Signals

← Signals

☆JPIE

427 in-universe funds with a nonzero position in JPIE within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#463
Score / z0.375 / 0.52
Consensus147.82 over 300 funds
Momentumno 12m return

Price & positioning

250 cached closes, trailing year
Drawdownno history
Short interest+2% / 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 ▾
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 357.9 0.0% 3 +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 314.3 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 258.9 1.4% 4 +0.1 pp +0.6 pp +0.7 pp +1.4 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 174.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 163.5 0.9% 3 +0.1 pp +0.0 pp +0.9 pp +0.9 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 143.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Heritage Financial Services, LLC CIK 0001752035 0.933 126 131.9 11.0% 3 +1.4 pp +1.2 pp +11.0 pp +11.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 117.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 105.4 0.9% 3 -0.1 pp -0.0 pp +0.9 pp +0.9 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 100.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 68.5 0.1% 4 -0.0 pp -0.1 pp -0.1 pp +0.1 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 68.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 52.6 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Syntegra Private Wealth Group, LLC CIK 0001964298 0.862 202 50.1 4.6% 3 +0.0 pp -0.1 pp +4.6 pp +4.6 pp
☆CARY STREET PARTNERS FINANCIAL LLC CIK 0001475045 0.531 1085 49.2 1.2% 3 -0.1 pp -0.1 pp +1.2 pp +1.2 pp
☆Enclave Advisors LLC CIK 0001836110 0.562 127 43.4 6.1% 3 -0.0 pp -0.1 pp +6.1 pp +6.1 pp
☆D'Orazio & Associates, Inc. CIK 0001646821 0.663 322 43.2 5.5% 3 -0.0 pp -0.0 pp +5.5 pp +5.5 pp
☆Hilton Capital Management, LLC CIK 0001541211 0.431 135 42.9 3.2% 3 -0.2 pp -0.3 pp +3.2 pp +3.2 pp
☆Wagner Wealth Management, LLC CIK 0001728657 0.506 282 40.5 8.6% 3 +0.1 pp +1.7 pp +8.6 pp +8.6 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 38.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Diversified Enterprises, LLC CIK 0002037264 0.848 425 35.2 2.1% 3 -0.2 pp -0.4 pp +2.1 pp +2.1 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 30.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Capital Advisors Wealth Management, LLC CIK 0001824700 0.573 228 30.0 4.1% 3 +0.5 pp +0.3 pp +4.1 pp +4.1 pp
☆Cornerstone Advisory, LLC CIK 0001668189 0.651 273 29.3 2.8% 3 +0.1 pp -0.0 pp +2.8 pp +2.8 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 26.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 26.0 1.2% 3 +0.0 pp +0.2 pp +1.2 pp +1.2 pp
☆Scott Capital Advisors, LLC CIK 0001905673 0.593 66 25.7 5.7% 3 -0.1 pp +0.8 pp +5.7 pp +5.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 25.5 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Lineweaver Wealth Advisors, LLC CIK 0001797873 0.523 181 25.5 3.5% 3 -0.1 pp -0.2 pp +3.5 pp +3.5 pp
☆Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 25.3 0.3% 3 -0.2 pp -0.4 pp +0.3 pp +0.3 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 24.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 24.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 24.7 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆LODESTAR PRIVATE ASSET MANAGEMENT LLC CIK 0001963040 0.628 232 24.1 2.4% 3 +0.4 pp +0.6 pp +2.4 pp +2.4 pp
☆Planned Solutions, Inc. CIK 0001831332 0.615 154 24.0 7.8% 3 -0.2 pp -0.6 pp +7.8 pp +7.8 pp
☆Longview Financial Advisors LLC CIK 0002076077 0.776 150 23.7 13.1% 4 +0.3 pp -0.2 pp -0.7 pp +13.1 pp
☆D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 23.6 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆TPG Financial Advisors, LLC CIK 0001706669 0.483 81 23.0 7.7% 3 +0.4 pp +0.2 pp +7.7 pp +7.7 pp
