Ticker: JPIE CUSIP: 46641Q159 Class: Com
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Vigilare Wealth Management | 447,971 | $20,737 |
| McCarthy Asset Management, Inc. | 178,275 | $8,252 |
| Beacon Bank & Trust | 73,029 | $3,381 |
| HICKS CAPITAL MANAGEMENT LLC | 12,388 | $573 |
| Castle Rock Wealth Management, LLC | 50,039 | $2,317 |
| Financial Partners Group, Inc | 76,315 | $3,548 |
| Spahn Wealth & Retirement LLC | 11,275 | $645 |
| Ethos Financial Group, LLC | 86,838 | $4,038 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 47,948 | $2,220 |
| Navis Wealth Advisors, LLC | 8,620 | $399 |
| Concorde Asset Management, LLC | 9,375 | $434 |
| Merit Financial Group, LLC | 311,542 | $14,421 |
| AFT, FORSYTH & COMPANY, INC. | 7,500 | $347 |
| SUMMIT WEALTH GROUP LLC / CO | 18,834 | $872 |
| Capital Planning Advisors, LLC | 14,723 | $682 |
| OneAscent Wealth Management LLC | 6,076 | $281 |
| Aprio Wealth Management, LLC | 23,644 | $1,094 |
| Sequent Planning LLC | 6,745 | $312 |
| XY Planning Network, Inc. | 4,858 | $225 |
| Balboa Wealth Partners | 5,810 | $269 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Williams Financial, LLC | 456,107 | 1,053,702 | +597,595 (+131.0%) |
| Heritage Financial Services, LLC | 2,305,382 | 2,848,628 | +543,246 (+23.6%) |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 102,440 | 164,653 | +62,213 (+60.7%) |
| Peterson Wealth Advisors, LLC | 81,742 | 390,618 | +308,876 (+377.9%) |
| KINTRA WEALTH, LLC | 38,890 | 360,269 | +321,379 (+826.4%) |
| ELEMENT POINTE ADVISORS, LLC | 318,624 | 463,201 | +144,577 (+45.4%) |
| NavPoint Financial, Inc. | 365,541 | 460,776 | +95,235 (+26.1%) |
| TPG Financial Advisors, LLC | 420,482 | 497,834 | +77,352 (+18.4%) |
| Financial Futures Ltd Liability Co. | 151,146 | 193,076 | +41,930 (+27.7%) |
| Capital Advisors Wealth Management, LLC | 536,064 | 648,730 | +112,666 (+21.0%) |
| Longview Financial Advisors LLC | 475,253 | 511,466 | +36,213 (+7.6%) |
| LifeGoal Investments, LLC | 106,427 | 135,702 | +29,275 (+27.5%) |
| Wagner Wealth Management, LLC | 791,276 | 874,075 | +82,799 (+10.5%) |
| O'ROURKE & COMPANY, Inc | 160,980 | 194,134 | +33,154 (+20.6%) |
| Bridgewealth Advisory Group, LLC | 133,111 | 215,438 | +82,327 (+61.8%) |
| Enclave Advisors LLC | 872,902 | 937,379 | +64,477 (+7.4%) |
| Penney Financial, LLC | 179,047 | 201,316 | +22,269 (+12.4%) |
| Planned Solutions, Inc. | 497,668 | 519,501 | +21,833 (+4.4%) |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | 425,203 | 520,833 | +95,630 (+22.5%) |
| BankPlus Wealth Management LLC | 165,945 | 178,646 | +12,701 (+7.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Echo Wealth Management, LLC | 504,207 | 417,704 | -86,503 (-17.2%) |
| Mount Yale Investment Advisors, LLC | 357,465 | 7,494 | -349,971 (-97.9%) |
| OPTIMA CAPITAL LLC | 128,731 | 121,715 | -7,016 (-5.5%) |
| MN Wealth Advisors, LLC | 68,504 | 57,314 | -11,190 (-16.3%) |
| Transce3nd, LLC | 3,894 | 3,333 | -561 (-14.4%) |
| CARY STREET PARTNERS FINANCIAL LLC | 1,120,407 | 1,063,485 | -56,922 (-5.1%) |
| Seascape Capital Management | 173,847 | 171,093 | -2,754 (-1.6%) |
| Vestmark Advisory Solutions, Inc. | 653,672 | 546,067 | -107,605 (-16.5%) |
| Delta Investment Management, LLC | 32,773 | 14,709 | -18,064 (-55.1%) |
| Prospera Financial Services Inc | 162,482 | 9,175 | -153,307 (-94.4%) |
| DAYMARK WEALTH PARTNERS, LLC | 249,107 | 200,083 | -49,024 (-19.7%) |
| 5T Wealth, LLC | 43,680 | 41,238 | -2,442 (-5.6%) |
| PALLADIEM, LLC | 16,305 | 15,290 | -1,015 (-6.2%) |
| Syverson Strege & Co | 91,827 | 89,698 | -2,129 (-2.3%) |
| JOURNEY STRATEGIC WEALTH LLC | 229,451 | 192,319 | -37,132 (-16.2%) |
| Financial Management Professionals, Inc. | 176,344 | 171,463 | -4,881 (-2.8%) |
| Herold Advisors, Inc. | 39,040 | 34,553 | -4,487 (-11.5%) |
| Imprint Wealth LLC | 712 | 186 | -526 (-73.9%) |
| RENAISSANCE TECHNOLOGIES LLC | 708,541 | 206,988 | -501,553 (-70.8%) |
| OSAIC HOLDINGS, INC. | 1,915,118 | 1,480,357 | -434,761 (-22.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Alpha Advisors, LLC/VA | 171,127 | $7,942 |
| McCarthy & Cox | 120,387 | $5,587 |
| PEOPLES BANK /OH | 46,077 | $2,138 |
| TBH Global Asset Management, LLC | 123,285 | $5,722 |
| Consolidated Portfolio Review Corp | 39,922 | $1,853 |
| Runnymede Capital Advisors, Inc. | 6,928 | $322 |
| Integrated Wealth Concepts LLC | 234,806 | $10,897 |
| Fortis Group Advisors, LLC | 15,055 | $699 |
| Vienna Asset Management LLC | 4,811 | $223 |
| Advyzon Investment Management, LLC | 7,881 | $366 |
| von Borstel & Associates, Inc. | 13,350 | $1 |
| GREENWOOD CAPITAL ASSOCIATES LLC | 8,802 | $409 |
| JFS WEALTH ADVISORS, LLC | 6,000 | $278 |
| EVOKE WEALTH, LLC | 9,855 | $457 |
| GOLDMAN SACHS GROUP INC | 159,189 | $7,388 |
| ESL Trust Services, LLC | 750 | $35 |
| Kovitz Investment Group Partners, LLC | 5,626 | $261 |
| PRIVATE TRUST CO NA | 96 | $4 |
| WealthShield Partners, LLC | 53 | $2 |