Signals

← Signals

☆JCPB

586 in-universe funds with a nonzero position in JCPB within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#80
Score / z2.435 / 2.92
Consensus204.26 over 396 funds
Momentum-0.27 ≠

Price & positioning

250 cached closes, trailing year
Drawdown-1%
Short interest+120% / 1.0d ⚡

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 730.9 4.1% 5 -0.3 pp +0.3 pp +0.7 pp +1.2 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 588.0 0.0% 7 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 414.7 0.1% 6 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 374.7 3.5% 5 +0.4 pp +0.7 pp +0.8 pp +1.9 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 254.2 3.0% 2 -0.2 pp +3.0 pp +3.0 pp +3.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 253.5 0.3% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 248.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 235.6 1.8% 3 -0.1 pp +0.0 pp +1.8 pp +1.8 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 222.0 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.1 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 201.9 2.4% 6 +0.7 pp +0.8 pp +1.1 pp +1.5 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 190.5 10.0% 5 -0.7 pp -0.2 pp +0.0 pp +0.3 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 164.2 0.1% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 159.5 0.2% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 156.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 138.1 2.9% 5 -0.1 pp +0.3 pp +0.4 pp +0.6 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 136.3 8.5% 5 -0.5 pp -0.3 pp -0.4 pp -0.2 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 135.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 131.5 9.2% 5 -0.6 pp -0.3 pp -0.1 pp -0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 122.7 0.1% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 115.2 1.1% 5 -0.1 pp -0.2 pp -0.6 pp -1.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 111.1 3.2% 3 -0.2 pp +0.4 pp +3.2 pp +3.2 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 109.9 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 97.3 11.6% 5 -0.6 pp -0.3 pp +0.1 pp -0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 92.7 3.6% 5 +0.8 pp +0.9 pp +0.9 pp +0.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 90.9 6.6% 5 -0.1 pp +0.2 pp +0.3 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 90.4 0.3% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 85.3 14.0% 5 -2.0 pp -2.3 pp -2.8 pp -3.3 pp
☆First Washington CORP CIK 0001390043 0.501 51 81.6 19.5% 4 -1.0 pp +9.5 pp +9.1 pp +19.5 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 81.0 2.0% 5 -0.1 pp -0.1 pp -0.1 pp +0.7 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 80.5 2.8% 5 -0.1 pp -0.1 pp -0.0 pp -0.1 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 78.0 1.8% 5 -0.1 pp -0.3 pp -0.1 pp -0.2 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 76.9 16.3% 5 -1.0 pp -1.1 pp -0.5 pp -1.3 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 76.1 10.1% 5 -0.8 pp -0.6 pp +0.2 pp -0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 73.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 72.0 5.9% 5 -0.3 pp +0.6 pp +0.7 pp +0.5 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 69.6 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 69.0 1.7% 5 +0.6 pp +0.8 pp +1.0 pp +1.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 64.7 0.1% 4 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 64.5 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 64.1 3.4% 2 +1.1 pp +3.4 pp +3.4 pp +3.4 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 62.1 8.1% 5 -0.6 pp -0.6 pp -1.5 pp -1.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 61.8 0.1% 6 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 61.7 11.8% 5 -1.2 pp -0.7 pp -0.4 pp +0.2 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 59.2 3.8% 5 +0.7 pp +0.7 pp +1.0 pp +1.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 56.5 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 55.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 53.6 5.4% 2 -0.3 pp +5.4 pp +5.4 pp +5.4 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 51.4 6.0% 5 -1.3 pp -1.2 pp -1.4 pp -1.9 pp
