Signals

← Signals

☆JCPB

404 in-universe funds with a nonzero position in JCPB within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#87
Score / z1.873 / 2.81
Consensus160.45 over 303 funds
Momentumno 12m return

Price & positioning

251 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

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 495.7 3.4% 2 +0.4 pp +3.4 pp +3.4 pp +3.4 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 400.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 278.0 2.7% 2 +1.1 pp +2.7 pp +2.7 pp +2.7 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 201.9 0.0% 4 +0.0 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 189.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 186.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 168.7 9.9% 2 +0.2 pp +9.9 pp +9.9 pp +9.9 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 145.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 139.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 118.6 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 114.0 8.9% 2 +0.2 pp +8.9 pp +8.9 pp +8.9 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 109.8 2.5% 2 +0.2 pp +2.5 pp +2.5 pp +2.5 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 108.4 9.3% 2 -0.1 pp +9.3 pp +9.3 pp +9.3 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 99.8 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 91.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 88.6 1.7% 2 -0.5 pp +1.7 pp +1.7 pp +1.7 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 88.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Pacific Financial CIK 0001810089 0.717 510 83.1 11.5% 2 -0.1 pp +11.5 pp +11.5 pp +11.5 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 79.6 16.8% 2 -0.4 pp +16.8 pp +16.8 pp +16.8 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 77.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 77.5 6.4% 2 -0.1 pp +6.4 pp +6.4 pp +6.4 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 75.3 2.2% 2 +0.8 pp +2.2 pp +2.2 pp +2.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 74.9 10.5% 2 +4.5 pp +10.5 pp +10.5 pp +10.5 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 69.3 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 67.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 66.1 16.8% 2 -0.8 pp +16.8 pp +16.8 pp +16.8 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 66.0 1.9% 2 -0.0 pp +1.9 pp +1.9 pp +1.9 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 64.5 1.3% 3 +0.3 pp +1.0 pp +1.3 pp +1.3 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 62.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 62.1 9.9% 2 -0.3 pp +9.9 pp +9.9 pp +9.9 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 60.2 9.6% 2 +0.3 pp +9.6 pp +9.6 pp +9.6 pp
☆McAdam, LLC CIK 0001695490 0.802 516 55.0 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 54.9 5.2% 2 -0.1 pp +5.2 pp +5.2 pp +5.2 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.874 75 53.3 12.2% 2 +0.6 pp +12.2 pp +12.2 pp +12.2 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 47.0 7.5% 2 -0.5 pp +7.5 pp +7.5 pp +7.5 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 40.2 2.4% 2 -0.2 pp +2.4 pp +2.4 pp +2.4 pp
☆First Washington CORP CIK 0001390043 0.501 51 39.0 10.4% 1 +10.4 pp +10.4 pp +10.4 pp +10.4 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 38.3 10.8% 2 -1.5 pp +10.8 pp +10.8 pp +10.8 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 36.5 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 35.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 35.4 2.6% 2 -0.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 33.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Arlington Financial Advisors, LLC CIK 0001716539 0.715 107 33.5 4.9% 2 -0.4 pp +4.9 pp +4.9 pp +4.9 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 33.3 8.8% 2 +0.0 pp +8.8 pp +8.8 pp +8.8 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 31.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 31.3 2.7% 2 +0.4 pp +2.7 pp +2.7 pp +2.7 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 31.1 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 30.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 30.0 6.9% 2 -0.6 pp +6.9 pp +6.9 pp +6.9 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 29.7 6.6% 2 +0.1 pp +6.6 pp +6.6 pp +6.6 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.787 111 29.4 6.8% 2 -0.5 pp +6.8 pp +6.8 pp +6.8 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 29.0 10.3% 2 -0.5 pp +10.3 pp +10.3 pp +10.3 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 28.9 7.7% 2 +0.2 pp +7.7 pp +7.7 pp +7.7 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 28.7 3.0% 2 -0.1 pp +3.0 pp +3.0 pp +3.0 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 28.4 9.6% 2 -0.8 pp +9.6 pp +9.6 pp +9.6 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 28.1 3.4% 2 -0.2 pp +3.4 pp +3.4 pp +3.4 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 27.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 27.7 2.2% 2 -0.1 pp +2.2 pp +2.2 pp +2.2 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 27.7 4.1% 2 +0.2 pp +4.1 pp +4.1 pp +4.1 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 27.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.793 1746 27.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 27.0 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 24.7 1.1% 2 -0.2 pp +1.1 pp +1.1 pp +1.1 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 23.6 1.7% 4 -0.1 pp -0.2 pp +0.9 pp +1.7 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 23.5 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 22.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 22.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 22.8 5.0% 2 +0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 22.7 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 22.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 22.0 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 22.0 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 21.2 1.6% 2 +0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.516 343 20.9 3.3% 2 -0.1 pp +3.3 pp +3.3 pp +3.3 pp