☆ELEMENT POINTE ADVISORS, LLC CIK 0001764059 0.836 90 21.4 4.1% 2 +1.0 pp +4.1 pp +4.1 pp +4.1 pp
☆NavPoint Financial, Inc. CIK 0002009813 0.506 74 21.3 9.1% 3 +0.2 pp +0.8 pp +9.1 pp +9.1 pp
☆Confluence Wealth Services, Inc. CIK 0001910411 0.779 476 21.2 0.9% 3 +0.8 pp +0.9 pp +0.9 pp +0.9 pp
☆GREAT VALLEY ADVISOR GROUP, INC. CIK 0001769897 0.635 1040 21.1 0.4% 3 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV CIK 0001004140 0.610 123 21.0 5.7% 3 -0.1 pp -0.2 pp +5.7 pp +5.7 pp
☆Vigilare Wealth Management CIK 0001730889 0.248 123 20.7 7.0% 1 +7.0 pp +7.0 pp +7.0 pp +7.0 pp
☆Certified Advisory Corp CIK 0001731732 0.386 327 20.1 1.8% 3 -0.0 pp +0.2 pp +1.8 pp +1.8 pp
☆Echo Wealth Management, LLC CIK 0001846994 0.757 47 19.3 11.3% 3 -2.4 pp -2.6 pp +11.3 pp +11.3 pp
☆Schneider Downs Wealth Management Advisors, LP CIK 0001665359 0.825 177 19.1 2.1% 3 +0.1 pp -0.2 pp +2.1 pp +2.1 pp
☆One Capital Management, LLC CIK 0001606588 0.779 522 18.2 0.5% 3 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Peterson Wealth Advisors, LLC CIK 0001713558 0.865 120 18.1 2.4% 3 +1.8 pp +2.2 pp +2.4 pp +2.4 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 17.6 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 16.6 0.2% 3 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 16.2 0.7% 3 +0.1 pp +0.4 pp +0.7 pp +0.7 pp
☆Armor Investment Advisors, LLC CIK 0001694079 0.573 155 16.2 5.9% 3 +0.8 pp +3.1 pp +5.9 pp +5.9 pp
☆Geneos Wealth Management Inc. CIK 0001764754 0.567 2475 15.6 0.4% 3 +0.0 pp +0.1 pp +0.4 pp +0.4 pp
☆Magnus Financial Group LLC CIK 0001765216 0.574 387 15.5 1.2% 3 -0.0 pp -0.1 pp +1.2 pp +1.2 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 14.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Arkadios Wealth Advisors CIK 0001800798 0.458 1680 13.9 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆SMITH, MOORE & CO. CIK 0000200724 0.514 586 13.9 1.0% 3 +0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Bernardo Wealth Planning LLC CIK 0001765595 0.655 139 13.7 2.6% 3 +0.0 pp +0.4 pp +2.6 pp +2.6 pp
☆Tradition Wealth Management, LLC CIK 0001843010 0.463 538 13.7 1.0% 3 +0.1 pp +0.1 pp +1.0 pp +1.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆FMA Wealth Management, LLC CIK 0002011155 0.622 42 12.6 8.2% 3 -0.5 pp -0.8 pp +8.2 pp +8.2 pp
☆American Financial Advisors, LLC CIK 0001767898 0.654 169 12.0 1.6% 3 +0.0 pp +1.4 pp +1.6 pp +1.6 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 11.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Krilogy Financial LLC CIK 0001659047 0.581 1060 11.4 0.4% 3 +0.1 pp +0.2 pp +0.4 pp +0.4 pp
☆Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 11.3 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Legacy Edge Advisors, LLC CIK 0002105396 0.655 239 10.8 1.2% 5 +0.7 pp +1.0 pp +1.0 pp +1.0 pp
☆Richard W. Paul & Associates, LLC CIK 0001964203 0.312 320 10.4 3.5% 3 +0.2 pp +0.1 pp +3.5 pp +3.5 pp
☆Bridgewealth Advisory Group, LLC CIK 0001801982 0.538 141 10.0 2.2% 3 +0.8 pp +0.7 pp +2.2 pp +2.2 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 9.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 9.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PENNEY FINANCIAL, LLC CIK 0002049857 0.185 53 9.3 3.6% 3 -0.1 pp -0.4 pp +3.6 pp +3.6 pp
☆DAYMARK WEALTH PARTNERS, LLC CIK 0001956824 0.569 810 9.3 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 9.1 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 9.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'ROURKE & COMPANY, Inc CIK 0001911468 0.309 177 9.0 3.5% 3 +0.4 pp +0.4 pp +3.5 pp +3.5 pp
☆Royal Harbor Partners, LLC CIK 0001801876 0.552 56 8.9 3.0% 3 -0.0 pp -0.3 pp +3.0 pp +3.0 pp
☆Financial Futures Ltd Liability Co. CIK 0001911616 0.537 80 8.9 4.1% 3 +0.7 pp +0.7 pp +4.1 pp +4.1 pp
☆JOURNEY STRATEGIC WEALTH LLC CIK 0001909316 0.926 821 8.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
