Institutions Starting with "J" (198 funds)
198 institutions currently have names starting with "J", ranked below by AUM.
JC
Jpmorgan Chase & Co
CIK 0000019617
Total reported value
$1.8T
34,064 stks
2026-06-30
Concentration3.7
Portfolio Stability31.3
Sector conviction60.5
View detail
Jane Street Group, LLC
CIK 0001595888
Total reported value
$1.2T
14,718 stks
2026-06-30
Concentration16.4
Portfolio Stability56.2
Sector conviction100.0
View detail
JF
Jones Financial Companies Lllp
CIK 0000815917
Total reported value
$249.8B
5,993 stks
2026-06-30
Concentration10.5
Portfolio Stability22.5
Sector conviction49.0
View detail
JT
Jupiter Topco LLC
CIK 0002146052
Total reported value
$245.4B
4,567 stks
2026-06-30
Concentration5.1
Portfolio Stability0.0
Sector conviction65.4
View detail
JH
Janus Henderson Group PLC
CIK 0001274173
Total reported value
$209.4B
4,333 stks
2026-03-31
Concentration5.5
Portfolio Stability26.9
Sector conviction77.2
View detail
JA
Jennison Associates LLC
CIK 0000053417
Total reported value
$166.7B
805 stks
2026-06-30
Concentration10.6
Portfolio Stability28.5
Sector conviction76.2
View detail
JC
Janus Capital Management LLC
CIK 0000812295
Total reported value
$122.3B
1,722 stks
2017-03-31
Stale — no recent filing
Concentration2.0
Portfolio Stability25.2
Sector conviction49.2
View detail
JM
Janney Montgomery Scott LLC
CIK 0001329948
Total reported value
$51.6B
3,105 stks
2026-06-30
Concentration2.1
Portfolio Stability35.1
Sector conviction46.9
View detail
JM
J.P. Morgan Private Wealth Advisors LLC
CIK 0001418204
Total reported value
$35.0B
1,710 stks
2023-09-30
Stale — no recent filing
Concentration3.8
Portfolio Stability0.0
Sector conviction44.7
View detail
JL
Jacobs Levy Equity Management, Inc
CIK 0000884414
Total reported value
$27.8B
934 stks
2026-06-30
Concentration5.4
Portfolio Stability50.0
Sector conviction57.8
View detail
JG
Jain Global LLC
CIK 0002024579
Total reported value
$25.4B
1,706 stks
2026-06-30
Concentration9.6
Portfolio Stability85.9
Sector conviction71.4
View detail
JA
Jupiter Asset Management LTD
CIK 0001215838
Total reported value
$20.2B
769 stks
2026-06-30
Concentration3.7
Portfolio Stability50.5
Sector conviction48.0
View detail
JF
JARISLOWSKY, FRASER Ltd
CIK 0001123778
Total reported value
$18.2B
192 stks
2025-09-30
Stale — no recent filing
Concentration10.1
Portfolio Stability25.9
Sector conviction65.1
View detail
JF
Jefferies Financial Group Inc.
CIK 0000096223
Total reported value
$15.2B
1,621 stks
2026-06-30
Concentration10.9
Portfolio Stability92.9
Sector conviction46.1
View detail
JI
Johnson Investment Counsel Inc
CIK 0000821197
Total reported value
$13.7B
840 stks
2026-06-30
Concentration7.1
Portfolio Stability18.3
Sector conviction44.4
View detail
JF
Jump Financial, LLC
CIK 0001831577
Total reported value
$12.4B
3,795 stks
2026-06-30
Concentration5.1
Portfolio Stability100.0
Sector conviction49.9
View detail
JC
Jericho Capital Asset Management L.P.
CIK 0001525234
Total reported value
$12.1B
29 stks
2026-06-30
Concentration17.2
Portfolio Stability82.0
Sector conviction100.0
View detail
JG
Jefferies Group LLC
CIK 0001084580
Total reported value
$12.0B
1,610 stks
2022-09-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction66.0
View detail
JS
J. Safra Sarasin Holding AG
CIK 0001890222
Total reported value
$7.0B
1,701 stks
2026-06-30
Concentration5.2
Portfolio Stability22.8
Sector conviction55.6
View detail
JP
Japan Post Holdings Co., Ltd.