☆PRUDENT INVESTORS NETWORK, INC. CIK 0001766005 0.554 87 50.7 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 45.9 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 43.8 2.2% 5 -0.1 pp -0.2 pp -0.2 pp -0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 41.6 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 41.1 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 40.5 8.5% 5 -1.2 pp -1.4 pp -2.3 pp -3.8 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 40.4 7.6% 5 -0.2 pp +1.0 pp +0.8 pp +0.3 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 40.3 1.3% 5 +0.3 pp +0.4 pp +0.5 pp +0.4 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 40.0 6.8% 5 -0.4 pp -0.2 pp +0.2 pp +0.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 39.9 5.6% 5 +1.2 pp +1.0 pp +2.2 pp +2.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 39.3 2.4% 5 -0.3 pp -0.2 pp -0.2 pp -0.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 37.8 1.0% 5 -0.1 pp -0.2 pp -0.1 pp -0.1 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 36.1 8.0% 5 -0.4 pp -0.9 pp -0.8 pp -0.7 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 34.9 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 34.5 2.8% 5 -0.4 pp -0.3 pp -0.2 pp -0.4 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 33.6 10.0% 5 -0.7 pp -0.4 pp -0.3 pp -0.8 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 33.5 1.8% 7 -0.1 pp +0.2 pp +0.1 pp +0.0 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 33.4 5.5% 2 -0.9 pp +5.5 pp +5.5 pp +5.5 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 32.2 0.5% 5 +0.0 pp +0.2 pp +0.2 pp +0.4 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 32.2 7.2% 5 -0.6 pp -0.5 pp -0.5 pp -0.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 31.7 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 31.5 2.0% 5 -0.7 pp -0.6 pp -0.4 pp -0.5 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 30.9 3.6% 5 -0.1 pp +0.1 pp +0.3 pp +0.1 pp
☆46 Peaks LLC CIK 0002112665 0.735 30 30.2 19.0% 2 -2.0 pp +19.0 pp +19.0 pp +19.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 29.2 4.2% 5 -0.4 pp -0.4 pp +0.1 pp +0.3 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 29.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 29.1 1.5% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 29.0 0.2% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 29.0 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 29.0 1.6% 5 -0.2 pp -0.1 pp -0.1 pp -0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 28.8 11.2% 2 +0.9 pp +11.2 pp +11.2 pp +6.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 28.2 5.2% 5 -0.2 pp +0.3 pp +0.4 pp +0.2 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 27.7 1.4% 5 -0.0 pp +0.2 pp +0.1 pp +0.4 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 27.3 1.4% 5 +0.3 pp +0.8 pp +0.9 pp +1.2 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 26.7 0.3% 5 -0.2 pp +0.0 pp +0.0 pp +0.1 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 25.9 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 25.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 25.3 1.4% 5 -0.1 pp -0.1 pp -0.1 pp +0.1 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 24.9 1.8% 5 -0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 24.9 0.8% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 23.4 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 22.8 1.9% 5 +0.1 pp +0.2 pp +0.3 pp +0.3 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 22.7 2.8% 5 -0.1 pp +0.1 pp +0.6 pp +1.5 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 22.6 5.6% 5 -0.5 pp -0.4 pp -0.2 pp -0.1 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 22.1 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 22.1 0.8% 5 -0.1 pp -0.2 pp -0.3 pp -0.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 22.0 2.6% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
☆American Money Management, LLC CIK 0001600085 0.433 174 21.8 3.1% 5 -0.2 pp -0.2 pp -0.3 pp -0.3 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 21.8 7.1% 2 -0.3 pp +7.1 pp +7.1 pp +7.1 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 21.6 3.9% 5 -1.1 pp -1.0 pp -1.1 pp -1.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 21.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CORE WEALTH ADVISORS, LLC CIK 0002110114 0.295 35 20.8 15.3% 1 +15.3 pp +15.3 pp +15.3 pp +15.3 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 20.6 4.1% 5 +0.1 pp +0.2 pp +0.3 pp +0.2 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 20.4 0.4% 5 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 19.7 7.0% 2 -0.3 pp +7.0 pp +7.0 pp +7.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 19.6 6.1% 5 -0.8 pp -3.3 pp -3.6 pp -4.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 19.3 0.4% 5 -0.1 pp -0.1 pp -0.3 pp -0.2 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 19.1 0.2% 3 -0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 18.9 8.8% 5 -0.8 pp -0.5 pp -0.6 pp -1.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 18.9 1.8% 5 -0.1 pp +0.0 pp +0.1 pp +0.1 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.453 126 17.4 7.8% 5 -0.8 pp -0.2 pp -0.2 pp -0.5 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 17.3 0.7% 5 -0.1 pp -0.1 pp -0.2 pp -0.9 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 16.5 1.7% 5 -0.2 pp -0.0 pp +1.6 pp +1.6 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 15.1 6.5% 5 -0.7 pp -0.5 pp -0.3 pp -0.5 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 14.5 9.3% 5 -0.5 pp -0.2 pp -0.8 pp -1.1 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 14.3 0.1% 5 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 14.2 0.7% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 14.2 0.7% 5 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 14.1 1.2% 5 -0.2 pp +0.1 pp -0.2 pp -0.3 pp
