Institutional shares held 11.9 Million
0 calls
0 puts
Total value of holdings $585M
$0 calls
$0 puts
# of Institutions 42


Latest Institutional Activity in JCPI

Top Purchases

Q2 2025
Advisor Group Holdings, Inc. Shares Held: 79.1K ($3.88M)
Q2 2025
Lpl Financial LLC Shares Held: 105K ($5.15M)
Q2 2025
Kavar Capital Partners Group, LLC Shares Held: 44K ($2.15M)
Q2 2025
Balanced Rock Investment Advisor Shares Held: 43.7K ($2.14M)
Q2 2025
Wiley Bros. Aintree Capital, LLC Shares Held: 35.9K ($1.76M)

Top Sells

Q2 2025
Oxford Financial Group LTD Shares Held: 292K ($14.3M)
Q2 2025
Clear Creek Financial Management, LLC Shares Held: 21.9K ($1.07M)
Q2 2025
Sage Rhino Capital LLC Shares Held: 57.2K ($2.8M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 9.03K ($442K)
Q2 2025
Raymond James Financial Inc Shares Held: 112K ($5.49M)

About JCPI

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