☆Envestnet Portfolio Solutions, Inc. CIK 0001998033 0.815 1369 8.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Waterloo Capital, L.P. CIK 0001730942 0.230 555 8.6 0.6% 3 -0.0 pp -0.0 pp +0.6 pp +0.6 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 8.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 8.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BankPlus Wealth Management LLC CIK 0002051117 0.452 126 8.3 4.6% 3 +0.0 pp -0.2 pp +4.6 pp +4.6 pp
☆McCarthy Asset Management, Inc. CIK 0001843169 0.778 29 8.3 4.3% 1 +4.3 pp +4.3 pp +4.3 pp +4.3 pp
☆FOUNDERS FINANCIAL SECURITIES LLC CIK 0001342396 0.521 555 8.0 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Horizon Investments, LLC CIK 0001560717 0.541 1386 8.0 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 8.0 0.8% 3 -0.0 pp -0.1 pp +0.8 pp +0.8 pp
☆Seascape Capital Management CIK 0001418342 0.319 96 7.9 2.3% 3 -0.1 pp -0.3 pp +2.3 pp +2.3 pp
☆AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 7.9 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆HBW ADVISORY SERVICES LLC CIK 0001790525 0.339 463 7.9 0.9% 3 +0.2 pp +0.2 pp +0.9 pp +0.9 pp
☆SkyOak Wealth, LLC CIK 0001800379 0.450 251 7.8 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Mutual Advisors, LLC CIK 0001694080 0.625 1377 7.8 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 7.7 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆WINEBRENNER CAPITAL MANAGEMENT LLC CIK 0002047728 0.221 153 7.6 5.1% 3 +1.7 pp +2.5 pp +5.1 pp +5.1 pp
☆MorganRosel Wealth Management, LLC CIK 0001753218 0.412 104 7.4 1.9% 3 +0.1 pp +0.3 pp +1.9 pp +1.9 pp
☆Etesian Wealth Advisors, Inc. CIK 0001997586 0.411 141 6.9 2.2% 3 -0.1 pp -0.0 pp +2.2 pp +2.2 pp
☆Blue Chip Partners, LLC CIK 0001632801 0.571 184 6.8 0.5% 3 -0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Pinion Investment Advisors, LLC CIK 0001738738 0.439 204 6.8 1.7% 3 +0.2 pp +1.0 pp +1.7 pp +1.7 pp
☆Lionsbridge Wealth Management LLC CIK 0001800533 0.119 68 6.5 6.6% 3 +0.2 pp +0.2 pp +6.6 pp +6.6 pp
☆LifeGoal Investments, LLC CIK 0002054684 0.384 155 6.3 4.2% 3 +0.1 pp -0.2 pp +4.2 pp +4.2 pp
☆Nordwand Advisors, LLC CIK 0001962713 0.363 146 6.1 1.1% 2 +0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆EPG Wealth Management LLC CIK 0001803058 0.273 318 5.9 1.6% 3 +0.1 pp +0.9 pp +1.6 pp +1.6 pp
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPTIMA CAPITAL LLC CIK 0002070972 0.173 165 5.7 2.5% 4 -0.4 pp -0.3 pp -0.1 pp +2.5 pp
☆Sovran Advisors, LLC CIK 0002051471 0.318 615 5.5 0.5% 2 +0.3 pp +0.5 pp +0.5 pp +0.5 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Creative Planning CIK 0001540235 0.979 4196 5.5 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KELLY FINANCIAL GROUP LLC CIK 0001128066 0.752 107 5.5 1.4% 3 +0.0 pp +0.0 pp +1.4 pp +1.4 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 5.4 0.1% 3 +0.0 pp -0.2 pp +0.1 pp +0.1 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 5.4 0.3% 3 -0.0 pp +0.2 pp +0.3 pp +0.3 pp
☆Focus Financial Network, Inc. CIK 0002010942 0.631 764 5.3 0.2% 3 +0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆Red Mountain Financial, LLC CIK 0001997650 0.268 82 5.3 5.2% 3 -0.0 pp +0.8 pp +5.2 pp +5.2 pp
☆Continuum Advisory, LLC CIK 0001846532 0.320 1986 5.0 0.5% 3 +0.0 pp -0.0 pp +0.5 pp +0.5 pp
☆Savvy Advisors, Inc. CIK 0002003633 0.613 1232 5.0 0.2% 3 -0.1 pp -0.3 pp +0.2 pp +0.2 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 5.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆KICKSTAND VENTURES, LLC. CIK 0002000355 0.132 154 4.8 1.0% 3 -0.0 pp -0.0 pp +1.0 pp +1.0 pp
☆Marmo Financial Group, LLC CIK 0001964829 0.764 38 4.7 2.2% 3 -0.0 pp -0.3 pp +2.2 pp +2.2 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 4.7 0.3% 3 +0.0 pp +0.0 pp +0.3 pp +0.3 pp
