Signals

← Signals

☆JPIB

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

Flow ranking

Rank#1172
Score / z0.034 / 0.05
Consensus86.60 over 153 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

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 ▾
☆Avantax Planning Partners, Inc. CIK 0001005441 0.864 454 110.4 3.2% 2 +1.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Rice Partnership, LLC CIK 0001736736 0.521 171 64.4 9.1% 1 +9.1 pp +9.1 pp +9.1 pp +9.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 40.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FSM Wealth Advisors, LLC CIK 0001942548 0.597 344 37.0 5.2% 2 -0.0 pp +5.2 pp +5.2 pp +5.2 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 30.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Goldstone Financial Group, LLC CIK 0002040021 0.460 240 24.6 2.9% 2 -0.0 pp +2.9 pp +2.9 pp +2.9 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 24.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 23.7 2.4% 2 +0.1 pp +2.4 pp +2.4 pp +2.4 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 23.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 21.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hughes Financial Services, LLC CIK 0002054465 0.839 1839 19.4 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Hills Bank & Trust Co CIK 0001309148 0.655 383 18.3 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 17.6 4.0% 2 -0.5 pp +4.0 pp +4.0 pp +4.0 pp
☆ForthRight Wealth Management, LLC CIK 0001841633 0.793 76 17.0 5.0% 2 +0.0 pp +5.0 pp +5.0 pp +5.0 pp
☆KMG FIDUCIARY PARTNERS, LLC CIK 0001773205 0.263 207 15.6 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 15.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peak Financial Management, Inc. CIK 0001669662 0.612 114 14.8 3.9% 2 -0.1 pp +3.9 pp +3.9 pp +3.9 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 14.8 1.4% 2 +0.4 pp +1.4 pp +1.4 pp +1.4 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 12.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ACIMA PRIVATE WEALTH, LLC CIK 0001761961 0.501 173 12.0 3.8% 2 +0.3 pp +3.8 pp +3.8 pp +3.8 pp
☆CGN Advisors LLC CIK 0001841506 0.595 322 10.1 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 9.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 8.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 8.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 8.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POWER WEALTH MANAGEMENT LLC CIK 0002001039 0.557 117 7.6 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Ignite Planners, LLC CIK 0001849348 0.326 422 7.4 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆Windsor Capital Management, LLC CIK 0001543100 0.486 127 7.3 2.0% 2 -0.1 pp +2.0 pp +2.0 pp +2.0 pp
☆Tidemark, LLC CIK 0002009591 0.305 935 7.3 2.1% 2 +0.0 pp +2.1 pp +2.1 pp +2.1 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 7.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 6.9 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆AllGen Financial Advisors, Inc. CIK 0001964809 0.557 36 6.9 1.7% 2 +0.7 pp +1.7 pp +1.7 pp +1.7 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Broadway Wealth Solutions, Inc. CIK 0002021265 0.680 92 6.5 3.7% 2 +0.0 pp +3.7 pp +3.7 pp +3.7 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 6.4 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 6.3 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Treasure Coast Financial Planning CIK 0001911307 0.681 48 6.1 3.4% 2 -0.1 pp +3.4 pp +3.4 pp +3.4 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 5.9 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 5.9 0.4% 4 -0.0 pp -0.1 pp -0.0 pp +0.4 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 5.8 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Onyx Bridge Wealth Group LLC CIK 0001819476 0.215 389 5.5 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Spectrum Wealth Advisory Group, LLC CIK 0001776821 0.384 543 5.5 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 5.4 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Prime Capital Investment Advisors, LLC CIK 0001731446 0.680 1068 5.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Manske Wealth Management CIK 0002095143 0.466 226 5.4 1.6% 3 -0.1 pp -0.4 pp +1.6 pp +1.6 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 5.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cedar Mountain Advisors, LLC CIK 0001798986 0.802 1175 5.0 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Running Point Capital Advisors, LLC CIK 0001840629 0.480 189 4.9 1.3% 2 +0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 4.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRST AMERICAN TRUST, FSB CIK 0000036066 0.429 307 4.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆LexAurum Advisors, LLC CIK 0001729677 0.398 423 4.3 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Roof Eidam Maycock Peralta, LLC CIK 0001028874 0.563 127 4.0 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Elmwood Wealth Management, Inc. CIK 0001731927 0.275 200 3.8 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 3.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ADAMSBROWN WEALTH CONSULTANTS LLC CIK 0001911244 0.372 173 3.5 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 3.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Stratos Wealth Advisors, LLC CIK 0001707202 0.393 638 3.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆White & Co Financial Planning Inc CIK 0002039300 0.789 20 3.2 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 3.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beta Wealth Group, Inc. CIK 0001594417 0.413 114 3.0 1.2% 1 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