CIK 0001783464
Total reported value
$6.0B
1 stks
2026-06-30
Concentration100.0
Portfolio Stability4.5
Sector conviction100.0
View detail
JC
J.w. Cole Advisors, Inc.
CIK 0001404763
Total reported value
$5.8B
1,593 stks
2026-06-30
Concentration3.1
Portfolio Stability70.9
Sector conviction57.6
View detail
JC
Junto Capital Management LP
CIK 0001595880
Total reported value
$5.7B
81 stks
2026-06-30
Concentration7.3
Portfolio Stability100.0
Sector conviction53.6
View detail
JS
Japan Science & Technology Agency
CIK 0001948391
Total reported value
$5.3B
12 stks
2026-06-30
Concentration46.4
Portfolio Stability9.6
Sector conviction0.0
View detail
JT
J.P. Turner & Co Capital Mnagement, LLC
CIK 0001623184
Total reported value
$5.3B
635 stks
2015-09-30
Stale — no recent filing
Concentration13.4
Portfolio Stability0.0
Sector conviction44.8
View detail
JR
Jasper Ridge Partners, L.P.
CIK 0001453381
Total reported value
$4.7B
151 stks
2026-06-30
Concentration50.8
Portfolio Stability41.0
Sector conviction66.3
View detail
JF
JMG Financial Group, Ltd.
CIK 0001314404
Total reported value
$4.1B
137 stks
2026-06-30
Concentration38.9
Portfolio Stability13.2
Sector conviction60.2
View detail
JI
Jensen Investment Management Inc
CIK 0001106129
Total reported value
$4.1B
83 stks
2026-06-30
Concentration16.5
Portfolio Stability0.0
Sector conviction64.5
View detail
JS
Journey Strategic Wealth LLC
CIK 0001909316
Total reported value
$4.0B
3,980 stks
2026-03-31
Concentration82.1
Portfolio Stability14.9
Sector conviction100.0
View detail
JG
J. Goldman & Co LP
CIK 0001412741
Total reported value
$3.9B
684 stks
2026-06-30
Concentration2.7
Portfolio Stability100.0
Sector conviction50.5
View detail
JI
Joel Isaacson & Co., LLC
CIK 0001599330
Total reported value
$3.5B
482 stks
2026-06-30
Concentration17.5
Portfolio Stability15.2
Sector conviction69.7
View detail
JH
JFB Holdings Corp
CIK 0001093694
Total reported value
$3.1B
39 stks
2016-09-30
Stale — no recent filing
Concentration13.8
Portfolio Stability12.2
Sector conviction56.7
View detail
JF
Johnson Financial Group, Inc.
