Signals

← Signals

☆JPIE

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

Flow ranking

Rank#327
Score / z0.653 / 0.82
Consensus125.02 over 253 funds
Momentumno 12m return

Price & positioning

250 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 317.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 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 176.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 148.7 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 124.9 0.9% 2 +0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 102.2 9.8% 1 +9.8 pp +9.8 pp +9.8 pp +9.8 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 100.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 92.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 81.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 74.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 69.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 50.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 47.5 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 46.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 45.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 44.0 3.5% 1 +3.5 pp +3.5 pp +3.5 pp +3.5 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 39.4 5.6% 1 +5.6 pp +5.6 pp +5.6 pp +5.6 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 38.5 6.2% 1 +6.2 pp +6.2 pp +6.2 pp +6.2 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 34.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 33.1 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 32.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 30.4 6.9% 1 +6.9 pp +6.9 pp +6.9 pp +6.9 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 26.1 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 24.0 3.8% 1 +3.8 pp +3.8 pp +3.8 pp +3.8 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 23.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 23.3 3.7% 1 +3.7 pp +3.7 pp +3.7 pp +3.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 23.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 22.7 13.9% 1 +13.9 pp +13.9 pp +13.9 pp +13.9 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 22.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 21.9 8.4% 1 +8.4 pp +8.4 pp +8.4 pp +8.4 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.775 150 21.1 13.2% 2 -0.5 pp +13.2 pp +13.2 pp +13.2 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 21.0 22.9% 1 +22.9 pp +22.9 pp +22.9 pp +22.9 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 20.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 19.2 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 18.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 18.8 7.5% 1 +7.5 pp +7.5 pp +7.5 pp +7.5 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 18.6 5.9% 1 +5.9 pp +5.9 pp +5.9 pp +5.9 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 18.1 4.9% 1 +4.9 pp +4.9 pp +4.9 pp +4.9 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 17.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 15.8 7.6% 1 +7.6 pp +7.6 pp +7.6 pp +7.6 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 15.8 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 15.7 1.8% 1 +1.8 pp +1.8 pp +1.8 pp +1.8 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 15.4 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 14.8 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 14.4 1.1% 3 -0.1 pp -0.0 pp +1.1 pp +1.1 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 14.0 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 13.8 8.3% 1 +8.3 pp +8.3 pp +8.3 pp +8.3 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 13.3 5.4% 1 +5.4 pp +5.4 pp +5.4 pp +5.4 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 13.2 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 12.1 9.0% 1 +9.0 pp +9.0 pp +9.0 pp +9.0 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 11.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 11.3 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 10.7 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 10.3 3.6% 1 +3.6 pp +3.6 pp +3.6 pp +3.6 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 10.2 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 10.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 9.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 9.2 3.3% 1 +3.3 pp +3.3 pp +3.3 pp +3.3 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 8.8 3.2% 1 +3.2 pp +3.2 pp +3.2 pp +3.2 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 8.4 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 8.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 8.1 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 8.1 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 8.0 6.8% 2 +1.0 pp +6.8 pp +6.8 pp +6.8 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 7.9 4.0% 1 +4.0 pp +4.0 pp +4.0 pp +4.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 7.9 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 7.4 2.8% 1 +2.8 pp +2.8 pp +2.8 pp +2.8 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 7.3 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Prospera Financial Services Inc CIK 0001541625 0.534 1468 7.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 7.1 4.7% 1 +4.7 pp +4.7 pp +4.7 pp +4.7 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 7.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 6.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.449 251 6.9 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 6.7 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 6.7 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 6.6 3.1% 1 +3.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 6.4 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 6.4 6.3% 1 +6.3 pp +6.3 pp +6.3 pp +6.3 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 5.9 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 5.8 2.2% 1 +2.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 5.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 5.7 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 5.6 1.5% 1 +1.5 pp +1.5 pp +1.5 pp +1.5 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 5.