Institutional shares held 75.2 Million
0 calls
0 puts
Total value of holdings $3.47B
$0 calls
$0 puts
# of Institutions 310


Latest Institutional Activity in JCPB

Top Purchases

Q4 2024
Helen Stephens Group, LLC Shares Held: 467K ($21.5M)
Q4 2024
Janney Montgomery Scott LLC Shares Held: 1.93M ($88.9M)
Q4 2024
Moss Adams Wealth Advisors LLC Shares Held: 1.87M ($86.2M)
Q4 2024
Floyd Financial Group LLC Shares Held: 176K ($8.11M)
Q4 2024
Garrett Investment Advisors LLC Shares Held: 1.41M ($65.3M)

Top Sells

Q4 2024
Wiser Wealth Management, Inc Shares Held: 892K ($41.1M)
Q4 2024
Mc Carthy & Cox Shares Held: 568K ($26.2M)
Q4 2024
Peterson Wealth Advisors, LLC Shares Held: 338K ($15.6M)
Q4 2024
Capital Planning LLC Shares Held: 89.2K ($4.11M)
Q4 2024
Diversify Advisory Services, LLC Shares Held: 35.5K ($1.64M)

About JCPB

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