☆Evolution Wealth Advisors, LLC CIK 0001763121 0.364 181 4.6 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 4.4 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 4.3 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Keystone Financial Services, LLC CIK 0002046033 0.558 61 4.3 2.9% 4 -0.0 pp -0.1 pp -0.3 pp +2.9 pp
☆Paladin Advisory Group, LLC CIK 0001899703 0.288 243 4.3 3.1% 3 +0.0 pp +0.4 pp +3.1 pp +3.1 pp
☆Syverson Strege & Co CIK 0001682057 0.758 186 4.2 1.0% 3 -0.0 pp -0.1 pp +1.0 pp +1.0 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.0 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 4.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invst, LLC CIK 0001867587 0.314 343 3.8 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.8 0.1% 3 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 3.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RFG Advisory, LLC CIK 0001633387 0.783 1103 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Chesley Taft & Associates LLC CIK 0001164632 0.609 369 3.7 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 3.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Peck Wealth Management, LLC CIK 0002135125 0.155 127 3.6 3.4% 1 +3.4 pp +3.4 pp +3.4 pp +3.4 pp
☆OMNI 360 Wealth, Inc. CIK 0002010436 0.355 135 3.6 1.8% 5 +0.0 pp +0.4 pp +0.3 pp +0.3 pp
☆Financial Partners Group, Inc CIK 0001731169 0.605 250 3.5 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
☆HTG Investment Advisors, Inc. CIK 0001963875 0.602 88 3.5 1.1% 2 +0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 3.5 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Future Financial Wealth Managment LLC CIK 0001801892 0.366 132 3.5 2.4% 3 +0.4 pp +0.4 pp +2.4 pp +2.4 pp
☆Triad Wealth Partners, LLC CIK 0002012717 0.205 553 3.5 0.3% 3 -0.0 pp -0.2 pp +0.3 pp +0.3 pp
☆FOREFRONT WEALTH MANAGEMENT INC. CIK 0001904828 0.343 71 3.4 2.4% 3 +0.0 pp +0.0 pp +2.4 pp +2.4 pp
☆Beacon Bank & Trust CIK 0001831984 0.535 160 3.4 0.7% 1 +0.7 pp +0.7 pp +0.7 pp +0.7 pp
☆Montecito Bank & Trust CIK 0001422508 0.403 271 3.3 0.5% 2 +0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆FIFTH THIRD SECURITIES, INC. CIK 0000073956 0.556 360 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Patriot Financial Group Insurance Agency, LLC CIK 0001694883 0.241 488 3.2 0.4% 3 -0.0 pp +0.0 pp +0.4 pp +0.4 pp
☆Strategies Wealth Advisors, LLC CIK 0001976435 0.813 202 3.2 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆TRUSTMARK BANK TRUST DEPARTMENT CIK 0000861176 0.660 278 3.0 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Addison Capital Co CIK 0001581465 0.465 184 2.9 0.7% 3 +0.1 pp +0.1 pp +0.7 pp +0.7 pp
☆BENJAMIN EDWARDS INC CIK 0001451623 0.583 1416 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PFG Investments, LLC CIK 0001973224 0.437 1295 2.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
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☆GeoWealth Management, LLC CIK 0001593387 0.736 882 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LaSalle St. Investment Advisors, LLC CIK 0001966193 0.470 429 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ausdal Financial Partners, Inc. CIK 0001667146 0.365 1029 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WASHINGTON TRUST Co CIK 0001079736 0.660 296 0.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EverSource Wealth Advisors, LLC CIK 0001710537 0.381 4385 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Walkner Condon Financial Advisors LLC CIK 0001817494 0.517 343 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIRETHORN WEALTH PARTNERS, LLC CIK 0001845743 0.318 200 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆PARK NATIONAL CORP /OH/ (PRK) CIK 0000805676 0.715 363 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LAKE STREET PRIVATE WEALTH, LLC CIK 0001772031 0.444 275 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Cornerstone Planning Group LLC CIK 0001822587 0.704 1867 