αAlphaSMO

Institutions Starting with "J" (194 funds)

194 institutions currently have names starting with "J", ranked below by AUM.

JC

Jpmorgan Chase & Co

Total reported value

$1.6T

33,063 stks

2026-03-31

Concentration3.5
Portfolio Stability25.6
Sector conviction47.2
View detail
Jane Street Group, LLC

Jane Street Group, LLC

Total reported value

$777.2B

19,058 stks

2026-03-31

Concentration16.6
Portfolio Stability33.9
Sector conviction76.5
View detail
JH

Janus Henderson Group PLC

Total reported value

$209.4B

4,333 stks

2026-03-31

Concentration5.5
Portfolio Stability26.9
Sector conviction77.2
View detail
JF

Jones Financial Companies Lllp

Total reported value

$208.1B

5,771 stks

2026-03-31

Concentration11.4
Portfolio Stability30.4
Sector conviction44.0
View detail
JA

Jennison Associates LLC

Total reported value

$145.4B

780 stks

2026-03-31

Concentration11.6
Portfolio Stability28.8
Sector conviction67.3
View detail
JC

Janus Capital Management LLC

Total reported value

$122.3B

1,722 stks

2017-03-31

Concentration2.0
Portfolio Stability25.2
Sector conviction49.2
View detail
JM

Janney Montgomery Scott LLC

Total reported value

$40.4B

2,740 stks

2026-03-31

Concentration2.3
Portfolio Stability26.6
Sector conviction58.5
View detail
JM

J.P. Morgan Private Wealth Advisors LLC

Total reported value

$35.0B

1,710 stks

2023-09-30

Concentration3.8
Portfolio Stability0.0
Sector conviction44.7
View detail
JG

Jain Global LLC

Total reported value

$24.2B

1,162 stks

2026-03-31

Concentration11.6
Portfolio Stability86.6
Sector conviction52.3
View detail
JL

Jacobs Levy Equity Management, INC

Total reported value

$23.8B

953 stks

2026-03-31

Concentration5.0
Portfolio Stability40.6
Sector conviction53.0
View detail
JA

Jupiter Asset Management LTD

Total reported value

$18.8B

706 stks

2026-03-31

Concentration3.4
Portfolio Stability76.5
Sector conviction44.1
View detail
JF

JARISLOWSKY, FRASER Ltd

Total reported value

$18.2B

192 stks

2025-09-30

Concentration10.1
Portfolio Stability25.9
Sector conviction65.1
View detail
JF

Jefferies Financial Group Inc.

Total reported value

$14.6B

1,692 stks

2026-03-31

Concentration26.7
Portfolio Stability90.5
Sector conviction39.6
View detail
JI

Johnson Investment Counsel INC

Total reported value

$12.4B

810 stks

2026-03-31

Concentration6.7
Portfolio Stability14.6
Sector conviction41.8
View detail
JG

Jefferies Group LLC

Total reported value

$12.0B

1,610 stks

2022-09-30

Concentration0.0
Portfolio Stability0.0
Sector conviction66.0
View detail
JF

Jump Financial, LLC

Total reported value

$7.5B

3,625 stks

2026-03-31

Concentration3.5
Portfolio Stability100.0
Sector conviction46.3
View detail
JC

Jericho Capital Asset Management L.P.

Total reported value

$6.8B

23 stks

2026-03-31

Concentration25.3
Portfolio Stability71.1
Sector conviction100.0
View detail
JP

Japan Post Holdings Co., Ltd.

