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Institutional Holders of JPUS

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Planning Alternatives Ltd. ADV516,253$57,822 03/31/2024
     JPUS516,253$57,822 03/31/2024
ST Germain D J Co. Inc.504,846$56,545 03/31/2024
     JPUS504,846$56,545 03/31/2024
Bank of America Corp DE465,660$47,834 12/31/2023
     JPUS465,660$47,834 12/31/2023
Modera Wealth Management LLC346,358$35,579 12/31/2023
     JPUS346,358$35,579 12/31/2023
UBS Group AG330,375$33,937 12/31/2023
     JPUS330,375$33,937 12/31/2023
Captrust Financial Advisors214,805$22,065 12/31/2023
     JPUS214,805$22,065 12/31/2023
Wealth Enhancement Advisory Services LLC188,103$21,068 03/31/2024
     JPUS188,103$21,068 03/31/2024
Morgan Stanley81,815$8,404 12/31/2023
     JPUS81,815$8,404 12/31/2023
Sterneck Capital Management LLC72,716$7,470 12/31/2023
     JPUS72,716$7,470 12/31/2023
Raymond James Financial Services Advisors Inc.62,705$6,441 12/31/2023
     JPUS62,705$6,441 12/31/2023
JPMorgan Chase & Co.52,779$5,422 12/31/2023
     JPUS52,779$5,422 12/31/2023
Apollon Wealth Management LLC31,542$3,240 12/31/2023
     JPUS31,542$3,240 12/31/2023
Goldman Sachs Group Inc.29,593$3,040 12/31/2023
     JPUS29,593$3,040 12/31/2023
HHM Wealth Advisors LLC28,938$2,973 12/31/2023
     JPUS28,938$2,973 12/31/2023
Susquehanna International Group LLP $2,605 12/31/2023
     JPUS20,658$2,122 12/31/2023
     Call4,700$483 12/31/2023
Cambridge Investment Research Advisors Inc.22,718$2,334 12/31/2023
     JPUS22,718$2,334 12/31/2023
LPL Financial LLC22,704$2,332 12/31/2023
     JPUS22,704$2,332 12/31/2023
Etesian Wealth Advisors Inc.19,621$2,198 03/31/2024
     JPUS19,621$2,198 03/31/2024
MN Wealth Advisors LLC20,695$2,126 12/31/2023
     JPUS20,695$2,126 12/31/2023
RHS Financial LLC18,353$2,056 03/31/2024
     JPUS18,353$2,056 03/31/2024
Commonwealth Equity Services LLC18,497$1,900 12/31/2023
     JPUS18,497$1,900 12/31/2023
Empire Financial Management Company LLC17,817$1,830 12/31/2023
     JPUS17,817$1,830 12/31/2023
Fort Point Capital Partners LLC15,834$1,627 12/31/2023
     JPUS15,834$1,627 12/31/2023
Advisor Group Holdings Inc.13,298$1,366 12/31/2023
     JPUS13,298$1,366 12/31/2023
LexAurum Advisors LLC10,353$1,160 03/31/2024
     JPUS10,353$1,160 03/31/2024
Independent Wealth Network Inc.10,080$1,129 03/31/2024
     JPUS10,080$1,129 03/31/2024
Wells Fargo & Company MN10,473$1,076 12/31/2023
     JPUS10,473$1,076 12/31/2023
Bellevue Asset Management LLC9,312$957 12/31/2023
     JPUS9,312$957 12/31/2023
SignalPoint Asset Management LLC6,655$745 03/31/2024
     JPUS6,655$745 03/31/2024
Schiavi & Co LLC6,567$675 12/31/2023
     JPUS6,567$675 12/31/2023
Change Path LLC6,180$635 12/31/2023
     JPUS6,180$635 12/31/2023
Private Advisor Group LLC5,917$608 12/31/2023
     JPUS5,917$608 12/31/2023
Envestnet Asset Management Inc.5,911$607 12/31/2023
     JPUS5,911$607 12/31/2023
One Capital Management LLC5,016$515 12/31/2023
     JPUS5,016$515 12/31/2023
Beacon Investment Advisory Services Inc.4,852$498 12/31/2023
     JPUS4,852$498 12/31/2023
Foster & Motley Inc.4,367$489 03/31/2024
     JPUS4,367$489 03/31/2024
Citigroup Inc.4,735$486 12/31/2023
     JPUS4,735$486 12/31/2023
Jane Street Group LLC4,675$480 12/31/2023
     JPUS4,675$480 12/31/2023
Flow Traders U.S. LLC4,412$453 12/31/2023
     JPUS4,412$453 12/31/2023
Principal Securities Inc.4,159$427 12/31/2023
     JPUS4,159$427 12/31/2023
Citadel Advisors LLC3,928$403 12/31/2023
     JPUS3,928$403 12/31/2023
Nwam LLC3,865$397 12/31/2023
     JPUS3,865$397 12/31/2023
Patten Group Inc.3,344$375 03/31/2024
     JPUS3,344$375 03/31/2024
Equitable Holdings Inc.3,335$343 12/31/2023
     JPUS3,335$343 12/31/2023
Raymond James & Associates3,299$339 12/31/2023
     JPUS3,299$339 12/31/2023
Ameriprise Financial Inc.3,215$330 12/31/2023
     JPUS3,215$330 12/31/2023
Kestra Advisory Services LLC3,054$314 12/31/2023
     JPUS3,054$314 12/31/2023
Kathmere Capital Management LLC2,797$313 03/31/2024
     JPUS2,797$313 03/31/2024
Wolverine Trading LLC2,980$306 12/31/2023
     JPUS2,980$306 12/31/2023
Truist Financial Corp2,809$289 12/31/2023
     JPUS2,809$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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