Institutional shares held 139 Million
0 calls
0 puts
Total value of holdings $6.63B
$0 calls
$0 puts
# of Institutions 406


Latest Institutional Activity in JCPB

Top Purchases

Q3 2025
Hb Wealth Management, LLC Shares Held: 10.4M ($499M)
Q3 2025
Alpine Bank Wealth Management Shares Held: 1.57M ($75.4M)
Q3 2025
Moss Adams Wealth Advisors LLC Shares Held: 2.4M ($115M)
Q3 2025
Legacy Wealth Management, Inc Shares Held: 3.55M ($170M)
Q3 2025
Janney Montgomery Scott LLC Shares Held: 2.66M ($127M)

Top Sells

Q3 2025
Lionsbridge Wealth Management LLC Shares Held: 76.7K ($3.67M)
Q3 2025
Houlihan Financial Resource Group, Ltd. Shares Held: 37.2K ($1.78M)
Q3 2025
Steele Capital Management, Inc. Shares Held: 519K ($24.9M)
Q3 2025
Royal Harbor Partners, LLC Shares Held: 597K ($28.6M)
Q3 2025
Ignite Planners, LLC Shares Held: 160K ($7.66M)

About JCPB

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