☆American Money Management, LLC CIK 0001600085 0.432 174 20.2 3.4% 2 -0.0 pp +3.4 pp +3.4 pp +3.4 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 19.8 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 19.7 0.7% 2 +0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 19.4 0.9% 2 -0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 19.3 5.8% 2 +0.2 pp +5.8 pp +5.8 pp +5.8 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.520 555 19.2 1.3% 2 +0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 19.1 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 18.5 2.8% 2 -0.1 pp +2.8 pp +2.8 pp +2.8 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 18.1 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 17.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 17.8 1.6% 2 +0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 17.2 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 16.9 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 16.6 3.8% 2 -0.1 pp +3.8 pp +3.8 pp +3.8 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 16.6 9.4% 2 -0.4 pp +9.4 pp +9.4 pp +9.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 16.5 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 16.2 2.2% 2 +0.9 pp +2.2 pp +2.2 pp +2.2 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 15.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 15.5 7.7% 2 +0.1 pp +7.7 pp +7.7 pp +7.7 pp
☆Invst, LLC CIK 0001867587 0.314 343 15.5 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 14.7 10.1% 2 -0.4 pp +10.1 pp +10.1 pp +10.1 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 14.5 3.9% 2 -0.3 pp +3.9 pp +3.9 pp +3.9 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 14.5 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.622 115 14.5 6.8% 2 -0.2 pp +6.8 pp +6.8 pp +6.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 14.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 13.6 8.0% 2 -0.3 pp +8.0 pp +8.0 pp +8.0 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 13.3 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 13.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 12.4 9.3% 3 -1.1 pp -0.8 pp +9.3 pp +9.3 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 11.8 4.6% 2 -0.1 pp +4.6 pp +4.6 pp +4.6 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 11.6 3.6% 2 +0.3 pp +3.6 pp +3.6 pp +3.6 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 11.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 11.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 11.1 0.2% 2 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 11.1 2.7% 2 -0.0 pp +2.7 pp +2.7 pp +2.7 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 11.0 5.0% 2 -0.1 pp +5.0 pp +5.0 pp +5.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 11.0 9.3% 2 +2.6 pp +9.3 pp +9.3 pp +9.3 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 10.6 1.4% 2 -3.7 pp +1.4 pp +1.4 pp +1.4 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 10.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 10.2 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 10.1 7.5% 2 -0.6 pp +7.5 pp +7.5 pp +7.5 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Philip James Wealth Mangement, LLC CIK 0002002630 0.590 151 9.5 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 9.4 6.1% 2 -0.3 pp +6.1 pp +6.1 pp +6.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 9.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 9.1 2.0% 2 +0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 9.0 5.2% 2 +0.7 pp +5.2 pp +5.2 pp +5.2 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 8.9 6.7% 2 +0.2 pp +6.7 pp +6.7 pp +6.7 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 8.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 8.6 3.3% 3 -0.0 pp -0.2 pp +3.3 pp +3.3 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 8.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Trivium Point Advisory, LLC CIK 0001766564 0.075 354 8.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.546 151 8.0 3.2% 2 -0.0 pp +3.2 pp +3.2 pp +3.2 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 7.8 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 7.6 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 7.6 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 7.5 3.3% 2 +0.3 pp +3.3 pp +3.3 pp +3.3 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 7.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Apollon Wealth Management, LLC CIK 0001764387 0.594 1577 7.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 7.0 0.3% 2 +0.1 pp +0.3 pp +0.3 pp +0.3 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 6.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 6.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 6.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 6.4 0.4% 2 +0.3 pp +0.4 pp +0.4 pp +0.4 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 5.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Concurrent Investment Advisors, LLC CIK 0002001015 0.548 2027 5.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 4.9 2.6% 2 -0.1 pp +2.6 pp +2.6 pp +2.6 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 4.9 2.7% 2 +0.3 pp +2.7 pp +2.7 pp +2.7 pp