CIK 0001477024
Total reported value
$3.0B
1,178 stks
2026-06-30
Concentration46.6
Portfolio Stability21.1
Sector conviction55.5
View detail
JC
JB Capital LLC
CIK 0001879371
Total reported value
$2.9B
280 stks
2026-06-30
Concentration20.1
Portfolio Stability42.4
Sector conviction54.0
View detail
JH
James Hambro & Partners LLP
CIK 0001731152
Total reported value
$2.8B
69 stks
2026-06-30
Concentration21.5
Portfolio Stability25.0
Sector conviction58.8
View detail
JA
J.Safra Asset Management Corp
CIK 0001535293
Total reported value
$2.2B
633 stks
2026-06-30
Concentration21.8
Portfolio Stability0.0
Sector conviction77.6
View detail
JC
Jacobi Capital Management LLC
CIK 0001689646
Total reported value
$2.0B
644 stks
2026-06-30
Concentration11.7
Portfolio Stability19.0
Sector conviction44.1
View detail
JW
Jfs Wealth Advisors, LLC
CIK 0001568068
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
CIK 0001707975
Total reported value
$2.0B
68 stks
2026-06-30
Concentration51.8
Portfolio Stability23.1
Sector conviction100.0
View detail
JP
JANA Partners Management, LP
CIK 0001998597
Total reported value
$1.9B
10 stks
2026-06-30
Concentration56.0
Portfolio Stability28.0
Sector conviction79.6
View detail
JF
Johnson Financial Group, LLC
CIK 0001706327
Total reported value
$1.9B
279 stks
2026-06-30
Concentration100.0
Portfolio Stability25.4
Sector conviction66.9
View detail
JI
Jaffetilchin Investment Partners, LLC
CIK 0001404652
Total reported value
$1.7B
461 stks
2026-03-31
Concentration7.5
Portfolio Stability26.6
Sector conviction58.3
View detail
JC
Janney Capital Management LLC
CIK 0001569855
Total reported value
$1.6B
253 stks
2025-12-31
Stale — no recent filing
Concentration4.8
Portfolio Stability16.3
Sector conviction57.7
View detail
JH
Johns Hopkins University
CIK 0001764756
Total reported value
$1.5B
18 stks
2026-06-30
Concentration100.0
Portfolio Stability10.1
Sector conviction100.0
View detail
JP
Jana Partners LLC
CIK 0001159159
Total reported value
$1.3B
9 stks
2023-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
JF
JNBA Financial Advisors
CIK 0001569118
Total reported value
$1.3B
830 stks
2026-06-30
Concentration18.1
Portfolio Stability13.3
Sector conviction57.7
View detail
JA
Journey Advisory Group, LLC
CIK 0001840085
Total reported value
$1.3B
282 stks
2026-06-30
Concentration5.8
Portfolio Stability28.9
Sector conviction43.5
View detail
JL
J. L. Bainbridge & Co., Inc.
CIK 0001742315
Total reported value
$1.3B
117 stks
2026-06-30
Concentration21.9
Portfolio Stability21.3
Sector conviction59.7
View detail
JT
Jackson Thornton Wealth Management, LLC
CIK 0001903880
Total reported value
$1.3B
816 stks
2026-06-30
Concentration28.9
Portfolio Stability15.7
Sector conviction49.4
View detail
J&
Jacobs & Co/ca
CIK 0001055544
Total reported value
$1.2B
134 stks
2026-06-30
Concentration8.4
Portfolio Stability25.4
Sector conviction62.3
View detail
JW
JGP Wealth Management, LLC
CIK 0001748278
Total reported value
$1.1B
231 stks
2026-06-30
Concentration17.7
Portfolio Stability22.0
Sector conviction73.3
View detail
JI
Jia Investment Alliance Pte. LTD.
CIK 0001966595
Total reported value
$1.1B
23 stks
2026-06-30
Concentration25.3
Portfolio Stability23.5
Sector conviction98.1
View detail
JC
Jag Capital Management, LLC
CIK 0001080374
Total reported value
$1.1B
162 stks
2026-06-30
Concentration13.9
Portfolio Stability48.4
Sector conviction83.2
View detail
JS
J. Stern & Co. LLP
CIK 0002011335
Total reported value
$1.1B
51 stks
2026-06-30
Concentration24.4
Portfolio Stability27.3
Sector conviction54.4
View detail
JP
Jabodon Pt Co
CIK 0001594167
Total reported value
$1.0B
8 stks
2026-06-30
Concentration78.1
Portfolio Stability16.9
Sector conviction0.0
View detail
JP
Jamison Private Wealth Management, Inc.
CIK 0002006637
Total reported value
$990.4M
224 stks
2026-06-30
Concentration6.5
Portfolio Stability0.0
Sector conviction49.9
View detail
JI
James Investment Research, Inc.
CIK 0000810384
Total reported value
$983.8M
375 stks
2026-06-30
Concentration4.7
Portfolio Stability19.3
Sector conviction43.6
View detail
J&
Johnson & Johnson Innovation - JJDC, Inc.
