Institutional shares held 148 Million
0 calls
0 puts
Total value of holdings $7.01B
$0 calls
$0 puts
# of Institutions 422


Latest Institutional Activity in JCPB

Top Purchases

Q3 2025
Hb Wealth Management, LLC Shares Held: 10.4M ($494M)
Q3 2025
Factory Mutual Insurance CO Shares Held: 5.85M ($277M)
Q3 2025
Morgan Stanley Shares Held: 4.25M ($201M)
Q3 2025
Northwestern Mutual Wealth Management CO Shares Held: 2.49M ($118M)
Q3 2025
First Washington Corp Shares Held: 819K ($38.8M)

Top Sells

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)
Q3 2025
Boulder Wealth Advisors, LLC Shares Held: 29.4K ($1.39M)
Q3 2025
Tradition Wealth Management, LLC Shares Held: 745K ($35.3M)

About JCPB

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