Total reported value

$6.0B

1 stks

2026-06-30

Concentration100.0
Portfolio Stability4.5
Sector conviction100.0
View detail
JS

J. Safra Sarasin Holding AG

Total reported value

$5.9B

1,297 stks

2026-03-31

Concentration5.6
Portfolio Stability28.2
Sector conviction48.9
View detail
JT

J.P. Turner & Co Capital Mnagement, LLC

Total reported value

$5.3B

635 stks

2015-09-30

Concentration13.4
Portfolio Stability0.0
Sector conviction44.8
View detail
JI

Jensen Investment Management INC

Total reported value

$5.1B

84 stks

2026-03-31

Concentration18.5
Portfolio Stability27.2
Sector conviction65.9
View detail
JS

Japan Science & Technology Agency

Total reported value

$4.8B

12 stks

2026-03-31

Concentration47.7
Portfolio Stability17.0
Sector conviction0.0
View detail
JC

Junto Capital Management LP

Total reported value

$4.7B

87 stks

2026-03-31

Concentration6.1
Portfolio Stability100.0
Sector conviction57.2
View detail
JR

Jasper Ridge Partners, L.P.

Total reported value

$4.5B

143 stks

2026-03-31

Concentration63.5
Portfolio Stability15.0
Sector conviction68.4
View detail
JS

Journey Strategic Wealth LLC

Total reported value

$4.0B

3,980 stks

2026-03-31

Concentration82.1
Portfolio Stability14.9
Sector conviction100.0
View detail
JF

JMG Financial Group, Ltd.

Total reported value

$3.6B

127 stks

2026-03-31

Concentration38.5
Portfolio Stability4.5
Sector conviction49.0
View detail
JG

J. Goldman & Co LP

Total reported value

$3.4B

642 stks

2026-03-31

Concentration3.7
Portfolio Stability100.0
Sector conviction45.2
View detail
JH

JFB Holdings Corp

Total reported value

$3.1B

39 stks

2016-09-30

Concentration13.8
Portfolio Stability12.2
Sector conviction56.7
View detail
JI

Joel Isaacson & Co., LLC

Total reported value

$3.0B

455 stks

2026-03-31

Concentration18.4
Portfolio Stability8.1
Sector conviction79.0
View detail
JC

J.w. Cole Advisors, INC.

Total reported value

$3.0B

785 stks

2026-03-31

Concentration7.3
Portfolio Stability69.1
Sector conviction76.8
View detail
JF

Johnson Financial Group, Inc.

