Institutional shares held 78 Million
0 calls
0 puts
Total value of holdings $3.62B
$0 calls
$0 puts
# of Institutions 316


Latest Institutional Activity in JCPB

Top Purchases

Q4 2024
Valeo Financial Advisors, LLC Shares Held: 1.48M ($68.8M)
Q4 2024
Savant Capital, LLC Shares Held: 303K ($14.1M)
Q4 2024
Helen Stephens Group, LLC Shares Held: 467K ($21.6M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 1.93M ($89.5M)
Q4 2024
Moss Adams Wealth Advisors LLC Shares Held: 1.87M ($86.7M)

Top Sells

Q4 2024
Strategic Financial Concepts, LLC Shares Held: 4.85K ($225K)
Q4 2024
Stephens Inc Shares Held: 899K ($41.7M)
Q4 2024
Wiser Wealth Management, Inc Shares Held: 892K ($41.4M)
Q4 2024
Mc Carthy & Cox Shares Held: 568K ($26.3M)
Q4 2024
Peterson Wealth Advisors, LLC Shares Held: 338K ($15.7M)

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