☆TruWealth Advisors, LLC CIK 0001834985 0.672 182 4.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 4.6 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 4.4 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Capital Planning LLC CIK 0001790688 0.562 88 4.4 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Embree Financial Group CIK 0002020860 0.466 283 4.3 0.6% 2 +0.3 pp +0.6 pp +0.6 pp +0.6 pp
☆United Advisor Group, LLC CIK 0002004873 0.269 527 4.2 0.6% 2 -0.2 pp +0.6 pp +0.6 pp +0.6 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 4.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
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☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SOL Capital Management CO CIK 0001339270 0.000 0 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERLAKE WEALTH MANAGEMENT LLC CIK 0001966026 0.250 391 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Linscomb Wealth, Inc. CIK 0001313294 0.697 311 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.3 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Friday Financial CIK 0002048792 0.653 108 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Semus Wealth Partners LLC CIK 0001964775 0.352 111 0.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Financial Concepts, LLC CIK 0001870686 0.074 239 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆M.E. ALLISON & CO., INC. CIK 0001619532 0.162 195 0.2 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Mathes Company, Inc. CIK 0001389223 0.419 129 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆WESPAC Advisors, LLC CIK 0001484540 0.023 200 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.2 0.1% 2 -0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Plan Group Financial, LLC CIK 0001940033 0.209 243 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Martin Investment Management, LLC CIK 0001511888 0.424 47 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.647 43 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Next Level Wealth Planning, LLC CIK 0002044208 0.794 74 0.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.2 0.0% 2 -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% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Salomon & Ludwin, LLC CIK 0001766156 0.677 2116 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CX Institutional CIK 0001737089 0.437 1568 0.1 0.0% 2 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Bancorp, Inc. CIK 0001703383 0.305 921 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CULLEN/FROST BANKERS, INC. (CFR, CFR-PB) CIK 0000039263 0.787 1418 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 0.1 0.0% 2 -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% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 2 -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% 4 -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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GoalVest Advisory LLC CIK 0001839307 0.587 500 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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MB, LEVIS & ASSOCIATES, LLC CIK 0002065807 0.439 254 0.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CBIZ Investment Advisory Services, LLC CIK 0001795934 0.978 415 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% 2 -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% 4 +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% 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% 2 -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% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HM PAYSON & CO CIK 0000928052 0.806 1139 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Betterment LLC CIK 0001633901 0.437 675 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% 2 -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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NATIXIS ADVISORS, LLC CIK 0001018331 0.079 1819 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 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 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 0.0 0.0% 0 -5.2 pp +0.0 pp +0.0 pp +0.0 pp
☆FRG Family Wealth Advisors LLC CIK 0001893327 0.532 154 0.0 0.0% 0 -0.1 pp +0.0 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
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 0.0 0.0% 0 +0.0 pp -7.3 pp +0.0 pp +0.0 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
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 0.0 0.0% 0 -2.8 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
☆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
☆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
☆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
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.659 244 0.0 0.0% 0 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Parkside Financial Bank & Trust CIK 0001455267 0.615 2697 0.0 0.0% 0 -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% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 -11.4 pp -10.6 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
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 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 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 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 -0.3 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
☆Old Mission Investment Co LLC CIK 2149839 0.649 163 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 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
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.1 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 (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — 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