☆LAWOOD & CO CIK 0002109484 0.128 95 13.7 9.3% 1 +9.3 pp +9.3 pp +9.3 pp +9.3 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 13.7 4.0% 5 -0.2 pp -0.1 pp +0.3 pp +0.6 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 13.6 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 13.5 0.7% 5 -0.0 pp +0.1 pp +0.3 pp +0.6 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 13.5 2.0% 4 -0.3 pp +0.1 pp +1.5 pp +2.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 13.4 6.3% 5 +1.0 pp +1.9 pp -1.5 pp -1.4 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 13.4 0.5% 5 +0.2 pp +0.1 pp +0.2 pp +0.3 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 13.0 1.7% 5 -11.5 pp -16.0 pp -8.9 pp -4.4 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 12.5 1.2% 5 -0.1 pp -0.1 pp +1.0 pp +0.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 12.5 0.1% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 12.3 5.1% 5 -0.2 pp +0.1 pp -0.2 pp +0.5 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 12.3 2.2% 5 -0.2 pp +0.0 pp +0.2 pp +0.3 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 12.3 8.5% 5 -1.1 pp -0.9 pp -0.8 pp +1.9 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 12.2 3.6% 6 -0.1 pp +0.3 pp +0.3 pp +0.2 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 12.1 1.6% 4 -0.1 pp -0.2 pp +0.2 pp +1.6 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 12.0 4.7% 5 -0.1 pp +0.9 pp +2.0 pp +2.3 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 11.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 11.8 7.7% 5 +0.7 pp +0.7 pp +0.2 pp -0.4 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 11.6 2.8% 5 -0.1 pp -0.5 pp -0.4 pp -0.5 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 11.4 2.9% 5 -1.7 pp -1.0 pp -1.0 pp -1.3 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 11.3 6.2% 5 -0.8 pp -0.7 pp -0.6 pp -0.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 10.9 0.6% 5 -0.3 pp -0.5 pp -0.7 pp -4.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 10.8 1.1% 5 +0.0 pp +0.3 pp +0.5 pp +0.8 pp
☆Essex Financial Services, Inc. CIK 0001315785 0.468 836 10.6 0.5% 5 +0.2 pp +0.3 pp +0.4 pp +0.5 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 10.6 0.1% 5 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 10.2 0.7% 5 +0.0 pp +0.0 pp +0.1 pp +0.2 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 10.1 5.8% 5 -0.6 pp -0.4 pp -0.3 pp -0.6 pp
☆Newman Dignan & Sheerar, Inc. CIK 0001566493 0.453 197 10.1 1.9% 2 +1.6 pp +1.9 pp +1.9 pp +1.9 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 9.9 4.0% 5 -0.8 pp -1.0 pp -1.0 pp -1.1 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 9.7 2.1% 5 -0.6 pp -0.6 pp -0.6 pp -0.7 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.6 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Whitegate Investment Counselors, Inc. CIK 0001667102 0.659 76 9.4 2.7% 5 +0.3 pp +0.5 pp +2.0 pp +2.2 pp
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☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.0 0.0% 6 -1.4 pp -1.4 pp -1.4 pp -1.2 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TOMPKINS FINANCIAL CORP (TMP) CIK 0001005817 0.610 548 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆MARK SHEPTOFF FINANCIAL PLANNING, LLC CIK 0001607355 0.369 513 0.0 0.0% 2 -0.5 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 0.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HARBOR INVESTMENT ADVISORY, LLC CIK 0001468792 0.598 1310 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 0.0 0.0% 1 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLUELINE ADVISORS LLC CIK 0002110066 0.483 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Trust Co LLC CIK 0001997685 0.934 846 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transamerica Financial Advisors, LLC CIK 0001502149 0.193 2188 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFM Investment Advisors, LLC CIK 0002067972 0.883 1293 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingdom Financial Group LLC. CIK 0001962236 0.603 855 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Crewe Advisors LLC CIK 0001730033 0.734 1135 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Abound Wealth Management CIK 0001950323 0.745 1359 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 2 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FARMERS & MERCHANTS INVESTMENTS INC CIK 0001259969 0.739 1760 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Choice Wealth Advisors LLC CIK 0001842357 0.702 35 0.0 0.0% 0 +0.0 pp -6.3 pp +0.0 pp +0.0 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 0.0 0.0% 0 -3.4 pp -2.9 pp -2.7 pp -2.3 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 +0.0 pp +0.0 pp -6.9 pp -7.5 pp