Total reported value

$2.8B

1,301 stks

2026-03-31

Concentration44.4
Portfolio Stability19.2
Sector conviction48.5
View detail
JH

James Hambro & Partners LLP

Total reported value

$2.6B

57 stks

2026-03-31

Concentration20.1
Portfolio Stability22.2
Sector conviction63.4
View detail
JC

JB Capital LLC

Total reported value

$2.5B

259 stks

2026-03-31

Concentration14.9
Portfolio Stability31.2
Sector conviction61.7
View detail
JW

Jfs Wealth Advisors, LLC

Total reported value

$2.0B

2,257 stks

2026-06-30

Concentration11.4
Portfolio Stability14.1
Sector conviction48.3
View detail
JP

Jordan Park Group LLC

Total reported value

$1.9B

69 stks

2026-03-31

Concentration44.9
Portfolio Stability29.8
Sector conviction100.0
View detail
JA

J.Safra Asset Management Corp

Total reported value

$1.9B

615 stks

2026-03-31

Concentration20.6
Portfolio Stability22.3
Sector conviction65.8
View detail
JC

Jacobi Capital Management LLC

Total reported value

$1.8B

632 stks

2026-03-31

Concentration11.7
Portfolio Stability10.8
Sector conviction42.1
View detail
JI

Jaffetilchin Investment Partners, LLC

Total reported value

$1.7B

461 stks

2026-03-31

Concentration7.5
Portfolio Stability26.6
Sector conviction58.3
View detail
JP

JANA Partners Management, LP

Total reported value

$1.6B

10 stks

2026-03-31

Concentration53.7
Portfolio Stability0.0
Sector conviction79.8
View detail
JC

Janney Capital Management LLC

Total reported value

$1.6B

253 stks

2025-12-31

Concentration4.8
Portfolio Stability16.3
Sector conviction57.7
View detail
JF

Johnson Financial Group, LLC

Total reported value

$1.5B

185 stks

2026-03-31

Concentration100.0
Portfolio Stability16.6
Sector conviction61.0
View detail
JH

Johns Hopkins University

Total reported value

$1.4B

13 stks

2026-03-31

Concentration100.0
Portfolio Stability3.7
Sector conviction100.0
View detail
JP

Jana Partners LLC

Total reported value

$1.3B

9 stks

2023-06-30

Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
JF

JNBA Financial Advisors

Total reported value

$1.2B

819 stks

2026-03-31

Concentration18.1
Portfolio Stability27.5
Sector conviction82.4
View detail
JE

JTC Employer Solutions Trustee Ltd

Total reported value

$1.2B

308 stks

2026-03-31

Concentration78.9
Portfolio Stability25.3
Sector conviction81.2
View detail
JA

Journey Advisory Group, LLC

Total reported value

$1.2B

244 stks

2026-03-31

Concentration6.8
Portfolio Stability42.1
Sector conviction42.0
View detail
J&

Jacobs & Co/ca

Total reported value

$1.2B

134 stks

2026-06-30

Concentration8.4
Portfolio Stability25.4
Sector conviction62.3
View detail
JL

J. L. Bainbridge & Co., Inc.

Total reported value

$1.1B

108 stks

2026-03-31

Concentration21.4
Portfolio Stability22.0
Sector conviction68.9
View detail
JW

JGP Wealth Management, LLC

Total reported value

$1.1B

231 stks

2026-06-30

Concentration17.7
Portfolio Stability22.0
Sector conviction73.3
View detail
JT

Jackson Thornton Wealth Management, LLC

Total reported value

$1.1B

555 stks

2026-03-31

Concentration32.1
Portfolio Stability13.7
Sector conviction62.3
View detail
JI

Jia Investment Alliance Pte. LTD.

Total reported value

$1.1B

23 stks

2026-06-30

Concentration25.3
Portfolio Stability23.5
Sector conviction98.1
View detail
JS

J. Stern & Co. LLP

Total reported value

$1.0B

49 stks

2026-03-31

Concentration22.6
Portfolio Stability15.7
Sector conviction51.7
View detail
J&

Johnson & Johnson Innovation - JJDC, Inc.

Total reported value

$978.2M

21 stks

2021-06-30

Concentration0.0
Portfolio Stability88.2
Sector conviction0.0
View detail
JW

Jackson Wealth Management, LLC

Total reported value

$972.1M

153 stks

2026-03-31

Concentration13.1
Portfolio Stability32.2
Sector conviction79.9
View detail
JI

James Investment Research, INC.

Total reported value

$891.2M

359 stks

2026-03-31

Concentration4.7
Portfolio Stability18.6
Sector conviction51.7
View detail
JC

Jag Capital Management, LLC

Total reported value

$889.4M

161 stks

2026-03-31

Concentration14.5
Portfolio Stability34.4
Sector conviction74.5
View detail
JP

Jabodon Pt Co

Total reported value

$860.3M

8 stks

2026-03-31

Concentration78.0
Portfolio Stability14.0
Sector conviction0.0
View detail
JP

Jamison Private Wealth Management, INC.

Total reported value

$822.2M

214 stks

2026-03-31

Concentration6.0
Portfolio Stability14.4
Sector conviction51.0
View detail
JB

Johnson Bixby & Associates, LLC

Total reported value

$806.5M

127 stks

2026-03-31

Concentration20.5
Portfolio Stability22.6
Sector conviction89.2
View detail
JS

JT Stratford LLC

Total reported value

$785.6M

297 stks

2026-03-31

Concentration6.3
Portfolio Stability19.4
Sector conviction47.0
View detail
JG

John G Ullman & Associates INC

Total reported value

$754.3M

174 stks

2026-03-31

Concentration7.7
Portfolio Stability17.9
Sector conviction59.1
View detail
JJ

James J. Burns & Company, LLC

Total reported value

$737.0M

155 stks

2026-03-31

Concentration24.9
Portfolio Stability11.9
Sector conviction72.3
View detail
JM

J.P. Marvel Investment Advisors, LLC

Total reported value

$705.2M

60 stks

2026-03-31

Concentration20.3
Portfolio Stability13.8
Sector conviction65.2
View detail
J&

Jlb & Associates INC

Total reported value

$696.4M

70 stks

2026-03-31

Concentration11.1
Portfolio Stability19.8
Sector conviction55.2
View detail
JC

JBF Capital, Inc.

