Signals

← Signals

☆JCPB

351 in-universe funds with a nonzero position in JCPB within the trailing 4 quarters, as of 2025Q2

Flow ranking

Rank#118
Score / z1.667 / 2.11
Consensus130.18 over 263 funds
Momentumno 12m return

Price & positioning

249 cached closes, trailing year
Drawdownno history
Short interest+9% / 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 ▾
☆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 379.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HB Wealth Management, LLC CIK 0001911253 0.932 1701 365.5 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 183.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 177.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 156.0 9.7% 1 +9.7 pp +9.7 pp +9.7 pp +9.7 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 153.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 151.4 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 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 146.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 135.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 124.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 101.1 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 97.3 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 95.7 8.7% 1 +8.7 pp +8.7 pp +8.7 pp +8.7 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 88.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆First Pacific Financial CIK 0001810089 0.717 510 79.3 11.7% 1 +11.7 pp +11.7 pp +11.7 pp +11.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 79.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 78.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 76.3 17.3% 1 +17.3 pp +17.3 pp +17.3 pp +17.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 72.7 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 70.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 67.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 66.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 59.6 17.6% 1 +17.6 pp +17.6 pp +17.6 pp +17.6 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 59.4 10.2% 1 +10.2 pp +10.2 pp +10.2 pp +10.2 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 58.8 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 58.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 55.6 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 52.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 51.5 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆McAdam, LLC CIK 0001695490 0.802 516 50.3 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 46.4 11.6% 1 +11.6 pp +11.6 pp +11.6 pp +11.6 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 44.8 7.9% 1 +7.9 pp +7.9 pp +7.9 pp +7.9 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 42.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 40.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 40.2 6.1% 1 +6.1 pp +6.1 pp +6.1 pp +6.1 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 39.5 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 38.2 1.0% 2 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 37.8 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 36.8 12.3% 1 +12.3 pp +12.3 pp +12.3 pp +12.3 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 34.4 2.9% 1 +2.9 pp +2.9 pp +2.9 pp +2.9 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 33.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 33.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 32.7 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 32.2 8.8% 1 +8.8 pp +8.8 pp +8.8 pp +8.8 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 28.8 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 28.7 10.5% 1 +10.5 pp +10.5 pp +10.5 pp +10.5 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 28.6 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 28.5 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 28.0 10.8% 1 +10.8 pp +10.8 pp +10.8 pp +10.8 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 27.2 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 26.6 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 26.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 26.2 6.5% 1 +6.5 pp +6.5 pp +6.5 pp +6.5 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 26.2 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 26.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 25.9 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 25.8 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 25.3 5.1% 1 +5.1 pp +5.1 pp +5.1 pp +5.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 24.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 24.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 24.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 23.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 23.4 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 22.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 21.7 11.4% 2 +0.8 pp +11.4 pp +11.4 pp +11.4 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 21.6 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 21.6 1.8% 3 -0.1 pp +1.0 pp +1.8 pp +1.8 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 21.2 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 21.2 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 20.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 20.0 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 19.6 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 19.3 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 18.7 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 17.8 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 17.7 5.2% 1 +5.2 pp +5.2 pp +5.2 pp +5.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 17.2 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 17.2 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 17.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 16.9 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 16.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 16.7 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 16.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 16.5 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 16.1 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 16.1 3.9% 1 +3.9 pp +3.9 pp +3.9 pp +3.9 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 16.0 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 15.5 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 15.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 14.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Invst, LLC CIK 0001867587 0.314 343 14.3 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 14.2 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 14.1 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 14.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 13.9 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 13.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 13.5 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 13.2 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 12.8 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 12.6 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 12.1 10.4% 2 +0.3 pp +10.4 pp +10.4 pp +10.4 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 11.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 11.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 11.4 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 11.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 10.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 10.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 10.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 10.3 5.0% 1 +5.0 pp +5.0 pp +5.0 pp +5.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 9.8 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 9.2 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 9.1 6.4% 1 +6.4 pp +6.4 pp +6.4 pp +6.4 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 8.8 8.1% 1 +8.1 pp +8.1 pp +8.1 pp +8.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 8.4 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 8.1 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 8.1 6.6% 1 +6.6 pp +6.6 pp +6.6 pp +6.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 8.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 7.9 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 7.7 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 7.7 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 7.7 3.3% 2 -0.2 pp +3.3 pp +3.3 pp +3.3 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 7.6 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 7.6 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 7.4 4.5% 1 +4.5 pp +4.5 pp +4.5 pp +4.5 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 6.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 6.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 6.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 5.9 3.0% 1 +3.0 pp +3.0 pp +3.0 pp +3.0 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 5.8 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 5.8 5.8% 1 +5.8 pp +5.8 pp +5.8 pp +5.8 pp
☆BCGM Wealth Management, LLC CIK 0001830467 0.218 182 5.3 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 5.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 4.7 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 4.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 4.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 4.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.4 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.1 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Leo Wealth, LLC CIK 0001912202 0.425 452 4.1 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 3.9 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 3.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆Mathes Company, Inc. CIK 0001389223 0.419 129 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Barnes Dennig Private Wealth Management LLC CIK 0002058270 0.199 365 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Glass Jacobson Investment Advisors llc CIK 0001964394 0.238 618 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST COMMUNITY TRUST NA CIK 0001130344 0.118 333 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prestige Wealth Management Group LLC CIK 0001772715 0.370 1101 0.0 0.0% 3 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NBT BANK, N.A. CIK 0000898413 0.440 1069 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkworth Wealth Management, Inc. CIK 0002026602 0.480 1352 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.440 254 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CONTRAVISORY INVESTMENT MANAGEMENT, INC. CIK 0001365707 0.089 391 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PENSION & WEALTH MANAGEMENT ADVISORS, INC. CIK 2145782 0.511 544 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sound Income Strategies, LLC CIK 0001730960 0.451 483 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 -7.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆NorthRock Partners, LLC CIK 0001632097 0.841 669 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 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 (2025Q1 / 2024Q4 / 2024Q3 / 2024Q2) — 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