☆&PARTNERS CIK 0000107136 0.806 2509 2.6 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 2.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Jacobi Capital Management LLC CIK 0001689646 0.613 644 2.5 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.4 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Bouvel Investment Partners, LLC CIK 0001839122 0.102 84 2.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SYM FINANCIAL Corp CIK 0000764739 0.741 530 2.1 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 1.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackDiamond Wealth Management, LLC CIK 0001903059 0.164 225 1.9 1.0% 2 +0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Pine Harbor Wealth Management, LLC CIK 0002016051 0.763 112 1.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 1.8 0.6% 2 +0.4 pp +0.6 pp +0.6 pp +0.6 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 1.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆TriaGen Wealth Management LLC CIK 0001843848 0.191 182 1.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 1.6 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆Berger Financial Group, Inc CIK 0001826136 0.633 475 1.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 1.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INNEALTA CAPITAL, LLC CIK 0001752579 0.253 91 1.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 1.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Balanced Rock Investment Advisors LLC CIK 0002011851 0.274 102 1.3 0.9% 2 +0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Sunflower Bank, N.A. CIK 0001818759 0.686 159 1.2 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆InTrack Investment Management Inc CIK 0001847343 0.184 110 1.2 0.7% 2 -0.0 pp +0.7 pp +0.7 pp +0.7 pp
☆Argent Trust Co CIK 0001625292 0.533 769 1.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Valmark Advisers, Inc. CIK 0001380443 0.907 726 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 1.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AssuredPartners Investment Advisors, LLC CIK 0002055492 0.303 414 1.0 0.2% 2 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Eaton Financial Holdings Company, LLC CIK 0001972322 0.308 134 0.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆CreativeOne Wealth, LLC CIK 0001739728 0.470 1189 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dynamic Advisor Solutions LLC CIK 0001599747 0.500 1030 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisors Asset Management, Inc. CIK 0001297376 0.502 1408 0.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC CIK 0001818604 0.412 2359 0.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 0.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Alpha, LLC CIK 0001576762 0.822 571 0.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Clear Point Advisors Inc. CIK 0002010474 0.000 93 0.7 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆REGATTA CAPITAL GROUP, LLC CIK 0001911488 0.614 223 0.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PKS Advisory Services, LLC CIK 0001605401 0.200 380 0.7 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆VISTA INVESTMENT PARTNERS II, LLC CIK 0002035219 0.072 160 0.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 0.7 0.7% 2 +0.5 pp +0.7 pp +0.7 pp +0.7 pp
☆Clear Creek Financial Management, LLC CIK 0001784235 0.236 642 0.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Resurgent Financial Advisors LLC CIK 0001912339 0.164 308 0.6 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆SAXON INTERESTS, INC. CIK 0001905867 0.156 238 0.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.6 0.1% 2 -0.4 pp +0.1 pp +0.1 pp +0.1 pp
☆MOTCO CIK 0001306333 0.349 840 0.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisor OS, LLC CIK 0001767580 0.509 586 0.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARKANSAS FINANCIAL GROUP, INC. CIK 0000764611 0.785 97 0.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 0.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 0.4 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Hobart Private Capital, LLC CIK 0001767062 0.311 137 0.4 0.1% 2 -0.9 pp +0.1 pp +0.1 pp +0.1 pp
