Filers
76 institutions on file
JONES FINANCIAL COMPANIES LLLP
TRACKEDCIK 0000815917
$208.07B
AUM
4,724
positions
4
filings
latest Q1 2026
Jones Hill Capital LP
TRACKEDCIK 0002102314
$466.5M
AUM
26
positions
1
filings
latest Q1 2026
JONES ROAD CAPITAL MANAGEMENT, L.P.
TRACKEDCIK 0001842361
$55.3M
AUM
14
positions
4
filings
latest Q1 2026
Jordan Park Group LLC
TRACKEDCIK 0001707975
—
AUM
—
positions
4
filings
latest Q1 2026
Joseph Group Capital Management
TRACKEDCIK 0001910383
$400.4M
AUM
379
positions
3
filings
latest Q1 2026
Joseph P. Lucia & Associates, LLC
TRACKEDCIK 0001775391
$279.7M
AUM
169
positions
4
filings
latest Q1 2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
TRACKEDCIK 0001911348
$117.0M
AUM
13
positions
3
filings
latest Q1 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
TRACKEDCIK 0002122180
$113.5M
AUM
133
positions
2
filings
latest Q1 2026
JPL Wealth Management, LLC
TRACKEDCIK 0002010710
$434.7M
AUM
1,554
positions
3
filings
latest Q1 2026
J.P. Marvel Investment Advisors, LLC
TRACKEDCIK 0001426755
$705.2M
AUM
60
positions
4
filings
latest Q1 2026
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM)
TRACKEDCIK 0000019617
$3.09B
AUM
378
positions
2
filings
latest Q1 2026
JRM Investment Counsel, LLC
TRACKEDCIK 0001631084
$375.4M
AUM
21
positions
4
filings
latest Q1 2026
JS Capital Management LLC
TRACKEDCIK 0001562668
$109.0M
AUM
1
positions
4
filings
latest Q1 2026
JSF Financial, LLC
TRACKEDCIK 0001802224
$510.1M
AUM
126
positions
4
filings
latest Q1 2026
J. Stern & Co. LLP
TRACKEDCIK 0002011335
$1.03B
AUM
49
positions
3
filings
latest Q1 2026
JTC Employer Solutions Trustee Ltd
TRACKEDCIK 0001875645
—
AUM
—
positions
4
filings
latest Q1 2026
JT Stratford LLC
TRACKEDCIK 0001689013
$785.6M
AUM
297
positions
4
filings
latest Q1 2026
Jump Financial, LLC
TRACKEDCIK 0001831577
$7.50B
AUM
1,802
positions
4
filings
latest Q1 2026
Juniper Capital Advisors, L.P.
TRACKEDCIK 0002011609
$332.0M
AUM
2
positions
4
filings
latest Q1 2026
Juniper Investment Company, LLC
TRACKEDCIK 0001794034
$313.4M
AUM
9
positions
4
filings
latest Q1 2026
Junk Investment Group, LLC
TRACKEDCIK 0002112570
$190.7M
AUM
88
positions
1
filings
latest Q1 2026
Juno Financial Group LLC
TRACKEDCIK 0002106874
$255.1M
AUM
70
positions
2
filings
latest Q1 2026
Junto Capital Management LP
TRACKEDCIK 0001595880
$4.74B
AUM
87
positions
4
filings
latest Q1 2026
JUPITER ASSET MANAGEMENT LTD
TRACKEDCIK 0001215838
$18.75B
AUM
481
positions
4
filings
latest Q1 2026
Jupiter Wealth Management LLC
TRACKEDCIK 0001774207
$253.0M
AUM
90
positions
4
filings
latest Q1 2026
JW Asset Management, LLC
TRACKEDCIK 0001549738
$243.5M
AUM
19
positions
4
filings
latest Q1 2026
JONES FINANCIAL COMPANIES LLLP
TRACKEDCIK 0000815917
$208.07B
AUM
4,724
positions
4
filings
latest Q1 2026
Jones Hill Capital LP
TRACKEDCIK 0002102314
$466.5M
AUM
26
positions
1
filings
latest Q1 2026
JONES ROAD CAPITAL MANAGEMENT, L.P.
TRACKEDCIK 0001842361
$55.3M
AUM
14
positions
4
filings
latest Q1 2026
Jordan Park Group LLC
TRACKEDCIK 0001707975
—
AUM
—
positions
4
filings
latest Q1 2026
Joseph Group Capital Management
TRACKEDCIK 0001910383
$400.4M
AUM
379
positions
3
filings
latest Q1 2026
Joseph P. Lucia & Associates, LLC
TRACKEDCIK 0001775391
$279.7M
AUM
169
positions
4
filings
latest Q1 2026
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
TRACKEDCIK 0001911348
$117.0M
AUM
13
positions
3
filings
latest Q1 2026
JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
TRACKEDCIK 0002122180
$113.5M
AUM
133
positions
2
filings
latest Q1 2026
JPL Wealth Management, LLC
TRACKEDCIK 0002010710
$434.7M
AUM
1,554
positions
3
filings
latest Q1 2026
J.P. Marvel Investment Advisors, LLC
TRACKEDCIK 0001426755
$705.2M
AUM
60
positions
4
filings
latest Q1 2026
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM)
TRACKEDCIK 0000019617
$3.09B
AUM
378
positions
2
filings
latest Q1 2026
JRM Investment Counsel, LLC
TRACKEDCIK 0001631084
$375.4M
AUM
21
positions
4
filings
latest Q1 2026
JS Capital Management LLC
TRACKEDCIK 0001562668
$109.0M
AUM
1
positions
4
filings
latest Q1 2026
JSF Financial, LLC
TRACKEDCIK 0001802224
$510.1M
AUM
126
positions
4
filings
latest Q1 2026
J. Stern & Co. LLP
TRACKEDCIK 0002011335
$1.03B
AUM
49
positions
3
filings
latest Q1 2026
JTC Employer Solutions Trustee Ltd
TRACKEDCIK 0001875645
—
AUM
—
positions
4
filings
latest Q1 2026
JT Stratford LLC
TRACKEDCIK 0001689013
$785.6M
AUM
297
positions
4
filings
latest Q1 2026
Jump Financial, LLC
TRACKEDCIK 0001831577
$7.50B
AUM
1,802
positions
4
filings
latest Q1 2026
Juniper Capital Advisors, L.P.
TRACKEDCIK 0002011609
$332.0M
AUM
2
positions
4
filings
latest Q1 2026
Juniper Investment Company, LLC
TRACKEDCIK 0001794034
$313.4M
AUM
9
positions
4
filings
latest Q1 2026
Junk Investment Group, LLC
TRACKEDCIK 0002112570
$190.7M
AUM
88
positions
1
filings
latest Q1 2026
Juno Financial Group LLC
TRACKEDCIK 0002106874
$255.1M
AUM
70
positions
2
filings
latest Q1 2026
Junto Capital Management LP
TRACKEDCIK 0001595880
$4.74B
AUM
87
positions
4
filings
latest Q1 2026
JUPITER ASSET MANAGEMENT LTD
TRACKEDCIK 0001215838
$18.75B
AUM
481
positions
4
filings
latest Q1 2026
Jupiter Wealth Management LLC
TRACKEDCIK 0001774207
$253.0M
AUM
90
positions
4
filings
latest Q1 2026
JW Asset Management, LLC
TRACKEDCIK 0001549738
$243.5M
AUM
19
positions
4
filings
latest Q1 2026