Total reported value

$676.4M

123 stks

2026-03-31

Concentration89.7
Portfolio Stability20.9
Sector conviction67.8
View detail
J&

Johnson & Johnson

Total reported value

$652.4M

16 stks

2026-03-31

Concentration99.4
Portfolio Stability20.2
Sector conviction0.0
View detail
JH

Jackson Hole Capital Partners, LLC

Total reported value

$605.1M

313 stks

2026-03-31

Concentration8.1
Portfolio Stability15.1
Sector conviction37.4
View detail
JC

Jb Capital Partners LP

Total reported value

$580.5M

85 stks

2026-03-31

Concentration25.1
Portfolio Stability18.1
Sector conviction100.0
View detail
J&

Jacobson & Schmitt Advisors, LLC

Total reported value

$551.4M

78 stks

2026-03-31

Concentration12.2
Portfolio Stability26.2
Sector conviction57.4
View detail
JE

Jmac Enterprises LLC

Total reported value

$522.1M

117 stks

2026-03-31

Concentration10.7
Portfolio Stability6.3
Sector conviction79.1
View detail
JW

JFG Wealth Management, LLC

Total reported value

$510.6M

67 stks

2025-09-30

Concentration100.0
Portfolio Stability23.8
Sector conviction100.0
View detail
JF

JSF Financial, LLC

Total reported value

$510.1M

126 stks

2026-03-31

Concentration24.9
Portfolio Stability24.5
Sector conviction71.3
View detail
JI

JBJ Investment Partners, LLC

Total reported value

$484.6M

63 stks

2021-12-31

Concentration43.0
Portfolio Stability0.0
Sector conviction60.8
View detail
JW

Janiczek Wealth Management, LLC

Total reported value

$477.1M

1,091 stks

2024-06-30

Concentration18.4
Portfolio Stability0.0
Sector conviction52.2
View detail
JS

Jackson Square Capital, LLC

Total reported value

$477.0M

129 stks

2026-03-31

Concentration11.9
Portfolio Stability44.4
Sector conviction100.0
View detail
JH

Jones Hill Capital LP

Total reported value

$466.5M

26 stks

2026-03-31

Concentration28.0
Portfolio Stability0.0
Sector conviction100.0
View detail
JC

J.W. Childs Associates, L.P.

Total reported value

$456.3M

1 stks

2016-06-30

Concentration100.0
Portfolio Stability23.3
Sector conviction0.0
View detail
JD

J. Derek Lewis & Associates Inc.

Total reported value

$444.6M

211 stks

2026-03-31

Concentration14.1
Portfolio Stability14.8
Sector conviction67.0
View detail
JW

J. W. Coons Advisors, LLC

Total reported value

$442.0M

240 stks

2025-06-30

Concentration6.8
Portfolio Stability0.0
Sector conviction72.3
View detail
JW

JPL Wealth Management, LLC

Total reported value

$434.7M

2,172 stks

2026-03-31

Concentration6.1
Portfolio Stability23.3
Sector conviction37.3
View detail
JG

Joseph Group Capital Management

Total reported value

$400.4M

379 stks

2026-03-31

Concentration15.0
Portfolio Stability18.3
Sector conviction35.9
View detail
JW

Juncture Wealth Strategies, LLC

Total reported value

$384.4M

179 stks

2026-06-30

Concentration18.2
Portfolio Stability30.8
Sector conviction69.6
View detail
JW

Jacobus Wealth Management, Inc.

