Institutional shares held 12 Million
0 calls
0 puts
Total value of holdings $582M
$0 calls
$0 puts
# of Institutions 44


Latest Institutional Activity in JCPI

Top Purchases

Q3 2025
Ae Wealth Management LLC Shares Held: 51.2K ($2.48M)
Q3 2025
Commonwealth Equity Services, LLC Shares Held: 30.8K ($1.5M)
Q3 2025
Atria Investments LLC Shares Held: 10.9K ($527K)
Q3 2025
Oppenheimer & CO Inc Shares Held: 16.2K ($783K)
Q3 2025
Cibc World Market Inc. Shares Held: 6.15K ($298K)

Top Sells

Q3 2025
Collier Financial Shares Held: 4.23K ($205K)
Q2 2025
Oxford Financial Group LTD Shares Held: 292K ($14.2M)
Q2 2025
Clear Creek Financial Management, LLC Shares Held: 21.9K ($1.06M)
Q2 2025
Raymond James Financial Inc Shares Held: 112K ($5.44M)
Q1 2025
Jpmorgan Chase & CO Shares Held: 10.2M ($495M)

About JCPI

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