CIK 0000924020
Total reported value
$978.2M
21 stks
2021-06-30
Stale — no recent filing
Concentration0.0
Portfolio Stability88.2
Sector conviction0.0
View detail
JJ
James J. Burns & Company, LLC
CIK 0001949059
Total reported value
$923.5M
163 stks
2026-06-30
Concentration24.0
Portfolio Stability24.2
Sector conviction67.8
View detail
JS
JT Stratford LLC
CIK 0001689013
Total reported value
$912.0M
321 stks
2026-06-30
Concentration6.5
Portfolio Stability27.1
Sector conviction55.5
View detail
JB
Johnson Bixby & Associates, LLC
CIK 0001844238
Total reported value
$895.8M
131 stks
2026-06-30
Concentration21.3
Portfolio Stability0.0
Sector conviction100.0
View detail
JM
J.P. Marvel Investment Advisors, LLC
CIK 0001426755
Total reported value
$871.2M
64 stks
2026-06-30
Concentration21.4
Portfolio Stability23.3
Sector conviction72.7
View detail
JG
John G Ullman & Associates Inc
CIK 0000919530
Total reported value
$824.4M
181 stks
2026-06-30
Concentration8.6
Portfolio Stability25.6
Sector conviction66.4
View detail
J&
Johnson & Johnson
CIK 0000200406
Total reported value
$798.7M
15 stks
2026-06-30
Concentration94.8
Portfolio Stability25.8
Sector conviction0.0
View detail
JC
JBF Capital, Inc.
