Institutional shares held 11.9 Million
0 calls
0 puts
Total value of holdings $574M
$0 calls
$0 puts
# of Institutions 40


Latest Institutional Activity in JCPI

Top Purchases

Q2 2025
Kavar Capital Partners Group, LLC Shares Held: 44K ($2.13M)
Q2 2025
Envestnet Asset Management Inc Shares Held: 30.5K ($1.47M)
Q2 2025
Cetera Investment Advisers Shares Held: 22.2K ($1.07M)
Q2 2025
Atria Wealth Solutions, Inc. Shares Held: 7.78K ($377K)
Q2 2025
Oppenheimer & CO Inc Shares Held: 6.68K ($323K)

Top Sells

Q2 2025
Clear Creek Financial Management, LLC Shares Held: 21.9K ($1.06M)
Q2 2025
Sage Rhino Capital LLC Shares Held: 57.2K ($2.77M)
Q2 2025
Commonwealth Equity Services, LLC Shares Held: 9.03K ($437K)
Q1 2025
Jpmorgan Chase & CO Shares Held: 10.2M ($494M)
Q1 2025
Ubs Group Ag Shares Held: 125K ($6.05M)

About JCPI

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