Signals

← Signals

☆JCPB

532 in-universe funds with a nonzero position in JCPB within the trailing 4 quarters, as of 2026Q1

Flow ranking

Rank#82
Score / z2.762 / 2.49
Consensus193.06 over 380 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest-93% / 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 676.2 4.4% 4 +0.6 pp +1.0 pp +1.5 pp +4.4 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 393.7 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 315.7 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FACTORY MUTUAL INSURANCE CO CIK 0000887818 0.748 205 275.2 3.1% 4 +0.3 pp +0.4 pp +1.4 pp +3.1 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 253.1 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆OpenArc Corporate Advisory, LLC CIK 0002111345 0.753 789 226.5 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 222.6 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Dynasty Wealth Management, LLC CIK 0001727599 0.918 367 209.1 1.8% 2 +0.1 pp +1.8 pp +1.8 pp +1.8 pp
☆Legacy Wealth Management, LLC CIK 0001488921 0.954 30 182.1 10.6% 4 +0.4 pp +0.7 pp +0.9 pp +10.6 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 151.8 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Valeo Financial Advisors, LLC CIK 0001722641 0.854 809 128.1 3.1% 4 +0.5 pp +0.6 pp +0.7 pp +3.1 pp
☆Summit Financial Strategies, Inc. CIK 0001625246 0.862 172 124.3 9.8% 4 +0.3 pp +0.5 pp +0.4 pp +9.8 pp
☆Moss Adams Wealth Advisors LLC CIK 0001661245 0.892 307 123.6 9.0% 4 +0.2 pp +0.2 pp +0.4 pp +9.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 123.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 113.2 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 110.1 1.2% 4 -0.1 pp -0.5 pp -1.0 pp +1.2 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 104.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Modern Wealth Management, LLC CIK 0002001900 0.385 1101 102.5 1.8% 5 +0.2 pp +0.5 pp +0.8 pp +1.5 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 98.7 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 98.6 0.5% 4 +0.0 pp -0.1 pp -0.1 pp +0.5 pp
☆First Pacific Financial CIK 0001810089 0.717 510 94.4 12.2% 4 +0.3 pp +0.6 pp +0.5 pp +12.2 pp
☆Alpine Bank Wealth Management CIK 0001974910 0.183 404 90.6 13.2% 4 -4.5 pp +2.6 pp +7.1 pp +13.2 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 86.2 3.3% 2 +0.5 pp +3.3 pp +3.3 pp +3.3 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 84.8 6.7% 4 +0.3 pp +0.3 pp +0.2 pp +6.7 pp
☆Grant Street Asset Management, Inc. CIK 0001740642 0.839 92 82.8 16.0% 4 -0.3 pp -0.9 pp -1.3 pp +16.0 pp
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 78.8 2.2% 4 +0.0 pp +0.0 pp +0.8 pp +2.2 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 78.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 73.9 2.9% 4 -0.0 pp +0.0 pp +0.0 pp +2.9 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 73.1 1.9% 4 -0.2 pp -0.0 pp -0.0 pp +1.9 pp
☆First Washington CORP CIK 0001390043 0.501 51 72.7 20.6% 3 +10.5 pp +10.1 pp +20.6 pp +20.6 pp
☆D.B. Root & Company, LLC CIK 0001731717 0.580 207 72.5 17.3% 4 -0.1 pp +0.5 pp -0.3 pp +17.3 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 70.9 10.9% 4 +0.2 pp +1.0 pp +0.7 pp +10.9 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 70.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Allen Capital Group, LLC CIK 0001601384 0.535 316 69.2 6.2% 4 +0.9 pp +1.0 pp +0.9 pp +6.2 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 64.4 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆McAdam, LLC CIK 0001695490 0.802 516 61.8 2.8% 4 +0.1 pp +0.1 pp +0.0 pp +2.8 pp
☆Wiser Wealth Management, Inc CIK 0001573263 0.875 75 60.5 13.0% 4 +0.5 pp +0.9 pp +1.4 pp +13.0 pp
☆SENTINEL PENSION ADVISORS, LLC CIK 0001802290 0.809 147 59.5 8.8% 4 +0.0 pp -0.8 pp -0.6 pp +8.8 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 55.8 0.1% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Harbor Group, Inc. CIK 0001840486 0.638 115 50.4 7.3% 4 +0.1 pp -0.2 pp -0.7 pp +7.3 pp