CIK 0001483864
Total reported value
$764.0M
100 stks
2026-06-30
Concentration92.6
Portfolio Stability31.3
Sector conviction65.4
View detail
J&
Jlb & Associates Inc
CIK 0001085227
Total reported value
$748.3M
68 stks
2026-06-30
Concentration12.3
Portfolio Stability29.5
Sector conviction59.1
View detail
JS
Jackson Square Capital, LLC
CIK 0001812178
Total reported value
$719.0M
138 stks
2026-06-30
Concentration16.4
Portfolio Stability51.3
Sector conviction100.0
View detail
JC
Jb Capital Partners LP
CIK 0001138532
Total reported value
$646.4M
87 stks
2026-06-30
Concentration24.0
Portfolio Stability19.1
Sector conviction100.0
View detail
JF
JSF Financial, LLC
CIK 0001802224
Total reported value
$632.2M
142 stks
2026-06-30
Concentration24.0
Portfolio Stability36.7
Sector conviction84.6
View detail
J&
Jacobson & Schmitt Advisors, LLC
CIK 0001632096
Total reported value
$612.1M
81 stks
2026-06-30
Concentration12.0
Portfolio Stability0.0
Sector conviction59.5
View detail
JH
Jackson Hole Capital Partners, LLC
CIK 0001767049
Total reported value
$605.1M
313 stks
2026-03-31
Concentration8.1
Portfolio Stability15.1
Sector conviction37.4
View detail
JE
Jmac Enterprises LLC
CIK 0001907294
Total reported value
$593.5M
122 stks
2026-06-30
Concentration10.8
Portfolio Stability19.8
Sector conviction80.5
View detail
JD
J. Derek Lewis & Associates Inc.
CIK 0002077884
Total reported value
$529.2M
216 stks
2026-06-30
Concentration14.2
Portfolio Stability22.3
Sector conviction66.3
View detail
JW
JFG Wealth Management, LLC
CIK 0001766972
Total reported value
$510.6M
67 stks
2025-09-30
Stale — no recent filing
Concentration100.0
Portfolio Stability23.8
Sector conviction100.0
View detail
JW
JPL Wealth Management, LLC
CIK 0002010710
Total reported value
$503.8M
2,530 stks
2026-06-30
Concentration6.5
Portfolio Stability25.4
Sector conviction39.9
View detail
JI
JBJ Investment Partners, LLC
CIK 0001776321
Total reported value
$484.6M
63 stks
2021-12-31
Stale — no recent filing
Concentration43.0
Portfolio Stability0.0
Sector conviction60.8
View detail
JW
Janiczek Wealth Management, LLC
CIK 0001598561
Total reported value
$477.1M
1,091 stks
2024-06-30
Stale — no recent filing
Concentration18.4
Portfolio Stability0.0
Sector conviction52.2
View detail
JG
Joseph Group Capital Management
CIK 0001910383
Total reported value
$476.0M
387 stks
2026-06-30
Concentration13.0
Portfolio Stability20.0
Sector conviction37.9
View detail
JH
Jones Hill Capital LP
CIK 0002102314
Total reported value
$470.4M
29 stks
2026-06-30
Concentration27.3
Portfolio Stability100.0
Sector conviction100.0
View detail
JC
Joho Capital LLC
CIK 0001106500
Total reported value
$460.4M
10 stks
2026-06-30
Concentration72.4
Portfolio Stability38.5
Sector conviction100.0
View detail
JC
J.W. Childs Associates, L.P.
CIK 0001591765
Total reported value
$456.3M
1 stks
2016-06-30
Stale — no recent filing
Concentration100.0
Portfolio Stability23.3
Sector conviction0.0
View detail
JW
J. W. Coons Advisors, LLC
CIK 0001536139
Total reported value
$442.0M
240 stks
2025-06-30
Stale — no recent filing
Concentration6.8
Portfolio Stability0.0
Sector conviction72.3
View detail
JI
JRM Investment Counsel, LLC
CIK 0001631084
Total reported value
$413.3M
21 stks
2026-06-30
Concentration47.0
Portfolio Stability10.0
Sector conviction100.0
View detail
JW
Juncture Wealth Strategies, LLC
CIK 0001632866
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.
CIK 0001501542
Total reported value
$382.0M
207 stks
2017-09-30
Stale — no recent filing
Concentration8.2
Portfolio Stability7.8
Sector conviction92.9
View detail
JI
Juniper Investment Company, LLC
CIK 0001794034
Total reported value
$377.6M
11 stks
2026-06-30
Concentration64.1
Portfolio Stability21.7
Sector conviction100.0
View detail
JC
Jentner Corp
CIK 0001695908
Total reported value
$373.3M
54 stks
2025-06-30
Stale — no recent filing
Concentration46.1
Portfolio Stability0.0
Sector conviction94.4
View detail
JF
Joule Financial, LLC
CIK 0001929070
Total reported value
$368.8M
116 stks
2026-06-30
Concentration31.5
Portfolio Stability0.0
Sector conviction54.7
View detail
JA
jvl associates llc
CIK 0001915765
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
CIK 0000886920
Total reported value
$351.1M
113 stks
2015-03-31
Stale — no recent filing
Concentration7.2
Portfolio Stability8.8
Sector conviction47.0
View detail
JC
Jacobsen Capital Management
CIK 0001782491
Total reported value
$341.9M
126 stks
2026-06-30
Concentration30.7
Portfolio Stability0.0
Sector conviction71.3
View detail
JW
Jeppson Wealth Management, LLC
CIK 0001831263
Total reported value
$339.4M
242 stks
2026-06-30
Concentration7.4
Portfolio Stability20.6
Sector conviction46.6
View detail
JW
Jessup Wealth Management, Inc
CIK 0001963536
Total reported value
$335.3M
81 stks
2026-06-30
Concentration17.5
Portfolio Stability27.5
Sector conviction76.6
View detail
JP
Joseph P. Lucia & Associates, LLC
CIK 0001775391
Total reported value
$332.6M
188 stks
2026-06-30
Concentration7.5
Portfolio Stability20.5
Sector conviction100.0
View detail
JA
JCIC Asset Management Inc.
CIK 0001492040
Total reported value
$326.5M
113 stks
2026-06-30
Concentration12.1
Portfolio Stability0.0
Sector conviction49.2
View detail
JF
Johanson Financial Advisors, Inc.
