Ticker: JPSV CUSIP: 46654Q708 Class: ACTIVE SM CP VAL
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 67 | $4 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Geneos Wealth Management Inc. | 139,244 | 149,251 | +10,007 (+7.2%) |
| ROYAL BANK OF CANADA | 3,021 | 3,219 | +198 (+6.6%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| UBS Group AG | 268 | 31 | -237 (-88.4%) |
| OSAIC HOLDINGS, INC. | 1,182 | 1,096 | -86 (-7.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| CITADEL ADVISORS LLC | 4,070 | $239 |