Institutional shares held 29 Million
0 calls
0 puts
Total value of holdings $1.41B
$0 calls
$0 puts
# of Institutions 83


Latest Institutional Activity in JEMA

Top Purchases

Q3 2025
First Bank & Trust Shares Held: 11.9K ($576K)
Q3 2025
5 T Wealth, LLC Shares Held: 47.9K ($2.32M)
Q3 2025
Cwm, LLC Shares Held: 15.7K ($763K)
Q3 2025
Perigon Wealth Management, LLC Shares Held: 95.8K ($4.64M)
Q3 2025
Advisor Net Financial, Inc Shares Held: 4.16K ($202K)

Top Sells

Q3 2025
Dynamic Advisor Solutions LLC Shares Held: 9.03K ($438K)
Q3 2025
Seneca House Advisors Shares Held: 6.85K ($332K)
Q3 2025
Farther Finance Advisors, LLC Shares Held: 6.19K ($300K)
Q3 2025
Bartlett & Co. Wealth Management LLC Shares Held: 15 ($728)
Q3 2025
Private Trust CO Na Shares Held: 55 ($2.67K)

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