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆N.E.W. Advisory Services LLC CIK 0001803456 0.791 980 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XY Planning Network, Inc. CIK 0001873438 0.270 340 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Mallini Complete Financial Planning LLC CIK 0002049540 0.228 70 0.2 0.2% 3 -0.0 pp -0.1 pp +0.2 pp +0.2 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 0.2 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆OneDigital Investment Advisors LLC CIK 0001690370 0.718 1563 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Archer Investment Corp CIK 0001803804 0.301 1254 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 0.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆BARTLETT & CO. WEALTH MANAGEMENT LLC CIK 0002010186 0.825 1334 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Litman Gregory Wealth Management LLC CIK 0001551867 0.789 356 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BOK Financial Private Wealth, Inc. CIK 0001317348 0.876 792 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆High Note Wealth, LLC CIK 0001807283 0.548 959 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CoreCap Advisors, LLC CIK 0001902501 0.473 3167 0.0 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Mascoma Wealth Management LLC CIK 0001695664 0.757 609 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆GGM Financial LLC CIK 0002021722 0.308 265 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Central Pacific Bank - Trust Division CIK 0002020066 0.241 889 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MidAtlantic Capital Management, Inc. CIK 0002042068 0.408 86 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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HUNTINGTON NATIONAL BANK CIK 0000049205 0.827 4753 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bogart Wealth, LLC CIK 0001715740 0.593 2005 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fairway Wealth LLC CIK 0002019393 0.715 239 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GODSEY & GIBB, INC CIK 0000887402 0.496 383 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Capital Management, Inc. CIK 0001575301 0.705 133 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FAS Wealth Partners, Inc. CIK 0001596957 0.632 516 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cordgrass Capital Advisors, LLC CIK 0001912040 0.054 224 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% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Gravity Asset Management, Inc. CIK 0001741736 0.393 973 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 0.0 0.0% 3 +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% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Rossby Financial, LCC CIK 0002056510 0.207 2144 0.0 0.0% 3 -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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Essential Partners LLC CIK 0002136442 0.019 2853 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Navalign, LLC CIK 0001820593 0.504 132 0.0 0.0% 1 +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% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Motiv8 Investments LLC CIK 0002024873 0.073 1068 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
☆Betterment LLC CIK 0001633901 0.437 675 0.0 0.0% 2 +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% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIG FINANCIAL ADVISORY SERVICES INC /ADV CIK 753967 0.017 74 0.0 0.0% 0 +0.0 pp -1.4 pp -0.3 pp +0.0 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.2 pp -0.1 pp +0.0 pp +0.0 pp
☆Martin Worley Group CIK 0002049542 0.360 91 0.0 0.0% 0 +0.0 pp -2.3 pp +0.0 pp +0.0 pp
