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No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
7 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
122 filers reported a long position in JPEF for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Avantax Planning Partners, Inc. | $154.6M | 1.9M | +7.6% |
| RAYMOND JAMES FINANCIAL INC | $146.5M | 1.8M | -5.3% |
| LPL Financial LLC | $115.1M | 1.4M | +8.9% |
| Cetera Investment Advisers | $108M | 1.3M | +25% |
| MML INVESTORS SERVICES, LLC | $49.6M | 617.6K | -8.2% |
| MORGAN STANLEY | $48.2M | 600.5K | 0% |
| COMMONWEALTH EQUITY SERVICES, LLC | $45.2M | 563.2K | +1.2% |
| JONES FINANCIAL COMPANIES LLLP | $43.5M | 552.3K | +6.8% |
| OSAIC HOLDINGS, INC. | $35.2M | 438.4K | -2.8% |
| Stratos Wealth Partners, LTD. | $28.9M | 360.3K | +2.9% |
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