CIK 0001665589
Total reported value
$326.5M
129 stks
2021-12-31
Stale — no recent filing
Concentration12.3
Portfolio Stability0.0
Sector conviction70.9
View detail
JG
Jackson, Grant Investment Advisers, Inc.
CIK 0001650300
Total reported value
$322.0M
421 stks
2026-06-30
Concentration19.3
Portfolio Stability0.0
Sector conviction51.5
View detail
JA
JW Asset Management, LLC
CIK 0001549738
Total reported value
$319.9M
21 stks
2026-06-30
Concentration100.0
Portfolio Stability38.3
Sector conviction100.0
View detail
JT
Jump Trading, LLC
CIK 0001520770
Total reported value
$310.3M
531 stks
2019-03-31
Stale — no recent filing
Concentration9.7
Portfolio Stability100.0
Sector conviction44.5
View detail
JC
Jackson Creek Investment Advisors LLC
CIK 0001831003
Total reported value
$301.8M
312 stks
2026-06-30
Concentration1.6
Portfolio Stability100.0
Sector conviction41.9
View detail
JA
JOYN Advisors, Inc.
CIK 0001493936
Total reported value
$300.5M
108 stks
2020-03-31
Stale — no recent filing
Concentration31.7
Portfolio Stability53.4
Sector conviction53.6
View detail
JA
J Arnold Wealth Management Co
CIK 0001875202
Total reported value
$293.7M
35 stks
2023-12-31
Stale — no recent filing
Concentration56.0
Portfolio Stability0.0
Sector conviction100.0
View detail
JF
JDM Financial Group LLC
CIK 0001960212
Total reported value
$292.9M
332 stks
2026-06-30
Concentration23.2
Portfolio Stability19.8
Sector conviction100.0
View detail
JF
Juno Financial Group LLC
CIK 0002106874
Total reported value
$282.0M
73 stks
2026-06-30
Concentration20.8
Portfolio Stability18.4
Sector conviction45.4
View detail
JC
JBR Co Financial Management Inc
CIK 0002017878
Total reported value
$274.1M
133 stks
2026-06-30
Concentration14.7
Portfolio Stability32.5
Sector conviction92.4
View detail
J&
Johnson & White Wealth Management, LLC
CIK 0001954136
Total reported value
$267.3M
117 stks
2026-06-30
Concentration13.2
Portfolio Stability0.0
Sector conviction81.7
View detail
JW
Jupiter Wealth Management LLC
CIK 0001774207
Total reported value
$250.0M
93 stks
2026-06-30
Concentration17.0
Portfolio Stability12.4
Sector conviction65.9
View detail
JW
Jenkins Wealth
CIK 0001666667
Total reported value
$248.8M
81 stks
2022-12-31
Stale — no recent filing
Concentration38.6
Portfolio Stability0.0
Sector conviction45.9
View detail
JS
Jim Saulnier & Associates, LLC
CIK 0002044420
Total reported value
$248.6M
152 stks
2026-06-30
Concentration16.8
Portfolio Stability37.2
Sector conviction87.3
View detail
JP
JNE Partners LLP
CIK 0001770120
Total reported value
$243.2M
6 stks
2026-06-30
Concentration100.0
Portfolio Stability14.8
Sector conviction100.0
View detail
JW
Johnson Wealth Management, LLC
CIK 0002110653
Total reported value
$236.1M
100 stks
2026-06-30
Concentration45.1
Portfolio Stability0.0
Sector conviction77.0
View detail
JR
J. R. Prunier Capital Management LLC
CIK 0002136331
Total reported value
$235.2M
67 stks
2026-03-31
Concentration35.5
Portfolio Stability0.0
Sector conviction46.4
View detail
JW
J.H. Whitney Equity Partners VII, LLC
CIK 0001567459
Total reported value
$231.9M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability0.6
Sector conviction0.0
View detail
JI
Junk Investment Group, LLC
CIK 0002112570
Total reported value
$225.9M
97 stks
2026-06-30
Concentration17.2
Portfolio Stability0.0
Sector conviction63.2
View detail
JC
JS Capital Management LLC
CIK 0001562668
Total reported value
$223.2M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability68.8
Sector conviction0.0
View detail
JC
Juniper Capital Advisors, L.P.
