Institutional shares held 150 Million
0 calls
0 puts
Total value of holdings $7.13B
$0 calls
$0 puts
# of Institutions 417


Latest Institutional Activity in JCPB

Top Purchases

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 2.14M ($101M)
Q4 2025
Choice Wealth Advisors, LLC Shares Held: 339K ($16M)
Q4 2025
Helen Stephens Group, LLC Shares Held: 707K ($33.5M)
Q4 2025
Garrett Investment Advisors LLC Shares Held: 1.71M ($80.9M)
Q4 2025
Sprinkle Financial Consultants LLC Shares Held: 157K ($7.44M)

Top Sells

Q4 2025
First Citizens Financial Corp Shares Held: 21.3K ($1.01M)
Q4 2025
Massmutual Trust CO Fsb Shares Held: 69.6K ($3.3M)
Q3 2025
Vestmark Advisory Solutions, Inc. Shares Held: 1.86M ($88.2M)
Q3 2025
South State Corp Shares Held: 408K ($19.3M)
Q3 2025
Triad Wealth Partners, LLC Shares Held: 222K ($10.5M)

About JCPB

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