Institutional shares held 131 Million
0 calls
0 puts
Total value of holdings $6.14B
$0 calls
$0 puts
# of Institutions 394


Latest Institutional Activity in JCPB

Top Purchases

Q2 2025
Hb Wealth Management, LLC Shares Held: 7.77M ($364M)
Q2 2025
Vestmark Advisory Solutions, Inc. Shares Held: 3.26M ($153M)
Q2 2025
Savant Capital, LLC Shares Held: 1.87M ($87.8M)
Q2 2025
Factory Mutual Insurance CO Shares Held: 3.22M ($151M)
Q2 2025
Alpine Bank Wealth Management Shares Held: 854K ($40.1M)

Top Sells

Q2 2025
All Gen Financial Advisors, Inc. Shares Held: 225K ($10.6M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 1.02M ($47.9M)
Q2 2025
John W. Brooker & Co., Cp As Shares Held: 75.8K ($3.56M)
Q2 2025
Advisor Group Holdings, Inc. Shares Held: 1.44M ($67.7M)
Q2 2025
N.E.W. Advisory Services LLC Shares Held: 33.7K ($1.58M)

About JCPB

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