CIK 0002011609
Total reported value
$217.9M
2 stks
2026-06-30
Concentration100.0
Portfolio Stability41.5
Sector conviction0.0
View detail
JK
Jones Kertz & Associates, Inc.
CIK 0002104438
Total reported value
$216.9M
66 stks
2026-06-30
Concentration15.4
Portfolio Stability21.7
Sector conviction100.0
View detail
JH
J Hagan Capital, Inc.
CIK 0002059107
Total reported value
$215.9M
92 stks
2026-06-30
Concentration18.1
Portfolio Stability16.7
Sector conviction100.0
View detail
JH
J. H. Whitney Equity Partners VI, LLC
CIK 0001394517
Total reported value
$200.6M
1 stks
2026-06-30
Concentration100.0
Portfolio Stability47.8
Sector conviction0.0
View detail
JH
Jackson Hill Advisors, LLC
CIK 0001911159
Total reported value
$197.4M
13 stks
2026-06-30
Concentration0.0
Portfolio Stability0.0
Sector conviction0.0
View detail
JF
Jackson Financial Management
CIK 0001730475
Total reported value
$193.7M
43 stks
2019-12-31
Stale — no recent filing
Concentration21.2
Portfolio Stability27.7
Sector conviction100.0
View detail
JF
Jericho Financial, LLP
CIK 0001841173
Total reported value
$193.0M
41 stks
2026-06-30
Concentration15.2
Portfolio Stability21.9
Sector conviction55.7
View detail
JI
JCP Investment Management, LLC
CIK 0001461945
Total reported value
$187.1M
26 stks
2026-06-30
Concentration40.0
Portfolio Stability53.3
Sector conviction65.8
View detail
JS
J.E. Simmons & Co., P.C.
CIK 0002111381
Total reported value
$177.5M
72 stks
2026-06-30
Concentration32.7
Portfolio Stability18.6
Sector conviction61.6
View detail
JW
Jacksonville Wealth Management, LLC
CIK 0002048486
Total reported value
$176.8M
76 stks
2026-06-30
Concentration22.1
Portfolio Stability20.7
Sector conviction93.5
View detail
JM
J. M. Brown & Associates Inc.
CIK 0002134631
Total reported value
$174.7M
167 stks
2026-06-30
Concentration5.8
Portfolio Stability0.0
Sector conviction100.0
View detail
JW
Jackson Wealth Management, LLC
CIK 0001536799
Total reported value
$169.9M
86 stks
2026-06-30
Concentration46.1
Portfolio Stability100.0
Sector conviction100.0
View detail
JD
J Digital 6 LLC
CIK 0002090663
Total reported value
$169.1M
3 stks
2026-06-30
Concentration100.0
Portfolio Stability68.1
Sector conviction0.0
View detail
JW
JDH Wealth Management, LLC
CIK 0002022512
Total reported value
$164.3M
61 stks
2026-06-30
Concentration23.4
Portfolio Stability11.2
Sector conviction100.0
View detail
JA
Josh Arnold Investment Consultant, LLC
CIK 0001911348
Total reported value
$159.0M
21 stks
2026-06-30
Concentration100.0
Portfolio Stability39.6
Sector conviction100.0
View detail
JA
Jacobs Asset Management, LLC
CIK 0001351063
Total reported value
$159.0M
23 stks
2026-06-30
Concentration24.6
Portfolio Stability52.7
Sector conviction100.0
View detail
JW
JP Wealth Management, Inc.
CIK 0001967622
Total reported value
$158.9M
14 stks
2026-06-30
Concentration65.1
Portfolio Stability0.0
Sector conviction0.0
View detail
JC
Jade Capital Advisors, LLC
CIK 0001761663
Total reported value
$158.7M
98 stks
2024-09-30
Stale — no recent filing
Concentration7.2
Portfolio Stability0.0
Sector conviction100.0
View detail
JA
Joel Adams & Associates, Inc.