☆Friday Financial CIK 0002048792 0.653 108 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Lantern Wealth Advisors, LLC CIK 0001950218 0.205 184 0.4 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Smallwood Wealth Investment Management, LLC CIK 0001921304 0.480 529 0.4 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆SPC Financial, Inc. CIK 0001415201 0.541 278 0.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 0.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 0.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRASADA CAPITAL MANAGEMENT, LP CIK 0001643833 0.170 151 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆CAHILL FINANCIAL ADVISORS INC CIK 0001600327 0.654 296 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WETZEL INVESTMENT ADVISORS, INC. CIK 0002009211 0.378 139 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Brady Martz Wealth Solutions, LLC CIK 0002049470 0.536 228 0.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GWN SECURITIES INC. CIK 0001265905 0.178 486 0.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆NATIONAL BANK OF CANADA /FI/ CIK 0000926171 0.917 2781 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SCHMIDT P J INVESTMENT MANAGEMENT INC CIK 0001008895 0.525 215 0.3 0.0% 1 +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 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SAGE FINANCIAL GROUP INC CIK 0000882119 0.920 110 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SEAVIEW INVESTMENT MANAGERS LLC CIK 0001832158 0.114 93 0.3 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Helium Advisors LLC CIK 0002056653 0.215 107 0.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Wescott Financial Advisory Group, LLC CIK 0001864880 0.789 200 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆First Heartland Consultants, Inc. CIK 0001428793 0.402 589 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HAZLETT, BURT & WATSON, INC. CIK 0000046392 0.233 899 0.2 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Dunhill Financial, LLC CIK 0001948904 0.569 1617 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Analysts, LLC CIK 0001624758 0.681 1536 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Connections Group, Inc. CIK 0001907157 0.582 251 0.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Aviso Financial Inc. CIK 0002033534 0.665 273 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Wealth Partners, Ltd. CIK 0001720777 0.444 1460 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Banque Cantonale Vaudoise CIK 0001793755 0.000 816 0.1 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 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WFA of San Diego, LLC CIK 0001821407 0.186 94 0.1 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 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
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Investment Advisory Services, LLC CIK 0001659203 0.320 1301 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IAG Wealth Partners, LLC CIK 0001827261 0.625 508 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Coastline Trust Co CIK 0001324279 0.630 406 0.0 0.0% 1 +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 0.0 0.0% 2 +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% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. CIK 0000319933 0.085 1236 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AdvisorNet Financial, Inc CIK 0001409362 0.474 2266 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wilmington Savings Fund Society, FSB CIK 0000900974 0.685 1487 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HHM Wealth Advisors, LLC CIK 0001750086 0.827 896 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 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 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Costello Asset Management, INC CIK 0001760145 0.423 710 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaCore Capital LLC CIK 0001713662 0.482 1478 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kings Path Partners LLC CIK 0002030974 0.501 353 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -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
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 0.0 0.0% 1 +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
☆Compound Planning, Inc. CIK 0001978879 0.538 1248 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Stonehearth Capital Management, LLC CIK 0001550191 0.486 94 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 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
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Advocacy Wealth Management, LLC CIK 0001569452 0.588 151 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FFG RETIREMENT ADVISORS LLC CIK 0001966438 0.134 43 0.0 0.0% 0 -1.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 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 -0.3 pp +0.0 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 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
☆Systelligence, LLC CIK 0001882691 0.094 62 0.0 0.0% 0 -1.8 pp +0.0 pp +0.0 pp +0.0 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 -0.1 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
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 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 JPIB). Qtrs Held counts distinct quarters this fund has actually held JPIB (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JPIB position size. Δ columns are the percentage-point change in JPIB'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