☆McCarthy & Cox CIK 0002020726 0.000 18 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Alpha Advisors, LLC/VA CIK 0002095967 0.475 51 0.0 0.0% 0 -6.0 pp -6.8 pp -5.8 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Legacy Financial Strategies, LLC CIK 0001723925 0.732 152 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆HERITAGE OAK WEALTH ADVISORS LLC CIK 0002035533 0.347 100 0.0 0.0% 0 +0.0 pp -0.5 pp +0.0 pp +0.0 pp
☆HBK Sorce Advisory LLC CIK 0001379995 0.951 658 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOKE WEALTH, LLC CIK 0001793432 0.000 4 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fortress Wealth Management, Inc. CIK 0001908099 0.534 75 0.0 0.0% 0 -7.0 pp -7.6 pp +0.0 pp +0.0 pp
☆Vienna Asset Management LLC CIK 0001913545 0.160 69 0.0 0.0% 0 -0.1 pp -1.4 pp +0.0 pp +0.0 pp
☆Fortis Group Advisors, LLC CIK 0001815183 0.142 619 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 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
☆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
☆JFS WEALTH ADVISORS, LLC CIK 0001568068 0.739 2253 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 -0.1 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 -0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 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
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 +0.0 pp -0.6 pp +0.0 pp +0.0 pp
☆Centricity Wealth Management, LLC CIK 0002054645 0.318 430 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Williams Financial, LLC CIK 0001846923 0.807 30 0.0 0.0% 0 -21.8 pp -22.9 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
☆GREENWOOD CAPITAL ASSOCIATES LLC CIK 0001161822 0.371 284 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 -2.5 pp -3.2 pp +0.0 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.0 0.0% 0 -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% 0 +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% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LongView Asset Management LLC CIK 0002053960 0.669 51 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WealthShield Partners, LLC CIK 0001729303 0.077 379 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆PEOPLES BANK /OH CIK 0000934866 0.385 100 0.0 0.0% 0 -1.3 pp -1.3 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 +0.0 pp -3.6 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 +0.0 pp +0.0 pp
☆MADDEN SECURITIES Corp CIK 0001803566 0.326 118 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Financial Advocates Investment Management CIK 0001730293 0.000 104 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 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
☆PRIVATE TRUST CO NA CIK 0001277557 0.320 2708 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TBH Global Asset Management, LLC CIK 0001787125 0.368 263 0.0 0.0% 0 -1.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mendel Capital Management LLC CIK 0001911384 0.489 99 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆LRI Investments, LLC CIK 0002023325 0.727 1954 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Burt Wealth Advisors CIK 0001612041 0.539 115 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Fulcrum Equity Management CIK 0001737888 0.098 140 0.0 0.0% 0 +0.0 pp -0.3 pp +0.0 pp +0.0 pp
☆Runnymede Capital Advisors, Inc. CIK 0002054540 0.341 77 0.0 0.0% 0 -0.3 pp -0.3 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 +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
☆Obsidian Personal Planning Solutions LLC CIK 0001909128 0.474 119 0.0 0.0% 0 -4.8 pp -5.4 pp +0.0 pp +0.0 pp
☆ESL Trust Services, LLC CIK 0001785545 0.914 266 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆KINTRA WEALTH, LLC CIK 0001904432 0.361 514 0.0 0.0% 0 -1.0 pp -0.8 pp +0.0 pp +0.0 pp
☆Iron Horse Wealth Management, LLC CIK 0001836270 0.751 591 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 +0.0 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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