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 5.1 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.0 2.7% 2 +0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 5.0 2.5% 1 +2.5 pp +2.5 pp +2.5 pp +2.5 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 5.0 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 4.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 4.8 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Blue Oak Capital, LLC CIK 0001307125 0.394 67 4.8 2.5% 2 -0.7 pp +2.5 pp +2.5 pp +2.5 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 4.7 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Martin Worley Group CIK 0002049542 0.360 91 4.7 2.3% 1 +2.3 pp +2.3 pp +2.3 pp +2.3 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 4.6 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆Syverson Strege & Co CIK 0001682057 0.757 186 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 4.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 4.4 1.0% 1 +1.0 pp +1.0 pp +1.0 pp +1.0 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 4.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 4.2 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 4.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 4.0 3.1% 2 -0.1 pp +3.1 pp +3.1 pp +3.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.0 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 3.8 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 3.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 3.7 4.4% 1 +4.4 pp +4.4 pp +4.4 pp +4.4 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 3.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 3.6 2.7% 1 +2.7 pp +2.7 pp +2.7 pp +2.7 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 3.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Invst, LLC CIK 0001867587 0.314 343 3.4 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 3.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 3.2 2.6% 1 +2.6 pp +2.6 pp +2.6 pp +2.6 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.342 71 3.0 2.4% 1 +2.4 pp +2.4 pp +2.4 pp +2.4 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 2.9 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆MN Wealth Advisors, LLC CIK 0001992972 0.376 133 2.9 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 2.9 2.0% 1 +2.0 pp +2.0 pp +2.0 pp +2.0 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 2.9 1.4% 3 -0.1 pp -0.1 pp +1.4 pp +1.4 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 2.8 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 2.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 2.5 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Centurion Wealth Management LLC CIK 0001951368 0.226 283 2.5 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 2.4 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Sigma Planning Corp CIK 0001449126 0.520 1394 2.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 2.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 2.3 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Beckerman Institutional, LLC CIK 0002043468 0.343 124 2.3 1.6% 1 +1.6 pp +1.6 pp +1.6 pp +1.6 pp
☆Janney Capital Management LLC CIK 0001569855 0.432 253 2.3 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Gallacher Capital Management LLC CIK 0001960749 0.020 258 2.3 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆J.W. COLE ADVISORS, INC. CIK 0001404763 0.069 1593 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Narus Financial Partners, LLC CIK 0001698091 0.551 177 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 2.3 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Opal Wealth Advisors, LLC CIK 0001844201 0.649 224 2.2 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Modera Wealth Management, LLC CIK 0001542143 0.854 650 2.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 2.2 1.3% 1 +1.3 pp +1.3 pp +1.3 pp +1.3 pp
☆SAGE RHINO CAPITAL LLC CIK 0001771605 0.279 380 2.1 0.5% 1 +0.5 pp +0.5 pp +0.5 pp +0.5 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 2.0 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 2.0 1.4% 2 +1.1 pp +1.4 pp +1.4 pp +1.4 pp
☆First Citizens Financial Corp CIK 0001800597 0.303 139 2.0 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 2.0 1.4% 1 +1.4 pp +1.4 pp +1.4 pp +1.4 pp
☆Herold Advisors, Inc. CIK 0001891713 0.302 273 2.0 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆Altus Wealth Management, LLC CIK 0001802107 0.888 26 1.9 0.9% 1 +0.9 pp +0.9 pp +0.9 pp +0.9 pp
☆Investor's Fiduciary Advisor Network, LLC CIK 0002044901 0.141 219 1.8 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆PFG Advisors CIK 0001694435 0.248 791 1.8 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 1.7 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆Addison Capital Co CIK 0001581465 0.464 184 1.7 0.6% 1 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
☆Kovack Advisors, Inc. CIK 0001728321 0.312 1070 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 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 0.0 0.0% 1 +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% 1 +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
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 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
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 0.0 0.0% 1 +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
☆Vermillion & White Wealth Management Group, LLC CIK 0001862443 0.688 69 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 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
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TD Waterhouse Canada Inc. CIK 0001999606 0.893 2405 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
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 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
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HALBERT HARGROVE GLOBAL ADVISORS, LLC CIK 0001484205 0.957 727 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 JPIE). Qtrs Held counts distinct quarters this fund has actually held JPIE (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its JPIE position size. Δ columns are the percentage-point change in JPIE'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