☆MLG Wealth Management DBA Pine Grove Financial Group CIK 2149956 0.496 218 49.1 5.7% 1 +5.7 pp +5.7 pp +5.7 pp +5.7 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 48.6 0.1% 4 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 46.2 0.5% 4 +0.2 pp +0.3 pp +0.3 pp +0.5 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 45.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 43.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bouchey Financial Group, Ltd. CIK 0001599054 0.566 191 43.0 3.2% 4 +0.0 pp +0.3 pp +0.3 pp +3.2 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 41.2 2.3% 4 -0.1 pp -0.1 pp -0.3 pp +2.3 pp
☆Destiny Wealth Partners, LLC CIK 0001844369 0.190 184 40.9 4.5% 4 -0.2 pp +1.0 pp +0.8 pp +4.5 pp
☆Bluespring Wealth Management, LLC CIK 0001557485 0.000 549 39.1 3.4% 4 +0.5 pp +0.6 pp +1.1 pp +3.4 pp
☆Joseph Group Capital Management CIK 0001910383 0.433 387 38.8 9.7% 4 -0.2 pp -1.1 pp -2.6 pp +9.7 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 37.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 37.5 2.7% 4 +0.1 pp +0.0 pp -0.6 pp +2.7 pp
☆VOISARD ASSET MANAGEMENT GROUP, INC. CIK 0002011215 0.788 111 36.9 7.9% 4 +1.2 pp +1.1 pp +0.5 pp +7.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 36.9 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avidian Wealth Enterprises, LLC CIK 0001471474 0.738 722 36.3 1.2% 4 -0.1 pp -0.0 pp -0.0 pp +1.2 pp
☆Aspen Wealth Management LLC CIK 0001895252 0.752 132 36.2 7.2% 4 +0.2 pp +0.6 pp +0.7 pp +7.2 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 35.3 1.1% 4 +0.2 pp +0.4 pp +0.5 pp +1.1 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 34.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 34.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 33.6 3.2% 4 +0.1 pp +0.2 pp +0.1 pp +3.2 pp
☆Hartford Financial Management Inc. CIK 0001352526 0.343 349 33.2 8.5% 4 -0.5 pp -0.3 pp -0.3 pp +8.5 pp
☆Forum Private Client Group LLC CIK 0001910636 0.696 86 32.0 10.7% 4 +0.3 pp +0.3 pp -0.1 pp +10.7 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 31.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 30.8 7.7% 4 +0.1 pp +0.1 pp +0.2 pp +7.7 pp
☆Crusonia Wealth Advisors LLC CIK 0002112003 0.422 234 30.7 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 30.6 0.5% 4 +0.2 pp +0.2 pp +0.4 pp +0.5 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 30.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Mach-1 Financial Group, LLC CIK 0001843358 0.325 131 29.1 10.2% 1 +10.2 pp +10.2 pp +5.1 pp +10.2 pp
☆Aptus Capital Advisors, LLC CIK 0001664193 0.794 1746 28.9 0.2% 4 +0.0 pp -0.0 pp +0.0 pp +0.2 pp
☆GUARDIAN WEALTH ADVISORS, LLC / NC CIK 0001901403 0.733 375 28.9 1.8% 4 +0.1 pp +0.1 pp +0.1 pp +1.8 pp
☆46 Peaks LLC CIK 0002112665 0.735 30 28.8 20.9% 1 +20.9 pp +20.9 pp +20.9 pp +20.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 28.6 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Tarbox Family Office, Inc. CIK 0001599603 0.849 96 28.1 4.6% 4 -0.1 pp +0.5 pp +0.7 pp +4.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 27.9 1.9% 6 +0.3 pp +0.2 pp +0.1 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 27.7 3.6% 4 +0.2 pp +0.3 pp +0.2 pp +3.6 pp
☆CWM, LLC CIK 0001535847 0.788 5645 27.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 27.3 2.7% 4 +0.1 pp +0.3 pp +0.1 pp +2.7 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 27.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 27.2 1.0% 4 +0.0 pp +0.1 pp +0.1 pp +1.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 26.5 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 26.4 5.5% 4 +0.5 pp +0.6 pp +0.4 pp +5.5 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 25.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 25.4 0.2% 4 +0.0 pp +0.1 pp +0.1 pp +0.2 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 25.1 0.1% 4 -0.1 pp -0.1 pp -0.0 pp +0.1 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 25.0 0.9% 4 +0.2 pp +0.2 pp +0.1 pp +0.9 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 24.0 5.1% 4 +0.1 pp +0.0 pp +0.1 pp +5.1 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 23.8 1.4% 4 +0.2 pp +0.1 pp +0.4 pp +1.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 23.2 1.9% 4 +0.4 pp +0.5 pp +0.4 pp +1.9 pp
