Ticker: JPEM CUSIP: 46641Q308 Class: DIV RTN EM EQT
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Walkner Condon Financial Advisors LLC | 3,413 | $207 |
| Aprio Wealth Management, LLC | 3,500 | $213 |
| Litman Gregory Wealth Management LLC | 2,193 | $133 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,789 | $2,234 |
| FIRST HORIZON CORP | 1,362 | $83 |
| GOLDMAN SACHS GROUP INC | 11,587 | $704 |
| Kestra Advisory Services, LLC | 1,431 | $87 |
| BlackRock, Inc. | 1,088 | $66 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 168 | $10 |
| HOEY INVESTMENTS, INC | 120 | $7 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 154 | $9 |
| WHITTIER TRUST CO OF NEVADA INC | 120 | $7 |
| Larson Financial Group LLC | 16 | $1 |
| CWM, LLC | 966 | $0 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tactive Advisors, LLC | 98,133 | 131,424 | +33,291 (+33.9%) |
| Strategic Financial Concepts, LLC | 4,627 | 30,551 | +25,924 (+560.3%) |
| RHS Financial, LLC | 56,871 | 59,748 | +2,877 (+5.1%) |
| Cedar Point Capital Partners, LLC | 29,346 | 32,480 | +3,134 (+10.7%) |
| BKM Wealth Management, LLC | 20,267 | 30,306 | +10,039 (+49.5%) |
| American Money Management, LLC | 183,341 | 186,472 | +3,131 (+1.7%) |
| Amplius Wealth Advisors, LLC | 130,446 | 137,618 | +7,172 (+5.5%) |
| KWB Wealth | 157,475 | 159,191 | +1,716 (+1.1%) |
| 5T Wealth, LLC | 12,255 | 13,021 | +766 (+6.3%) |
| SIGNET FINANCIAL MANAGEMENT, LLC | 17,110 | 18,881 | +1,771 (+10.4%) |
| MONECO Advisors, LLC | 8,842 | 10,991 | +2,149 (+24.3%) |
| Jacobi Capital Management LLC | 46,445 | 48,257 | +1,812 (+3.9%) |
| LOM Asset Management Ltd | 2,655 | 3,055 | +400 (+15.1%) |
| WELLS FARGO & COMPANY/MN | 89,369 | 114,207 | +24,838 (+27.8%) |
| LPL Financial LLC | 396,855 | 417,623 | +20,768 (+5.2%) |
| Kingsview Wealth Management, LLC | 44,651 | 47,428 | +2,777 (+6.2%) |
| Coppell Advisory Solutions LLC | 4,427 | 5,163 | +736 (+16.6%) |
| Focus Partners Wealth | 147,592 | 156,273 | +8,681 (+5.9%) |
| AMERIPRISE FINANCIAL INC | 98,231 | 111,423 | +13,192 (+13.4%) |
| JONES FINANCIAL COMPANIES LLLP | 35,636 | 44,797 | +9,161 (+25.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| SHEPHERD KAPLAN KROCHUK, LLC | 14,545 | 8,145 | -6,400 (-44.0%) |
| Schiavi & Co LLC | 54,047 | 46,252 | -7,795 (-14.4%) |
| Sovran Advisors, LLC | 62,422 | 10,280 | -52,142 (-83.5%) |
| Accel Wealth Management | 34,927 | 33,537 | -1,390 (-4.0%) |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 11,883 | 11,243 | -640 (-5.4%) |
| Sharkey, Howes & Javer | 12,070 | 9,984 | -2,086 (-17.3%) |
| Integrated Wealth Concepts LLC | 30,542 | 11,502 | -19,040 (-62.3%) |
| Linscomb & Williams, Inc. | 138,096 | 136,572 | -1,524 (-1.1%) |
| SEGALL BRYANT & HAMILL, LLC | 131,773 | 125,416 | -6,357 (-4.8%) |
| Avantax Planning Partners, Inc. | 124,688 | 122,545 | -2,143 (-1.7%) |
| Cerity Partners LLC | 144,802 | 132,839 | -11,963 (-8.3%) |
| Corient Private Wealth LLC | 138,662 | 131,841 | -6,821 (-4.9%) |
| CITIGROUP INC | 58,621 | 51,524 | -7,097 (-12.1%) |
| OSAIC HOLDINGS, INC. | 95,373 | 91,241 | -4,132 (-4.3%) |
| Allworth Financial LP | 16,125 | 13,921 | -2,204 (-13.7%) |
| 49 WEALTH MANAGEMENT, LLC | 4,585 | 4,129 | -456 (-9.9%) |
| PRECEDENT WEALTH PARTNERS, LLC | 5,743 | 5,528 | -215 (-3.7%) |
| Summit Financial, LLC | 36,564 | 35,547 | -1,017 (-2.8%) |
| Equitable Holdings, Inc. | 7,672 | 6,791 | -881 (-11.5%) |
| Argent Trust Co | 14,896 | 14,489 | -407 (-2.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| POTENTIA WEALTH | 10,174 | $600 |
| OLD MISSION CAPITAL LLC | 63,762 | $3,762 |
| TOWNSQUARE CAPITAL LLC | 5,029 | $297 |
| Slow Capital, Inc. | 3,440 | $203 |
| GPS Wealth Strategies Group, LLC | 2,016 | $119 |
| Wealthspire Advisors, LLC | 3,164 | $187 |
| Advisory Services Network, LLC | 227 | $13 |