Institutional shares held 133 Million
8.9K calls
0 puts
Total value of holdings $6.08B
$407K calls
$0 puts
# of Institutions 258


Latest Institutional Activity in JMBS

Top Purchases

Q3 2025
Charles Schwab Investment Management Inc Shares Held: 21.5M ($985M)
Q3 2025
Envestnet Asset Management Inc Shares Held: 3.11M ($142M)
Q3 2025
Foster & Motley Inc Shares Held: 1.72M ($78.8M)
Q3 2025
Sage Advisory Services, Ltd.Co. Shares Held: 187K ($8.58M)
Q3 2025
Truist Financial Corp Shares Held: 651K ($29.8M)

Top Sells

Q3 2025
Bailard, Inc. Shares Held: 74.5K ($3.41M)
Q3 2025
Advance Capital Management, Inc. Shares Held: 16.7K ($763K)
Q3 2025
Inspirion Wealth Advisors, LLC Shares Held: 324K ($14.8M)
Q3 2025
Madison Asset Management, LLC Shares Held: 1.64M ($75.1M)
Q3 2025
Financial Enhancement Group LLC Shares Held: 417K ($19.1M)

About JMBS

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