☆Steele Capital Management, Inc. CIK 0001646695 0.876 85 22.7 0.9% 4 -0.1 pp -0.2 pp -0.3 pp +0.9 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STEPHENS INC /AR/ CIK 0000757657 0.689 1332 21.9 0.3% 4 -0.0 pp -0.0 pp -0.0 pp +0.3 pp
☆Bond & Devick Financial Network, Inc. CIK 0001843495 0.538 207 21.5 6.0% 4 +0.1 pp +0.2 pp +0.4 pp +6.0 pp
☆Blue Water Asset Management CIK 0002033384 0.650 108 21.3 7.4% 1 +7.4 pp +7.4 pp +7.4 pp +7.4 pp
☆American Money Management, LLC CIK 0001600085 0.433 174 21.3 3.4% 4 +0.1 pp -0.0 pp -0.0 pp +3.4 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 21.2 2.8% 4 +0.0 pp +0.1 pp -0.0 pp +2.8 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 21.2 1.5% 4 -0.1 pp -0.1 pp +0.1 pp +1.5 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 21.0 2.9% 4 +0.2 pp +0.7 pp +1.6 pp +2.9 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 20.9 0.4% 4 +0.1 pp +0.1 pp +0.1 pp +0.4 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 20.2 6.8% 4 -2.6 pp -2.8 pp -3.7 pp +6.8 pp
☆TD Capital Management LLC CIK 0001483824 0.737 797 19.4 1.7% 4 +0.1 pp +0.1 pp +0.2 pp +1.7 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 19.3 1.2% 4 +0.2 pp +0.2 pp +0.2 pp +1.2 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 19.2 1.1% 4 +0.5 pp +0.6 pp +0.9 pp +1.1 pp
☆Trinity Legacy Partners, LLC CIK 0001652529 0.369 109 18.6 4.0% 4 +0.1 pp +0.2 pp +0.1 pp +4.0 pp
☆Selby Wealth Management, LLC CIK 0002110725 0.451 83 18.5 7.3% 1 +7.3 pp +7.3 pp +7.3 pp +7.3 pp
☆RIVERCHASE WEALTH MANAGEMENT, LLC CIK 0002055985 0.649 79 18.4 9.6% 4 +0.2 pp +0.2 pp -0.2 pp +9.6 pp
☆HUB Investment Partners, LLC CIK 0001841815 0.639 1223 18.2 0.4% 4 -0.0 pp -0.2 pp -0.1 pp +0.4 pp
☆SouthState Bank Corp (SSB) CIK 0000764038 0.516 1313 18.2 0.9% 4 -0.0 pp -0.0 pp -0.8 pp +0.9 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 17.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 17.4 2.0% 4 +0.2 pp +0.2 pp +0.2 pp +2.0 pp
☆Atria Investments, Inc CIK 0001535865 0.500 2111 17.3 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.453 126 16.7 8.6% 4 +0.6 pp +0.6 pp +0.3 pp +8.6 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 16.3 5.7% 4 +0.2 pp +1.1 pp +1.0 pp +5.7 pp
☆BridgePort Financial Solutions, LLC CIK 0002031775 0.236 240 16.2 4.6% 4 +0.6 pp +0.7 pp +0.4 pp +4.6 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 15.3 1.8% 4 +0.1 pp +1.7 pp +1.8 pp +1.8 pp
☆COOPER/HAIMS ADVISORS, LLC CIK 0001654033 0.623 115 15.2 7.2% 4 +0.2 pp +0.4 pp +0.2 pp +7.2 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 14.7 9.8% 4 +0.3 pp -0.3 pp -0.7 pp +9.8 pp
☆Stadion Money Management, LLC CIK 0001321220 0.841 27 14.0 1.4% 4 +0.3 pp +0.0 pp -0.1 pp +1.4 pp
☆Blume Capital Management, Inc. CIK 0001587192 0.385 356 13.4 2.3% 3 +0.4 pp +1.8 pp +2.3 pp +2.3 pp
☆EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 13.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.502 173 13.2 4.1% 4 +0.1 pp +0.5 pp +0.8 pp +4.1 pp
☆NATIONS FINANCIAL GROUP INC, /IA/ /ADV CIK 0001109767 0.340 789 12.9 0.7% 4 +0.1 pp +0.1 pp +0.1 pp +0.7 pp
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 12.8 0.7% 4 +0.1 pp +0.3 pp +0.6 pp +0.7 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 12.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 12.3 1.0% 4 -0.1 pp -0.4 pp -4.1 pp +1.0 pp
☆SIERRA OCEAN, LLC CIK 0002051715 0.582 72 11.7 9.6% 4 +0.2 pp +0.3 pp +3.0 pp +9.6 pp
☆SMITHBRIDGE ASSET MANAGEMENT INC/DE CIK 0001103245 0.399 188 11.6 1.7% 3 -0.2 pp +0.2 pp +1.7 pp +1.7 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 11.5 1.3% 4 -0.0 pp +1.1 pp +0.4 pp +1.3 pp
