Stock
JCPB
| Ownership Count: | 438 |
| Ownership Count: | 438 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.03% |
Reduced 24.97%
|
4,398,040 | $202,617,000.0 |
| Legacy Wealth Management, Inc | 9.41% |
Added 5.38%
|
3,181,469 | $146,570,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.05% |
No Change
|
3,104,816 | $143,038,000.0 |
| JPMORGAN CHASE & CO | 0.02% |
Added 60.66%
|
3,049,989 | $140,513,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.14% |
Added 11.81%
|
2,083,045 | $100,486,000.0 |
| Grant Street Asset Management, Inc. | 24.62% |
Added 32.98%
|
2,032,031 | $93,615,000.0 |
| Janney Montgomery Scott LLC | 0.25% |
Added 16.81%
|
1,928,429 | $88,843,000.0 |
| Moss Adams Wealth Advisors LLC | 9.63% |
Added 15.71%
|
1,869,799 | $86,376,000.0 |
| WMS Partners, LLC | 4.78% |
Added 10.44%
|
1,836,587 | $84,611,000.0 |
| Valeo Financial Advisors, LLC | 1.93% |
Added 312.63%
|
1,482,502 | $68,298,000.0 |
| WELLS FARGO & COMPANY/MN | 0.03% |
Added 20153.10%
|
1,429,869 | $65,874,000.0 |
| HighTower Advisors, LLC | 0.09% |
Added 6.84%
|
1,418,764 | $65,362,000.0 |
| Garrett Investment Advisors LLC | 6.72% |
Added 10.23%
|
1,414,819 | $65,180,000.0 |
| MORGAN STANLEY | 0.01% |
Added 40.03%
|
1,408,430 | $64,886,000.0 |
| Mariner, LLC | 0.12% |
Added 42.30%
|
1,348,944 | $62,145,000.0 |