Total reported value

$382.0M

207 stks

2017-09-30

Concentration8.2
Portfolio Stability7.8
Sector conviction92.9
View detail
JI

JRM Investment Counsel, LLC

Total reported value

$375.4M

21 stks

2026-03-31

Concentration48.7
Portfolio Stability14.0
Sector conviction100.0
View detail
JC

Jentner Corp

Total reported value

$373.3M

54 stks

2025-06-30

Concentration46.1
Portfolio Stability0.0
Sector conviction94.4
View detail
JC

Joho Capital LLC

Total reported value

$373.1M

10 stks

2026-03-31

Concentration76.1
Portfolio Stability54.6
Sector conviction100.0
View detail
JA

jvl associates llc

Total reported value

$352.5M

79 stks

2026-06-30

Concentration30.1
Portfolio Stability17.4
Sector conviction97.6
View detail
JE

Jamison Eaton & Wood INC /nj

Total reported value

$351.1M

113 stks

2015-03-31

Concentration7.2
Portfolio Stability8.8
Sector conviction47.0
View detail
JF

Joule Financial, LLC

Total reported value

$343.3M

114 stks

2026-03-31

Concentration33.0
Portfolio Stability11.0
Sector conviction44.0
View detail
JC

Jackson Creek Investment Advisors LLC

Total reported value

$339.5M

293 stks

2026-03-31

Concentration1.8
Portfolio Stability80.8
Sector conviction41.8
View detail
JC

Juniper Capital Advisors, L.P.

Total reported value

$332.0M

2 stks

2026-03-31

Concentration100.0
Portfolio Stability100.0
Sector conviction0.0
View detail
JA

JCIC Asset Management Inc.

Total reported value

$326.5M

113 stks

2026-03-31

Concentration12.1
Portfolio Stability35.0
Sector conviction49.2
View detail
JF

Johanson Financial Advisors, Inc.

Total reported value

$326.5M

129 stks

2021-12-31

Concentration12.3
Portfolio Stability0.0
Sector conviction70.9
View detail
JH

J. H. Whitney Equity Partners VI, LLC

Total reported value

$326.4M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability50.4
Sector conviction0.0
View detail
JW

Jeppson Wealth Management, LLC

Total reported value

$319.0M

235 stks

2026-03-31

Concentration7.6
Portfolio Stability14.1
Sector conviction39.0
View detail
JI

Juniper Investment Company, LLC

Total reported value

$313.4M

9 stks

2026-03-31

Concentration68.8
Portfolio Stability20.7
Sector conviction100.0
View detail
JT

Jump Trading, LLC

Total reported value

$310.3M

531 stks

2019-03-31

Concentration9.7
Portfolio Stability100.0
Sector conviction44.5
View detail
JA

JOYN Advisors, Inc.

Total reported value

$300.5M

108 stks

2020-03-31

Concentration31.7
Portfolio Stability53.4
Sector conviction53.6
View detail
JG

Jackson, Grant Investment Advisers, Inc.