☆Clarity Wealth Advisors, LLC CIK 0001767384 0.629 116 11.5 2.4% 4 +0.2 pp +0.4 pp +0.5 pp +2.4 pp
☆Econ Financial Services Corp CIK 0001659718 0.021 72 11.4 5.3% 4 +0.9 pp -2.5 pp -2.3 pp +5.3 pp
☆Milestone Investment Advisors LLC CIK 0001967018 0.576 141 11.2 2.7% 4 -0.0 pp -0.0 pp -0.0 pp +2.7 pp
☆Greenbush Financial Group, LLC CIK 0002061818 0.637 35 11.1 3.7% 5 +0.4 pp +0.4 pp +0.3 pp +0.1 pp
☆Financially in Tune, LLC CIK 0002113970 0.477 77 11.0 9.4% 1 +9.4 pp +9.4 pp +9.4 pp +9.4 pp
☆SAGESPRING WEALTH PARTNERS, LLC CIK 0002056425 0.837 846 10.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆ARBOR TRUST WEALTH ADVISORS, LLC CIK 0001797135 0.351 96 10.8 4.7% 4 -0.2 pp -0.2 pp -0.3 pp +4.7 pp
☆Trademark Financial Management, LLC CIK 0002011736 0.282 107 10.8 5.3% 4 +0.3 pp +0.1 pp +0.7 pp +5.3 pp
☆MBL Wealth, LLC CIK 0001845785 0.684 381 10.8 0.8% 1 +0.8 pp +0.8 pp +0.8 pp +0.8 pp
☆Landmark Wealth Management, LLC CIK 0001728778 0.547 151 10.6 2.8% 4 -0.4 pp -0.3 pp -0.4 pp +2.8 pp
☆Sprinkle Financial Consultants LLC CIK 0002011593 0.500 104 10.5 4.8% 4 +1.1 pp +2.1 pp +2.5 pp +4.8 pp
☆FLOYD FINANCIAL GROUP LLC CIK 0002007613 0.341 65 10.5 7.0% 4 -0.0 pp -0.5 pp -1.1 pp +7.0 pp
☆Contango Wealth Management LLC CIK 2137383 0.124 52 10.4 12.2% 1 +12.2 pp +12.2 pp +12.2 pp +12.2 pp
☆Cannon Wealth Management Services, LLC CIK 0002043725 0.283 99 10.4 7.0% 4 +0.2 pp +0.3 pp +0.4 pp +7.0 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 10.1 0.2% 4 +0.0 pp -0.0 pp -0.0 pp +0.2 pp
☆Cedar Point Capital Partners, LLC CIK 0001954337 0.505 76 9.9 6.4% 4 +0.2 pp +0.3 pp +0.0 pp +6.4 pp
☆WBH ADVISORY INC CIK 0001259671 0.566 363 9.1 0.7% 4 +0.0 pp +0.1 pp +0.2 pp +0.7 pp
☆5T Wealth, LLC CIK 0002039313 0.300 134 8.9 3.5% 4 +0.3 pp +0.2 pp +0.5 pp +3.5 pp
☆Embree Financial Group CIK 0002020860 0.466 283 8.9 1.0% 4 +0.3 pp +0.5 pp +0.8 pp +1.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 8.8 0.7% 4 -0.2 pp +0.5 pp +0.5 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 8.3 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 8.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Composition Wealth, LLC CIK 0001585859 0.756 995 8.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 8.1 1.2% 4 +0.1 pp -0.0 pp -0.1 pp +1.2 pp
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☆MONEY CONCEPTS CAPITAL CORP CIK 0000716851 0.419 633 7.2 0.4% 4 +0.2 pp +0.2 pp +0.2 pp +0.4 pp
☆TABLEAUX LLC CIK 0002060663 0.396 120 7.0 3.4% 2 +0.1 pp +3.4 pp +3.4 pp -3.8 pp
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☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 5.6 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆COURIER CAPITAL LLC CIK 0001015247 0.598 399 5.2 0.3% 4 +0.0 pp +0.0 pp +0.0 pp +0.3 pp
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☆Merited Wealth, LLC CIK 0002123943 0.101 73 5.0 4.2% 1 +4.2 pp +4.2 pp +4.2 pp +4.2 pp
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☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 4.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BLUEDOOR PRIVATE WEALTH, LLC CIK 0002110994 0.261 160 4.1 1.9% 1 +1.9 pp +1.9 pp +1.9 pp +1.9 pp
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☆Independent Advisor Alliance CIK 0001696899 0.044 1054 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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☆STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC CIK 0002105785 0.309 70 3.5 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
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☆SUTTON PLACE INVESTORS LLC CIK 0001930301 0.298 148 0.4 0.2% 4 -0.0 pp -0.0 pp +0.0 pp +0.2 pp
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☆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
☆Friday Financial CIK 0002048792 0.653 108 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 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
