/2023 | SignalPoint Asset Management LLC | 6,655 | $745 | 03/31/2024 | JPUS | 6,655 | $745 | 03/31/2024 | Schiavi & Co LLC | 6,567 | $675 | 12/31/2023 | JPUS | 6,567 | $675 | 12/31/2023 | Change Path LLC | 6,180 | $635 | 12/31/2023 | JPUS | 6,180 | $635 | 12/31/2023 | Private Advisor Group LLC | 5,917 | $608 | 12/31/2023 | JPUS | 5,917 | $608 | 12/31/2023 | Envestnet Asset Management Inc. | 5,911 | $607 | 12/31/2023 | JPUS | 5,911 | $607 | 12/31/2023 | One Capital Management LLC | 5,016 | $515 | 12/31/2023 | JPUS | 5,016 | $515 | 12/31/2023 | Beacon Investment Advisory Services Inc. | 4,852 | $498 | 12/31/2023 | JPUS | 4,852 | $498 | 12/31/2023 | Foster & Motley Inc. | 4,367 | $489 | 03/31/2024 | JPUS | 4,367 | $489 | 03/31/2024 | Citigroup Inc. | 4,735 | $486 | 12/31/2023 | JPUS | 4,735 | $486 | 12/31/2023 | Jane Street Group LLC | 4,675 | $480 | 12/31/2023 | JPUS | 4,675 | $480 | 12/31/2023 | Flow Traders U.S. LLC | 4,412 | $453 | 12/31/2023 | JPUS | 4,412 | $453 | 12/31/2023 | Principal Securities Inc. | 4,159 | $427 | 12/31/2023 | JPUS | 4,159 | $427 | 12/31/2023 | Citadel Advisors LLC | 3,928 | $403 | 12/31/2023 | JPUS | 3,928 | $403 | 12/31/2023 | Nwam LLC | 3,865 | $397 | 12/31/2023 | JPUS | 3,865 | $397 | 12/31/2023 | Patten Group Inc. | 3,344 | $375 | 03/31/2024 | JPUS | 3,344 | $375 | 03/31/2024 | Equitable Holdings Inc. | 3,335 | $343 | 12/31/2023 | JPUS | 3,335 | $343 | 12/31/2023 | Raymond James & Associates | 3,299 | $339 | 12/31/2023 | JPUS | 3,299 | $339 | 12/31/2023 | Ameriprise Financial Inc. | 3,215 | $330 | 12/31/2023 | JPUS | 3,215 | $330 | 12/31/2023 | Kestra Advisory Services LLC | 3,054 | $314 | 12/31/2023 | JPUS | 3,054 | $314 | 12/31/2023 | Kathmere Capital Management LLC | 2,797 | $313 | 03/31/2024 | JPUS | 2,797 | $313 | 03/31/2024 | Wolverine Trading LLC | 2,980 | $306 | 12/31/2023 | JPUS | 2,980 | $306 | 12/31/2023 | Truist Financial Corp | 2,809 | $289 | 12/31/2023 | JPUS | 2,809 | $289 | 12/31/2023 |
See All: Funds Holding JPUS
See Details: Top 10 Hedge Funds Holding JPUS
Also See: JPUS Holdings Changes
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