Total reported value

$299.5M

398 stks

2026-03-31

Concentration18.9
Portfolio Stability6.9
Sector conviction46.9
View detail
JC

Jacobsen Capital Management

Total reported value

$296.1M

124 stks

2026-03-31

Concentration32.9
Portfolio Stability16.1
Sector conviction70.0
View detail
JA

J Arnold Wealth Management Co

Total reported value

$293.7M

35 stks

2023-12-31

Concentration56.0
Portfolio Stability0.0
Sector conviction100.0
View detail
JP

Joseph P. Lucia & Associates, LLC

Total reported value

$279.7M

169 stks

2026-03-31

Concentration6.8
Portfolio Stability11.5
Sector conviction93.3
View detail
JC

JBR Co Financial Management Inc

Total reported value

$274.1M

133 stks

2026-06-30

Concentration14.7
Portfolio Stability32.5
Sector conviction92.4
View detail
JW

Jessup Wealth Management, Inc

Total reported value

$274.0M

78 stks

2026-03-31

Concentration19.3
Portfolio Stability32.9
Sector conviction66.7
View detail
JF

JDM Financial Group LLC

Total reported value

$259.4M

318 stks

2026-03-31

Concentration24.6
Portfolio Stability8.7
Sector conviction100.0
View detail
JF

Juno Financial Group LLC

Total reported value

$255.1M

70 stks

2026-03-31

Concentration19.4
Portfolio Stability16.1
Sector conviction43.1
View detail
JW

Jupiter Wealth Management LLC

Total reported value

$253.0M

90 stks

2026-03-31

Concentration19.1
Portfolio Stability20.5
Sector conviction65.5
View detail
JW

Jenkins Wealth

Total reported value

$248.8M

81 stks

2022-12-31

Concentration38.6
Portfolio Stability0.0
Sector conviction45.9
View detail
JP

JNE Partners LLP

Total reported value

$244.4M

7 stks

2026-03-31

Concentration100.0
Portfolio Stability13.2
Sector conviction100.0
View detail
JA

JW Asset Management, LLC

Total reported value

$243.5M

19 stks

2026-03-31

Concentration100.0
Portfolio Stability29.9
Sector conviction76.5
View detail
J&

Johnson & White Wealth Management, LLC

Total reported value

$236.3M

106 stks

2026-03-31

Concentration13.9
Portfolio Stability10.8
Sector conviction66.1
View detail
JW

J.H. Whitney Equity Partners VII, LLC

Total reported value

$233.4M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability23.7
Sector conviction0.0
View detail
JW

Johnson Wealth Management, LLC

Total reported value

$207.1M

82 stks

2026-03-31

Concentration43.9
Portfolio Stability6.0
Sector conviction67.6
View detail
JS

Jim Saulnier & Associates, LLC

Total reported value

$205.5M

139 stks

2026-03-31

Concentration15.0
Portfolio Stability14.0
Sector conviction100.0
View detail
JF

Jackson Financial Management

Total reported value

$193.7M

43 stks

2019-12-31

Concentration21.2
Portfolio Stability27.7
Sector conviction100.0
View detail
JH

Jackson Hill Advisors, LLC

Total reported value

$193.4M

13 stks

2026-03-31

Concentration32.8
Portfolio Stability25.6
Sector conviction100.0
View detail
JI

Junk Investment Group, LLC

Total reported value

$190.7M

88 stks

2026-03-31

Concentration16.7
Portfolio Stability0.0
Sector conviction56.3
View detail
JK

Jones Kertz & Associates, Inc.

Total reported value

$188.3M

66 stks

2026-03-31

Concentration13.1
Portfolio Stability15.4
Sector conviction94.3
View detail
JH

J Hagan Capital, INC.

Total reported value

$185.3M

83 stks

2026-03-31

Concentration17.8
Portfolio Stability14.8
Sector conviction100.0
View detail
JS

J.E. Simmons & Co., P.C.

Total reported value

$177.5M

72 stks

2026-06-30

Concentration32.7
Portfolio Stability18.6
Sector conviction61.6
View detail
JA

Jacobs Asset Management, LLC

Total reported value

$167.1M

28 stks

2026-03-31

Concentration22.4
Portfolio Stability39.6
Sector conviction100.0
View detail
JC

Jade Capital Advisors, LLC

Total reported value

$158.7M

98 stks

2024-09-30

Concentration7.2
Portfolio Stability0.0
Sector conviction100.0
View detail
JF

Jericho Financial, LLP

Total reported value

$158.6M

40 stks

2026-03-31

Concentration14.7
Portfolio Stability6.1
Sector conviction64.3
View detail
JT

Jump Trading, LLC

Total reported value

$150.3M

222 stks

2020-06-30

Concentration20.5
Portfolio Stability100.0
Sector conviction68.1
View detail
JI

JCP Investment Management, LLC

Total reported value

$150.3M

24 stks

2026-03-31

Concentration44.1
Portfolio Stability52.6
Sector conviction54.1
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JW

JDH Wealth Management, LLC

Total reported value

$148.3M

54 stks

2026-03-31

Concentration24.1
Portfolio Stability5.1
Sector conviction100.0
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JW

Jacksonville Wealth Management, LLC

Total reported value

$148.1M

68 stks

2026-03-31

Concentration21.9
Portfolio Stability18.6
Sector conviction86.9
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JW

JP Wealth Management, Inc.