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 0.0 0.0% 0 +0.0 pp -0.4 pp -0.4 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
☆Wealth Alliance Advisory Group, LLC CIK 0001735734 0.556 203 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆MANUFACTURERS LIFE INSURANCE COMPANY, THE CIK 0000928047 0.895 2872 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
☆ORG Partners LLC CIK 0001979372 0.288 1708 0.0 0.0% 0 -0.2 pp -0.2 pp -0.1 pp +0.0 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
☆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
☆THRIVENT FINANCIAL FOR LUTHERANS CIK 0000314984 0.040 2589 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 -0.8 pp -0.8 pp -0.9 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 +0.0 pp -0.0 pp -0.1 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 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
☆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
☆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
☆OARSMAN CAPITAL, INC. CIK 0001569667 0.660 244 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 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
☆von Borstel & Associates, Inc. CIK 0002041065 0.909 44 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 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 -0.1 pp -0.1 pp +0.0 pp
☆Blueprint Financial Advisors LLC CIK 0002054129 0.521 131 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 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
☆NORDEN GROUP LLC CIK 0001990699 0.246 701 0.0 0.0% 0 -0.1 pp -0.1 pp -0.2 pp +0.0 pp
☆Blueprint Investment Partners LLC CIK 0001794467 0.532 159 0.0 0.0% 0 -0.1 pp -0.2 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -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
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 0.0 0.0% 0 +0.0 pp +0.0 pp -11.4 pp -10.6 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
☆Comprehensive Wealth Management, LLC CIK 0001535202 0.648 43 0.0 0.0% 0 -0.2 pp -0.2 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 -0.2 pp -0.2 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.0 0.0% 0 +0.0 pp -2.2 pp -2.2 pp +0.0 pp
☆PALO ALTO WEALTH ADVISORS, LLC CIK 0001964382 0.731 64 0.0 0.0% 0 +0.0 pp -0.1 pp -0.3 pp +0.0 pp
☆Edge Financial Advisors LLC CIK 0002011402 0.000 0 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 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
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 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
☆ZEGA Investments, LLC CIK 0002045703 0.596 215 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆JT Stratford LLC CIK 0001689013 0.376 321 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 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
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 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 -1.2 pp -4.9 pp -5.4 pp +0.0 pp
☆IMS Capital Management CIK 0001343916 0.313 147 0.0 0.0% 0 +0.0 pp -0.5 pp -0.5 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
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 0 -0.0 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
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 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
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 -0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆STRATEGIC PLANNING GROUP, LLC CIK 0001875525 0.497 75 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 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 -2.8 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
☆Vantage Point Financial LLC CIK 0002048892 0.331 185 0.0 0.0% 0 +0.0 pp -0.1 pp -0.2 pp +0.0 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
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 (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — 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