CIK 0002020459
Total reported value
$155.7M
68 stks
2026-06-30
Concentration25.5
Portfolio Stability0.0
Sector conviction68.0
View detail
JT
Jump Trading, LLC
CIK 0001127998
Total reported value
$150.3M
222 stks
2020-06-30
Stale — no recent filing
Concentration20.5
Portfolio Stability100.0
Sector conviction68.1
View detail
JC
J2 Capital Management Inc
CIK 0001586882
Total reported value
$148.7M
123 stks
2026-06-30
Concentration22.2
Portfolio Stability41.2
Sector conviction47.2
View detail
JC
JM2 Capital Inc.
CIK 0002103359
Total reported value
$145.7M
121 stks
2026-06-30
Concentration9.9
Portfolio Stability25.7
Sector conviction83.6
View detail
JE
Jacobs Equity LLC
CIK 0002111761
Total reported value
$144.7M
121 stks
2026-06-30
Concentration9.4
Portfolio Stability30.3
Sector conviction53.4
View detail
JP
Jordan Park Trust Co LLC
CIK 0002051108
Total reported value
$143.4M
15 stks
2026-06-30
Concentration100.0
Portfolio Stability9.4
Sector conviction100.0
View detail
JS
John S. & James L. Knight Foundation, Inc.
CIK 0002105032
Total reported value
$131.1M
3 stks
2025-12-31
Stale — no recent filing
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
View detail
JR
James Reed Financial Services, Inc.
CIK 0001911052
Total reported value
$131.0M
19 stks
2026-06-30
Concentration72.4
Portfolio Stability0.0
Sector conviction100.0
View detail
JA
Jolley Asset Management, LLC
CIK 0001569117
Total reported value
$130.1M
77 stks
2020-03-31
Stale — no recent filing
Concentration9.2
Portfolio Stability65.9
Sector conviction56.5
View detail
JF
JMN Financial LLC
CIK 0002113267
Total reported value
$128.6M
229 stks
2026-06-30
Concentration5.0
Portfolio Stability44.9
Sector conviction59.4
View detail
JR
Journey Retirement Planning & Investment Management LLC
CIK 0002122180
Total reported value
$128.3M
308 stks
2026-06-30
Concentration7.4
Portfolio Stability24.8
Sector conviction41.4
View detail
JB
Journey Beyond Wealth, LLC
CIK 0002052989
Total reported value
$128.1M
30 stks
2026-06-30
Concentration45.7
Portfolio Stability10.4
Sector conviction100.0
View detail
JJ
Jay Jeffrey R
CIK 0001239607
Total reported value
$126.5M
32 stks
2013-06-30
Stale — no recent filing
Concentration31.2
Portfolio Stability0.0
Sector conviction0.0
View detail
JM
J. Mark Nickell & Co.
CIK 0001811161
Total reported value
$125.4M
30 stks
2026-06-30
Concentration32.1
Portfolio Stability39.0
Sector conviction0.0
View detail
JW
JHP Wealth Management, LLC
CIK 0002110669
Total reported value
$122.1M
40 stks
2026-06-30
Concentration58.0
Portfolio Stability21.6
Sector conviction100.0
View detail
JF
JD Financial Services Inc.
CIK 0001840561
Total reported value
$121.3M
39 stks
2021-12-31
Stale — no recent filing
Concentration26.1
Portfolio Stability0.0
Sector conviction74.4
View detail
JC
January Capital Advisors LLC
CIK 0001855967
Total reported value
$119.7M
55 stks
2026-06-30
Concentration22.0
Portfolio Stability75.8
Sector conviction74.5
View detail
JA
J.M. Arbour, LLC
CIK 0002099154
Total reported value
$116.0M
132 stks
2026-06-30
Concentration7.6
Portfolio Stability47.7
Sector conviction46.5
View detail
Showing 1-150 of 198 institutions