Stock
JPIE
| Ownership Count: | 328 |
| Ownership Count: | 328 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| JPMORGAN CHASE & CO | 0.02% |
Reduced 0.28%
|
3,740,830 | $170,656,000.0 |
| Heritage Financial Services, LLC | 15.04% |
Added 3.71%
|
2,454,191 | $111,960,000.0 |
| Savant Capital, LLC | 0.71% |
Added 39.15%
|
1,921,630 | $87,664,000.0 |
| Royal Bank of Canada | 0.04% |
Added 0.17%
|
1,880,629 | $85,794,000.0 |
| Sequoia Financial Advisors, LLC | 0.81% |
Added 8.82%
|
1,781,776 | $81,284,000.0 |
| MORGAN STANLEY | 0.01% |
Added 7.20%
|
1,347,195 | $61,459,000.0 |
| Waverly Advisors, LLC | 0.71% |
Added 147.49%
|
987,428 | $45,046,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Added 10.56%
|
973,580 | $44,414,000.0 |
| Syntegra Private Wealth Group, LLC | 4.79% |
Added 4.70%
|
924,601 | $42,180,000.0 |
| Janney Montgomery Scott LLC | 0.11% |
Reduced 3.24%
|
881,318 | $40,206,000.0 |
| Enclave Advisors LLC | 6.26% |
No Change
|
832,428 | $37,987,000.0 |
| D'Orazio & Associates, Inc. | 5.38% |
Added 5.08%
|
795,030 | $36,269,000.0 |
| Diversified Enterprises, LLC | 2.8% |
No Change
|
639,727 | $29,184,000.0 |
| Diversified, LLC | 3.21% |
No Change
|
620,213 | $28,771,000.0 |
| Wagner Wealth Management, LLC | 8.76% |
Added 4.90%
|
560,081 | $25,550,000.0 |