☆Kestra Investment Management, LLC CIK 0001962449 0.716 519 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Exit Wealth Advisors, LLC. CIK 0002082744 0.045 149 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆TOWNSQUARE CAPITAL LLC CIK 0001761755 0.284 284 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 +0.0 pp -0.2 pp -0.2 pp -0.1 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Bright Futures Wealth Management, LLC. CIK 0001803980 0.046 207 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Basepoint Wealth LLC CIK 0002088236 0.229 632 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 0.0 0.0% 0 +0.0 pp -0.8 pp -0.8 pp -0.9 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.1 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆TOTAL INVESTMENT MANAGEMENT INC CIK 0001068804 0.810 89 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 0.0 0.0% 0 -0.4 pp -0.4 pp +0.0 pp -0.3 pp
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 +0.0 pp -0.2 pp -0.3 pp -0.3 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Coordinated Financial Services, Inc. CIK 0002055532 0.207 175 0.0 0.0% 0 -1.7 pp -1.7 pp -1.7 pp +0.0 pp
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp -0.2 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 pp
☆Daybright Advisory Services, Inc. CIK 0002107111 0.532 145 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors CIK 0001748861 0.299 493 0.0 0.0% 0 -0.7 pp -0.5 pp -0.5 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -11.4 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Root Financial Partners, LLC CIK 0001977181 0.834 407 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Princeton Global Asset Management LLC CIK 0001767349 0.425 831 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Masso Torrence Wealth Management Inc. CIK 0001903153 0.430 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆North Ridge Wealth Advisors, Inc. CIK 0001974277 0.697 193 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 0.0 0.0% 0 -12.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.0 0.0% 0 -5.7 pp -5.4 pp -4.6 pp -4.7 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp +0.0 pp -2.2 pp -2.2 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.3 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 +0.0 pp -0.2 pp -0.1 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 0.0 0.0% 0 -9.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Detalus Advisors, LLC CIK 0001799677 0.538 191 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.1 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Kohmann Bosshard Financial Services, LLC CIK 0001696615 0.813 229 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 0.0 0.0% 0 +0.0 pp -1.2 pp -4.9 pp -5.4 pp
☆Elevated Financial Group LLC CIK 0002063915 0.576 124 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp +0.0 pp -0.5 pp -0.5 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆PFG Advisors CIK 0001694435 0.248 791 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Beacon Financial Advisory LLC CIK 0001800502 0.266 417 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIGNET FINANCIAL MANAGEMENT, LLC CIK 0001600307 0.341 299 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
☆MCF Advisors LLC CIK 0001602905 0.682 1403 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp -0.1 pp
☆Retireful, LLC CIK 0001919176 0.005 81 0.0 0.0% 0 -0.4 pp +0.0 pp +0.0 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.3 pp
☆Quest 10 Wealth Builders, Inc. CIK 0002035215 0.144 776 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 0.0 0.0% 0 -0.2 pp -0.2 pp -0.2 pp -0.3 pp
☆VANGUARD ADVISERS INC CIK 0000947529 0.995 715 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -2.8 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.0 0.0% 0 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆SEGALL BRYANT & HAMILL, LLC CIK 0001006378 0.406 590 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VALLEY NATIONAL ADVISERS INC CIK 0000773411 0.521 1056 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆J. R. Prunier Capital Management LLC CIK 2136331 0.705 67 0.0 0.0% 0 -0.6 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp -0.2 pp
☆Raleigh Capital Management Inc. CIK 0001911726 0.166 610 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kingstone Capital Partners Texas, LLC CIK 0002057208 0.359 60 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Boulder Wealth Advisors, LLC CIK 0001874080 0.709 35 0.0 0.0% 0 -0.1 pp -2.4 pp -0.7 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just JCPB). Qtrs Held counts distinct quarters this fund has actually held JCPB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JCPB position size. Δ columns are the percentage-point change in JCPB's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status