Institutional shares held 64.4 Million
0 calls
0 puts
Total value of holdings $3.03B
$0 calls
$0 puts
# of Institutions 276


Latest Institutional Activity in JCPB

Top Purchases

Q3 2024
Moss Adams Wealth Advisors LLC Shares Held: 1.62M ($76M)
Q3 2024
Valeo Financial Advisors, LLC Shares Held: 359K ($16.9M)
Q3 2024
Pennsylvania Capital Management Inc Shares Held: 229K ($10.8M)
Q3 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 2.08M ($98M)
Q3 2024
Perigon Wealth Management, LLC Shares Held: 183K ($8.61M)

Top Sells

Q3 2024
Commonwealth Equity Services, LLC Shares Held: 691K ($32.5M)
Q3 2024
Destiny Wealth Partners, LLC Shares Held: 549K ($25.8M)
Q3 2024
Creative Planning Shares Held: 60.7K ($2.86M)
Q3 2024
Spc Financial, Inc. Shares Held: 516K ($24.3M)
Q3 2024
Retirement Planning Group Shares Held: 41.4K ($1.95M)

About JCPB

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