Total reported value

$147.5M

15 stks

2026-03-31

Concentration61.1
Portfolio Stability15.6
Sector conviction0.0
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JC

J2 Capital Management Inc

Total reported value

$145.8M

116 stks

2026-03-31

Concentration22.2
Portfolio Stability44.1
Sector conviction41.3
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JD

J Digital 6 LLC

Total reported value

$140.1M

2 stks

2026-03-31

Concentration100.0
Portfolio Stability28.3
Sector conviction0.0
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JA

Joel Adams & Associates, Inc.

Total reported value

$134.7M

64 stks

2026-03-31

Concentration26.8
Portfolio Stability11.2
Sector conviction66.6
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JS

John S. & James L. Knight Foundation, Inc.

Total reported value

$131.1M

3 stks

2025-12-31

Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
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JP

Jordan Park Trust Co LLC

Total reported value

$131.0M

14 stks

2026-03-31

Concentration100.0
Portfolio Stability11.1
Sector conviction100.0
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JA

Jolley Asset Management, LLC

Total reported value

$130.1M

77 stks

2020-03-31

Concentration9.2
Portfolio Stability65.9
Sector conviction56.5
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JJ

Jay Jeffrey R

Total reported value

$126.5M

32 stks

2013-06-30

Concentration31.2
Portfolio Stability0.0
Sector conviction0.0
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JF

JD Financial Services Inc.

Total reported value

$121.3M

39 stks

2021-12-31

Concentration26.1
Portfolio Stability0.0
Sector conviction74.4
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JC

JM2 Capital Inc.

Total reported value

$120.6M

114 stks

2026-03-31

Concentration9.7
Portfolio Stability13.0
Sector conviction70.3
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JA

Josh Arnold Investment Consultant, LLC

Total reported value

$117.0M

13 stks

2026-03-31

Concentration100.0
Portfolio Stability18.1
Sector conviction100.0
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JB

Journey Beyond Wealth, LLC

Total reported value

$116.4M

29 stks

2026-03-31

Concentration46.5
Portfolio Stability11.0
Sector conviction100.0
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JR

James Reed Financial Services, Inc.

Total reported value

$115.5M

17 stks

2026-03-31

Concentration73.1
Portfolio Stability7.8
Sector conviction100.0
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JL

JBGlobal.com LLC

Total reported value

$114.3M

32 stks

2026-06-30

Concentration52.5
Portfolio Stability13.7
Sector conviction77.4
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JR

Journey Retirement Planning & Investment Management LLC

Total reported value

$113.5M

265 stks

2026-03-31

Concentration7.3
Portfolio Stability100.0
Sector conviction50.4
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JE

Jacobs Equity LLC

Total reported value

$111.8M

105 stks

2026-03-31

Concentration10.4
Portfolio Stability22.3
Sector conviction43.2
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JM

J. Mark Nickell & Co.

Total reported value

$110.7M

32 stks

2026-03-31

Concentration31.2
Portfolio Stability11.6
Sector conviction100.0
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JL

Jwest, LLC

Total reported value

$110.4M

17 stks

2014-09-30

Concentration38.2
Portfolio Stability58.6
Sector conviction0.0
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JC

JS Capital Management LLC

Total reported value

$109.0M

1 stks

2026-03-31

Concentration100.0
Portfolio Stability41.0
Sector conviction0.0
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JW

JHP Wealth Management, LLC

Total reported value

$104.6M

32 stks

2026-03-31

Concentration61.0
Portfolio Stability13.0
Sector conviction100.0
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JR

Jeter Robert S II

Total reported value

$104.4M

47 stks

2026-06-30

Concentration31.9
Portfolio Stability6.1
Sector conviction100.0
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JA

J.M. Arbour, LLC

Total reported value

$104.2M

190 stks

2026-03-31

Concentration6.7
Portfolio Stability31.2
Sector conviction59.9
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JF

JMN Financial LLC

Total reported value

$101.8M

189 stks

2026-03-31

Concentration5.6
Portfolio Stability42.0
Sector conviction51.8
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